CRM

HubSpot vs SAP C/4 HANA CRM Independent Review

HubSpot vs SAP C/4 HANA CRM Independent Review

HubSpot CRM, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. In contrast, SAP C/4HANA is ideal for companies operating in industries with high transaction volumes and strict regulatory requirements. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, SAP C/4 HANA is fit for sectors like medical devices or pharmaceuticals, where CPQ workflows often need to adhere to regulatory constraints.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, with SAP C/4HANA, businesses benefit from both extensive customization capabilities and advanced security layers to support and control these workflows seamlessly. To better understand HubSpot vs SAP C/4 HANA CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs SAP C/4 HANA CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMSAP C/4 HANA
Started in20062018
Ownership byPublicly traded listed on the NYSE under the ticker symbol HUBSSAP SE
No. of customers >70,000>1000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is SAP C/4 HANA CRM?

SAP C/4 HANA, an integral part of the S/4 suite, offers a range of best-of-breed CRM options in the CX portfolio, including sales, marketing, commerce, customer experience, and service cloud. It caters primarily to large utility, finance, and public sector companies, especially those with deep regulatory workflow requirements within CRM processes.

The spin-off of Qualtrics may suggest that SAP is not as committed to the CX portfolio. Moreover, SAP faces substantial challenges with newer entrants in the headless space to disrupt its commerce portfolio. Still a viable option for companies requiring tight integration with CPQ and configurator available through the Hybris portfolio.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs SAP C/4 HANA CRM Comparison

Navigating the choice between HubSpot vs SAP C/4 HANA CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs SAP C/4 HANA CRM across various critical dimensions.

HubSpot CRMSAP C/4 HANA CRM
Data ModelIsn’t well-suited for complex operational use cases.Extremely detailed data model for enterprise use cases combining many business models.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.The CPQ processes are especially friendlier for industrial companies implementing configurator-driven 3D experience.
EcosystemThe second choice for most leading marketing technologies to integrate with.SAP C/4 HANA ecosystem is not as popular among MarTech vendors as other leading CRM options.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Capabilities are generally limited, so an external tool may be necessary.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Provides integration with other SAP products, enterprise-grade CPQ and sales performance management tools.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.The operational workflows will generally be much more comprehensive.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Offers advanced capabilities for implementing sales funnel scenarios or territory planning scenarios.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Highly customizable platform for enterprise-grade use cases.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.One of the most expensive CRM options out there, pricing might not be friendly for SMBs.

HubSpot vs SAP C/4 HANA CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs SAP C/4 HANA CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs SAP C/4 HANA CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Does not have dedicated content creation tools.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Does not have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Does not have dedicated social media management tools.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.SAP Marketing Cloud, a part of SAP C/4HANA, includes email marketing functionalities.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Provides capabilities to provide deep insights into customer data and behavior.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs SAP C/4 HANA CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Lead ManagementManages leads with tracking and nurturing tools.Not specifically, but it integrates with SAP C/4HANA for comprehensive CRM capabilities.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Features provided through Sales Order Management component.
Email TrackingTracks email opens, clicks, and responses.Not directly, but can be integrated with SAP’s other platforms for this functionality.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Not specifically designed for this purpose.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Has collaboration tools for efficient teamwork.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs SAP C/4 HANA CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Ticket SystemOffers a support ticketing system for customer inquiries.SAP Service Cloud includes ticketing capabilities for managing customer issues effectively.
Live ChatProvides live chat support for customer interactions.Offers live chat functionalities to provide real-time support to customers.
Customer Support AutomationAutomates customer support processes and workflows.Offers automation tools to streamline customer support processes.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Supports omni-channel engagements, ensuring consistent customer experiences across various channels.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs SAP C/4 HANA CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Product Catalog ManagementManages product listings and also descriptions.Includes comprehensive tools for managing and organizing product catalogs.
Order FulfillmentTracks and manages order processing and fulfillment.Components like SAP Commerce Cloud and SAP Marketing Cloud helps streamline and automate order processing.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Analytics and customer data platforms support highly tailored shopping experiences.

HubSpot vs SAP C/4 HANA CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs SAP C/4 HANA CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vsSAP C/4 HANA CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMSAP C/4 HANA CRM
Stronger with upstream marketing and also content-driven workflows.Consent and preferences with audit-ready capabilities for compliance workflows such as GDPR, CCPA, and LGPD.
Has strong workflows and also custom-coded actions.Offers cross-channel personalization and identity management.
Offers consolidated platform that siloed apps.Tight integration among SAP products is one of the biggest highlights of SAP C/4 HANA.
Offering fairly detailed custom objects.Integration with enterprise-grade CPQ and sales performance management tools.

HubSpot vs SAP C/4 HANA CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs SAP C/4 HANA CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs SAP C/4 HANA CRM across various operational and financial dimensions.

HubSpot CRMSAP C/4 HANA CRM
Not fit for ad-hoc flows.Lacks sophistication in pre-sales processes, including marketing automation.
Overall expensive, also tiers are tricky to work with.The data model may feel restrictive for sales and marketing teams seeking fluidity to focus on sales rather than operational details.
The data model is rigid and also weak for B2B businesses.Unnatural and complex for small to mid-size organizations seeking more straightforward CRM solutions.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.Maintaining the required data layers and enabling those workflows will require significant consulting support for customization.

Conclusion

In conclusion, selecting the right CRM system between HubSpot vs SAP C/4 HANA CRM ultimately depends on the unique needs and priorities of a business. HubSpot CRM shines as an accessible, user-friendly solution tailored for SMBs, particularly those focused on content-centric B2B marketing workflows. It offers robust marketing automation, seamless integration, and an intuitive interface, making it ideal for businesses seeking an all-in-one platform without requiring extensive technical expertise. However, its pricing structure and limited suitability for ad-hoc flows and complex regulatory requirements may pose challenges for larger enterprises or industries with specific needs.

On the other hand, SAP C/4 HANA CRM is a powerful solution designed for enterprises with high transaction volumes and stringent compliance requirements. It excels in advanced operational capabilities, comprehensive customization, and tight integration across SAP’s ecosystem. While it is a strong contender for large-scale businesses in industries like utilities, finance, or pharmaceuticals, its complexity and resource-intensive setup may deter smaller organizations or those seeking straightforward CRM solutions. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

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ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Zendesk Sell CRM Independent Review

HubSpot CRM, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. In contrast, Zendesk Sell is an entry-level CRM designed for companies utilizing ZenDesk for customer service and ticketing workflows. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, Zendesk Sell targets smaller companies with under 10-15 employees, lacking mature CRM capabilities such as sales ops planning, marketing automation, and territory management.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Zendesk would not be a fit for them seeking customizability as offered by other platforms such as Salesforce or HubSpot. To better understand HubSpot vs Zendesk Sell CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Zendesk Sell CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMZendesk Sell CRM
Started in20062018
Ownership byPublicly traded listed on the NYSE under the ticker symbol HUBSZendesk Inc.
No. of customers >70,000>4,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Zendesk Sell CRM?

Zendesk Sell, an entry-level CRM among top CRM systems designed for companies utilizing ZenDesk for customer service and ticketing workflows, acquired these capabilities through the Base CRM acquisition. It targets smaller companies with under 10-15 employees, lacking mature CRM capabilities such as sales ops planning, marketing automation, and territory management. However, larger companies may find its capabilities limiting.

Also, most enterprises exploring CRMs require custom development capabilities because of the unique customer experience and service workflows. So Zendesk would not be a fit for them seeking customizability as offered by other platforms such as Salesforce or HubSpot.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Zendesk Sell CRM Comparison

Navigating the choice between HubSpot vs Zendesk Sell CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Zendesk Sell CRM across various critical dimensions.

HubSpot CRMZendesk Sell CRM
Data ModelIsn’t well-suited for complex operational use cases.Limited data model.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Offers limited advanced features such as reporting, CSV import/export, and revenue operations planning.
EcosystemThe second choice for most leading marketing technologies to integrate with.While Zendesk has a strong ecosystem among telecom and Cx vendors, it’s not the leading option for MarTech vendors to integrate.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.The upstream marketing use cases would be weaker compared to HubSpot.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.The integration model is similar to Salesforce’s approach with marketing automation and CRM.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.The operational capabilities are not as detailed as some of the other CRM systems.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.The weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Custom objects come with significant limitations.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Similar tiers and pricing as most other CRM vendors.

HubSpot vs Zendesk Sell CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Zendesk Sell CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Zendesk Sell CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMZendesk Sell CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Does not have dedicated content creation tools.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Does not have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Does not have dedicated social media management tools.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Integration with existing email, bulk email sending, and automated email sequences.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Tools for reporting, pipeline visibility, and performance metrics

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Zendesk Sell CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZendesk Sell CRM
Lead ManagementManages leads with tracking and nurturing tools.Manage leads, build targeted prospect lists, and create customized follow-up sequences.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Offers pipeline visibility and analysis tools.
Email TrackingTracks email opens, clicks, and responses.Can integrate email, set up automated sequences, and track email performance.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.No dedicated tool but can manage appointments and tasks.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Provides options to log, record, and reference calls and texts, and sync customer information across sales and support teams.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Zendesk Sell CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZendesk Sell CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Part of Zendesk Support.
Live ChatProvides live chat support for customer interactions.Part of Zendesk Support.
Customer Support AutomationAutomates customer support processes and workflows.Part of Zendesk Support.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Part of Zendesk Support.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Zendesk Sell CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZendesk Sell CRM
Product Catalog ManagementManages product listings and also descriptions.Does not offer this capability natively.
Order FulfillmentTracks and manages order processing and fulfillment.Does not offer this capability natively.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Does not offer this capability natively.

HubSpot vs Zendesk Sell CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Zendesk Sell CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Zendesk Sell CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMZendesk Sell CRM
Stronger with upstream marketing and also content-driven workflows.Simple and straightforward interface for startups.
Has strong workflows and also custom-coded actions.Design is user-friendly for sales development reps involved in multi-touch campaign execution.
Offers consolidated platform that siloed apps.Ideal fit for companies and their users with limited technical expertise without as steep a learning curve.
Offering fairly detailed custom objects.Has some capabilities that are considered advanced in this market segment.

HubSpot vs Zendesk Sell CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Zendesk Sell CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Zendesk Sell CRM across various operational and financial dimensions.

HubSpot CRMZendesk Sell CRM
Not fit for ad-hoc flows.Zendesk Sell and Support are not tightly integrated.
Overall expensive, also tiers are tricky to work with.Marketing automation capabilities in Zendesk CRM are not as robust.
The data model is rigid and also weak for B2B businesses.Users have reported occasional glitches with the system.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.The territory planning capabilities are going to be fairly lean.

Conclusion

When deciding between HubSpot vs Zendesk Sell CRM, businesses must evaluate their unique needs, operational scale, and strategic priorities. HubSpot CRM stands out as a comprehensive, user-friendly solution ideal for SMBs with content-focused marketing workflows and robust integration requirements. It offers extensive tools for marketing automation, content creation, and analytics, making it an excellent fit for B2B companies aiming for centralized management of digital marketing and sales channels. However, its cost structure and rigid data model might pose challenges for businesses seeking flexibility and affordability.

On the other hand, Zendesk Sell CRM caters to smaller companies looking for a straightforward, budget-friendly system. Its seamless integration with Zendesk Support makes it a good option for businesses prioritizing customer service and ticketing workflows. However, it lacks advanced CRM capabilities like marketing automation, territory management, and customizable data models, limiting its suitability for more complex operational needs. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Monday.com CRM Independent Review

HubSpot vs Monday.com CRM Independent Review

HubSpot CRM has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Monday.com is geared towards small companies already using it for project management and those with custom CRM workflow needs, such as real estate and non-profits. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. On the other hand, Monday.com may not be an ideal choice for companies that can easily find other options through a pre-built platform.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, implementing Monday.com internally would require a tighter governance process, especially if it is being used for cross-functional workflows. To better understand HubSpot vs Monday.com CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Monday.com CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMMonday.com CRM
Started in20062004
Ownership byPublicly traded listed on the NYSE under the ticker symbol HUBSPublicly traded listed on the Nasdaq under the ticker symbol MNDY
No. of customers >70,000>225,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Monday.com CRM?

Monday.com is geared towards small companies already using it for project management and those with custom CRM workflow needs, such as real estate and non-profits. However, it may not be an ideal choice for companies that can easily find other options through a pre-built platform.

Implementing Monday.com internally would require a tighter governance process, especially if it is being used for cross-functional workflows. The fluidity of the platform might lead to business users’ overengineering process, leading to the creation of technical backlog and maintenance nightmares in the long term. Also, confidently predicting and estimating the final costs requires solution architecture expertise.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Monday.com CRM Comparison

Navigating the choice between HubSpot vs Monday.com CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Sugar CRM across various critical dimensions.

HubSpot CRMMonday.com CRM
Data ModelIsn’t well-suited for complex operational use cases.It has a fluid structure very similar to spreadsheets.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Relatively limited, and it does not offer all the advanced features.
EcosystemThe second choice for most leading marketing technologies to integrate with.Most popular options for downstream capabilities.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Capabilities are limited natively. May be able to support some campaigns and may have some add-ons.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.It’s cell-level notification, and workflow capabilities are appealing for building custom integrations and workflows for ad-hoc processes.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Would require substantial development and consulting to get the same workflows available natively with other platforms.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Would require substantial development and consulting to get the same workflows available natively with other platforms.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Serves as a highly customizable technical platform.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Relatively inexpensive to start on the platform, but limitations baked with pricing tiers may lead to unexpected costs.

HubSpot vs Monday.com CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Monday.com CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Monday.com CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMMonday.com CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Helps create and manage content such as email campaigns and landing pages.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Doesn’t have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Doesn’t offer social media management features.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Includes email marketing capabilities to create, send, and track email campaigns.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Offers capabilities to track and analyze your marketing, sales, and customer support metrics.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Monday.com CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMonday.com CRM
Lead ManagementManages leads with tracking and nurturing tools.Helps capture, track, and nurture leads throughout the sales process.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Helps visualize and sales pipeline effectively.
Email TrackingTracks email opens, clicks, and responses.Can track email interactions with your leads and customers.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Helps make it easy to set up and manage appointments with clients.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Offers collaboration tools that facilitate teamwork and communication.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Monday.com CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMonday.com CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Doesn’t have a dedicated ticketing system.
Live ChatProvides live chat support for customer interactions.Doesn’t offer live chat functionality.
Customer Support AutomationAutomates customer support processes and workflows.Includes automation features such as automated email sequences and task reminders.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Doesn’t provide omni-channel support.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Monday.com CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMonday.com CRM
Product Catalog ManagementManages product listings and also descriptions.Manages product catalog and SKUs.
Order FulfillmentTracks and manages order processing and fulfillment.Offers features such as tracking incoming orders, managing inventory, and automating the fulfillment process.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Offers AI-powered tools to support personalized shopping experiences.

HubSpot vs Monday.com CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Monday.com CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Monday.com CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMMonday.com CRM
Stronger with upstream marketing and also content-driven workflows.Serves as a highly customizable technical platform.
Has strong workflows and also custom-coded actions.Excels in ad-hoc workflows and offering superior customization capabilities.
Offers consolidated platform that siloed apps.Easily build automated actions and integration with other apps.
Offering fairly detailed custom objects.Best for industries such as non-profit and real estate.

HubSpot vs Monday.com CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Monday.com CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Monday.com CRM across various operational and financial dimensions.

HubSpot CRMMonday.com CRM
Not fit for ad-hoc flows.Risk of over-engineering processes, potentially impacting downstream workflows.
Overall expensive, also tiers are tricky to work with.Fundamentally a project management tool, necessitating the construction of advanced CRM functionality and reports.
The data model is rigid and also weak for B2B businesses.May lack referential integrity between business objects,
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.Upstream integration options would be limited compared to HubSpot.

Conclusion

When choosing between HubSpot vs Monday.com CRM, the decision hinges on your business needs, operational focus, and preferred level of customization. HubSpot CRM is a well-rounded choice for SMBs aiming to streamline their upstream marketing workflows, with strong capabilities in content creation, marketing automation, and integration with various tools. It excels in user-friendliness and offers robust features for B2B companies focused on centralized digital operations. However, its pricing structure and limitations in ad-hoc flows or advanced custom objects may be a drawback for some businesses.

On the other hand, Monday.com CRM is an excellent option for smaller organizations already leveraging it as a project management tool or those in niche industries like real estate and non-profits. It offers a high degree of customizability, making it suitable for businesses with unique CRM workflow requirements. However, its project management roots mean it may require significant effort to develop advanced CRM functionality, and over-engineering processes could lead to maintenance challenges. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Sugar CRM Independent Review

HubSpot CRM, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, SugarCRM caters to smaller companies seeking free or open-source software and those with specific CRM workflows. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, Sugar CRM may not be the best fit for larger companies in search of a robust CRM solution.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Sugar CRM’s detailed transactional layers are especially suitable for companies on manufacturing ERPs. To better understand HubSpot vs Sugar CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Sugar CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMSugar CRM
Started in20062004
Ownership byHubSpot Inc. Accel-KKR, a private equity firm
No. of customers >70,000>5,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Sugar CRM?

SugarCRM is tailored for smaller companies seeking free or open-source software and those with specific CRM workflows. It offers a community edition that can be hosted on-premises, making it appealing for cost-sensitive organizations with in-house developers and existing server infrastructure. Unique features like the ability to build ads directly from the platform further streamline its use for businesses managing advertisements.

However, SugarCRM may not be the best fit for larger companies or organizations requiring advanced reporting capabilities. Its interface can feel outdated, potentially impacting user adoption, especially among sales teams. Additionally, while the community edition eliminates licensing fees, associated costs for support, upgrades, hosting, and security could make it as expensive as other SaaS options. Despite these limitations, SugarCRM remains a strong choice for companies prioritizing affordability and customization.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Sugar CRM Comparison

Navigating the choice between HubSpot vs Sugar CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Sugar CRM across various critical dimensions.

HubSpot CRMSugar CRM
Data ModelIsn’t well-suited for complex operational use cases.The industrial workflows and ERP business objects might limit it to certain industries.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Natively built CPQ and subscription-centric workflows.
EcosystemThe second choice for most leading marketing technologies to integrate with.The integration ecosystem is not as developed as other mainstream CRM systems.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Capabilities would not as detailed as systems richer in upstream marketing processes.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Not as advanced as those offered by some other CRM systems.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Has detailed business object layers and pre-built capabilities for ERP-centric industrial verticals.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Strong territory and comp planning capabilities built natively.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Reporting capabilities are restricted.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.While the community edition doesn’t have a licensing fee, organizations are responsible for support, upgrades, patches, hosting, and security.

HubSpot vs Sugar CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Sugar CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Sugar CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMSugar CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Allows you to create and manage content such as email campaigns and landing pages.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Doesn’t have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Integrates with leading social media services.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Offers sophisticated email marketing tools that helps to create, send, and track email campaigns.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Provides real-time dashboards and reports of marketing, sales, and customer support metrics.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Sugar CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSugar CRM
Lead ManagementManages leads with tracking and nurturing tools.Offers tools that help you capture, track, and nurture leads throughout the sales process.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Helps visualize and track the progress of deals, set milestones, and forecast revenue.
Email TrackingTracks email opens, clicks, and responses.Helps monitor open rates, click-through rates, and other key metrics.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Helps sync the calendar, send meeting invites, and track scheduled meetings.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Offers tools that facilitate teamwork and communication within the organization.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Sugar CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSugar CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Helps create, track, and resolve support tickets.
Live ChatProvides live chat support for customer interactions.Provides live chat functionality to address customer queries instantly.
Customer Support AutomationAutomates customer support processes and workflows.Includes tools that streamline repetitive tasks and processes.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Supports omni-channel customer interactions, via various channels such as voice, chat, email, and self-service portals.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Sugar CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSugar CRM
Product Catalog ManagementManages product listings and also descriptions.Helps define, categorize, and organize a list of all products or services.
Order FulfillmentTracks and manages order processing and fulfillment.Offers capabilities through integrations with e-commerce platforms like Shopify.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Leverages generative AI to create personalized shopping experiences.

HubSpot vs Sugar CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Sugar CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Sugar CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMSugar CRM
Stronger with upstream marketing and also content-driven workflows.Has community edition that can be hosted on-premises, making it favorable for companies with existing server infrastructure.
Has strong workflows and also custom-coded actions.Has the ability to build ads directly from the platform.
Offers consolidated platform that siloed apps.Great for cost-sensitive organizations with in-house developers.
Offering fairly detailed custom objects.Alignment with ERPs and subscription-based functionality.

HubSpot vs Sugar CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Sugar CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Sugar CRM across various operational and financial dimensions.

HubSpot CRMSugar CRM
Not fit for ad-hoc flows.The interface lacks modernity, potentially hindering user adoption.
Overall expensive, also tiers are tricky to work with.Reporting capabilities are restricted.
The data model is rigid and also weak for B2B businesses.While the community edition doesn’t have a licensing fee, organizations are responsible for support, upgrades, patches, hosting, and security.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.The integration and ecosystem are not as advanced as those offered by some other CRM systems.

Conclusion

Choosing between HubSpot vs SugarCRM ultimately depends on your business’s specific needs and priorities. HubSpot CRM is a robust choice for businesses, particularly SMBs, focusing on upstream marketing workflows, content-driven strategies, and seamless integrations across sales, marketing, and e-commerce tools. Its user-friendly interface and extensive ecosystem make it ideal for companies aiming for centralized management of digital operations, despite its higher pricing tiers and limitations in custom objects for certain industries.

On the other hand, SugarCRM is better suited for smaller companies or industrial mid-sized businesses with downstream operational processes and specific CRM workflows. Its community edition offers a cost-effective on-premises option for organizations with in-house developers, although the lack of modernity in its interface and restricted reporting capabilities may pose challenges. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Pipedrive CRM Independent Review

HubSpot vs Pipedrive CRM Independent Review

HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Pipedrive CRM is designed for smaller companies with limited budgets seeking an entry-level CRM solution for customer interaction management. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, Pipedrive CRM may not be the best fit for larger companies with mature CRM processes requiring features like territory planning, quoting, and sales compensation management.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Pipedrive CRM may not offer the same level of depth in automation capabilities as HubSpot. To better understand Hubspot vs Pipedrive CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Pipedrive CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMPipedrive CRM
Started in20061999
Ownership byHubSpot Inc. Vista Equity Partners
No. of customers >70,000>50,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Pipedrive CRM?

Pipedrive CRM is designed for smaller companies and solo founders with limited budgets seeking an entry-level CRM solution for customer interaction management. However, it may not be the best fit for larger companies with mature CRM processes requiring features like territory planning, quoting, and sales compensation management. Pipedrive CRM maintains its previous ranking among top CRM systems, with no significant developments noted.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Pipedrive CRM Comparison

Navigating the choice between HubSpot vs Pipedrive CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Pipedrive CRM across various critical dimensions.

HubSpot CRMPipedrive CRM
Data ModelIsn’t well-suited for complex operational use cases.The data model and user interface is similar to HubSpot.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Not fit for larger organizations with deeper requirements for territory management, sales compensation, and approval workflows.
EcosystemThe second choice for most leading marketing technologies to integrate with.Growing ecosystem with over 400 app integrations.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Offers marketing automation features through its Campaigns by Pipedrive add-on.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Has a similar acquisition and integration strategy with data platforms, just like HubSpot.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Ad-hoc workflows would be even more limited compared to HubSpot.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.The weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Reports are easy to customize compared to more complex tools.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Similar to other CRMs, but buyers are encouraged to review tiers as their limitations may lead to surprise bills.

HubSpot vs Pipedrive CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Pipedrive CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Pipedrive CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMPipedrive CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Doesn’t have a dedicated content creation tool. However, it integrates with various tools such as Google Docs and other document management tools.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Might need to integrate with third-party tools Google Analytics.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Offers some features but doesn’t provide comprehensive social media management tools like scheduling posts or detailed analytics.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Can create and send customizable email campaigns.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Provides detailed analytics and reporting features.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Pipedrive CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMPipedrive CRM
Lead ManagementManages leads with tracking and nurturing tools.It includes features like Leads Inbox, Web Forms, Chatbot, Live Chat, Prospector, and Web Visitors.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.It is highly customizable. You can create and tailor pipelines to match your unique sales process.
Email TrackingTracks email opens, clicks, and responses.This feature is available on Advanced and higher plans.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Offers meeting scheduling features that help you set up appointments and manage your calendar.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.The Sales Assistant feature offers real-time notifications and insights, ensuring everyone is on the same page.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Pipedrive CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMPipedrive CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Offers a CRM ticketing system that integrates CRM with help desk ticketing tools.
Live ChatProvides live chat support for customer interactions.Includes Live Chat as part of its LeadBooster add-on.
Customer Support AutomationAutomates customer support processes and workflows.Includes automating workflows, optimizing emails, and managing customer support activities like phone calls, emails, and meetings.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Manages communication across multiple channels such as phone, email, social media, and live chat.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Pipedrive CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMPipedrive CRM
Product Catalog ManagementManages product listings and also descriptions.Offers a Product Information Management (PIM) system that helps you organize and manage your product data efficiently.
Order FulfillmentTracks and manages order processing and fulfillment.Provides Sales Order Management features to streamline your order fulfillment process.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Centralizes customer data and providing insights into customer behavior.

HubSpot vs Pipedrive CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Pipedrive CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Pipedrive CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMPipedrive CRM
Stronger with upstream marketing and also content-driven workflows.Offers workflow automation capabilities that are beneficial for companies looking to minimize data entry and automate lead capture and nurturing processes.
Has strong workflows and also custom-coded actions.With a data model and user interface similar to HubSpot.
Offers consolidated platform that siloed apps.Teams with limited technical proficiency will find Pipedrive’s reports easy to customize.
Offering fairly detailed custom objects.Pipedrive CRM provides a HubSpot like experience that aids sales teams, especially those less technically inclined.

HubSpot vs Pipedrive CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Pipedrive CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Pipedrive CRM across various operational and financial dimensions.

HubSpot CRMPipedrive CRM
Not fit for ad-hoc flows.B2B organizations with intricate customer hierarchies may struggle to integrate.
Overall expensive, also tiers are tricky to work with.Limitations in data model sharing for leads and contacts can pose challenges for larger companies.
The data model is rigid and also weak for B2B businesses.Limited data import and export functionality.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.Not suitable for larger organizations.

Conclusion

In conclusion, both HubSpot vs Pipedrive CRM are effective tools tailored to distinct business needs. HubSpot CRM excels in upstream marketing and content-driven workflows, making it an ideal choice for SMBs and B2B companies seeking robust integration and marketing automation. However, its pricing tiers and rigid data model may pose challenges for larger organizations or those with complex customer hierarchies.

On the other hand, Pipedrive CRM is a straightforward, budget-friendly option for startups and solo entrepreneurs prioritizing simplicity and entry-level customer interaction management. While it lacks advanced features suited for larger businesses, it offers customizable pipelines, automation, and an intuitive interface that smaller teams can efficiently utilize. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Microsoft Dynamics CRM Independent Review

HubSpot vs Microsoft Dynamics CRM Independent Review

HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Microsoft Dynamics 365 CRM is designed for mid-to-large-sized companies, especially those leveraging other Microsoft products such as Dynamics 365 ERP. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, for smaller companies seeking data model fluidity, Microsoft Dynamics CRM may not be the ideal choice.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Microsoft secures the second-largest market share in the CRM space, following Salesforce. It particularly appeals to companies prioritizing robust operational capabilities within the CRM, including features like territory planning, global and centralized compliance, complex CPQ processes, and tight integration with project management workflows. To better understand Hubspot vs Microsoft Dynamics CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Microsoft Dynamics CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMMicrosoft Dynamics CRM
Started in20062003
Ownership byHubSpot Inc. Microsoft Corporation
No. of customers >70,000>40,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Microsoft Dynamics CRM?

Microsoft Dynamics 365 CRM is designed for mid-to-large-sized companies, especially those leveraging other Microsoft products such as Dynamics 365 ERP. However, for smaller companies seeking data model fluidity, it may not be the ideal choice.Microsoft secures the second-largest market share in the CRM space, following Salesforce.

It particularly appeals to companies prioritizing robust operational capabilities within the CRM, including features like territory planning, global and centralized compliance, complex CPQ processes, and tight integration with project management workflows. While Microsoft excels in supporting operational processes, its integration support may be limited to commerce and content management platforms, modern search technologies, headless platforms, data and intelligence providers, and centralized social media management platforms.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Microsoft Dynamics CRM Comparison

Navigating the choice between HubSpot vs Microsoft Dynamics CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Microsoft Dynamics CRM across various critical dimensions.

HubSpot CRMMicrosoft Dynamics CRM
Data ModelIsn’t well-suited for complex operational use cases.Less fluid data model.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Supports advanced CRM features like AI-powered insights.
EcosystemThe second choice for most leading marketing technologies to integrate with.Equally strong with its ecosystem and app supported but may not be as preferred among upstream marketing vendors.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Lacks strong ecosystem support with external CMS providers.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Integration with other Microsoft products is seamless.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Robust operational capabilities like territory planning, global and centralized compliance, complex CPQ processes.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.The CRM comes pre-packaged with strong capabilities.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Has tighter dependencies between objects, particularly regarding pricing, products, and their correlations with accounts.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Per-user and per-app model. One of the easiest to forecast costs.

HubSpot vs Microsoft Dynamics CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Microsoft Dynamics CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Microsoft Dynamics CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMMicrosoft Dynamics CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Offers tools for creating and managing content blocks that can be reused across multiple designs.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Includes SEO metadata management features, allowing you to manage site maps and page metadata.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Allows to manage multiple social media accounts from a single interface.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Provides tools for creating, scheduling, and sending emails.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Can create customizable dashboards and reports to gain insights into marketing campaigns, customer interactions, and overall business performance.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Microsoft Dynamics CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMicrosoft Dynamics CRM
Lead ManagementManages leads with tracking and nurturing tools.Manage leads by capturing, scoring, nurturing, and converting them into opportunities.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Provides a visual representation of the sales process.
Email TrackingTracks email opens, clicks, and responses.Offers email tracking capabilities to monitor and analyze email interactions.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Helps you efficiently schedule and manage meetings.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Offers integrated communication and other collaboration tools to enhance teamwork.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Microsoft Dynamics CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMicrosoft Dynamics CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Includes a robust ticketing system to manage and resolve customer issues efficiently.
Live ChatProvides live chat support for customer interactions.Offers live chat functionality through Dynamics 365 Customer Service.
Customer Support AutomationAutomates customer support processes and workflows.Offers automated workflows, escalation rules along with pre-defined response templates.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Helps manage customer interactions across multiple channels along with self-service portal for customers.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Microsoft Dynamics CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMicrosoft Dynamics CRM
Product Catalog ManagementManages product listings and also descriptions.Creates and manages a comprehensive product catalog.
Order FulfillmentTracks and manages order processing and fulfillment.Integrates with other Dynamics 365 applications like Dynamics 365 Supply Chain Management to streamline order fulfilment.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Offers customer segmentation, personalized recommendations, targeted marketing and customer insights.

HubSpot vs Microsoft Dynamics CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Microsoft Dynamics CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Microsoft Dynamics CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMMicrosoft Dynamics CRM
Stronger with upstream marketing and also content-driven workflows.Facilitates complex business objects support for larger regulated enterprises.
Has strong workflows and also custom-coded actions.Database-level replication and a shared common data model.
Offers consolidated platform that siloed apps.Integrated with other Microsoft products.
Offering fairly detailed custom objects.Comes pre-packaged with strong capabilities for advanced territory management and global sales compensation planning.

HubSpot vs Microsoft Dynamics CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Microsoft Dynamics CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Microsoft Dynamics CRM across various operational and financial dimensions.

HubSpot CRMMicrosoft Dynamics CRM
Not fit for ad-hoc flows.Has tighter dependencies between objects.
Overall expensive, also tiers are tricky to work with.Has usability challenges compared to more flexible CRM systems.
The data model is rigid and also weak for B2B businesses.The platform lacks intuitive support for CSV import and export.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.Less user-friendly for sales teams looking to import opportunities and leads from external systems.

Conclusion

Both HubSpot vs Microsoft Dynamics CRM cater to distinct business needs, making them suitable for specific scenarios. HubSpot CRM excels in content-driven workflows, user-friendly interfaces, and seamless marketing automation, making it an excellent choice for SMBs and B2B companies focused on upstream marketing. On the other hand, Microsoft Dynamics CRM is tailored for mid-to-large-sized enterprises, offering robust operational capabilities, deep integration with other Microsoft products, and advanced features for compliance, CPQ processes, and territory management.

Ultimately, the decision between HubSpot vs Microsoft Dynamics CRM hinges on your organization’s size, industry, operational priorities, and budget. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Zoho CRM Independent Review

HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Zoho CRM is tailored for smaller professional services companies like marketing agencies, tech startups, and software development firms. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows.

Whereas, Zoho CRM proves especially effective for those already utilizing Zoho for HCM or accounting purposes. However, it may not meet the advanced CRM needs of product-centric organizations. HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Zoho excels within its app portfolio, it offers fewer third-party integrations compared to platforms like HubSpot or Salesforce. To better understand these two CRM systems, let’s take an in-depth look into their features, strengths and also weaknesses.

HubSpot vs Zoho CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMZoho CRM
Started in20062006
Ownership byHubSpot Inc. Zoho Corporation
No. of customers >70,000>2,50,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Zoho CRM?

Zoho CRM is tailored particularly for smaller professional services companies like marketing agencies, tech startups, and software development firms. It proves especially effective for those already utilizing Zoho for HCM or accounting purposes. However, it may not meet the advanced CRM needs of product-centric organizations. 

HubSpot vs Zoho CRM Comparison

Navigating the choice between HubSpot vs Zoho CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Zoho CRM across various critical dimensions.

HubSpot CRMZoho CRM
Data ModelIsn’t well-suited for complex operational use cases.Data model mirrors Salesforce’s.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.May not be suitable for large companies with regulatory, compliance, or planning needs.
EcosystemThe second choice for most leading marketing technologies to integrate with.Has a closed ecosystem compared to HubSpot.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Core marketing automation features are not as strong.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Excels in integrating with other Zoho applications.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Stronger operational capabilities with capabilities to customize.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Offers significant capabilities. However, its less integrated data model may pose challenges.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.This design choice aims to keep the platform simple, it may pose challenges if extensive customization is a priority.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Has one price model for the entire suite, but with # of emails and contacts, the price would increase, but it might not be as steep as systems such as HubSpot.

HubSpot vs Zoho CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Zoho CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Zoho CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMZoho CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Zoho CRM doesn’t have a dedicated content creation module particularly like HubSpot, but it does offer tools that support content creation within its ecosystem like Zoho Writer, PageSense, Sites, Show, and Docs.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Tools to optimize website content, meta tags, and also page loading speed for better search engine rankings.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Powered by Zoho Social, allows you to create, share, and monitor content across multiple social media platforms particularly like Twitter, Instagram, Facebook, LinkedIn, Google My Business, and YouTube
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Powered by Zoho Campaigns, offers a comprehensive suite of tools to create, send, and also track targeted email campaigns

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Zoho CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZoho CRM
Lead ManagementManages leads with tracking and nurturing tools.Helps businesses capture, nurture, and convert leads efficiently.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Provides a visual representation of your sales process and also helps track deals through various stages.
Email TrackingTracks email opens, clicks, and also responses.Provides insights into how your emails are performing along with pre-designed templates.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Helps you manage and schedule meetings seamlessly with integrated calendar, reminders, etc.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Built-in chat functionality for real-time communication.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Zoho CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZoho CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Efficiently manages ticket creation along with tracking and SLA management.
Live ChatProvides live chat support for customer interactions.Through Zoho Desk and Zoho SalesIQ, particularly enabling real-time communication with customers.
Customer Support AutomationAutomates customer support processes and workflows.Helps streamline support processes with automated workflows, escalation rules, and predefined response templates.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Allows businesses to manage customer interactions across multiple channels.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Zoho CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZoho CRM
Product Catalog ManagementManages product listings and also descriptions.Allows you to create and manage a digital product catalog.
Order FulfillmentTracks and manages order processing and fulfillment.Zoho Inventory helps manage inventory, warehouse operations, and order processing.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Zoho CRM can be integrated with other Zoho applications to provide personalized shopping experiences.

HubSpot vs Zoho CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Zoho CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Zoho CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMZoho CRM
Stronger with upstream marketing and also content-driven workflows.Includes a pre-packaged workflow builder, allowing teams with development expertise to construct intricate workflows.
Has strong workflows and also custom-coded actions.The inclusion of Zoho Creator enables developers to swiftly integrate other software and create custom apps without relying on additional third-party tools.
Offers consolidated platform that siloed apps.Great capabilities with sales comp and territory planning.
Offering fairly detailed custom objects.Provides a complete integrated stack for CPQ processes.

HubSpot vs Zoho CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Zoho CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Zoho CRM across various operational and financial dimensions.

HubSpot CRMZoho CRM
Not fit for ad-hoc flows.Lacks robust support for territory management and sales team planning.
Overall expensive, also tiers are tricky to work with.Integration options outside Zoho are limited.
The data model is rigid and also weak for B2B businesses.It’s a slightly more closed ecosystem compared to HubSpot.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.It might require consulting help, just because of the complexity of its data model as well as process model.

Conclusion

In conclusion, the choice between HubSpot vs Zoho CRM ultimately depends on the specific needs and priorities of your business. HubSpot CRM stands out for its user-friendly interface, seamless integration of upstream marketing workflows, and also robust content creation tools, making it an excellent choice for B2B SMBs focused on content-driven strategies. However, it comes with limitations in handling complex operational and regulatory requirements, along with potentially high costs.

On the other hand, Zoho CRM is well-suited for smaller professional services firms and businesses already integrated into Zoho’s ecosystem. It offers strong customization capabilities, effective internal app integration, and a wide range of features, but its relatively closed ecosystem and challenges in third-party integrations might be a drawback for some businesses. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific need. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process. 

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ERP Implementation Failure Recovery

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FAQs

HubSpot vs Salesforce CRM Independent Review 2025

HubSpot vs Salesforce CRM Independent Review 2025

HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Salesforce serves companies of all sizes, featuring a startup-friendly version and excelling in managing complex CRM workflows. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, for companies requiring advanced downstream platforms and content workflows across channels, combining Salesforce with a marketing automation system like HubSpot is a superior solution. 

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Salesforce is not always the ideal choice for entities with unique CRM processes, such as those in real estate or uniquely structured non-profit organizations. To better understand these two CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Salesforce CRM Independent Review 2025


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMSalesforce CRM
Started in20061999
Ownership byHubSpot Inc. Salesforce Inc.
No. of customers 70,0001,50,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Salesforce CRM?

Salesforce serves companies of all sizes,particularly featuring a startup-friendly version and excelling in managing complex CRM workflows. While not always the ideal choice for entities with unique CRM processes, such as those in real estate or uniquely structured non-profit organizations, Salesforce comprehensively covers enterprise sales and marketing workflows throughout all phases—pre-sales, sales, and post-sales.

The platform stands out for its depth in industry-specific sales and marketing processes, offering pre-populated layers of business objects without the need for custom development on vanilla platforms. The Salesforce ecosystem holds authority in headless and commerce spaces, positioning it as an ideal enterprise Cx platform for various industries.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Salesforce CRM Comparison

Navigating the choice between HubSpot vs Salesforce CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Salesforce CRM across various critical dimensions.

HubSpot CRMSalesforce CRM
Data ModelIsn’t well-suited for complex operational use cases.Has extensive data model, catering to the complex requirements of diverse industries and business models.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Ideal fit for companies with complex customer-centric operational workflows.
EcosystemThe second choice for most leading marketing technologies to integrate with.#1 option for best-of-breed architecture.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Acquired product with enterprise-grade analytics workflows and security but not as embedded with the core CRM workflows.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.The integration layer is not as intuitive as with HubSpot.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Data model may not be as relational as MS Dynamics CRM, although it offers deeper data layers compared to platforms like HubSpot.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Territory and sales comparisons are unlikely to pose challenges with Salesforce, thanks to its sophisticated capabilities.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Customization may not be as intuitive as in other CRM systems.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Salesforce may have more expensive per-seat and per-email pricing, but the pricing is highly predictable.

HubSpot vs Salesforce CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Salesforce CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Salesforce CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMSalesforce CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Provides content creation tools as part of its Marketing Cloud but particularly might not be as intuitive as tools such as HubSpot, requiring more developer support.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Offers SEO capabilities through Marketing Cloud to particularly optimize search engine rankings.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Particularly provides social media marketing and listening tools as part of its Social Studio.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Offers robust email marketing solutions with segmentation, automation, and also analytics.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Offers comprehensive analytics and reporting through Marketing Cloud.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Salesforce CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSalesforce CRM
Lead ManagementManages leads with tracking and nurturing tools.Offers advanced lead management particularly with tracking, scoring, and nurturing capabilities.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Provides a customizable sales pipeline with detailed tracking and management.
Email TrackingTracks email opens, clicks, and responses.Monitors and tracks email engagement and responses.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Allows scheduling and managing meetings within the CRM.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Provides collaboration features particularly like Chatter for team communication.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Salesforce CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSalesforce CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Provides case management and ticketing solutions.
Live ChatProvides live chat support for customer interactions.Includes live chat and also messaging capabilities for customer service.
Customer Support AutomationAutomates customer support processes and workflows.Automates customer service tasks and workflows particularly with Service Cloud.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Provides omni-channel customer support solutions.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Salesforce CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSalesforce CRM
Product Catalog ManagementManages product listings and also descriptions.Provides e-commerce product catalog management solutions.
Order FulfillmentTracks and manages order processing and fulfillment.Offers tools particularly for managing orders and fulfillment processes.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Provides personalized shopping experiences through Commerce Cloud.

HubSpot vs Salesforce CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Salesforce CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Salesforce CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMSalesforce CRM
Stronger with upstream marketing and also content-driven workflows.One of the richest data models among best-of-breed CRMs.
Has strong workflows and also custom-coded actions.Has enterprise-grade workflow security.
Offers consolidated platform that siloed apps.Offers a comprehensive portfolio and ecosystem.
Offering fairly detailed custom objects.Has the ability to customize platform particularly for enterprise use cases.

HubSpot vs Salesforce CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Salesforce CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Salesforce CRM across various operational and financial dimensions.

HubSpot CRMSalesforce CRM
Not fit for ad-hoc flows.It is one of the best CRM options for ad-hoc flows.
Overall expensive, also tiers are tricky to work with.Expensive to customize.
The data model is rigid and also weak for B2B businesses.The data model is not as relational as MS Dynamics CRM.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.It may not be the best fit for companies particularly requiring deep collaboration with ERP systems.

Conclusion

Choosing the right CRM platform between HubSpot vs Salesforce CRM particularly depends heavily on the specific needs, budget, and long-term goals of a business. HubSpot CRM stands out for its user-friendliness, marketing automation, and affordability, making it a preferred choice particularly for smaller businesses and content-driven workflows. However, its limitations in handling complex data models and operational processes may be a drawback for larger or highly regulated enterprises.

On the other hand, Salesforce offers unparalleled depth and flexibility with its extensive data model, industry-specific solutions, and enterprise-grade workflows, catering to businesses of all sizes. While its higher cost and complexity might pose challenges for smaller companies, it excels in managing intricate CRM requirements across sales, marketing, and customer service. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific need. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

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ERP Implementation Failure Recovery

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FAQs

Top 10 Non-Profit CRMs In 2025

Top 10 Non-Profit CRMs In 2025

Defining the needs of non-profit organizations as challenging would be an understatement. Many assume that non-profits are less complex than for-profit businesses due to their perceived lack of extensive commercial transactions. However, non-profits often face even greater challenges because of their fluid processes. These organizations blend various business models, including those typically associated with for-profit sectors like construction, real estate, commerce, education, and more. Their customer-facing operations, diverse audiences, and unique journeys are so varied that consolidating them into a single data model or system can be a significant undertaking.

Perhaps this is why the non-profit sector has access to countless CRM solutions tailored specifically to its needs. While many of these options may seem highly appealing at first glance, each comes with its own set of limitations. The most common challenge lies in addressing the diverse requirements of different non-profits. For instance, many CRMs offer robust grant and fundraising features, but they often lack the scalability needed to support other unique aspects of non-profits, such as operations related to construction, real estate, or education.

Top 10 Non-Profit CRMs In 2025

While the other class of CRM solutions offer greater flexibility in supporting diverse business models, they often demand significant consulting efforts, which is generally out of reach for most smaller non-profit organizations. This complexity frequently results in higher failure rates or poor adoption due to skill gaps and insufficient measures to minimize friction or streamline implementation. Moreover, variations in workflows add another layer of difficulty. For example, some non-profits emphasize recruitment and engagement at the initial stages, while others prioritize nurturing existing relationships and facilitating the smooth progression of their constituents. Given these challenges, which non-profit CRMs stand out as the best in 2025?



The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

Criteria

  • Definition of a non-profit organization. These are companies of any size in the non-profit ecosystem, such as cities, governments, schools, associations, foundations, charities, churches, charitable subsidiaries of large corporations, etc.
  • Overall market share/# of customers. The higher the market share among non-profit companies, the higher it ranks on our list.
  • Ownership/funding. The more committed the management to the product roadmap for the non-profit companies, the higher it ranks on our list.
  • Quality of development. The more cloud-native capabilities, the higher it ranks on our list.
  • Community/Ecosystem. The larger the community with a heavy presence from non-profit companies, the higher it ranks on our list.
  • Depth of native functionality for specific industries. The deeper the publisher-owned out-of-the-box functionality, the higher it ranks on our list.
  • Quality of publicly available product documentation. The poorer the product documentation, the lower it ranks on our list. 
  • Non-profit company market share. The higher the focus on non-profit companies, the higher the CRM system ranks on our list.
  • Ability to natively support diversified business models. The more diverse the product, the higher it ranks on our list.
  • Acquisition strategy aligned with non-profit companies. The more aligned the acquisitions are with the non-profit companies, the higher it rank on our list.
  • User Reviews. The deeper the reviews from non-profit companies, the higher the score for a specific product.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. Neon CRM

Neon CRM, like other non-profit CRMs, is particularly structured in a very prescriptive way, offering many pre-built capabilities for non-profit workflows. However, just like other prescriptive systems, Neon CRM would be equally constraining, depending on the specific needs of your business model. Neon could be a great fit if you have straightforward business processes for a non-profit with fundraising and maybe simpler programs. More complicated audiences or workflows might be a stretch for Neon CRM. Thus, Neon CRM has secured the #10 spot on our list of top non-profit CRMs.

Strengths 
  • Built-in fundraising and event registration. The key strengths of Neon CRM lie in its built-in fundraising capabilities, as well as its event registration and event management features. 
  • Membership management. Membership management can also involve highly complex workflows, which can be a significant challenge to implement and configure on a standard CRM. Neon CRM contains some of these capabilities natively.
  • Volunteer scheduling​. Volunteers follow a unique data hierarchy, making it difficult to fit in with the existing structure of core and custom objects of standard CRMs. Neon has out-of-the-box capabilities to accommodate unique volunteer workflows.
Weaknesses 
  • Reporting capabilities. The reporting capabilities are relatively limited. The number of pre-built reports is generally low, requiring you to create custom reports.
  • Customizability. The platform lacks extensive customizability, making it a significant challenge to enable certain capabilities if they are not already available in the CRM.
  • Scalability beyond simpler business models​. Scalability can be a significant challenge. If your CRM needs to accommodate numerous customer experience touchpoints and processes, you may encounter difficulties, leading to using multiple CRMs and resulting in fragmented data and disconnected workflows.


ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

9. Blackbaud Raiser’s Edge NXT/Blackbaud CRM

Blackboard’s Raiser’s Edge and Blackboard CRM are two distinct products aimed at different market segments. Raiser’s Edge is typically suited for smaller organizations, while Blackbaud CRM is designed for larger ones. It’s important to recognize that each product has its own support model, capabilities, and data model, which can vary significantly, even though they are from the same vendor. Hence, it has secured the #9 spot on our list of top non-profit CRMs.

Strengths 
  • Fundraising capabilities. Both Blackbaud products have been proven in non-profit verticals, requiring relatively robust fund-raising capabilities across several non-profit micro-verticals.
  • Events and membership capabilities. It offers strong event and membership capabilities natively.
  • Integration with Microsoft Power platform. Blackbaud integrates with the Microsoft Power Platform, enabling you to build custom ad-hoc workflows atop the core CRM data model, which is a unique plus as most non-profit companies require building unique processes.
Weaknesses 
  • Not great for volunteer management. It is not well-suited for volunteer management, as it lacks the necessary layers to enable complex hierarchies of volunteer management. Adding these features can be challenging, especially since Blackbaud is not as diverse as some other options on this list designed to support complex custom business processes.
  • Technology and cloud-native features. The system is quite prescriptive, particularly in terms of its technology and cloud-native features. 
  • Inconsistency between the on-prem and cloud versions. From a cloud-native perspective, features like enterprise search and mobility capabilities are quite limited. In some cases, you may end up using two different versions of the system. When sophisticated data is required, they may push you towards the on-prem version.

8. Kindful/Bloomerang

Bloomerang is designed for smaller non-profits and is similar to Neon CRM, but it is slightly larger in scale. The vendor is more established, with a greater number of installations overall compared to smaller vendors such as Neon. They are also owned by private equity, which could have its own set of pros and cons. While they will have the financial backing of private equity which might be a risky factor for family-owned products, the support from private equity-owned companies is generally inferior, requiring additional consulting support. Thus securing its spot at #8 on our list of top non-profit CRMs.

Strengths
  • Move management. Its robust move management capabilities accommodate different move types and their life cycles.
  • Donor cultivation. Its donor cultivation capabilities allow complex workflows related to different donor types and their interactions.
  • Easy to use​. The suite-centric approach is designed to serve a specific business model, which makes it relatively easier to use due to its flatter data model.
Weaknesses 
  • Grant tracking. One of the key limitations is grant tracking, as the data layers may not be as detailed. 
  • Data integrity. Limited constraints at the database level would cause data integrity issues with Bloomerang.
  • Not meant for education non-profit. Education non-profits require unique operational layers accommodating the needs of students, teachers, and parents, some custom features that would be challenging to implement on Bloomerang. 
  • Percentage fee per donation. Per donation fee might be difficult to estimate to compute the long-term TCO and plan.
  • Bloomerang payments (recently introduced)​. Tight coupling with their platform with potentially more expensive payment charges.

7. Virtuous

Virtuous is a prescriptive system similar to Neon CRM and Bloomerang, designed particularly for smaller non-profit organizations. It follows a very prescriptive approach, offering capabilities similar to those of the other systems. While it’s a great fit for smaller non-profit organizations with relatively straightforward needs, it might not be the best fit for larger or complex non-profit organizations. Therefore, it has secured the #7 spot on our list of top non-profit CRMs.

Strengths 
  • Best of breed capabilities for non-profit. It offers best-of-breed fundraising and volunteer management features.
  • Automation journeys. They also offer more automated journeys, which can be quite appealing. However, the data layers may not be as detailed, even though they provide some automation features. The experience will be similar to HubSpot but with less detailed data.
  • Integrated payment processing​. They also offer integrated payment processing, which can be beneficial if you’re looking for that feature. However, it’s important to consider which vendor they are using and whether you’ll have leverage in negotiating payment rates.
Weaknesses 
  • Higher price compared to smaller CRMs like Neon. While Virtuous is likely to have more detailed layers and advanced features compared to systems such as Neon, its price tag is generally more expensive.
  • Email templates are not user-friendly. Their technology is not as user-friendly as other platforms where business users can design templates without developers’ support.
  • Reporting is not as intuitive​. Although they may offer some capabilities, they might not be as detailed. Once you start using them, you’ll likely encounter several issues, and the reporting functionality may not be very intuitive. This is another limitation to consider.

6. Oracle CX Cloud

Oracle CX Cloud is ideal particularly for non-profit organizations seeking a scalable solution. It is an enterprise-centric system, so it may not offer all the nonprofit-specific features found in more prescriptive systems. However, if the organization has a complex model with multiple business areas—such as healthcare, real estate, construction, education, and traditional non-profit operations, it can accommodate diverse business models and customer personas. These systems are suitable for non-profits that need to handle different customer journeys across various sectors. Although the implementation budget may increase, Oracle CX Cloud is well-suited for large non-profits that require a scalable, customizable solution without budget constraints. Thus securing the #6 spot on our list of top non-profit CRMs.

Strengths 
  • Integrated HCM. They offer integrated HCM, so if your HCM processes are closely linked with your CRM processes, you would likely need this feature.
  • Integrated CPQ. They also include integrated CPQ and related workflows as part of the system. While non-profit organizations typically don’t have complex CPQ processes, if you do require them—for example, for grants or when calculating donations or proposals with complex variables. You’ll be able to enable these capabilities within the model.
  • Customizable for many business models​. The underlying data and process model allow supporting most business models and transactions.
Weaknesses
  • Expensive consulting to enable non-profit-specific workflows. The scalable data layer to support many business models would require substantial consulting effort to understand and configure diverse business models.
  • Steep learning curve.  The scalable data layers demand an understanding of data hierarchies not only from the implementation perspective but also for adoption.
  • Not meant for SMB companies​. If a small non-profit chooses this system, they are likely to face implementation and adoption challenges.

5. LeadSquared

LeadSquared is a prescriptive system tailored to specific industries. It is an excellent fit for organizations with a focused business model, such as those in the public sector or education, as it provides well-established, pre-built functionality for those sectors. The system’s capabilities are proven and tested in similar industries. However, as the organization expands and requires additional features outside the core strengths of LeadSquared, it may outgrow the system. In such cases, limitations may arise as the business model evolves beyond what LeadSquared can support. Thus, it has secured the #5 spot on our list of top non-profit CRMs.

Strengths 
  • Customizable. Although it is a prescriptive system, it offers more customization options due to its proven success in enterprise workloads and use cases. 
  • Well adopted among large public sector and education companies. It is widely adopted by large public sector organizations and educational institutions with a strong portfolio of clients. It is well-proven and highly regarded, which serves as a significant validation. 
  • Student accounts management​. For businesses part of the educational institution with complex student information management workflows that need to be closely integrated with CRM workflows, LeadSquared would be an excellent fit for this.
Weaknesses 
  • Limited security layers. The security layers are limited, as the system is not designed for enterprise-level workflows. 
  • Portal stability. Since their technology is not as modern as other CRM systems designed for collaboration, their portals struggle with stability and user experience.
  • Not as well adopted as a mainstream CRM​. While they are proven in the education and public sector, it’s not as recognized and adopted as other mainstream CRM systems such as Salesforce or HubSpot.

4. HubSpot CRM

HubSpot CRM is an excellent choice particularly for non-profit organizations seeking robust CMS capabilities or advanced upstream marketing workflows. While it has great features for non-profits interested in acquiring newer donors or constituents, it might not be the best fit for non-profits managing their Cx operations workflows on the platform because of the limited pre-built layers for non-profits. The generalized layers also have substantial limitations, such as insufficient parent-child relationships, rigid custom objects, and immutable core objects. Hence, it secured its spot at #4 on our list of top non-profit CRMs.

Strengths 
  • CMS was built with a platform for omnichannel tracking. The biggest plus with HubSpot is its omnichannel traceability, especially across upstream marketing channels for non-profit companies caring for website integration and traceability.
  • Ecosystem and integration. Although the ecosystem is rich, non-profit-specific options might be limited.
  • Cloud-native technology​. Compared to other platforms on this list that grew through the acquisition of legacy technologies, HubSpot was built from the ground up, managing the entire suite with one code base and data model.
Weaknesses
  • Limited custom objects. Custom objects are highly constraining in their limited layers, such as parent-child relationships, etc., causing substantial challenges with customization.
  • Limited workflow triggers. The workflow triggers are not as detailed as those of platforms such as Salesforce or Zoho, limiting even simpler operations such as CRUD on business objects and causing implementation challenges for non-profits.
  • Limited customizability with core objects​. Even core objects are substantially limited, such as the inability to remove (or rename) deal objects, especially since most non-profits would require move management capabilities, requiring them to rename or remove deal capabilities completely.


ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

3. Zoho CRM

Zoho CRM is a better fit for transactional use cases. While it may not offer the same depth in upstream marketing automation or CMS capabilities as HubSpot CRM, it excels in operational and transactional features, making it a strong choice for most non-profit sectors. Thus, it has secured the #3 spot on our list of top non-profit CRMs.

Strengths 
  • Detailed triggers on custom objects. The strengths of Zoho CRM include detailed triggers for custom objects, making it easier to implement non-traditional workflows required by non-profit organizations.
  • Price for Zoho One. Zoho One offers a single price point, which makes it easier for nonprofits to calculate their costs. When compared to the pricing of platforms like HubSpot or Salesforce, Zoho CRM offers significantly more value for the same cost, which is a major advantage.
  • Customizable layout and screens​. The platform offers highly customizable layouts and screens, which is particularly beneficial for nonprofits with complex needs. For scenarios such as grant or fund accounting/reporting where CRMs would host some of these processes along with an ERP system, Zoho CRM may not be as strong due to the limited pre-built layers and complexity in enabling these capabilities.
Weaknesses 
  • Data model is completely separate for each app. The data model is entirely separate for each app, limiting embeddedness and communication among their apps. 
  • CMS not as robust as HubSpot. The CMS may not be as robust as HubSpot, and it isn’t as well-known or proven within some ecosystems. As a result, there may be fewer integrations and third-party apps available with Zoho CRM. 
  • No communication across data centers. Their data centers don’t allow any communication among them, limiting capabilities for non-profits with global operations with a preference to keep data and processes in their respective countries.

2. Microsoft Dynamics 365 Apps 

Microsoft Dynamics 365 CE is ideal for particularly organizations that need a highly customizable CRM. Non-profits, regardless of their market verticals, often require this level of customization due to the complexity of their business models, which is unique compared to other industries. Hence, it has secured the #2 spot on our list of top non-profit CRMs.

Strengths 
  • Power platform. The power platform is a huge plus for non-profits as it allows building collaborative ad-hoc workflows on top of the core Microsoft platform.
  • Data model designed for complex operational use cases. The data model has layered hierarchies to capture real-world relationships, even for the most diverse non-profit companies.
  • Ecosystem and integrations​. The ecosystem includes apps like Mission CRM, which is built on Microsoft Dynamics 365 CE, offering a prescriptive experience on top of the Microsoft platform.
Weaknesses 
  • Upstream marketing capabilities. Despite being great for transactional and operational use cases, it might not be the best fit for non-profit companies that are heavier in upstream marketing activities such as website integration and traceability with upstream channels.
  • Upstream marketing integrations. While MS has one of the richest ecosystems, the ecosystem is primarily concentrated with operational systems and vendors, limiting integration options with data platforms or ad exchanges.
  • Consulting costs​. The detailed data layers would require substantial consulting expertise for implementation and adoption.

1.  Salesforce CRM

Salesforce is a strong option for large nonprofits in need of an enterprise-grade CRM suite, but it often requires a significant consulting budget. Many best-of-breed components are needed to enable various non-profit workflows, and while the provided service pack can be helpful, it might not fully address all needs. Extending it to fit specific use cases could be challenging, requiring careful planning and expert guidance, such as working with independent CRM or ERP consultants experienced with non-profit CRMs. Non-profits often need deeply integrated capabilities, like fund and grant traceability, which demand a robust data model and also some ERP experience within CRM workflows. Thus, Salesforce secured the #1 spot on our list of top non-profit CRMs.

Strengths
  • Pre-populated industry templates. Salesforce offers a service pack with non-profit-specific native business objects, reducing implementation costs and risks. 
  • Highly customizable. Just like MS, Salesforce custom objects are highly customizable, exposing a complete development framework above the core platform.
  • Enterprise territory planning and sales comp. It offers highly customizable options for enterprise territory planning and sales compensation, along with other related features.
Weaknesses 
  • Marketing automation products are not as embedded with the core CRM objects. The marketing automation product is not deeply embedded. While there are many CMS players within the Salesforce ecosystem, they would have their own set of challenges, increasing project, implementation, and integration budgets.
  • Expensive consulting costs. Salesforce is an enterprise-grade platform that requires a substantial budget for implementation and adoption.
  • Website integration would require additional add-ons​. Website integration would require additional add-ons, and the experience may not be as immersive as what is offered by other systems, such as HubSpot.
+

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Conclusion

Non-profit organizations face unique challenges that require tailored solutions, particularly when it comes to CRM systems. The top non-profit CRM options reflect a diverse range of strengths and weaknesses, catering to various needs such as fundraising, event management, and operational scalability. Systems like Salesforce and Microsoft Dynamics 365 lead the list for their robust customization capabilities and comprehensive ecosystems, making them ideal for particularly large-scale organizations with complex workflows. 

Meanwhile, more prescriptive systems such as Neon CRM, Bloomerang, and Virtuous serve smaller non-profits with straightforward processes, offering ease of use and pre-built functionalities but limited scalability. Options like HubSpot and Zoho strike a balance by providing powerful marketing tools and flexible layouts, albeit with certain limitations in custom objects and data model communication. Ultimately, the choice of a CRM system for a non-profit depends on factors like the size of the organization, the complexity of its operations, and also budget constraints. While this list offers valuable insights, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

FAQs

Top 10 Large CRMs In 2025

Large companies, like other market segments, have specific needs that call for specialized capabilities. As they move beyond the mid-market segment, these organizations must unify their global workloads within a single system to enable cohesive governance and effective global planning. Their workflows and security needs often involve multiple approval stages and layered access controls, which may seem excessive for mid-market businesses. With global teams, diverse business models, and complex compensation structures, their RevOps processes require a heightened level of customization.

CRMs in this category are designed with robust infrastructure to support the complex workflows of larger teams. They include tools for environment migration with carefully managed access privileges and offer an intuitive customization layer to enable enterprise-scale development and implementation. Additionally, these CRMs often integrate enterprise-grade data warehouses, consolidating data from numerous systems and departments. They also feature data structures capable of accommodating any datasets required by sales and marketing teams, utilizing reverse ETL processes for seamless integration.

Top 10 Large CRMs In 2025

In the mid-market segment, processes like market development funds (MDF) or channel traceability may not be as critical due to lower spending levels. However, in the larger enterprise segment, these processes must be seamlessly integrated on a global scale to evaluate the impact of marketing investments and inform strategic planning. These requirements often vary by industry. For instance, consumer-focused enterprises such as financial services or telecom frequently implement extensive customizations on their core CRMs to analyze consumer behavior and craft marketing strategies accordingly. This can lead to the development of additional custom applications for data collection. Considering these specialized needs, which are the top 10 large CRMs in 2025?



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Criteria

  • Definition of large organizations. More than $1B in revenue or more than 1000 employees. Might be publicly traded and operating in more than ten countries. Global regulations for privacy and data sharing.
  • Overall market share/# of customers. Higher market share among large companies ranks higher on our list.
  • Ownership/funding. Funding through well-capitalized firms as well as public equity, drives a higher ranking on this list.
  • Quality of development. Cloud-native capabilities and modern development drive higher rankings on our list.
  • Community/Ecosystem. Communities with a heavier presence of large logos drive higher rankings on this list.
  • Depth of native functionality for specific industries. Native industry-specific capabilities without requiring add-ons command higher rankings on this list.
  • Quality of publicly available product documentation. Publicly available documentation with a productized release cycle for documentation drives higher rankings on this list. 
  • Larger company market share. The higher the focus on large companies, the higher the ERP system ranks on our list.
  • Ability to natively support diversified business models. The ability to support diverse business models in the same product scores a higher ranking on this list.
  • Acquisition strategy aligned with large companies. The more aligned the acquisitions are with the large companies, the higher it ranks on our list.
  • User Reviews. User reviews concentrated with large companies command higher rankings on our list.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. ServiceNow

ServiceNow is not traditionally seen as a major CRM player and holds a limited market share in the CRM space. Its primary focus has been on IT-centric workflows and device or asset management processes. This makes it particularly strong in industries like telecom, where large IT departments and extensive asset management are key. ServiceNow’s strength lies in enabling sophisticated workflow automation, which is crucial in CRM operations, making it a standout choice for businesses requiring such capabilities. Hence, ServiceNow has secured the #10 spot on our list of top large CRMs.

Strengths 
  • Data center and IT-centric operational processes. For data centers or IT-centric verticals, CRMs must cater to industry-specific needs, particularly in CPQ  processes. These CPQ functionalities must integrate seamlessly with operational systems. 
  • Workflow automation. Even though most CRM systems claim similar capabilities, ServiceNow excels in managing workflows more effectively, particularly for enterprise enablement. 
  • Enterprise security and customizability​. This includes handling comprehensive GRC processes and integrating hybrid technologies.
Weaknesses 
  • Not as well adopted as a CRM solution. They are not as well adapted as the CRM solution compared to other CRM systems on this list.
  • Requires substantial consulting expertise to be successful. It is a highly technical system, often requiring significant consulting support for successful implementation. Unlike many other CRM systems, it may lack pre-built workflows, necessitating deep enterprise architecture and IT expertise to tailor the system effectively to an organization’s needs.
  • Upstream marketing​. It is going to be fairly limited as well. They are not going to be natively built as part of the platform.


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9. LeadSquared

LeadSquared is a unique system with a strong industry focus. It is commonly found in sectors like public sector, education, and BSFI. While it has proven capability of handling enterprise workloads in larger market segments, its approach is highly prescriptive. For organizations operating in specific industries, such as public sector education or BFSI, where business models are stable and unlikely to evolve significantly, LeadSquared offers valuable industry-specific capabilities. These features can help streamline operations but may require a significant consulting budget to customize beyond standard CRM functionalities. Therefore, LeadSquared has secured the #9 spot on our list of top large CRMs.

Strengths 
  • Customizable. While customizable, LeadSquared doesn’t offer the same level of flexibility as ServiceNow. In contrast, LeadSquared provides a more business-focused model, catering to different needs but offering less customization.
  • Well adopted among large public sector and education companies. This has been proven by a large number of logos in the public sector and education companies.
  • Student accounts management​. LeadSquared also supports student account management workflows, which are essential for educational institutions. These workflows, including student account management, student cloud, or student information systems, need seamless integration with CRM processes.
Weaknesses 
  • Limited security layers. Its security model may not support as many enterprises as with larger systems designed to support the complex organizational structure of Fortune 500 companies.
  • Portal stability. Users have reported issues with portal stability, so buyers are encouraged to vet these capabilities thoroughly if they are likely to be your critical needs.
  • Not as well adopted as a mainstream CRM​. While it’s proven in the niche industries, it’s not as diverse as other mainstream CRM systems on this list.

8. Sugar CRM

SugarCRM is heavier on downstream operational customer-facing processes. Unlike other CRMs on this list primarily designed with an upstream focus, the detailed transactional layers are especially suitable for large companies running on manufacturing ERPs. It also has unique subscription-centric capabilities, making it appealing to IT and financial services industries. While some lower enterprises may be using Sugar CRM at the divisional level, it’s not as proven in the large segment as some of the other larger options on this list, securing its spot at #8 on our list of top large CRMs.

Strengths
  • BPM for complex ad-hoc use cases. They offer a comprehensive BPM solution, positioning it as a low-code, no-code workflow system designed for handling complex, ad hoc use cases. 
  • Alignment with ERPs and subscription-based functionality. Its financial layers are crucial for customer-centric workflows in ERP-centric industries. Its subscription-based functionality is especially relevant for IT and financial services.
  • Integrated project management module​. This capability is likely more suitable for organizations where project management processes are closely integrated with sales processes rather than with accounting.
Weaknesses 
  • Not as diverse. SugarCRM targets very specific industries, so it might not be the best fit for large companies active with M&A cycles due to their ever-evolving business model.
  • Integration and ecosystem. The integration and ecosystem are not as advanced as those offered by some other CRM systems.
  • Marketing automation​. While SugarCRM has marketing automation capabilities and might be friendlier for companies that might not appreciate the expensive and ever-increasing price tag of platforms such as HubSpot, making it friendlier for large companies with limited budgets.

7. HubSpot CRM

HubSpot CRM is an excellent choice for large companies using it alongside another CRM designed for operational downstream use cases. Its scope in this market segment is limited due to its inability to handle complex transactional workflows, such as sales compensation or territory planning. These workflows require robust data layers that are not part of HubSpot’s model. Hence, HubSpot CRM has secured the #7 spot on our list of top large CRMs.

Strengths 
  • Marketing automation. HubSpot CRM excels in marketing automation, offering robust capabilities. If your primary goal is connectivity and traceability with the website, this system could be an excellent choice.
  • Ecosystem and integration. It also offers a strong ecosystem and integration options supported by an extensive community. If certain capabilities are not available natively, the ecosystem often provides alternative solutions.
  • Omnichannel tracking across channels​. The biggest plus with HubSpot is its omnichannel traceability, especially across upstream marketing channels
Weaknesses 
  • Limited customizability. HubSpot’s customizability is somewhat limited, which can be a key drawback for this market segment. As a result, businesses may outgrow HubSpot relatively quickly.
  • Limited operational capabilities. The operational capabilities are not as detailed as some of the other CRM systems
  • Not suitable for large companies unless used for marketing automation in conjunction with another CRM​. HubSpot CRM may not be the best fit for this market segment unless it is being used specifically for marketing automation purposes.

6. Zoho CRM

Zoho CRM offers more operational capabilities than systems like HubSpot CRM. However, its data model lacks the tight integration found in some other CRM systems. The apps within Zoho are relatively disconnected, making it less suitable for the global consolidation of customer experience workflows across multiple geographic regions. For instance, if a company operates in several countries and aims to centralize customer-centric processes, Zoho may face limitations. Its data centers may not effectively communicate, restricting the ability to consolidate customer-centric workflows. Therefore, it has secured the #6 spot on our list of top large CRMs.

Strengths 
  • Data model similar to Salesforce for building complex workflows. The data model closely resembles Salesforce, offering robust technical capabilities for creating complex workflows. 
  • Great capabilities with sales comp and territory planning. From a sales compensation and territory planning standpoint, Zoho offers significant capabilities. However, its less integrated data model may pose challenges in fully enabling these features.
  • Integration with other Zoho apps​. Zoho CRM excels in integrating with other Zoho applications. While this may be less critical in certain market segments, it becomes highly relevant if you require integration with project management tools, as Zoho offers comprehensive capabilities in this are
Weaknesses
  • Not as integrated in the upstream ecosystem. The upstream ecosystem and integration are not as developed as other leading options such as HubSpot or Salesforce.
  • Not as open ecosystem as HubSpot or Salesforce. Zoho is less open, making HubSpot or Salesforce a more popular recommendation among vendors due to their stronger integration with them.
  • Not as well adopted among large companies​. Not as well adopted among large companies, Zoho CRM is more suitable for smaller to mid-sized businesses.

5. Creatio

Creatio is a highly technical system, comparable to platforms like ServiceNow or Pega. It is well-suited for organizations with unique or unconventional sales processes requiring extensive customization. This system is ideal for large companies seeking to implement highly tailored CRM workflows. Creatio’s low-code/no-code capabilities make it a strong choice for enabling complex workflows without extensive programming, providing flexibility for businesses with specialized needs. Therefore, it has secured the #5 spot on our list of top large CRMs.

Strengths 
  • Customizability. The biggest benefit of Creatio is its customizability because of its fluid technical model, which will have much higher scalability for ad-hoc processes than any business-centric business objects and platforms exposed by most systems on this list.
  • Integration and ecosystem. You have greater flexibility in terms of integration options and exploring various features within their ecosystem.
  • Deployment flexibility. For instance, if you’re working with a tight budget and are concerned about licensing costs, they may assist you in deploying the system on another cloud platform.
Weaknesses 
  • Clunky UI. Because of which, you’ll need to build all the necessary boilerplate components that are typically included in systems like HubSpot or Salesforce.
  • Marketing automation not as intuitive. While they might mimic some marketing automation capabilities, it might not be as intuitive as platforms designed for marketing automation, such as HubSpot.
  • Not as well adopted among large companies. Not as well adopted among large companies, Creatio is often seen as more suitable for smaller to mid-sized businesses, so it will fit large companies in the lower enterprise segment.

4. SAP C/4 HANA

SAP C/4HANA is ideal for companies operating in industries with high transaction volumes and strict regulatory requirements. For instance, in sectors like medical devices or pharmaceuticals, CPQ workflows often need to adhere to regulatory constraints. Similarly, in financial services, customer workflows involve stringent restrictions that demand robust enablement within CX processes. Smaller systems may lack the necessary layers or hierarchies to handle such complexities effectively. With SAP C/4HANA, businesses benefit from both extensive customization capabilities and advanced security layers to support and control these workflows seamlessly. Hence, it has secured the #4 spot on our list of top large CRMs.

Strengths 
  • Operational workflows. The operational workflows will generally be much more comprehensive, offering deeper and more advanced capabilities for implementing sales funnel scenarios or territory planning scenarios.
  • CPQ. The CPQ processes are especially friendlier for industrial companies implementing configurator-driven 3D experience, which might be challenging with other systems using an external CPQ and configurator because these processes require tightly embedded data sets among these systems.
  • Complex sales comp processes and regulated product releases​. The system allows the implementation of all those complex regulatory workflows, including sales compensation and territory planning workflows, effectively.
Weaknesses
  • Marketing automation. The marketing automation capabilities are generally limited, so an external tool may be necessary, which is acceptable, but it won’t provide as much integration. 
  • Need substantial consulting support for integration. From a traceability standpoint, maintaining the required data layers and enabling those workflows will require significant consulting support for customization.
  • Ecosystem and integration with marketing-centric vendors​. Other systems tend to offer more seamless integration between marketing automation, CMS, and operational workflows.


ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

3. Oracle CX Cloud

Oracle CX Cloud offers robust CRM capabilities, particularly excelling in areas like traceability for ad spend and CPQ processes. Its strengths often surpass those of SAP C/4HANA, depending on the industry. For instance, in retail-focused sectors with consumer-driven workflows, Oracle CX Cloud stands out with its superior marketing automation and customer experience features. Similarly, in telecom verticals, which often have consumerized workflows, Oracle enjoys a strong market presence. Additionally, for public sector and nonprofit organizations, Oracle provides highly integrated products that align seamlessly with CRM workflows, making it a standout choice for these industries. Hence, Oracle secures the #3 spot on our list of top large CRMs.

Strengths 
  • Enterprise-grade marketing automation product. It offers an enterprise-grade marketing automation product, similar to Pardot, which is tightly integrated with its CRM workflows, providing robust marketing and automation capabilities.
  • CPQ. The CPQ processes are especially friendlier for telecom and media companies because of their data model, which might be challenging with other systems using an external CPQ and configurator because these processes require tightly embedded data sets among these systems.
  • Field service workflows embedded with the core CRM processes. Salesforce also offers a field service portfolio, making it suitable for industries like oil and gas or public sector verticals that require omni-channel traceability and the ability to integrate these capabilities effectively.
Weaknesses 
  • Upstream marketing integrations and ecosystem. The upstream marketing integration and ecosystem are comparable to those found in solutions like SAP C/4HANA.
  • Requires consulting help. Maintaining the required data layers and enabling those workflows will require significant consulting support for customization.
  • Change management​. Since the platform is relatively large and technical, substantial change management is required to be successful.

2. MS Dynamics 365 Apps 

Microsoft Dynamics 365 CE is ideal for companies seeking a highly customizable CRM system with enterprise-grade capabilities. While the platform is designed with a business-centric approach, it offers extensive flexibility for customization, allowing users to tailor the system to their specific needs. However, implementing such customizations often requires hiring skilled developers, unlike more user-friendly systems like HubSpot, where marketers can handle certain tasks independently. For organizations with complex enterprise scenarios that demand advanced customization, Microsoft Dynamics 365 CE proves to be a strong and relevant choice.

Strengths 
  • Power platform. This allows for building custom apps on top of the CRM and facilitating data collection for workflow automation. This capability is particularly advantageous for service-centric industries, which often require managing ad hoc workflows. 
  • Data model designed for complex operational use cases. Unlike other smaller systems with substantial constraints to their custom objects exposed for ease of use, MS offers a developer-friendly customization layer, allowing the overriding of most capabilities.
  • Ecosystem and integrations​. The ecosystem and integrations offer a wide array of add-ons and tools specifically tailored to various industries.
Weaknesses 
  • Upstream marketing capabilities. While stronger with CDP capabilities, the execution capabilities combining various business models are not as robust, requiring dedicated marketing automation tools for each business model.
  • Upstream marketing integrations. Upstream marketing integration would be limited compared to other ecosystems for specific business models such as B2B or B2C, which are likely to be stronger with dedicated tools for those industries, such as HubSpot for B2B and Klaviyo for B2C.
  • Steep learning curve​. Due to its data and process model designed for enterprise workflows, the learning curve would be steep.

1.  Salesforce CRM

Salesforce offers capabilities comparable to Microsoft Dynamics 365 CE, supporting complex transactional and operational models to develop advanced customer-centric workflows. It is particularly suited for large enterprises looking for a robust, enterprise-grade CRM suite to meet their intricate business requirements. Hence, Salesforce CRM has secured the #1 spot on our list of top large CRMs.

Strengths
  • Pre-populated industry templates. Certain industry templates, such as those for financial services, education, and non-profits, come pre-populated within the service packs. However, challenges may arise if processes vary substantially from the service packs, as their model is generally highly constrained. 
  • Highly customizable. The core platform offers substantial customization capabilities, exposing the entire UI, service, or data layers for developers to override the capabilities, which is generally limited with other platforms.
  • Enterprise territory planning and sales comp. Territory planning and sales comp capabilities are enterprise-grade or large, complex organizations.
Weaknesses 
  • Marketing automation products not as embedded with the core CRM objects. Salesforce’s marketing automation product is not as tightly integrated with its core CRM objects, which can be a significant drawback. This may be a challenge for businesses requiring a deeply connected experience with marketing automation workflows.
  • Expensive. Generally, Salesforce is one of the most expensive CRMs out of all platforms due to its enterprise-grade capabilities so it might not be the best fit for large companies limited on budget.
  • Data models might not be as customizable for complex relational use cases​. The data model may lack the level of customizability needed for certain relational use cases.
+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

Conclusion

In conclusion, selecting the right CRM for large enterprises is a critical decision that hinges on understanding the unique needs of the organization. Each platform on this list offers distinct strengths tailored to various industries and business models, from advanced marketing automation to intricate operational workflows. The top CRMs distinguish themselves by balancing customization, scalability, and native functionalities while addressing the complexities of global operations.

However, no CRM is without its limitations. Factors such as integration capabilities, ease of customization, and cost considerations play a significant role in determining the best fit. While this list offers valuable insights, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

FAQs

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<span data-metadata=""><span data-buffer="">2025 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2025. 

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