Decision criteria
These criteria define the page. A product is not rewarded for affiliate availability or commission.
- Missing capability
- Pipeline migration
- Activity history
- Email and calendar
- Automation
- Stack replacement cost
Documented shortlist
Commission rate and affiliate approval are not inputs to this order. Every current destination is a standard vendor link.
Zoho CRM Documented
A configurable CRM with a three-user free edition and connections to the wider Zoho client-operations suite.
May not fit: Buyers who want minimal configuration and one simple interface
HubSpot Documented
A broad CRM and sales platform with a documented free entry point and a much wider upgrade path.
May not fit: Buyers who want simple, predictable costs at higher tiers
Make the switching reason testable
Write the failing workflow, frequency and consequence. Broad dissatisfaction is difficult to solve and easy to carry into another product.
Protect activity context
Deals are only part of the record. Notes, emails, activities, owners, custom fields and attachments often contain the reason the CRM is valuable.
Plan a controlled parallel run
Use a limited live sample, reconcile field mapping and confirm the downstream handoffs before switching the system of record.
Sources
Material product and pricing facts were checked against the official sources below. Each record shows its actual verification date.
- HubSpot: Sales Hub pricing Checked Sep 3, 2026 · Public USD Sales Hub pricing view.
- HubSpot: Free CRM pricing Checked Sep 3, 2026 · Free-tools limits and CRM entry point.
- HubSpot: Starter Customer Platform Checked Sep 3, 2026 · Limited new-customer offer; not an advanced Sales Hub tier.
- HubSpot: Product and Services Catalog Checked Sep 3, 2026 · Plan, commitment, seat and usage terms.
- Pipedrive: Pipedrive pricing Checked Sep 7, 2026 · Public EUR annual-rate view; prices exclude VAT and can localize by visitor.
- Zoho: Zoho CRM pricing Checked Sep 2, 2026 · US pricing reference; local currency and tax can differ.
- Zoho: Zoho CRM product overview Checked Sep 2, 2026
- Zoho: Export CRM data Checked Sep 7, 2026 · Module CSV/XLSX exports, complete-backup path, permissions, record limits and download-window details.