HubSpot CRM vs Clari Copilot

Zoho CRM

Pipedrive

ActiveCampaign

Gong.io

Chorus

Jiminny

Compare HubSpot CRM and Clari Copilot based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Bigin by Zoho CRM

Bigin is a pipeline-centric customer relationship management solution designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records. It enables employees to capture and store prospect and customer details including deals, emails, activities, tweets, and more in a centralized repository.

HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Calendar Management

Calendar/Reminder System

Calendar Sync

Campaign Management

Client Management

Client Tracking

Collaboration Tools

Communication Management

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Segmentation

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Deal Management

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Sequences

Email Templates

Email Tracking

Forecasting

For Financial Institutions

For Healthcare

For iPad Devices

For Mac Devices

For Small Businesses

For Startups

Interaction Tracking

Internal Chat Integration

Kanban Board

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Live Chat

Marketing Automation

Mobile Access

Mobile App

Monitoring

Opportunity Management

Performance Metrics

Pipeline Management

Pipeline Reports

Predictive Analytics

Project Management

Prospecting Tools

Quotes/Estimates

Real-time Consumer-facing Chat

Real-Time Data

Real-Time Notifications

Referral Tracking

Relationship Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Sales Forecasting

Sales Pipeline Management

Sales Reports

Scheduling

Search/Filter

Segmentation

Self Service Portal

Social Media Integration

Source Tracking

Tagging

Task Management

Task Progress Tracking

Task Scheduling

Team Assignments

Template Management

Territory Management

Third-Party Integration

Third-Party Integrations

Web Forms

Workflow Management

Reviews for HubSpot CRM come from a wide variety of industries, including marketing and advertising (15% of reviewers), computer software (13%), and information technology and services (10%). The most frequent use case for HubSpot CRM cited by reviewers is CRM (70% of reviewers).

Users and use cases

Reviewers appreciate the free version with essential features, which they say benefits startups and small businesses. Some users report that advanced features are locked behind expensive tiers, and they find the pricing structure rigid and confusing.

Value for money

The HubSpot CRM integrations most frequently cited by reviewers are: Gmail (an email management product rated 4.7 out of 5 for its integration with HubSpot CRM), Zapier (an integration product, 4.8), and Slack (a team communication product, 4.6).

Integrations

HubSpot CRM is a CRM tool offering key features such as contact database, contact management, lead management, lead capture, and sales pipeline management, among others.

HubSpot CRM

Web-based

iPhone

iPad

Android

Starter Customer Platform

Professional

Enterprise

It effectively eliminates the friction between departments because everyone sees the same data in real-time. If you are willing to commit to their ecosystem and have the budget to scale into their higher tiers, it’s one of the most powerful tools available for accelerating revenue and managing complex client relationships.

I particularly value the automated email tracking and the drag-and-drop deal pipeline, which provide instant visibility into the health of the sales cycle.

Owner

First, their calendar booking service was completely non-functional; it just showed a blank screen. When I tried to find an alternative way to connect, I was given only two options: get a demo for a $300 product or use their generic chat/telephone support.

Sales Development Rep

The real-time visibility into the sales pipeline, automatic activity tracking, and seamless integration with marketing tools make it especially effective for aligning sales and marketing efforts.

Product Onboarding Specialist

It’s incredibly intuitive, which made the learning curve minimal, and it helps keep communication across teams aligned — especially when collaborating with Sales or Account Managers. While there are some limitations in terms of automation and advanced reporting unless you’re on a higher-tier plan, it’s a reliable and efficient tool for keeping processes organized and clients well-supported.

Technical Support Specialist

The free plan of HubSpot CRM includes contact management and activity tracking features, which is useful for recording client interactions and following up on IT support requests.

Project Manager

I especially appreciate the integrations with other tools like Gmail, Outlook, and Slack, as well as the real-time tracking and customizable dashboards that help us stay on top of sales pipelines and marketing performance.

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.

Sales and Marketing Manager

With HubSpot CRM, we are able to keep a close contact with our customers and leads which helps us to run more successful marketing campaigns and close more sales deals.

Team lead Enterprise

It's user-friendly, especially for sales teams, with clear pipelines and efficient tracking of deals and interactions. While some features lean more toward marketing, the core sales tools are strong and adaptable to daily workflows

Sales Coordinator

I have issues with connecting hubspot to my gmail sometimes, which can be an issue for logging customer emails to create deals

It works well across marketing, sales, and customer teams, which helps keep everyone aligned without needing constant manual updates.

I also appreciated how it keeps the whole team on the same page – everyone can see what’s happening with clients, which saves a lot of back-and-forth emails or messages.

Senior Data Manager

HubSpot CRM has very efficient contact management functions that makes it easy for us to gain full control over our customers database and conversations.

It allows for easier organization of client support histories, which in turn helps me respond faster and with more context to recurring IT problems.

Instructional Designer

I really like the way the information is displayed about the contact  - with the payment details all on one side and the personal information on the other.

Sales Enablement Consultant

Very customizable, especially handling changes to customizations well (showing where objects and fields are used), making mass-updates easy, intuitive back-end interface.

Head of Sales

From logging contacts in our database to tracking the details of our partnerships, our team uses this software every single day

Business Developer

It seamlessly puts into a smooth workflow several areas of a business including sales, marketing and work tools.

Splunk System Administrator

It also does not feature an escalation or a dependency mechanism when working on concurrent multistep sales to have more complex teamwork within members.

Accounting Assistant

I love that I can tag others in the notes and tasks I create for potential leads and active clients.

Customer Service Representative

HubSpot CRM offers well documented performance reports which help us make precise decisions on how to improve our customer services.

We also ahve enabled the marketing side which helps us create marketing campaigns and send them to all our contacts.

As an admin I prefer it to other CRMs that I've worked with for customizability and the flexibility of the association behavior which handles complex business models well.  

HubSpot CRM has outstanding customer engagement features which help us to interact freely with our customers making it easy to offer them the support they need.

VP, Revenue

It is flexible and configurable and serves most of our sales and marketing team needs fairly well for our day to day usage.

Admin Assistant

The free option has a lot of options to use and has the ability to edit and tweak certain functions to meet your company needs.

we were told in writing by our CSM that it was impossible. Why? Because our contract allows us to add seats, but not remove them until contract expiration… in late 2027.

For scaling teams, this means budgeting carefully, as functionality you may assume is included often requires an upgrade.

Sales Analyst

It easily syncs with prospecting tools, allows you to keep up with leads, and allows you to track deals, providing a single source of truth.

Digital marketing expert

Best part about HubSpot’s CRM is its centralizes contact details which makes   it easy to track communication history, add notes, and get a full view of each lead’s journey as well as interaction.

Paid User Acquisition Specialist

We are able to set custom content for each of our campaigns and connect them to our sales team territories all with a simple workflow.

Director of Strategic Operations

Also, while integrations are generally strong, custom syncing logic (especially bi-directional syncs with non-native systems) often requires middleware or development.

Business Development Pharmaceutical and Healthcare

HubSpot CRM reporting functions provide very resourceful reports that allows us to monitor the performance of our interactions with clients and the services we are offering them.

Head of US Sales

You do not have a way to sort by opens, clicks, or emails on the sequences, and have no export feature to reenroll or tag these leads to dive down deeper. If I'm targeting 100+ contacts per sequence, I do not have the time to manually review who opened the email to call, or reenroll into a new campaign based on the success or failure of the last one.

Its seamless integration with other HubSpot tools, like Marketing Hub and Sales Hub, has empowered our team to create targeted campaigns and nurture prospects through the entire customer journey.

Senior software consultant

Eventhough you can set up quote templates and allows to set up the deals, it is not possible to set up a multi-step Quotation process flow that allows to select language, then select product, then subscription levels, service budget etc etc and at the end to have a quote ready to go.

V.P. of Sales

We've been able to onboard our BDRs with ease, integrate with our dialer software, keep track of leads, pipeline stages, deals, and other important KPIs.

Customer Support Team Lead

The automation features and seamless integrations have significantly boosted our team's productivity. Despite some limitations with the advanced features on the free plan, the value HubSpot brings in terms of ease of use and scalability makes it a great CRM solution for businesses of all sizes.

Insurance Advisor

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.

Founder

The integration capabilities are a major highlight—we’ve seamlessly connected HubSpot with tools like Google Workspace, aweber, Wordpress website, etc., ensuring a smooth workflow.

Everything’s laid out clearly, from managing leads to tracking sales activity, so there’s no faffing about.

HubSpot CRM allows us to keep our clients contacts and details well organized making it possible to give every one of them a personalized experience.

Marketing Coordinator

It is incredibly efficient at managing contacts and works very well for managing leads throughout the sales lifecycle.

Director, Marketing

We are covered in so many ways with custom properties and features, automation, workflows, internal noting, task assignment and more!

Business Development

I did not explore the full functionality of the reporting features for upper management needs but would have liked more clear reporting for sales personnel tracking their own metrics.

HubSpot CRM vs Clari Copilot Comparison (2026)

HubSpot CRM

Clari Copilot

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives