--- description: "HubSpot CRM vs Workbooks: Which solution wins in 2026? Compare pricing, features, and analyst ratings side-by-side to find the best CRM Software for your business." --- [Home](https://www.selecthub.com/) > [CRM](https://www.selecthub.com/category/customer-relationship-management/) > [CRM Software](https://www.selecthub.com/c/crm-software/) > [HubSpot CRM](https://www.selecthub.com/p/crm-software/hubspot-crm/) > HubSpot CRM vs Workbooks # HubSpot CRM vs Workbooks Last Updated: October 12th, 2026 We compared **[HubSpot CRM](https://www.selecthub.com/p/crm-software/hubspot-crm/)** vs. **[Workbooks](https://www.selecthub.com/p/crm-software/workbooks/)** to help you decide which product makes more sense for you. Our comparison of these **[CRM Software](https://www.selecthub.com/c/crm-software/)** solutions is based on user reviews and publicly available information about each product’s features and pricing. [Overview](#product-overview) [Pricing](#product-pricing) [Our Review](#product-analyst-summary) [User Ratings](#user-sentiment-section) [Features](#product-benefits-features) [Screenshots](#product-screenshots) Remove Add to Compare [![HubSpot CRM Software Tool](https://cdn.selecthub.com/products/51f15efdd170e6043fa02a74882f0470-71ac9149578002c4a640560456a949b2/resources/normal/logo.png?1749062334)](https://www.selecthub.com/p/crm-software/hubspot-crm/) Remove Add to Compare [![Workbooks Software Tool](https://cdn.selecthub.com/products/4079016d940210b4ae9ae7d41c4a2065-bc8d1c1602313ec027f30cdf18e7027e/resources/normal/logo.png?1739992110)](https://www.selecthub.com/p/crm-software/workbooks/) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product_name=HubSpot%2BCRM&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F51f15efdd170e6043fa02a74882f0470-71ac9149578002c4a640560456a949b2%2Fresources%2Fnormal%2Flogo.png%3F1749062334) [Demo](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product_name=HubSpot%2BCRM&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F51f15efdd170e6043fa02a74882f0470-71ac9149578002c4a640560456a949b2%2Fresources%2Fnormal%2Flogo.png%3F1749062334)    [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product_name=HubSpot%2BCRM&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F51f15efdd170e6043fa02a74882f0470-71ac9149578002c4a640560456a949b2%2Fresources%2Fnormal%2Flogo.png%3F1749062334&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product_name=HubSpot%2BCRM&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F51f15efdd170e6043fa02a74882f0470-71ac9149578002c4a640560456a949b2%2Fresources%2Fnormal%2Flogo.png%3F1749062334&price=2) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product_name=Workbooks&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4079016d940210b4ae9ae7d41c4a2065-bc8d1c1602313ec027f30cdf18e7027e%2Fresources%2Fnormal%2Flogo.png%3F1739992110) [Demo](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product_name=Workbooks&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4079016d940210b4ae9ae7d41c4a2065-bc8d1c1602313ec027f30cdf18e7027e%2Fresources%2Fnormal%2Flogo.png%3F1739992110)    [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product_name=Workbooks&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4079016d940210b4ae9ae7d41c4a2065-bc8d1c1602313ec027f30cdf18e7027e%2Fresources%2Fnormal%2Flogo.png%3F1739992110&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product_name=Workbooks&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F4079016d940210b4ae9ae7d41c4a2065-bc8d1c1602313ec027f30cdf18e7027e%2Fresources%2Fnormal%2Flogo.png%3F1739992110&price=2) ### Products Insights Product Ranking ## #6 among all CRM Software ## #48 among all CRM Software [Find out who the leaders are](https://pmo.selecthub.com/top-crm-analyst-report-site-vers?post_type=auto_vs_article&category_slug=crm-software&product_slug=hubspot-crm&category=CRM+Software) Price Starts From $15/User, Monthly, Freemium [Free Trial is available →]() $43/User, Monthly [Free Trial is available →]() Pros What we like about HubSpot CRM and Workbooks: - Free tier makes it accessible for small teams to start without upfront cost - Clean, intuitive interface speeds onboarding for non-technical users - Built-in AI helps draft emails, summarize records and surface insights - Connects with 100+ tools via native integrations and open APIs - Strong customer support is included at all pricing tiers - Covers the full sales cycle, including order processing and ERP sync - Built-in social media management and email marketing via GatorSocial and GatorMail - Users praise the extensive training resources and responsive support team Cons What we dislike about HubSpot CRM and Workbooks: - Advanced analytics, custom dashboards and deeper automation require paid Hub upgrades - Lacks built-in territory management and quote approval workflows - Free plan limits reporting depth and data filtering, making it harder to extract insights - Interface can feel clunky and users report occasional bugs - Learning curve can slow adoption for non-technical or new users - Limited third-party integrations compared to larger CRM platforms ### Our Review **Bottom line:** HubSpot CRM is the better pick if you want a low-cost entry point with room to scale, while Workbooks fits better if you're a small or mid-sized business that needs order processing and a fuller set of built-in marketing and service tools from the start. HubSpot's biggest advantage is its free tier. You can get the core CRM — contacts, pipelines, basic task tracking and AI tools — without spending a dollar. That's hard to beat when you're evaluating options. Workbooks starts at $43 per user per month, which is meaningfully higher. But you get more out of the box: order processing with ERP sync, built-in email marketing, social media management and customer service tools that don't require upgrading to a separate product. HubSpot starts at $15 per user per month for its first paid tier, and the cost grows as you add Hubs for marketing, sales and service. If you need advanced automation, custom dashboards or deeper reporting, plan for that added spend. Workbooks is focused on small and mid-sized businesses in specific verticals — manufacturing, logistics, accounting and business services — where order management and service workflows matter. HubSpot casts a much wider net and works across industries, but trades depth in some of those specialized areas. If your team is just getting started and wants something easy to set up, HubSpot is the simpler path. If you're in one of Workbooks' target verticals and need a system that handles the full sales cycle without bolting on extra products, Workbooks is worth the higher entry cost. ### User Sentiment Summary HubSpot CRM has a user sentiment rating of 88 based on 18766 reviews. Workbooks has a user sentiment rating of 85 based on 258 reviews. ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 18766 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 258 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 88% *of users recommend this product* HubSpot CRM has a 'great' User Satisfaction Rating of 88% when considering 18766 user reviews from 5 recognized software review sites. 85% *of users recommend this product* Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites. User Review Scores**FinancesOnline** **4.8** (19) **5.0** (12) **G2.com, Inc** **4.4** (12404) n/a **Software Advice, Inc** n/a **4.34** (108) **Capterra Inc** **4.5** (4411) **4.3** (109) **Gartner, Inc** **4.5** (338) n/a **TrustRadius** **4.3** (1594) **3.3** (29) ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Comparison of Top Alternatives [HubSpot CRM Alternatives](https://www.selecthub.com/crm-software/hubspot-crm/alternatives/) [Workbooks Alternatives](https://www.selecthub.com/crm-software/workbooks/alternatives/) ### Screenshots ![Videos]()![Videos]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features - **Pipeline management** – Drag-and-drop deal board lets you track progress, assign owners and move deals through stages visually in real time. - **Embedded AI** – Built-in assistant drafts emails, summarizes records and surfaces insights across sales, marketing and support. - **Reporting and dashboards** – Supports up to three dashboards with 10 reports each; a broader library of pre-built report templates is available in premium Hubs. - **Customer support tools** – Shared inbox handles email and live chat, with ticketing to keep support requests organized and assigned. - **Order processing** – Handles sales quotes, orders and digital signatures, with ERP sync for cross-team visibility into transactions and fulfillment. - **GatorMail and GatorSocial** – Built-in tools for email marketing automation and social media scheduling, publishing and reputation management without third-party add-ons. - **Sales performance tracking** – Real-time reporting and pipeline visibility combine with automated workflows, plus subscription and renewal monitoring for ongoing account management. - **Customer service management** – Full case management with SLA tracking, ticket routing and customer sentiment monitoring to keep service teams on top of open issues. ### Top Alternatives in CRM Software [![Coevera Software Tool]()--- Coevera](https://www.selecthub.com/p/crm-software/pipeliner/) [![Copper CRM Software Tool]()--- Copper CRM](https://www.selecthub.com/p/crm-software/copper-crm/) [![Creatio Software Tool]()--- Creatio](https://www.selecthub.com/p/crm-software/creatio/) [![Dynamics 365 Sales Software Tool]()--- Dynamics 365 Sales](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) [![Freshsales Software Tool]()--- Freshsales](https://www.selecthub.com/p/crm-software/freshsales/) [![HubSpot Sales Software Tool]()--- HubSpot Sales](https://www.selecthub.com/p/crm-software/hubspot-sales/) [![Infor CloudSuite CRM Software Tool]()--- Infor CloudSuite CRM](https://www.selecthub.com/p/crm-software/infor-crm/) [![Insightly Software Tool]()--- Insightly](https://www.selecthub.com/p/crm-software/insightly/) [![monday CRM Software Tool]()--- monday CRM](https://www.selecthub.com/p/crm-software/monday-crm/) [![NetSuite CRM Software Tool]()--- NetSuite CRM](https://www.selecthub.com/p/crm-software/netsuite-crm/) [![Nimble CRM Software Tool]()--- Nimble CRM](https://www.selecthub.com/p/crm-software/nimble-crm/) [![Oracle Sales Cloud Software Tool]()--- Oracle Sales Cloud](https://www.selecthub.com/p/crm-software/oracle-sales-cloud/) [![Pega CRM Software Tool]()--- Pega CRM](https://www.selecthub.com/p/crm-software/pega-crm/) [![Pipedrive Software Tool]()--- Pipedrive](https://www.selecthub.com/p/crm-software/pipedrive/) [![Salesforce Sales Cloud Software Tool]()--- Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) ### Head-to-Head Comparison ![HubSpot CRM Software Tool]() ![Creatio Software Tool]() [HubSpot CRM VS Creatio](https://www.selecthub.com/crm-software/hubspot-crm-vs-creatio/) ![HubSpot CRM Software Tool]() ![Dynamics 365 Sales Software Tool]() [HubSpot CRM VS Dynamics 365 Sales](https://www.selecthub.com/crm-software/hubspot-crm-vs-dynamics-365-sales/) ![HubSpot CRM Software Tool]() ![Freshsales Software Tool]() [HubSpot CRM VS Freshsales](https://www.selecthub.com/crm-software/hubspot-crm-vs-freshsales/) ![HubSpot CRM Software Tool]() ![Infor CloudSuite CRM Software Tool]() [HubSpot CRM VS Infor CloudSuite CRM](https://www.selecthub.com/crm-software/hubspot-crm-vs-infor-crm/) ![HubSpot CRM Software Tool]() ![Insightly Software Tool]() [HubSpot CRM VS Insightly](https://www.selecthub.com/crm-software/hubspot-crm-vs-insightly/) ![HubSpot CRM Software Tool]() ![Nimble CRM Software Tool]() [HubSpot CRM VS Nimble CRM](https://www.selecthub.com/crm-software/hubspot-crm-vs-nimble-crm/) ![HubSpot CRM Software Tool]() ![Oracle Sales Cloud Software Tool]() [HubSpot CRM VS Oracle Sales Cloud](https://www.selecthub.com/crm-software/hubspot-crm-vs-oracle-sales-cloud/) ![HubSpot CRM Software Tool]() ![Pega CRM Software Tool]() [HubSpot CRM VS Pega CRM](https://www.selecthub.com/crm-software/hubspot-crm-vs-pega-crm/) ![HubSpot CRM Software Tool]() ![Pipedrive Software Tool]() [HubSpot CRM VS Pipedrive](https://www.selecthub.com/crm-software/pipedrive-vs-hubspot-crm/) ![HubSpot CRM Software Tool]() ![Salesforce Sales Cloud Software Tool]() [HubSpot CRM VS Salesforce Sales Cloud](https://www.selecthub.com/crm-software/hubspot-crm-vs-salesforce-sales-cloud/) ![HubSpot CRM Software Tool]() ![Sugar Sell Software Tool]() [HubSpot CRM VS Sugar Sell](https://www.selecthub.com/crm-software/hubspot-crm-vs-sugar-sell/) ![HubSpot CRM Software Tool]() ![Zoho CRM Software Tool]() [HubSpot CRM VS Zoho CRM](https://www.selecthub.com/crm-software/zoho-crm-vs-hubspot-crm/) **About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() [Build Your Requirements](https://pmo.selecthub.com/crm-requirements-template-tool-site-vers/) ![SelectHub Products Cost and Pricing Guide]() [Get Your Free Comparison Report](https://pmo.selecthub.com/request-custom-scorecard/?category=CRM%20Software) **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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