SB Assistant
Comparison

HubSpot's free CRM is good. The next step up is the problem.

HubSpot's free tools are genuinely capable, and free for up to two users. The trouble starts on user three, or the day you want a forecast: Sales Hub Starter is $7 per seat per month billed annually — $20 billed monthly — and forecasting doesn't arrive until Professional at $90 per seat, plus a required $1,500 one-time onboarding fee. SB CRM is one flat $14 seat with nothing behind a tier, and SB Time Tracker and SB Project Management in the same seat. Below: every row, including the ones HubSpot wins.

Compared at HubSpot's published pricing as of 21 August 2026

Feature SB CRM HubSpot
Free planNo — 30-day trial, then $14 / seat / moYes — free tools at $0/mo, up to 2 users and 1,000 contacts, no credit card, no expiration
Free trial30 days, every feature, no cardFree tools instead of a time-limited trial
Entry paid price$14 / seat / mo — the only planSales Hub Starter from $7 / seat / mo billed annually, $20 / seat / mo billed monthly
Next tier upThere isn't oneSales Hub Professional from $90 / seat / mo billed annually, $100 billed monthly
Top tiern/aSales Hub Enterprise from $150 / seat / mo billed annually
Required onboarding feeNone$1,500 one-time on Sales Hub Professional, $3,500 on Enterprise
Deal pipelinesOne pipeline, stages you name2 on Sales Hub Starter, 15 on Professional, 100 on Enterprise
Drag-and-drop deal boardYes, with stage totals and stage-to-stage conversionYes — deal pipelines are in the free tools
Weighted forecastYes — on the one planNot on Sales Hub Starter. Default and custom forecasting starts on Professional ($90 / seat / mo annually)
Contacts and companiesYes, no stated contact capYes — free tools cover up to 1,000 contacts
Embeddable web formsYes — as many as you want, on the one planYes — the free online form builder is part of the free tools
Email templates and inbox toolsNo — SB CRM doesn't send sales emailYes — email templates are in the free tools, with more in Sales Hub
Marketing, service, and content toolingNoYes — separate Marketing, Sales, Service, Content, and Data hubs, or the bundled Customer Platform
AI featuresNone — by designYes — plans bundle HubSpot Credits: 500 on Starter, 3,000 on Professional, 5,000 on Enterprise
CSV importYes — contacts and companiesYes — CRM import is in the free tools
CSV exportYes — companies, contacts, and dealsn/a — not checked on HubSpot's pricing pages
Teams and role-based accessYes — Viewer to Company Admin, with team-lead delegationYes — permission sets, with the granular controls on higher tiers
Time tracking and invoicing on the same seatYes — SB Time Tracker includedNot part of Sales Hub pricing
Project management on the same seatYes — SB Project Management includedNot part of Sales Hub pricing
MobilePWA install (installable; offline page only)Native iOS + Android
Where HubSpot is still ahead

For a lot of teams, the free tools are the right answer.

We're not going to pretend a $14 seat beats $0. HubSpot's free tools give two users a real CRM — contacts, deal pipelines, forms, email templates, reporting — for nothing, forever, with no card. HubSpot is also a far bigger product than ours: marketing automation, service desk, content and landing pages, a large app marketplace, native mobile apps, and forecasting that goes deeper than ours once you're on Professional. If you need any of that, buy HubSpot. We'd rather say it here than have you find out in month two.

  • Free forever for up to 2 users and 1,000 contacts
  • Marketing, Service, Content, and Data hubs we simply don't have
  • Sales email, sequences, and inbox tooling
  • Multiple deal pipelines — 2 on Starter, 15 on Professional, 100 on Enterprise
  • Native iOS and Android apps (we're PWA-only)
  • A much larger integration marketplace
HubSpot free tools
Where we shine

The bill after you outgrow free.

The free plan stops at two users. Add a third and you're on Sales Hub Starter at $7 per seat billed annually — reasonable — until you want a forecast, which lives on Professional at $90 per seat per month billed annually, $100 monthly, plus a required $1,500 one-time onboarding fee. For a five-person shop that's $5,400 a year plus onboarding, versus $840 a year with us. Our $14 seat is the whole product: weighted forecast, unlimited embeddable forms, teams and audit log, and SB Time Tracker and SB Project Management on the same login and the same bill.

  • One price, one plan — no feature sits behind a tier
  • Weighted forecast included, not a Professional-tier upgrade
  • No onboarding fee, ever
  • Time tracking, invoicing, and project management in the same seat
  • Client-portal users are free and AI agents don't take a seat
  • No AI credit meter to watch — there's no AI in SB CRM at all
Drag-and-drop deal pipeline with deals across Lead In, Qualified, Proposal and Negotiation stages, each column showing its weighted total
Migration

Export from HubSpot, import here.

HubSpot lets you export your contacts and companies to CSV. SB CRM imports both, so your book of business comes over without retyping. Deals stay where you rebuild them — the pipeline takes about as long to set up as naming your stages.

  • CSV import for contacts and companies
  • CSV export for companies, contacts, and deals — nothing is locked in
  • Companies you add here become clients in SB Time Tracker and SB Project Management
See all CRM features
CSV import
The honest version

When to stay on HubSpot, when to switch.

Stay on HubSpot if: you fit inside the free tools — two users, 1,000 contacts — and price is the deciding factor, because free beats $14. Stay if you send marketing email, run sequences, need a service desk or landing pages, live in the native mobile apps, need more than one deal pipeline, or depend on an integration in HubSpot's marketplace. Stay if you want AI in your CRM; we don't have any.

Switch to us if: you're a 2–10 person US service business that has outgrown two free users and doesn't want to choose between a Starter plan without forecasting and a Professional plan at $90 a seat with a $1,500 onboarding fee. One $14 seat, every feature, and time tracking and project management in the same account. 30-day free trial, no credit card.

See if it fits.

30-day free trial · No credit card · Every feature included. Import your contacts by CSV on day one.