Pipedrive vs HubSpot: Choosing the Perfect CRM Software for Your Business

You're not going to like the answer, but… it depends.

To determine if Pipedrive is a better option (for you) than HubSpot, you'll have to identify your business needs and priorities.

Pipedrive is better than HubSpot if you're looking for a solution with essential sales management features. This affordable CRM tool focuses on—yet again—simplicity and efficiency. It empowers your sales team to visualize sales pipelines, focus on sales activities, and effectively track leads.

Pipedrive is best used for streamlined sales processes with defined steps and a need for consistency. It's especially beneficial for small to medium-sized businesses that want enhanced productivity. Plus, it's ideal for sales teams that value fast onboarding thanks to its ease of use.

While Pipedrive has added a new feature to send out email campaigns, which is a "nice to have" marketing feature to capture more leads, its key aspect revolves around pipeline management.

Pipedrive can replace HubSpot if your goal is to optimize sales processes, lead management, and pipeline visualization.

But even though Pipedrive serves as a reliable standalone CRM software, it can't entirely replace HubSpot. Some reasons behind this are:

• HubSpot offers other robust solutions for marketing, CMS, customer service, and operations besides sales. This makes it an all-in-one solution for companies looking for a full package of business tools.
• HubSpot offers more customization for complex sales processes. Plus, it has integrated reporting for other areas of your business. So, you can manage various aspects from one place.

Pipedrive is cheaper than HubSpot. We compared Pipedrive's and HubSpot's Professional plans, which are the middle-tier plans. Meaning they offer a wide range of popular features at a great value.

Pipedrive's Professional plan has a price of $59.90/month per user. While HubSpot's Professional plan is $1,335/month for five users (approx $267/month per user). It also requires that you pay a one-time fee of $4,500 for Professional Onboarding.

If we take a closer look at their features and limitations, there are some slight changes like:

• Pipedrive offers unlimited dashboards while HubSpot has a cap of 25 dashboards
• Pipedrive offers 150 reports per user and HubSpot offers 100 custom reports
• HubSpot has 300 automation and Pipedrive relies on 60
• HubSpot allows you to manage 10 teams. While on Pipedrive you can have up to 3

According to these limitations, you can see that the features for Pipedrive and HubSpot run side-by-side. The inflated price of HubSpot's CRM suite may be because of the other products or hubs it includes. But still, Pipedrive offers a better cost-benefit ratio.

Pipedrive offers unique features and advantages. But there may be other CRM software out there better suited for specific requirements. So, you should consider scalability, integration, user experience, customer support, and features if you’re looking at other options.

Notable Pipedrive alternatives are HubSpot CRM (obviously!), Zoho CRM, and Salesforce.

Again, it all depends on your business needs, priorities, or even preferences. But if you're looking for a tool with core sales features, a knack for detail, and seamless usability, Pipedrive is for you.

As for reporting and analytics, HubSpot is the winner. Here's why:

In Pipedrive, you can go to Insights and see your sales pipeline metrics. You can monitor sales cycle length, close ratio of deals, and sales velocity. Plus, you can measure the performance of individual team members.

With Pipedrive you can create multiple dashboards from pre-made reports or custom ones. You can add goals in these reports to see how your results measure up.

Regarding HubSpot, it can show you analytics and reports not only from sales but other aspects of your business.

For analytics, it can show you:

• Sales analytics
• Traffic analytics
• Sales content analytics
• Custom behavioral events
• Contact analytics

When it comes to reports, you can create them from different data sources. For example, you can use contacts, deals, and revenue from the CRM. Or you can use sequences and workflows from automation.

And it doesn't end there. With these data sources, you can choose what kind of visualization you want to see. It can be horizontal or vertical bars, pie charts, funnels, tables, KPIs, etc.

HubSpot has greater coverage on analytics and reporting than Pipedrive. It has templates to visualize key metrics across different business areas with ease.

Contact and lead management is one feature in which Pipedrive and HubSpot seem evenly matched. Still, there are a few differences.

In Pipedrive, you can organize your contacts by people or organizations. Plus, you can see your Contacts timeline, which shows you a timeline of activities with that contact. This can help you analyze how long are your life cycles.

Also, thanks to the Lead Inbox, you can capture leads from your website, label them (hot, warm, or cold), and add activities until they become a deal. Plus, you can activate the LeadBooster feature for live chats, chatbots, web forms, and prospector.

The prospector lets you find leads from a database of 400 million profiles.

Now, HubSpot's Contact Management feature is very similar to Pipedrive. But in there, you can create different views to segment your contacts. They can be marketing contacts, sales contacts, or any customizable field.

Also, you can use advanced filters to qualify your contacts easily. These filters can be custom according to the activities of your contacts (conversion, engagement, last contacted, etc).

The Lead Management section in HubSpot allows you to capture leads from emails, chats, website forms, and even Facebook Messenger.

You can also connect to other channels and manage your team's availability. Plus, thanks to snippets of text, you can create shortcuts to your most common responses in emails.

To smooth collaboration between team members and managers, Pipedrive offers individual permission sets. Each app (deals, projects, and campaigns) has its own permission sets that you can set to admin or regular user.

You can decide who can access global permission and account settings. So Pipedrive shows you an overview of active, invited, and deactivated members as well as their permissions.

HubSpot has comparable permission features to Pipedrive. You can decide who from your team members can access the different HubSpot apps. And you also have an overview of these permissions.

But HubSpot has an added functionality. Thanks to its auditing tools, you can track the activity of different users on tasks. Meaning you can see what user modified a task and the specific action. This can be helpful to identify errors that may be slowing down your sales process.

Pipedrive has a digestible and simple sales forecasting feature. Aside from the functionality on its sales pipeline, if you click on the Forecast section, you'll have a summary of the sales forecast for every month.

This sales forecast feature takes into account the weighted value of each deal and it adds up the value of won deals.

HubSpot does its forecasting on another level. You can keep track of your deals to make sure you're going to meet your quarterly goals. As in Pipedrive, HubSpot uses probabilities to estimate the weighted value of deals while adding the value of won deals.

But what HubSpot does differently is that you can create forecast categories and group deals into these categories. Also, you can analyze the progress of each team member. If one of them is falling behind, you can identify the areas of focus with sales forecasting.

Pipedrive marketplace lets you connect with apps that will help you in four key areas of sales:

• Capturing and qualifying leads
• Nurturing leads
• Reaching out to clients
• Creating and sending proposals

It has a selection of 350+ integrations, including Zapier, so you can connect more apps and services.

However, HubSpot easily outstands Pipedrive for integrations. Not only does HubSpot offer 1,400+ integrations, but it allows you to integrate with other business apps besides sales like:

• Marketing
• Customer service
• Productivity
• Finance

You can also filter all these apps by pricing structures, languages, if it integrates with other HubSpot apps, etc.

And as if offering a massive library of apps wasn't enough, HubSpot integrates with Zapier. This gives you the chance of integrating with much more apps (given the very little chance that there's one HubSpot can't integrate with already).

As a heads-up, sales pipeline management is where Pipedrive shines. But it's not like HubSpot is completely left behind.

In Pipedrive, the sales pipeline has four different types of indicators for your deals: the arrows or the yellow triangle.

This is what each means:

• Green arrow: A task you have to complete today
• Gray arrow: A task you have to complete in a few days
• Red arrow: A task that's overdue
• Yellow triangle: No activity scheduled

With this simple array, you can identify just by the colors how busy is your pipeline or what deal should you turn your attention to.

Pipedrive includes something called rotting times. The rotting times indicate when a deal has been sitting on your pipeline for too long with no activity or action. This means the deal starts to rot. You can set the number of days for rotting time.

Another plus of using Pipedrive is you can easily drag and drop deals to “lost” or “won” at the bottom of the screen. And if you win a deal, you can turn it into a project and follow the stages of the project as if it was a pipeline.

Also, Pipedrive includes a little sales forecasting feature in the upper right of your screen. It takes into account the probabilities you set for each stage and the value of the deal to give you a weighted value.

In HubSpot, you can identify the priority of your deals with colors (red for high, yellow for medium, and green for low). The Kanban cards include brief notes about the task or activities you have scheduled for the next few days.

Another add-on is that you can see a sales forecasting functionality at the bottom of the screen. It tells you the weighted value of each stage taking probabilities set by you and the value of your deals.