This blog will cover Pipedrive vs Hubspot in detail to help businesses make an informed decision regarding their investment in 2022.
Businesses, regardless of their size, need a CRM to maintain customer relationships. One of the fastest-growing industries, CRM is expected to grow at 14.27% from 2020 to 2027. By helping businesses track, manage and organize their relationships with customers, CRM helps streamline the sales process, improve customer retention as businesses can serve better, and enhance efficiency and productivity. It has been deemed very important for closing deals. Two of the market leaders in the CRM industry — Pipedrive and Hubspot, both of which are utilized by businesses worldwide owing to their respective benefits.
What is Pipedrive CRM?
Pipedrive is one of the leading pipeline CRM that helps businesses make better sales and strengthen their customer relationships. A pipeline CRM is specifically designed for the sales process, as it creates different stages and moves the leads through these different stages. Users receive notifications and reminders about what is to be done at each stage.
To keep the clients engaged, pipeline CRM ensures that the leads don’t get dropped or become hard to follow. Pipedrive, a pipeline CRM, thus makes it easy to import leads, assign them to salesperson and efficiently move them through different stages of the sales cycle. It turns clusters of spreadsheets and tons of data patterns into useful information. Pipedrive is not something you’d use if you were looking for call center CRM software.
- Enhance productivity
- Boosts customer retention
- Increases sales productivity.
- Magnifies sales productivity
- Reinforces forecasting and reports
- Saves Time
What is HubSpot CRM?
HubSpot is a cloud-based CRM that gives businesses the freedom to track leads and customers in the different stages of their journey. Forms, the essential component behind HubSpot CRM, record and store different pieces of data about the customers, which can range from — lead behavior, their engagement with the brand, personal information and more.
What makes HubSpot stand apart from its contemporaries is that with proper migration and population, it provides a single customer view that tracks lead engagement, website activity, client’s relationship with the company, list membership and more. The CRM platform generated $883.03 million in 2020 and brought in $281.36 million in Q1.
- Communication tracking provides insightful information
- Attract more customers with behavioral targeting and marketing automation
- Quick and easy collating of customer’s personal information
- Maintain a centralized database for all the information
- Automate forecasting to boost sales performance
- Improves efficiency of the administrative tasks
Pipedrive vs HubSpot Differences
This section covers Pipedrive vs HubSot difference, in general:
|It is primary designed for the sales team only.||It is designed for sales and marketing team.|
|It offers a 14-day free-trial, although it has a reasonable pricing starting at $15/month.||It offers a free-for-life CRM plan which is loaded with features.|
|No split-testing functionality available.||Users can leverage built-in split-testing functionality|
|It does not charge any set-up fee for its paid plan.||Users have to pay a set-up fee for the paid packages.|
|Two-way syncing is only available to the Advanced plan users.||It provide syncing with Gmail and Outlook on its free plan.|
|It supports 150+ integration with third-party applications.||It offers 1000+ third-party integrations.|
Pipedrive vs HubSpot Features
This section covers a Pipedrive vs HubSpot features which makes them stand out of the crowd:
- Custom Column and Filters: A business’s sales process doesn’t need to seamlessly fit inside a presumptive box, which is where this feature comes to help. It allows adding and removing columns so the metrics can be easily seen and worked onto. It saves time by giving businesses the freedom to easily access overdue tasks and activities in an otherwise cluttered dashboard.
- Logging Lead Ins: It provides a simplified format for logging leads, ensuring that leads are closed quickly, and no follow-up is missed. The sales process is entirely customized, which does not burden businesses with too much customer information when reaching out to a lead.
- Customized Email Template: The customized email template makes reaching out to prospective clients easy. The variety of templates strengthens the business’s ability to grab the recipient’s attention with customized emails.
- Revenue Projection: In terms of sales, revenue projection is sales revenue generated from the product or services being sold at a particular time. This feature allows the businesses to see whether or not a new strategy is working. It gives businesses the freedom to quickly pivot and work on a different option if the implemented strategy is not going as per the plan.
- Track Communication: It provides a visual history of all the activities taking place with a contact. Businesses can identify which contact needs frequent updating, and it also tells about the last conversation held with the client before a follow-up can be asked.
- Scheduler: With this feature, businesses can keep a consolidated calendar of all the demos that are to take place in one place. It is conducive in making the initial sales or marketing outreach where it keeps everything organized and follows a particular timeline. It gives customers the freedom to choose any available slot by clicking on a link without needing a third party.
- Customizable Reports: It provides a plethora of data for businesses to analyze and understand the consumers and their behavior. The customization abilities empower businesses to personalize every step of the sales process, identify the gap, and make amends to the existing stages as the process evolves. It positively impacts the product development and marketing strategy by providing a clear overview of what is the conversion rate, what is lacking, and which areas require adjustments.
- Visual Pipelines: Businesses can leverage as many pipes as they want — be it referrals, cold calling, networking events or more. It gives a clear idea of how many opportunities need to be qualified and which ones need resourcing, proposal or a push to start. It provides an overview of which deal is sitting at one stage for too long and when it needs modifications.
- Workflow Automation: This in-built feature automates the process of sending out emails when a deal reaches a certain stage. It ensures that no deals drop by allowing businesses to set up a pipeline that automatically assigns relevant tasks to each team member.
- Activity Overview: Businesses gain the freedom to maximize their productivity and time in a working day by checking an overview of the existing activities in a grid-by-grid format. This increases the possibility of making more calls in a day and eliminates any double booking.
- Smart Contact Data: This feature provides all the necessary information about the contact, which helps in making sales and outreach. Businesses can use this data to customize their reach, proving fruitful in closing deals.
- Task Management: Businesses can sort and create deals in CRM with task management capabilities. To ensure a steadfast relationship with the customers, HubSpot allows businesses to schedule, align and track their tasks. It also makes them capable of calling, sending emails, scheduling meetings, and creating notes.
- CRM Database: CRM Database stores customers’ and prospects’ information in one place. It allows businesses to store 1,000,000 contacts without any limit or expiration date. This prevents the team from having to enter the customer data again and again manually. It makes managing the customer easy and saves time otherwise spent searching data through long spreadsheets. CRM database can store the following information — the medium through which leads arrive, personal information about the customer, number of orders made by the customers, customer name, title, email address, and any past interactions with the customer.
- Customized Dashboard: HubSpot CRM allows businesses to view their entire sales pipeline in a single place and examine various factors like the number of deals in the pipeline, performance and progress. A detailed report of the HubSpot activity is provided to identify and work on the lagging areas and boost productivity.
- Email Marketing: Businesses can leverage predefined emails with suitable content and reach their target audience by sending these emails in bulk. Organizations can use pre-built templates or create customized ones with HubSpot’s drag and drop editor.
- Gmail and Outlook Integration: HubSpot offers free Outlook and Gmail integration which acts as an avenue for the sales productivity tools like — meeting, sequences and templates. With HubSpot’s sidebar, businesses can see complete CRM details about the contact without having to leave the inbox. Mails sent from Outlook or Gmail will appear in the HubSpot sent folder. Email opening by consumers and clicks can be tracked in real-time.
- Lead Capture: HubSpot CRM contains lead capturing forms, landing pages, free ad management tools that aid in quick conversion of visitors into qualified leads. Supporting the customers becomes easy with chat bots with which businesses can connect with the visitors in real-time.
- Built-in Analytics: Businesses can track the marketing activities and focus on the most driving aspect to create a customized report. The built-in analytics provides information about the user session, engagement metrics, bounce rate, view rate, session source and country.
- Automation Tools: With the focus on engaging customers and leads, HubSpot CRM automates and smoothens the process. It eliminates the possibility of errors due to manual activities and ensures the target is met by nurturing leads, follow-up emails and notifications.
- Segmentation: Based on their requirements, businesses can segment the audience to get similar replies, behavior, and demographic data — classified by age, gender, income, and ethnicity. This will ensure that the leads will grow, there is a decreased possibility of unsubscription, and the right message is delivered to the right contact.
- Customer Support Portal: The customer Support Portal is necessary to maintain a healthy customer relationship. Here, customers have the freedom to place their order, review their order, and learn more about the process through the customer knowledge base. Here, businesses can address and resolve customer’s issues with ease.
Pipedrive vs. HubSpot Integrations
It is one of the most essential features that come into play when making Pipedrive vs HubSpot decision:
As mentioned above, Pipedrive supports 150+ integrations, some of which are — Zoom, Google Meet, Microsoft Teams, Livestorm, Aircall, Just Call, Twilio, PandaDoc, and Microsoft Flow. API is provided for the developers to create custom applications and plugins. Users can access the products created by the developers on the Pipedrive’s Marketplace.
Hubspot provides more than 1000 third-party integrations along with a cross-integration with Salesforce. It also provides an API with which developers can build custom applications and put them up on the Marketplace for businesses to buy and use.
Pipedrive vs HubSpot Use Cases
Pipedrive Use Case
- Sales Prospecting:
A business needs a good B2B sales prospecting strategy to attract quality leads. CRM automates some of the critical sales processes, with which you can import many contacts, thus saving time otherwise spent manually entering details on the spreadsheet. Pipedrive can automatically convert email addresses into contacts or will integrate with a third-party prospecting tool.
- Sales Outreach:
T provides the business with a more clean and accurate overview of the marketing strategy. Integrating with a CRM makes the outreach efforts efficient, and the business is able to target the minuscule market for their products or services.
HubSpot Use Case
- Client Interaction:
It is a promising tool to convert prospective leads. Connecting with leads via Zoom call, follow-up emails and eventually a conversion. It makes strategizing, creating and implementing marketing verticals while tracking the activities of team members.
It provides an integrated view of the B2B buyer journey in a single place. It records activities on the website and provides accurate analytics on the various stages that a buyer goes through in the lifecycle.
Pipedrive vs Hubspot Implementation
- Understand The Business:
It is essential to understand how the business functions. These insights can be converted into detailed flowcharts, which will help optimize the tech team’s productivity and efficiency. The CRM analyzes every action and accordingly adds integration, automation and templates to save time and meet the desired results.
- Configure Pipedrive To The System:
Set up the sales process, including — custom fields, templates, pipeline stages, and lead sources, into Pipedrive.
- Data Migration:
Migrate data from old CRM or spreadsheet to Pipedrive CRM. Ensure smooth data migration without any loss.
- Training The Team:
Once the system is up and running, it’s time to train the team in a personalized manner.
Pipedrive’s support team is available to guide the business through the different processes like — workflow automation, integration, reporting, dashboard, automatic updates, optimizations and more.
- Understanding Sales Process:
This includes defining deal stages and tying them with trackable actions. Then custom fields should be created to ensure all the essential and relevant information regarding the business can be added to the form.
- Moving Data To CRM:
Data should be cleaned before migration to avoid any confusion. The next step is to discuss the probability of mistakes and create a contingency plan like saving an offline copy of the data. To avoid any unexpected situation, the data must be moved into sections instead of being sent collectively.
- Mapping CRM To Sales Process:
After moving the data into the CRM, the data should be made accessible to the sales representative to make better use of it. This includes automating lead routing and creating notifications to ensure representatives stay ahead when it comes to communicating and following up with leads. The next step is customizing lead views and reports to boost team productivity.
- Monitoring System And Data:
As the business scales, the relevance of information also changes. This is why it is essential to timely evaluate and cleanse the data and conduct a CRM process audit.
Pipedrive vs HubSpot Pricing
Pricing is one of the best aspects of Pipedrive. Pipedrive pricing offers plans which are based on features, and the pricing is per user. It offers three types of models depending upon the size of the business and the scope of the sales made.
Initially, it has a free trial version that lasts 14 days. Then there are Essential Services, which cost $15 per month or $12 if paid annually. This version is made for small companies focused on 1 to 1 sale; this version has different stages of the sales cycle customized to the product and activities.
Advanced, the next version costs $29 per month or $24.90 if paid annually. Innovative services like email tracking, automation, and data analysis make it perfect for organizations looking for growth but cannot assign their resources to monotonous administrative work.
Organizations with different management levels can use the Professional model, which costs $59 per month or $49.9 if paid annually. It offers team management, reporting dashboards, performance analysis tools, an automated calendar and more.
Lastly, there is a model which costs $99 per month and requires a minimum of 10 users. It offers features like adaptability and a dedicated executive for each account.
One important thing to note is that all the plans come with unlimited contacts, which eliminates the possibility of being charged extra if the business exceeds its allowances.
HubSpot CRM Pricing
Unlike Pipedrive’s 14-day trial version, HubSpot comes with free-for-life, including features like tracking tools, scheduling meetings, and a sales pipeline with different stages.
There are three paid models — Sales Hub Starter Plan, HubSpot Professional, and SalesHub Enterprise.
The Sales Hub Starter Plan costs $50 per month and comprises two user licenses priced the same as Pipedrive. This is made for businesses that are just starting and can’t afford to invest much. It includes features like tracking tools, email templates, shared inbox, calling, chat and more.
The HubSpot Professional Plan costs $500 per month and includes features that boost the team’s productivity like — sales analytics, customized video creation, and automation.
The Sales Hub Starter Plan, which is priced at $1200 per month, can add up to ten members and includes additional features to HubSpot Professional Plan. It offers call transcriptions, electronic signatures, and tools to create a playbook for team members.
Pipedrive vs HubSpot Reviews
Businesses can seek these reviews from customers worldwide, which will help make a well-informed decision.
|With a user-friendly interface, setting up an account is easy.||It does not offer extensive marketing and automation features.|
|Merging leads is hassle-free, and integrations make it easy to identify duplicates.||It lacks options for creating mass notes.|
|Making and keeping track of business meetings, appointments, and schedules is accessible via email.||The application can be challenging to use for those with limited technical knowledge.|
|It allows complete visibility of leads.||Not suited for a large number of individuals to use and share the information.|
|The analytics allows proper sales analysis, which helps make the necessary adjustments.||Limited integration with third-party tools.|
|Searching for contacts and setting up reminders is easy.||There aren’t many advanced features available.|
|Easy to deploy, set up and sync data.||Different pricing and plan overwhelm the provider.|
|Users with limited technical knowledge will find it easy to use.||Customer support is not available for those using the free plan.|
|Simple and intuitive with an easy-to-use interface.||Pre-user plans can get difficult for small businesses.|
|It offers personalized email sequences for leads and existing customers.||Only one email per contact is allowed.|
What are the main differences between Pipedrive and Hubspot CRM
Whether a business should invest in Pipedrive vs Hubspot CRM comes down to what is the size, scope of the business and the goals it wishes to attain from the CRM system. If the business is starting from scratch or it’s small in size, Pipedrive’s cheaper version or Hubspot’s free version can be the best option for them.
If the primary concern is the ease of use, unlimited contacts, and 24/7 year-round support for all plans, then businesses should go for Pipedrive. But if the business is planning to scale or is a large corporation, then Hubspot’s versatility will seem like the right fit as it is a unified platform that manages marketing, sales, and services.
There are certain situations where both Pipedrive and HubSpot can be used. One such case is when you need Pipedrive to manage the sales team, but the entire organization needs a centralized database for contacts, automate marketing emails, and to manage the websites, blogs, and campaigns. This calls for a HubSpot and Pipedrive integration that makes the leads sales-ready, automatically feeding into Pipedrive and attaching the right data. Then, the changes to Pipedrive get automatically reflected in HubSpot.
Is there anything related to Pipedrive vs Hubspot that this blog hasn’t covered? Drop your suggestions in the comment section below.