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Zoho CRM vs HubSpot Sales

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Our analysts compared Zoho CRM vs HubSpot Sales based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Zoho CRM Software Tool
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HubSpot Sales Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

87 Detailed Analysis

User Sentiment

Great User Sentiment (11200 Reviews)

Analyst Rating

83 Detailed Analysis

User Sentiment

Great User Sentiment (12800 Reviews)
Zoho CRM enables an organization’s sales force to work more effectively and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behavior analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.
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HubSpot Sales Hub is an all-around CRM solution that delivers numerous features, including contact management, email tracking, meeting scheduling and pipeline management. Its automation capabilities help sales teams focus on high-value activities.

Key aspects include lead scoring, email communication, custom reports, and integration with HubSpot's marketing and service hubs. Recent updates have introduced AI-powered tools for more efficient sales forecasting and lead scoring.

It’s particularly beneficial for small to medium-sized businesses, though it scales well for larger enterprises. HubSpot Sales Hub offers tiered pricing to suit different business needs. The Starter plan begins at $20 per month, while Professional and Enterprise plans offer more advanced features at higher price points. A free version with basic CRM functionality is also available.

Users praise HubSpot Sales Hub for its user-friendly interface and integration capabilities. However, some find the learning curve steep for advanced features and mention that customization options can be limited in lower-tier plans.

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$14/User, Monthly
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$15/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
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Android
Chromebook
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Mac
Linux
Android
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Cloud
On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Real-Time Data Analysis: Track KPIs across the sales cycle with advanced analytics tools providing visibility for everyone from the C-suite to sales reps. We set up dashboard widgets and customized the metrics displayed, so we could surface the most important data. The system includes standard and custom reports, which you can filter to locate specific information and blend to create multidimensional reports.
  • AI-Powered Performance Optimization: Use Zia is the system’s conversational AI assistant and helps users get more done and work smarter. We searched through our database by sending a request via text. You can use Zia to improve data accuracy, optimize timing for emails and calls, and understand the sentiment behind the emails your leads and customers send.
  • Automated Lead Creation: Use the email parser tool to automate lead creation by sending email enquiries to the parser email that extracts the information. You can then reduplicate and approve the leads to ensure they’re good. We could add and color code tags, create custom views for leads and view leads in Zoho sheets.
  • Support Mobility: Mobile CRM apps for both Android and iOS devices provide users with immediate access to important information, no matter where they are. Sales reps can view daily activities and optimize in-person meetings with geo-location. They can also manage records even while offline — all changes automatically sync once their device reconnects. The card scanner app, supported on iOS and Android devices as well, enables users to digitally capture business cards at events and meetings.
  • Personalized Solutions: Use the developer platform for full control over your software ecosystem. Unify data across business systems, develop apps and boost the capabilities of the CRM interface with a combination of tools including widgets, a REST API and SDKs for web and mobile. We found that it incorporates both code and WYSIWYG elements so users of all technical levels can leverage it successfully.
  • Easy To Set Up: Speed up the onboarding process via Zwitch, with the help of Zoho support staff or use the built-in tools to transfer from other CRM platforms. We liked how easy it was to navigate the header-style menu. Add new products, contacts and accounts with the same form style. Set up was also a breeze with helpful pop-ups and links to knowledge base articles if we got stuck.
  • Tailor-Made Customizations: Create your own workflow rules. We tested out adding a “Big Fish” tag when leads recorded an annual revenue of above $100,000 and a follow-up automation. You can also use the Kiosk Studio to build page layouts and automations, its a bit more technical but offers helpful pop-ups and tips. We were also able to create a rule that assigned all leads that started with a 222 area code to a specific user.
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  • Improve Client Interactions: HubSpot Sales offers features like caller identification to display contact details for incoming calls, the ability to upload and store recorded voicemail messages, and the option to record calls with prospects to capture their requirements and preferences.
  • Tailor Your Workflow with Custom Apps: In our assessment, HubSpot scored a perfect 100 for its custom app capabilities. It lets you easily build tailored applications, configure validation rules, add custom objects and define calculated fields.
  • Organize and Manage Events Effortlessly: It provides event tracking to create detailed event records, manage participant registrations and automate the distribution of invitations, confirmations and follow-up communications.
  • Generate Invoices Easily: HubSpot Sales earned a score of 100 in our rankings for simplifying invoice creation. It offers standard templates and the ability to generate invoices directly from contact, company, opportunity or quote records within the system.
  • Connect All Your Tools in One Place: In our analysis, HubSpot ranked the best for integrations and extensibility. You can seamlessly connect with popular content management systems (like WordPress and Squarespace), messaging platforms (like WhatsApp and Facebook Messenger), and business intelligence tools (like Microsoft Power BI and Tableau).
  • Boost Teamwork with a Shared Workspace: The platform comes with a team inbox or shared workspace that combines messages from various channels, including emails, social media and live chat, into a unified interface.
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  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
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  • Lead Scoring: You can evaluate and score leads based on demographic data and prospect actions, helping prioritize those most likely to convert.
    • Lead Deduplication: The system can automatically identify and merge duplicate leads or contacts within the CRM by comparing various identifiers such as names, email addresses, domain names and phone numbers.
    • Lead Distribution: Set up custom workflow rules to automatically assign leads to salespeople or teams based on criteria, such as geographic location, industry, product interest, department, lead source and even budget size.
  • Custom Reports: You can create tailored reports by extracting data from multiple areas of the CRM platform, meeting unique business requirements.
    • Pre-Built Reports: Access pre-built report templates for quick insights into sales performance and milestones, with options for saved searches and filters.
    • Report Scheduling and Exporting: Export reports in PDF, XLS or CSV formats or schedule them for recurring email delivery.
  • Email Communication: The platform offers a standard email configuration, allowing you to send and receive emails directly within the CRM system.
    • Email Scheduling: Schedule emails for future delivery at specific dates and times. The system provides pre-selected time options or allows for custom scheduling.
    • Email Status: Real-time notifications alert users when prospects open emails and the system helps you set follow-up reminders.
    • Email Templates: HubSpot offers pre-built email templates for various purposes, streamlining communication for lead nurturing, follow-ups and customer engagement.
  • Native iOS and Android Apps: The mobile app allows you to access and update CRM data, schedule meetings and collaborate with team members while on the go.
  • Data Visualizations: You can generate interactive, drill-down visualizations in various formats, including bar, line, funnel, table, column, donut and pie charts.
  • Appointment Scheduling: HubSpot Sales Hub enables seamless appointment booking through schedulers or calendar links. You can effortlessly capture essential details like location, customer name and time.
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Product Ranking

#9

among all
CRM Software

#75

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

87
83
100
95
92
96
93
100
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Account and Contact Management
Lead Management
Opportunity Management
Platform Security
Product Management
Dashboards and Reports
Integrations and Extensibility
Product Management
Communication Channels
Account and Contact Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zoho CRM
HubSpot Sales
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 100 92 93 97 100 84 100 60 95 100 84 91 93 95 96 100 92 87 79 91 30 86 100 87 63 92 0 25 50 75 100
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86%
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83%
17%
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80%
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71%
14%
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86%
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29%
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88%
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12%
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40%
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5%
76%
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67%
33%
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78%
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22%
88%
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12%
50%
13%
37%
83%
17%
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83%
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17%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
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12%
100%
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86%
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14%

User Sentiment Summary

Great User Sentiment 11200 reviews
Great User Sentiment 12800 reviews
85%
of users recommend this product

Zoho CRM has a 'great' User Satisfaction Rating of 85% when considering 11200 user reviews from 5 recognized software review sites.

88%
of users recommend this product

HubSpot Sales has a 'great' User Satisfaction Rating of 88% when considering 12800 user reviews from 5 recognized software review sites.

5.0 (20)
5.0 (30)
4.1 (2656)
4.4 (11456)
4.3 (6776)
4.5 (461)
4.5 (797)
4.6 (339)
4.2 (951)
4.3 (514)

Awards

SelectHub research analysts have evaluated Zoho CRM and concluded it earns best-in-class honors for Account and Contact Management, Lead Management, Opportunity Management, Platform Capabilities and Platform Security.

Account and Contact Management Award
Lead Management Award
Opportunity Management Award
Platform Capabilities Award
Platform Security Award

SelectHub research analysts have evaluated HubSpot Sales and concluded it earns best-in-class honors for Integrations and Extensibility.

Integrations and Extensibility Award

Synopsis of User Ratings and Reviews

Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
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Ease of Use: Users praised the platform's straightforward navigation and user-friendly features.
Customer Support: Reviewers appreciated the prompt and helpful assistance available when issues arise.
Learning Resources: An active community and extensive support materials, including tutorials, guides and forums, aid users in mastering the platform.
Team Collaboration: Sales Hub promotes seamless communication and information sharing among team members with its collaborative features.
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Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.
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Cost: Many users found HubSpot Sales Hub's pricing structure challenging, especially for smaller businesses. The need for paid add-ons to access certain features can increase overall costs.
Initial Setup: Despite its user-friendly interface, the initial setup process can be complex.
Forecasting: Some users mentioned that the forecasting feature could be more advanced or customizable.
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Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

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After getting our hands on HubSpot Sales Hub, we found it extremely easy to use, thanks to the helpful guides and support materials. We believe the Sales Hub is the best part of HubSpot overall.One big plus is how much you can automate with HubSpot. Setting up automatic emails, follow-ups and task updates is effortless, saving significant time compared to manual processes.Another benefit is that HubSpot has everything in one place. You don't need to add a bunch of other tools or plugins to make it work well.However, there are some downsides. The main one is the cost. While HubSpot offers a free version that many find useful, it can get expensive quickly if you need more advanced features. We found that it can end up costing more than similar tools when you add all the extras you need.Another consideration is that while HubSpot has most of the features you'd want in a sales tool, some common ones are only available in the more expensive plans. This can be challenging for small businesses.Overall, HubSpot Sales Hub offers significant advantages for medium to large enterprises. We advise you to think carefully about what features you need and how much you're willing to spend before committing.

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Screenshots

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