Best HubSpot alternatives in 2024

Apptivo’s four CRM plans — Lite, Premium, Ultimate and Enterprise — give small businesses a full range of customization options that let firms create dashboards and sales pipeline views tailored to each user’s needs. The Lite package includes 18 apps, 25 workflows and eight custom dashboards. It supports up to 100 custom fields per app and 25 summary dashboards per user, but it lacks a customer-relationship view and other sales automation features.

The Premium plan from Apptivo comes with 46 apps, 75 workflows and 25 custom dashboards. The package adds relationship and e-commerce management, as well as up to 100 custom views and 100 summary dashboards per user. Ultimate has 57 apps, 150 workflows and 50 custom dashboards. Added features include email sequencing for prospect engagement, SMS support, custom applications and custom branding.

Enterprise gives you 65 apps, 300 workflows and 100 custom dashboards. The plan also adds a dedicated account manager and other advanced support services.

The Lite package supports the CRM needs of small businesses and compares with HubSpot’s Sales Hub Starter plan in terms of price and features. However, Starter is limited to two deal pipelines per account, while Apptivo’s Lite supports multiple sales pipelines. Apptivo’s Premium and Ultimate plans provide advanced CRM features for SMBs at prices far below HubSpot’s Sales Hub Professional, which costs $100 per month per seat and supports up to 15 deal pipelines per account.

The lineup of apps available from Apptivo covers HR, project and financial management in addition to CRM, marketing, supply chain and product management. Apptivo offers fewer integrations with third-party apps than HubSpot and other CRM vendors, however.

The four CRM solutions sold by Monday.com emphasize teamwork and collaboration. You can create an unlimited number of pipelines, workspaces (boards) and documents to make it easy for sales, marketing and other teams to share information about projects, clients and processes. Monday.com features more than 200 templates that can be customized to manage many different operations, including HR, projects, dashboard design and software development.

Monday.com requires a minimum of three seats for each paid plan. The company’s Basic plan is limited to a single dashboard based on one board, while the Standard, Pro and Enterprise packages let you combine five, 10 and 50 dashboards, respectively.

The three higher-end plans add Zoom integration, additional reporting views and guest access to allow outside users to view specific projects without giving them full access to your account. However, only the Pro and Enterprise products include advanced formulas and time tracking, while advanced reporting and analytics are offered only on Enterprise.

Managing contacts and other CRM processes takes much less time when you use Nimble CRM’s workflow automations that trigger responses when the actions you specify occur. For example, when a contact becomes part of a workflow, you can have an email sent automatically, have tags added to the contact record or schedule activities a preset number of days in the future. You can also have browser and mobile notifications sent when specific stages are reached.

Nimble CRM sells a single plan that includes up to 25,000 contacts (additional contacts can be purchased for $10 a month per 10,000) and 2 GB of storage per user. The system integrates with Google Workspace and Microsoft 365, as well as with Apple Mail and more than 100 third-party apps. However, Nimble limits group messages to 1,000 per month, though more can be added for an additional fee.

Salesforce’s AI-powered Einstein platform and advanced reporting features set the company apart from HubSpot and other CRM vendors. As you might expect, these and other high-end CRM tools are available only with Salesforce’s Enterprise, Unlimited and Unlimited+ plans, and all but a handful require paying an added charge along with the cost of the Enterprise package.

The five Salesforce CRM solutions come with management of accounts, contacts, leads and opportunities, as well as the Einstein Activity Capture tool for capturing and synching email and calendar information in real time. The Starter Suite includes customizable reports and dashboards, customizable sales processes and integration with Gmail and Outlook.

The Professional package adds forecast management, complete customer information, a single Sales Console app, forecasting, sales contracts and orders, a single Sales Console app and quote creation and tracking.

Enterprise comes with two Einstein AI tools: Opportunity Scoring and Deal Insights. It also has enhanced collaboration tools for sales teams, embedded forecast charts, advanced analytics, opportunity splits and sales territory management.

Zendesk’s four Sell CRM products are based on the company’s Sunshine customer data platform (CDP) that centralizes all information about current and potential clients and then applies it to automate sales workflows and enhance the customer experience. For example, the Sunshine Conversations messaging system captures all interactions with customers automatically and applies built-in extensions and custom scripts to personalize the interaction.

The sales tracking features included with Zendesk Sell packages let you customize data fields, filters and tags and create deal pipelines that are customized to match your firm’s sales processes. The Sell Team and Sell Growth plans are limited to two and 10 deal pipelines, respectively, while Sell Professional includes 20 pipelines and Sell Enterprise an unlimited number of pipelines.

Sell Team comes with sales triggers and task and appointment settings, but it excludes sales engagement tools and most reporting and analytics features. Sell Growth adds a product and price book, email personalization, sales forecasting and other advanced analytics. Sell Professional includes advanced roles and permissions, lead and deal scoring, task automation and customized notifications. Sell Enterprise features direct-dial phone numbers and a company technology stack.

The five CRM packages sold by Pipedrive — Essential, Advanced, Professional, Power and Enterprise — take a visual approach to sales management that combines all sales processes in a single interactive window. This allows sales teams to view their schedules, communications and tasks without having to jump from screen to screen. For example, you can import data from a spreadsheet or other CRM system, drag and drop it into your sales pipeline and generate reports based on the data all from a single window.

Pipedrive’s AI Sales Assistant continuously monitors your team’s activities to surface insights that help identify the most promising leads, maximize sales opportunities and close deals faster. The tool tracks sales performance and lost sales rates, identifies specific sales patterns and adapts over time to each user’s preferences.

All Pipedrive CRM solutions come with customizable pipelines, lead and deal management, deal and activity reports, visual dashboards, and company and user goals. The Advanced plan adds two-way email sync and other email and scheduling features, as well as smart contact data and report collaboration. The company’s Professional package comes with more field options, a contacts timeline and the Smart Docs add-on with e-signatures.

Sales teams that rely on telephone calls and messaging will benefit from Salesmate’s CRM software with integrated VoIP phone service and advanced text messaging features. All four packages sold by Salesmate include your choice of local and toll-free phone numbers, as well as call recording, forwarding and transfer. Other telephone features include click-to-call, pre-recorded voicemail messages, automatic call logging in customer contacts and a power dialer (the last two features are limited to the high-end Business and Enterprise plans).

Salesmate’s Text Pilot feature that’s included with the Business and Enterprise packages is designed to automate text message campaigns while maintaining compliance and enhancing your successful delivery rate.

The texts can appear to be sent from a local number from your pool of numbers, and subsequent messages to the customers will be sent from the same number to promote recognition among recipients.

The entry-level Basic plan includes a full set of sales management features, such as the ability to manage multiple pipelines, up to 50 custom fields that include dependency fields, email integration and templates.

Salesmate’s Professional package adds goal management, custom deal cards, email scheduling, custom reports and custom dashboards. The high-end Business and Enterprise products feature a power dialer and voicemail drops.

New companies and small businesses looking to get their feet wet with CRM can take advantage of the many sales-management features in Zoho CRM’s free plan and then upgrade to one of the vendor’s affordable paid packages as they ramp up operations. The free offering is limited to three users but has all the CRM features a small business requires, including lead, account, contact and deal management.

Zoho CRM’s free offering comes with only standard reports and basic email campaigns, and you’re limited to 1 GB of file storage and 5,000 records (up to 10 MB). The Standard plan adds sales forecasting, support for five currencies, scoring rules (10 criteria per module) and up to 100 custom reports and 10 custom dashboards.

The mid-range Professional package includes real-time notification of sales opportunities (SalesSignals), support for 10 currencies, scoring rules (20 criteria per module) and unlimited custom reports and dashboards. The Enterprise product features forecasts based on sales territories, support for up to 25 currencies, multiple scoring rules (five rules per layout) and an anomaly detector that alerts you to conditions that may prevent deals from closing.

Ultimate supports as many as 50 currencies and scoring rules with up to 50 criteria per module. Both Enterprise and Ultimate include the Zia AI-based conversational assistant that responds to voice commands and instantly searches records, meeting notes and other CRM data to support sales staff in the middle of their calls.

Businesses that rely on their website and social media for sales will benefit from Agile CRM’s tools for monitoring and responding to social media references and for maximizing the lead-generation potential of their site. The company’s social listening feature monitors platforms and notifies you when it identifies posts referring to your company or its products. It aggregates and analyzes the comments to help you keep up with market and industry sentiment.

Agile CRM’s web engagement features let you customize popup messages to promote specific products or highlight special offers. You can set webforms to trigger when site visitors take certain actions, such as prompting potential customers to supply their contact information and other useful data. The messages visitors see can vary based on the current page, the page they just left or whether they’re first-time visitors or returning.

The free version of Agile CRM can be used by up to 10 people and allows as many as 1,000 contacts and companies. It includes custom data fields, lead scoring and unlimited deals, tasks and documents. However, the free plan can’t match the features available in the Free Tools version of HubSpot’s CRM Suite.

Agile CRM’s Starter plan supports 10,000 contacts and companies. It adds two-way email integration and marketing automation. The Regular package offers up to 50,000 contacts and companies and two-way telephony, while the Enterprise plan features call recording, automated voicemails and post-call automation.

The three paid Freshsales plans — Growth, Pro and Enterprise — come with the company’s AI-based Contact Scoring and Sales Sequences tools that help firms identify the most promising leads among their contacts and the best approach for maximizing conversion rates.

Contact Scoring assigns a score to each contact based on positive and negative indicators. It then recommends the best method for gaining the customer’s attention. Sales Sequences are automated workflows that schedule contacts by email, telephone, messaging and other methods based on each contact’s status and history.

The Free version of Freshsales supports up to three users and includes contact lifecycle stages, a sales dashboard, email templates, built-in chat, email and VoIP phone service.

Freshsales’ Growth plan comes with custom sales activities, a product catalog and one Configure, Price, Quote (CPQ) license (additional licenses for an added fee). The Pro package adds multiple sales pipelines, sales teams and territories, time-based workflows and AI-based Deal Insights.