| What it is | HubSpot's sales software, paired with its Smart CRM | A sales admin that works inside HubSpot or Salesforce. It is not a CRM |
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| Your CRM | It is the CRM. HubSpot says Sales Hub can also run beside an existing CRM | Stays HubSpot or Salesforce. Attio, Zoho CRM, and Go High Level also connect |
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| Sales calls | A dialer that logs calls to the CRM. Call recording and transcription start at Professional, and HubSpot Notetaker captures meetings | Reads the calls logged in your CRM and transcripts from Fathom or Dialpad. It does not record calls |
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| Call coaching | Conversation intelligence brings customer conversations into the CRM to support coaching | Not offered |
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| Keeping deals current | Deal progression reads emails, calls, and meeting transcripts and suggests CRM updates and next steps, on Professional and Enterprise | Logs notes, stages, and next steps after your OK. A nightly check flags deals with no next step, past close dates, and missing amounts |
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| Follow-ups | Deal progression drafts replies for reps to review and send. Breeze Assistant drafts emails on every HubSpot subscription | Drafts the email from what was said on the call. It waits for your OK and sends from your own Gmail or Outlook |
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| Quotes and proposals | Quotes through Revenue Hub, which needs a Revenue Hub seat | Does not build quotes. The Team plan drafts proposals and SOWs from email, the CRM, or a PDF |
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| E-signature and payments | Billing and payment collection through Revenue Hub | Not offered |
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| PSA connection | An app on the ConnectWise Marketplace syncs HubSpot with ConnectWise PSA one way or both ways | No PSA connector today. Your PSA stays your PSA |
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| Approval | Reps review, edit, or reject deal progression suggestions before they reach the CRM | Every action waits for your OK until you let that action run on its own |
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| Cost | A free tier, then Starter, Professional, and Enterprise plans published on its site | Starter is from $149 a month. Team and Enterprise are quoted on a demo |