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WorkflowMax vs HubSpot CRM Comparison (2026)
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Good recommendations?
WorkflowMax
4.3
(123)5
62
4
44
3
13
2
3
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
HubSpot CRM
4.5
(4.4K)5
2.7K
4
1.3K
3
241
2
50
1
37
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Assign staff to jobs and track who is doing what and when. You can manage every aspect of a project, from quotes through to invoicing, on a single platform.
Give your team more time with buyers. HubSpot Smart CRM is self-updating and helps keep customer records current and enriched, so reps can focus on the conversations that win deals. Permissions and governance ensure your data stays secure.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.3
123
5
4
3
2
1
62
44
13
3
1
- Value for money
- Ease of use
- Features
- Customer support
55%
would recommend this app4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this appPros
“The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve.”
FS
Fiona S.
Office administrator
“It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests”
XL
Xiang L.
Director
“Also you can sort timesheets using any field.”
FS
Fiona S.
Office administrator
Pros
“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG
Christian G.
Marketing Operations Manager
“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Andrea L.
Innovation Manager
“I can see conversations, update contact details, manage deals, and set follow-up reminders without switching between different tools.”
Ankith T.
Software Developer
Cons
“Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST.”
PA
Peter A.
Director of Finance
“It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.”
TT
Thomas T.
Planning and Finance Executive
“Clunky interface.”
NP
Nick P.
Director
Cons
“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Krystal M.
People Operations
“Over time, more features that many teams would consider fairly basic are being moved behind extra paid tiers. As your usage grows, it becomes harder to stay on lower plans without running into limitations, which can increase costs faster than expected.”
MS
Martina S.
VP
“Hubspot does not allow to have several phone numbers for one customer and only allow to have up to two email addresses for each customer.”
IL
Ina L.
Insurance Advisor
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review23 days ago
Key features
- Total features96
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Assignment Management
- Audience Targeting
- Automated Quoting
- Automatic Backup
- Autonomous Task Execution
- Batch Processing
- Billing & Invoicing
- Billing Portal
- Brand Tracking
- Breadth of Partner Applications
- Budget Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Contractor Management
- Cost Estimating
- Cost-to-Completion Tracking
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Branding
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- File Sharing
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Hourly Billing
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Currency
- Multi-step Planning
- Multiple Projects
- Natural Language Interaction
- Online Invoicing
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Percent-Complete Tracking
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Project Billing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Allocation
- Resource Management
- Role-Based Permissions
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Scheduling
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Status Tracking
- Subcontractor Management
- Subcontractor Monitoring
- Summary Reports
- Supplier Management
- Support Analytics
- Tagging
- Task Management
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- User, Role, and Access Management
- Workflow Capability
- Workflow Management
- Total features137
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Assignment Management
- Audience Targeting
- Automated Quoting
- Automatic Backup
- Autonomous Task Execution
- Batch Processing
- Billing & Invoicing
- Billing Portal
- Brand Tracking
- Breadth of Partner Applications
- Budget Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Contractor Management
- Cost Estimating
- Cost-to-Completion Tracking
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Branding
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- File Sharing
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Hourly Billing
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Live Chat
- Marketing Automation
- Marketing ROI Analytics
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Currency
- Multi-step Planning
- Multiple Projects
- Natural Language Interaction
- Online Invoicing
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Percent-Complete Tracking
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Project Billing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Allocation
- Resource Management
- Role-Based Permissions
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Scheduling
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Status Tracking
- Subcontractor Management
- Subcontractor Monitoring
- Summary Reports
- Supplier Management
- Support Analytics
- Tagging
- Task Management
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- User, Role, and Access Management
- Workflow Capability
- Workflow Management
Integrations
- Total integrations14
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Box
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Deputy
- Dext
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Exsalerate CRM
- Formstack Forms
- FreshBooks
- Freshdesk
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Drive
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Grow
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MYOB Business
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Spotlight Reporting
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations194
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Box
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Deputy
- Dext
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Exsalerate CRM
- Formstack Forms
- FreshBooks
- Freshdesk
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Drive
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Grow
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MYOB Business
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Spotlight Reporting
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
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