Pipeliner CRM vs HubSpot Sales

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Our analysts compared Pipeliner 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.

Product Basics

Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.

Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.

User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.

It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.

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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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$15/User, Monthly
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Product Assistance

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Product Insights

  • Market Leader: According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 88 and a user satisfaction rating of 94%, it delivers functionalities that serve diverse business needs.
  • Enhance Team Collaboration: Our analysts ranked Pipeliner CRM as the top choice for team collaboration. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams.
  • Boost Client Communication: Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages.
  • Optimize Partner Management: Pipeliner received a perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards.
  • Simplify Contract Lifecycle: You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time.
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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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  • Lead Tracking and Prioritization: Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process.
  • Automation: The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints.
  • Voice Caller Integration: You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management.
  • Custom Reports: Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards.
  • Opportunity Creation and Pipeline Management: The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage.
  • Sales Pipeline / Kanban View: Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities.
  • Native iOS and Android Apps: The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go.
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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

#25

among all
CRM Software

#75

among all
CRM Software

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Analyst Rating Summary

88
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95
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100
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Dashboards and Reports
Opportunity Management
Product Management
Team Collaboration
Sales Performance 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

Pipeliner 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 89 91 100 80 82 91 100 71 73 100 88 99 100 95 96 100 92 87 79 91 30 86 100 87 63 92 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
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User Sentiment Summary

Excellent User Sentiment 790 reviews
Great User Sentiment 12800 reviews
93%
of users recommend this product

Pipeliner CRM has a 'excellent' User Satisfaction Rating of 93% when considering 790 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 (18)
5.0 (30)
4.7 (484)
4.4 (11456)
4.7 (215)
4.5 (461)
4.3 (44)
4.6 (339)
4.3 (29)
4.3 (514)

Awards

SelectHub research analysts have evaluated Pipeliner CRM and concluded it deserves the award for the Best Overall CRM Software available today and earns best-in-class honors for Opportunity Management, Sales Performance Management and Team Collaboration. Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Opportunity Management Award
Sales Performance Management Award
Team Collaboration 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

Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points.
Ease of Use: The platform is user-friendly and requires minimal training to get started.
Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves.
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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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Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps.
Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point.
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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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Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.

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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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