HubSpot CRM vs Practifi vs Bigin by Zoho CRM Comparison
HubSpot CRM
Starting at $1,780
- Free Trial
- Individuals
- Freelancers / Consultants
HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, HubSpot CRM provides everything you…
Practifi
Starting at Contact for pricing
- Financial Advisors
- Wealth Management Firms
Practifi is a purpose-built financial services CRM designed specifically for wealth management firms, offering a powerful yet intuitive platform that scales from small teams to large enterprises. Leveraging AI-powered au…
Bigin by Zoho CRM
Starting at $7 /User/Month
- Free Trial
- Small Business
Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…
HubSpot CRM leads on user satisfaction with a 4.2-star rating across 10,374 reviews.
HubSpot CRM vs Practifi vs Bigin by Zoho CRM — at a glance
| Feature | HubSpot CRM | Practifi | Bigin by Zoho CRM |
|---|---|---|---|
| Rating | 4.2 / 5 | — | 4.3 / 5 |
| Reviews | 10,374 | — | 119 |
| Starting price | $1,780 | Contact for pricing | $7 /User/Month |
| Free trial | Yes | No | Yes |
| Free version | No | No | No |
| Best for | Individuals, Freelancers / Consultants, Large Enterprises | Financial Advisors, Wealth Management Firms, Registered Investment Advisors (RIAs) | Small Business |
| Category | CRM Software | CRM Software | CRM Software |
| Platforms | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac | Cloud | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS |
| API | Available | Available | Available |
| Support modes | 24/7 (Live rep), Business Hours, Online | Guided implementation, Dedicated Client Success Manager, Access to PractifiU e-learning portal, Ongoing training and knowledgebase support | Business Hours, Online |
| Certifications | SOC 2, HIPAA, GDPR, ISO 27001 | — | — |
| Data residency | US | US | Global |
Key differences between HubSpot CRM and Practifi
- Pricing: HubSpot CRM starts at $1,780. Practifi pricing is not publicly listed.
- Free trial: HubSpot CRM offers a free trial; Practifi does not.
- Target audience: HubSpot CRM is built for Individuals and Freelancers / Consultants, while Practifi targets Financial Advisors and Wealth Management Firms.
- Deployment: HubSpot CRM supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac; Practifi supports Cloud.
Compare HubSpot CRM vs Practifi vs Bigin by Zoho CRM — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most CRM Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
Talk to an expert Talk to an expert | Talk to an expert Talk to an expert |
Biggest differences
Start here before you go deeper into features.
Individuals, Freelancers / Consultants, Large Enterprises
Best for wealth management firms needing an AI-powered, scalable CRM tailored to financial advisors.
- You want a CRM built specifically for financial services and wealth management
- You need deep integrations with custodians and portfolio systems
- You value AI-driven automation to streamline workflows and client engagement
- You require a free trial before committing
- You need extensive out-of-the-box tax management features
Small Business
HubSpot CRM typically suits Individuals and Freelancers / Consultants. Practifi tends to fit Financial Advisors and Wealth Management Firms better. The right choice depends on your team size, workflow, and whether a free trial matters.
Description | HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, ... Read More about HubSpot CRM | Practifi is a purpose-built financial services CRM designed specifically for wealth management firms, offering a powerful yet intuitive platform that scales from small teams to large ... Read More about Practifi | Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM |
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Entry Level Pricing |
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Spotsaas ScoreWhat's this? ↗ | 9.1/10 | Not Available | 9.0/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | 1-1,000 employees | 1-50 employees51-500 employees501-1000 employees | — |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
- Streamlined Communication: HubSpot CRM allows your team to centralize all customer interactions in one place, ensuring that everyone is on the same page and reducing the chances of miscommunication. You’ll find it easier to collaborate and respond to customer needs promptly.
- User-Friendly Interface: Designed with simplicity in mind, HubSpot CRM enables users of all technical levels to navigate effortlessly. This means less training time for your staff and more focus on building relationships with clients.
- Robust Analytics and Reporting: With its powerful analytics tools, you can gain valuable insights into sales performance and customer behavior. This data-driven approach helps you make informed decisions that can lead to increased conversions and revenue growth.
No key benefits available yet.
No key benefits available yet.
Best fit
- 1-1,000 employees
- Martech, SaaS, Consulting, Sales Automation, Revtech
- Sales Managers, Account Executives, Business Development Representatives, CRM Administrators
No best-fit guidance available yet.
No best-fit guidance available yet.
Reasons buyers look elsewhere
- Users might consider alternatives to HubSpot CRM due to budget constraints, as some businesses find it expensive, especially with advanced features.
- Customization limitations can lead users to seek alternatives that offer more tailored solutions to fit unique business processes.
- Some users may prefer a simpler interface or fewer features, prompting them to look for more user-friendly and straightforward CRM options.
No alternatives guidance available yet.
No alternatives guidance available yet.
Software Demo
Demo |
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How do HubSpot CRM, Practifi and Bigin by Zoho CRM Compare on Features?
Total Features | 38 Features | 8 Features | 10 Features |
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Unique Features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare HubSpot CRM, Practifi and Bigin by Zoho CRM on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
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Other Details
Organization Types supported |
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | ✓ Yes | — |
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HIPAA | ✓ Yes | — |
GDPR | ✓ Yes | — |
ISO 27001 | ✓ Yes | — |
Single Sign-On (SSO) | ✓ Yes | — |
Multi-Factor Auth (MFA) | ✓ Yes | — |
Data Encryption | ✓ Yes | — |
Audit Logs | ✓ Yes | — |
Data Residency | 🇺🇸 US | 🇺🇸 US |
HubSpot CRM vs Practifi User Reviews & Rating Comparison
User Ratings | No reviews available for the product | ||
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Rating Distribution | No reviews available for this product | ||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Buyer sentiment is positive across 3140 reviews, with strong overall satisfaction. What buyers like
Common complaints
| Buyer sentiment Users praise Practifi for its powerful AI automation and seamless integrations that enhance advisor productivity and client engagement. What buyers like
Common complaints
| Buyer sentiment Buyer sentiment is positive across 279 reviews, with strong overall satisfaction. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
| Negative Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
List of Customers
Customers |  Classpass  Avison Young  Crunch Fitness | No Customers information available. |  Antech Microsystem Pvt.Ltd  Investacc  Hire |
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Media and Screenshots
Screenshots |  13 Screenshots | No screenshots available. |
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Videos |  2 Videos |  2 Videos |
Alternatives
Alternatives |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, HubSpot CRM or Practifi?
- HubSpot CRM edges out the other on user ratings (4.2 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do HubSpot CRM and Practifi offer a free trial?
- HubSpot CRM offers a free trial. Practifi does not.
- What is the starting price of HubSpot CRM vs Practifi?
- HubSpot CRM starts at $1,780. Practifi starts at Contact for pricing.
- What are the top alternatives to HubSpot CRM?
- Top alternatives to HubSpot CRM include Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM, Freshsales.
- What are the top alternatives to Practifi?
- Top alternatives to Practifi include Bigin by Zoho CRM, HubSpot CRM, Dex, Contacts+, Salesflare.