January 17, 2022

Pipedrive vs HubSpot: What is the Best CRM Tool for Your Business?

CRM tools are an essential part of any marketing strategy. Companies use them to collect, organize, and analyze data on their customers. This data helps companies generate leads, create an effective campaign structure, and improve customer experience. CRM tools include software and online services that help you communicate with your customers through email marketing, live chat, or automated phone calls.

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Pipedrive vs HubSpot

HubSpot is a SaaS-based CRM tool, which means that you don't have to buy software or hardware. However, HubSpot does require the use of your own email address and a regular Internet connection for all communication features it provides. This can be quite limiting if you do not want to pay monthly fees for many tools in the suite, like Customer Success Manager (CSM), Marketing Automation Platform (MAP) and Sales Enablement Suite.

Pipedrive on the other hand has a free trial available where users are able to send up to five emails per day from their account for free with the only limitation being that users cannot send more than five emails per day. Pipedrive is cloud-based software, which means you do not have to install any software on your computer or mobile device and can access data from all of your clients in one place online.

Both HubSpot and Pipedrive allow users to create new campaigns (groups of contacts) within their accounts as well as export contact information into a spreadsheet or other file format so they can be used elsewhere while also allowing unlimited email databases in their account depending on plan size. Both CRM tools provide the ability to segment contacts based on a variety of criteria including demographics, interests and behaviors. Both HubSpot and Pipedrive also provide the option for users to create emails through templates which can be customized further.

 

Feature comparison: Pipedrive vs HubSpot

Overall I think HubSpot is a better fit for businesses and individuals who aren't looking to manage their email communication through one platform. Pipedrive's more premium pricing may be worth it if you need access to all your contact lists in one place, but the free plan and lack of integration with other tools such as Salesforce or MailChimp makes it difficult for me to recommend over HubSpot.

HubSpot is a great tool for businesses and teams who want to keep track of their marketing, social media and sales efforts. It even integrates with other major tools such as Office 365 or Salesforce so you can easily manage your contacts in one centralized location.

The following features are available on the free version of HubSpot and Pipedrive:

  • Inbound Marketing and Sales Automation (Email, Content Creation)
  • Social Media Monitoring & Management
  • Contact management for MailChimp, Google Apps or other SMTP accounts (For $17 per month you can add CRM integration with Microsoft Office 365 etc.)
  • Excellent Email Campaigns
  • Powerful Reports & Dashboards
  • Analytics (Analytics and Reporting)

The following features are available on the premium version of Pipedrive only:

  • CRM integration with Office 365 and other tools
  • Email Campaigns and Automation (Automated emails for Sales, Marketing or Social Media)
  • Powerful Reporting

Pipedrive has a Chrome Extension that lets you view your contacts from within Gmail. Although it's not as useful as an integrated tool I find this feature helpful to help keep track of who is in my inbox when transitioning between email clients. You can try Pipedrive out first by visiting the website and signing up for a free trial.

The following features are available on the premium version of HubSpot only:

  • Content Creation and Social Media Management
  • Email Automation (Email Campaigns & Automated Emails)
  • Contact management for Google Apps or other SMTP accounts
  • Analytics (Analytics and Reporting)

While Pipedrive is an excellent CRM tool and HubSpot is a great marketing automation platform, there are some notable features that make Pipedrive better than HubSpot.

With the free plan of 15 contacts for each account in both tools, users can get started with most if not all reporting options within their accounts on either service. However, since more people have access to information from your main contact list through social networks like Facebook or LinkedIn (Hubspot) vs having it locked up in one place (Pipedrive), data visibility for users is often limited because they do not have access to information for all of their contacts.

Pipedrive is great for businesses that have a large number of marketing and sales professionals who need access to all their contact lists in one place, but it can also be excellent if you are looking to manage any type of business communication through email or social media. As someone who works across multiple departments (Marketing/Design).

I like how easy it is to manage my email inbox from within Pipedrive on the go which has helped me stay more organized and efficient with my time at work! You  can try Pipedrive out first by visiting the website and signing up for a free trial.

 

Pipedrive vs HubSpot: Pipeline Management

In addition to CRM, Pipedrive and HubSpot also offer Pipeline Management features which integrate with Salesforce.com's Chatter feature in order to create a central hub for sales rep communication.

This allows reps from multiple companies or teams the ability to communicate more easily within the same account without having their conversations take place on different contact lists - something that can often lead to confusion when you're trying to sell someone new into your marketing funnel while simultaneously selling them an old client of yours!

The advantage is that you get all key pipeline information (open/closed opportunities, status updates) under one roof so you can more accurately evaluate your sales process and make improvements.

Pipedrive also offers a Pipeline Assistant which integrates with the Chatter feature of Salesforce in order to provide instant access to Pipedrive data for any one connected user - even if they're not currently signed into Pipedrive directly. This means you don't need to sign up for Pipeline Management or Relativity annually, it all happens automatically as soon as you connect your account!

While this sounds extremely useful, I've found that having my pipeline under control has always been very difficult - from printing out outdated emails or having multiple spreadsheets (sometimes called 'one-pagers') that I'd use to keep track of opportunities and progress, to using a spreadsheet for my entire interaction with each client.

Pipedrive has eliminated all these headaches by allowing me to create beautiful landing pages in Salesforce which show the status of any given opportunity as well as helpful information like total cost and expected revenue breakdown - making sure every step is accounted for from start to finish!

More recently they've also added Channel Manager functionality so you can view historical data on your pipeline such as open/closed ratios or conversion rate history across different channels.

 

No-code Data Pipeline for HubSpot

Over the years I've worked with several HubSpot customers and people who have been involved in sales enablement programs at many of our clients. One thing that all these projects have had in common is what we call a "data pipeline". What this means to you, as a Salesforce user, is that by using Pipedrive Analytics you can use Pipedrive's data extraction features to pull information from your email campaigns (referred to as 'Transactional Data') - allowing you real-time access and insight into business intelligence which will help improve your sales process!

As Hubspot themselves (Hubspot) have already written about in their blog post on the subject , Pipedrive's data extraction isn't limited to just email campaigns, but can be used for any transactional source - including web forms, CRM systems and chatbots.

For example: by pulling important information from your website or within a social media tool like Facebook Connect you can get real-time insight into how users are interacting with your company! This immediately increases engagement while also allowing you to tailor better messaging based on this crucial data.

A few more benefits of using Pipedrive Analytics include being able to:

  1. Use Pipedrive's reporting and data analysis tools to quickly identify the best performing sales channels, campaigns or contacts for your company so you can allocate resources accordingly.
  2. Gain real-time insight into what works in your marketing campaigns - like which landing pages are converting at a higher rate than others! (this will help you better tailor messaging )
  3. Monitor campaign performance and see where changes need to be made - from changing email subject lines, adding new phone numbers or tweaking colors on visualizations. If something isn't working it might not take long before people move onto another tool and leave your company in the dust.
  4. Stay abreast of your competitors and industry trends by using Pipedrive's analytics tools to monitor what others are doing (like how many people opened their email campaigns) - providing you with constantly updated information and allowing you to react accordingly!
  5. Allowing for a more efficient workflow, setting up data extraction within Pipedrive is as easy as uploading an Excel file or CSV spreadsheet.

 

Pipedrive sales pipeline is a great sales pipeline management system. It helps you manage leads and follow up with them effectively.

 

Pipedrive vs HubSpot sales team comparison

Pipedrive has two team categories, the first one is Sales Manager and the second one is Sales person. HubSpot CRM comes with three different categories: Marketing Director, Junior Marketing Director and Senior Marketing Coordinator which are used for marketing sales manager or salesperson respectively to manage their sales volume in a smarter way than ever before.

However both Pipedrive and HubSpot have another important feature where they give you unlimited access to your database.

 

Pipedrive vs HubSpot: Sales Hub

HubSpot Sales Hub is a sales CRM that helps sales leaders and their teams work more efficiently, save time, and grow revenue. HubSpot sales hub helps with the following: Sales Pipelines: Sales Hub helps sales leaders and their teams get more done with powerful, easy-to-use workflows. Create a pipeline of leads in minutes by creating relevant emails that trigger on your conversion events or other actions.

And as you add contacts to your pipeline, they're automatically added to the right team member's list so everyone can find them quickly. With quick access into multiple conversations at once for better visibility across different stages of a leader's journey, it’s easier than ever before for B2B marketers and their sales development reps (SDRs) to manage their pipeline and sales opportunities.

Sales Hub helps you manage all your marketing in one place, so you can get the most from every interaction with prospects, leads, and customers—from email campaigns to social media interactions to custom landing pages.

With Sales Hub it's easy for teams at any level of an organization to set up integrated strategies that engage leads across channels without wasting time on duplicate efforts or manual data entry. Filters make it easier than ever before for B2B marketers and their SDRs (or sales team members) to find what they 're looking for.

Sales Tools: HubSpot Sales has everything you need to run your sales teams' daily routines—from managing their calendar and approving meetings, to giving them access to CRM data right on the dashboard.

See what's going on with your team members at a glance, move people between different roles quickly, or track priorities in real time as they change across all areas of the business. It’s easy for everyone in an organization (including B2B marketers) from product managers and analysts down through marketing support staff to keep up-to-date with ongoing developments within their organization.

 

If you're looking to connect with contacts across your entire revenue operations (Leads, Prospects, Existing, and Churned Clients) Cliently would be a great way to engage at scale. Sometimes multiple tools can leave blind spots in who's engaging, how they're engaging, and when to engage, this is where Cliently could benefit you the most.

Cliently has the ability to engage all of your contacts, including prospects, existing clients and churned clients. Cliently can help you stay on top of communication with each individual contact. It also allows you to categorize conversations based on how they were initiated (e-mail vs phone call/email) or via text message. This helps guide how often a particular person should be contacted by B2B marketers as well as what types of topics are appropriate for different contacts such that there is no confusion over who's communicating with whom at any given time.


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