ScaleStation Blog: Insights on HubSpot & Digital Marketing

HubSpot vs Salesforce, Zoho & Pipedrive: CRM Comparison Guide

Written by ScaleStation Team | 07/10/2025 6:00:10 AM

For companies aiming to scale efficiently, CRMs like HubSpot, Salesforce, Zoho, and Pipedrive often come into play. However, which one truly fits your goals? At ScaleStation, we help growing businesses across Australia cut through the noise. In this guide, we break down how HubSpot compares with other leading CRMs, examining strengths, limitations, and ideal use cases. 

If you're planning for long-term growth, team alignment, and smart tech investment, this comparison will help you choose the CRM that matches your stage and strategy. Let’s get started!

What to Consider When Choosing a CRM

A great CRM should align with your team’s workflow, growth trajectory, and goals, not just tick boxes on a feature list. For businesses, that means balancing cost, usability, scalability, and local support. Here’s what you need to weigh up before making the leap:

Business Size and Team Structure

The CRM you choose should reflect how your team operates today and anticipate how it will evolve in the future. A two-person startup doesn’t need the same CRM firepower as a growing business with dedicated sales, marketing, and support teams.

  • Small businesses often need a straightforward CRM that gets them up and running quickly without a steep learning curve. Overly complex systems can create more friction than value.
  • Growing teams benefit from platforms that allow for flexible user roles, shared pipelines, task assignments, and visibility across different functions.
  • Larger organisations typically require robust permission settings, multiple pipelines, team-specific dashboards, and interdepartmental integrations to manage diverse workflows.

Sales Cycle Complexity

Every business follows its own sales rhythm. Some deals close within hours, while others require months of nurturing and relationship-building. Your CRM should adapt to this complexity, offering the right level of structure without overwhelming users or leaving critical steps unsupported.

  • For fast, transactional sales: Speed and simplicity are key. CRMs like Pipedrive provide visual pipelines that help teams move quickly, automate repetitive tasks, and clearly track every lead.

  • For long, consultative sales cycles: B2B and high value services often involve multiple decision makers and extended timelines. In these cases, deeper tracking, customised deal stages, and long-term engagement strategies are essential. HubSpot’s deal properties and flexible pipelines make it well suited for these complex sales journeys.

Budget and Internal Resources

While CRM pricing might look straightforward at first glance, hidden costs can add up quickly. It’s important to assess both your upfront and ongoing investment, not just in dollars but also in team capacity.

  • Zoho is often praised for its affordability and feature range, but you might need more time and tech know how to fully customise and manage it.
  • Salesforce while highly customisable, typically requires dedicated admin roles, developer input, or third party consultants to get the most out of it, especially in larger deployments.
  • HubSpot offers free entry level tools with optional paid upgrades across marketing, sales, service, and operations, making it a flexible choice for growing businesses with limited initial budgets.

Need for Integrations and Automation

A CRM should fit seamlessly into your existing tech stack. The easier it connects with the tools you already use, the faster adoption happens and the more efficient your teams become.

Key considerations:

Integrations 

Your CRM should act as the central hub for all customer and sales data, but it won’t reach its full potential unless it connects smoothly with the tools you already rely on. Look for native integrations first, as these are usually easier to set up and maintain. If native options aren’t available, confirm whether the CRM supports third-party connectors (such as Zapier) to fill the gaps.

Common integrations to prioritise include:

    • Xero (Accounting): Syncing your CRM with your accounting system allows you to link invoices, payments, and financial records directly to customer profiles. This means sales teams can see customer payment history or outstanding balances without switching platforms, while finance teams benefit from more accurate data.

    • Mailchimp (Email Marketing): Integrating your CRM with Mailchimp (or a similar platform) ensures marketing campaigns are fed by up-to-date contact data. This prevents duplication, improves segmentation, and allows you to track campaign performance alongside sales activity.

    • Google Workspace or Microsoft 365 (Calendars & Communication): Connecting email and calendar tools makes scheduling meetings, logging conversations, and syncing contact records seamless. Sales reps don’t waste time jumping between inboxes and the CRM, while managers gain visibility into all client communications.

    • Slack (Team Collaboration): A Slack integration pushes notifications about new leads, deal updates, or pipeline changes directly into your team’s communication channel. This helps sales and service teams respond quickly and stay aligned without constantly checking the CRM.

Together, these integrations ensure your CRM becomes the single source of truth for customer data, driving efficiency across departments and creating a smoother experience for both staff and customers.

Reporting and Analytics Goals

One of the biggest advantages of a CRM is the ability to transform raw data into actionable insights. Instead of just storing contacts and deals, the right CRM empowers your team to make data driven decisions, whether that’s tracking daily sales performance, identifying bottlenecks in the pipeline, or analysing long term conversion trends. Reporting should always be aligned with your business KPIs, ensuring you’re measuring what truly matters.

What to look for:

  • Custom dashboards: Different roles need different views of data. Sales reps might care most about open deals and call activity, marketing managers may focus on campaign ROI, and executives want high level revenue forecasting. A good CRM lets you tailor dashboards so every stakeholder sees information relevant to them without clutter.

  • Ease of reporting: Not every business has the resources for a dedicated analyst. Ideally, your CRM should allow non-technical users to build reports with simple drag and drop functionality, filters, and visualisations. This keeps reporting agile and accessible.

  • Full-funnel visibility: A modern CRM shouldn’t just measure sales, it should track the entire customer journey from the first marketing touchpoint to closed deals and beyond. For inbound or service driven businesses, this “full funnel” reporting ensures you can see how leads are acquired, nurtured, and converted, as well as how customers are retained.

Platform differences: 

  • HubSpot offers strong built in analytics, with attribution reporting that shows exactly which channels and campaigns are driving revenue. Its user friendly dashboards mean most teams can self serve without coding.

  • Salesforce provides near limitless customisation for reporting, but often requires technical expertise or admin support to set up and maintain. This makes it better suited to large organisations with dedicated resources.

Onboarding and Support Needs

Even the most powerful CRM will fall short without the right onboarding and support. The setup process is critical, if data isn’t migrated correctly or teams aren’t trained properly, adoption will suffer. Access to timely help, local expertise, and ongoing training can make the difference between a CRM that empowers your business and one that becomes an expensive frustration.

When evaluating providers, consider:

  • Onboarding support: Does the vendor offer guided setup, data import assistance, and personalised walkthroughs to get your team started quickly?

  • Training resources: Are there webinars, certifications, user guides, and knowledge bases available to help your team continue learning?

  • Local support: Does the vendor (or its partners) provide support within Australia, ensuring they understand local compliance, market conditions, and common challenges?

HubSpot stands out in this area, offering hands on onboarding, responsive live support, and extensive free training through HubSpot Academy. By contrast, some CRMs lean more heavily on community forums or third-party consultants, which may slow adoption and add extra costs.

HubSpot Overview

Built as an all in one solution, HubSpot goes beyond traditional contact management to offer a complete ecosystem across sales, marketing, service, and website management. For those looking for a platform that’s easy to use, scalable, and powerful out of the box, HubSpot delivers a well-rounded solution that supports startups and growing teams. Here’s a breakdown of what makes HubSpot a standout choice:

Modular Hubs

HubSpot is designed as a modular platform. Meaning, you can use just one hub or combine several depending on your business needs.

CRM (Customer Relationship Management)

  • Core contact and company records are free to use.
  • Includes pipelines, activity tracking, deal stages, and task automation.
  • Real time visibility across sales and marketing activity.

Sales Hub

  • Automates repetitive tasks like follow ups, lead rotation, and meeting scheduling.
  • Built in quoting, eSignature, and email tracking tools.
  • Visual deal pipelines, forecasting, and sales analytics.

Marketing Hub

  • Email marketing, lead forms, landing pages, and social media scheduling.
  • Automation workflows to nurture leads and personalise experiences.
  • Ad management and SEO tools built in, which is ideal for inbound strategies.

Service Hub

  • Support ticketing, live chat, knowledge base, and customer feedback surveys.
  • Includes SLA tracking and conversation routing for larger teams.
  • Helps turn support into a growth engine by improving customer experience.

CMS Hub

  • Lets you build and host a website within HubSpot’s platform.
  • Drag and drop editor, SEO tools, dynamic content, and smart personalisation.
  • Ideal for small businesses or those wanting tighter alignment between website and CRM.

User Interface and Ease of Use

Its design caters to teams without technical backgrounds or dedicated admins.

  • Clean dashboard layout with guided onboarding.
  • Customisable pipelines, dashboards, and contact views.
  • No-code automation and visual workflow builders make it accessible for non-technical users.
  • Minimal training required; team members can pick it up quickly, even in hybrid or remote work setups.

Native Tools vs. Reliance on Third Party Apps

One of HubSpot’s biggest strengths is the breadth of tools included natively in its platform, reducing the need for patching together multiple software solutions. Natively built in tools include:

  • Email marketing
  • Meeting scheduler
  • Form and landing page builders
  • Live chat and bots
  • CRM activity tracking and reporting
  • Workflow automation across hubs

This reduces reliance on external tools, cutting down on integration issues and app sprawl. If you are trying to simplify their tech stack and manage everything from one place, HubSpot’s all in one approach is an advantage.

Salesforce Overview

Salesforce has long been the global heavyweight in the CRM world, trusted by enterprise level companies and large scale organisations for its capabilities and customisation potential. It’s more than just a CRM; it’s a cloud platform that can be moulded into just about anything a business needs, from complex sales operations to service management and beyond. For those with complex workflows, distributed teams, or a need for enterprise grade functionality, Salesforce can be a powerful solution.

Highly Customisable

Salesforce’s standout feature is its deep customisability. Unlike plug and play CRMs, Salesforce is built to be configured to match unique business processes, industries, and growth goals.

  • Tailor custom fields, objects, workflows, and automations to mirror how your business operates.
  • Create bespoke apps within the Salesforce platform using tools like Lightning App Builder.
  • Configure approval processes, lead scoring models, and data hierarchies based on your internal structure.
  • Integrate with virtually any system through its extensive APIs and AppExchange marketplace.
  • Ideal for complex sales environments, government agencies, and heavily regulated industries where precision and control are non-negotiable.

Steep Learning Curve & Heavy Reliance on Developers

With great power comes great complexity. Salesforce’s flexibility can be a double edged sword, especially for small to medium businesses without in house technical resources.

  • Not ideal for beginners. Team members often need formal training to use and manage it effectively.
  • Many customisations require a Salesforce admin or developer, especially for advanced automations, integrations, or security settings.
  • Implementation often takes longer than with platforms like HubSpot or Zoho.
  • Requires constant management to ensure updates, permissions, and automations remain aligned with business goals.

Cost Structure

Salesforce is often considered one of the more expensive CRM platforms on the market, and understanding its pricing can be challenging due to its layered approach.

  • Pricing varies by cloud, such as Sales Cloud, Service Cloud, Marketing Cloud, etc.
  • Entry level plans may start affordably but quickly rise when adding features like automation, forecasting, or API access.
  • Additional costs include:
  • Licences for each user
  • Third party apps from AppExchange
  • Custom development or consultant support
  • Training and onboarding for staff
  • Some plans include basic support, but premium support options come at an extra cost. These are important to consider for 24/7 operations or mission-critical use.

Zoho Overview

Zoho CRM is a popular choice among small to mid-sized businesses looking for affordability without sacrificing core functionality. With its extensive suite of apps, flexible pricing, and solid CRM capabilities, Zoho appeals to cost conscious teams who want a platform that can grow with them. It offers an impressive breadth of tools that compete with larger players, making it a go to option for startups and businesses expanding into digital sales and marketing.

Affordable Pricing and Bundle Options

One of Zoho’s strongest selling points is its budget friendly pricing, especially when compared to more enterprise focused platforms like Salesforce or HubSpot.

  • Offers tiered pricing plans that start low, with generous features even at entry level tiers.
  • The Zoho One bundle gives access to over 40 business apps, like CRM, email marketing, accounting, HR, project management, and more, at a flat rate.
  • Especially attractive for Australian startups, sole traders, and small teams seeking to centralise operations.
  • Discounts are often available for annual subscriptions or educational institutions, increasing accessibility.
  • Allows businesses to test and scale usage gradually without overcommitting budget early on.

 

Range of Features

Zoho packs a surprising amount of features for the price and keeps adding more. It supports most CRM needs across sales, marketing, and support functions.

  • Lead and contact management, deal tracking, task automation, and sales forecasting.
  • Built in tools for email campaigns, web forms, and social media engagement.
  • Customisable dashboards and AI assisted analytics via Zia, Zoho’s smart assistant.
  • Strong mobile app for sales teams on the go.
  • Integrates well with other Zoho apps (Books, Projects, Campaigns) for end to end business management.

Challenges with UX, Support, & Customisation at Scale

While Zoho offers plenty of power for the price, it does come with a few trade offs, especially as your team or business needs grow.

  • User experience (UX) can feel clunky or inconsistent across different Zoho apps.
  • The interface, while improving, is sometimes less intuitive than competitors like HubSpot.
  • Customisation is available but often requires technical know-how, making it less accessible for non-technical teams.
  • As businesses scale, they may hit limitations in workflow complexity, API usage, or integration depth.

Pipedrive Overview

Pipedrive is built by salespeople, for salespeople. It’s known for its intuitive interface, fast setup, and highly visual approach to managing leads and deals. For SMBs that are sales focused and want a no fuss CRM that helps them close more deals, Pipedrive delivers a streamlined experience. However, note that while it excels at pipeline management, it’s less equipped for broader marketing or service workflows.

Sales Pipeline Visualisation & Drag and Drop UI

This layout simplifies how deals are tracked, progressed, and prioritised. Rather than digging through spreadsheets or using generic CRM tables, sales reps can immediately see where every opportunity stands and what needs attention.

  • Kanban style pipeline with stages that can be customised to match your exact sales process.
  • Drag and drop interface lets you move deals through stages with ease.
  • Visual cues and colour coding help teams prioritise high value or stagnant deals.
  • Activities, notes, and communication history are all embedded within each deal card, keeping everything in one place.
  • Perfect for sales teams that want quick visibility without digging through spreadsheets or cluttered dashboards.

Great for Sales Focused SMBs

Pipedrive is purpose built for businesses where closing deals is the top priority. For small and medium sized businesses, from consultancies and tradies to local tech startups, this delivers exactly what a lean sales team needs to stay organised and motivated.

  • Built to support fast paced, transactional sales cycles.
  • Enables quick deal tracking, pipeline forecasting, and task automation without overwhelming users.
  • Strong mobile app for reps on the go, ideal for tradies, consultants, and on the road sales teams.

Lacks Broader Marketing or Service Tools

While Pipedrive nails the sales side of the CRM equation, it doesn’t try to be an all in one platform. This means businesses expecting comprehensive marketing and customer service capabilities will need to plug those gaps with external tools.

  • No service/ticketing tools for post sale support or customer care workflows.
  • Lacks content management, landing page builders, or SEO tools for inbound marketing strategies.
  • Businesses looking to align sales, marketing, and service under one platform may find Pipedrive limiting.
  • This creates tech stack fragmentation, requiring third party tools and potentially increasing complexity.

Limited Reporting and Segmentation

Reporting in Pipedrive covers the basics, but businesses that rely on deep data analytics or complex segmentation may find its insights too shallow. The platform is designed for simplicity, which benefits ease of use but limits customisation.

  • Standard reports include sales performance, conversion rates, and activity tracking.
  • Custom reporting features are only available in higher tier plans.
  • Limited ability to segment customers or leads based on advanced criteria like lifecycle stage, source, or behaviour.
  • May not support multi-layer analytics across departments or regions without third-party BI tools.
  • Lacks strong forecasting tools for complex or long sales cycles.

HubSpot vs. Salesforce: Customisation and Cost

When it comes to choosing between HubSpot and Salesforce, two things often dominate the conversation: how much customisation is possible and how much it will cost. While both platforms are powerful in their own right, they take very different approaches to flexibility, usability, and pricing. 

Total Cost of Ownership

It’s easy to compare starting prices, but the real cost of a CRM includes implementation, integrations, maintenance, training, and support. This is where HubSpot and Salesforce differ significantly.

HubSpot

  • Predictable, transparent pricing with tiered plans.
  • Lower setup and maintenance costs for SMBs.
  • Includes many features natively, reducing the need for add-ons.
  • Great for businesses with limited internal IT resources.

Salesforce

  • Starts with relatively low base costs, but additional features require higher tier plans or paid add-ons.
  • Typically requires ongoing investment in developers, admins, or consultants.
  • Many must have tools may not be available in entry-level editions.
  • Costs can rise with scale, users, or custom functionality.

Custom Fields, Workflows, and Reporting

Customisation is one of Salesforce’s biggest strengths, but it comes at the cost of complexity. HubSpot, while less flexible in some areas, offers user friendly customisation that suits most business needs out of the box.

HubSpot

  • Offers a visual workflow builder for automation that is easy to use even for non-tech teams.
  • Custom reports available on Professional+ plans; easy to build with drag and drop tools.
  • Ideal for businesses that want flexibility without coding.

Salesforce

  • Fully customisable objects, fields, logic, and processes.
  • Extremely powerful reporting with granular control, but often needs technical skill to configure.
  • Best for companies with unique processes or specialised data requirements.

HubSpot vs. Zoho: User Experience and Scalability

HubSpot and Zoho offer robust functionality at competitive price points, but they diverge when it comes to user experience and long term scalability. If you want to grow your teams, streamline processes, and adapt quickly to market demands, understanding how each platform performs in the real world is essential.

Automation and Integrations

Both platforms offer automation capabilities and integration support but differ in how easy it is to implement and manage these features as your business evolves.

HubSpot

  • Features a powerful no-code workflow automation builder that’s easy to use for non-tech users.
  • Minimal setup required; ideal for time strapped SMBs looking to automate fast.
  • Integrates seamlessly across all hubs, reducing the need for third party connectors.

Zoho

  • Offers Blueprints and automation rules, but setup can be more technical or unintuitive.
  • Third party integrations are available via Zoho Marketplace and Zapier, though some may require API setup.
  • Offers flexibility, but implementing complex automations may require developer input or partner support.

Data Structure and Custom Reporting

As your business grows, your CRM must support increasingly complex data relationships, insights, and reporting needs. Here's how HubSpot and Zoho compare in handling data at scale.

HubSpot

  • Uses a structured and transparent object model (contacts, companies, deals, tickets) that’s easy to understand.
  • Offers custom properties, reports, and dashboards, even at mid-tier plans.
  • The reporting interface is visual and intuitive, perfect for marketers and business owners who need insights without technical skills.
  • Designed to scale as data volume increases without compromising performance.

Zoho

  • Reporting tools are solid but may feel dated or disjointed compared to HubSpot’s visual dashboards.
  • Zoho Analytics (separate app) can handle advanced reporting but requires setup and potentially extra cost.
  • Great for teams with specific or industry tailored data needs, but customisation may slow you down without a technical expert.
  • Data visualisation can vary depending on the Zoho app you’re using, which may affect clarity.

HubSpot vs. Pipedrive: Automation and Integrations

Whether you're nurturing leads, sending follow ups, or syncing data across systems, your CRM should act as the engine behind it all. While HubSpot and Pipedrive offer automation tools and integration options, they differ in terms of depth, ease of use, and alignment with marketing and service functions. Here’s how they stack up for businesses wanting efficiency and scalability.

Workflow Automation Capabilities

Automation is more than just convenience; it’s a way to scale operations without needing to scale your headcount. Both platforms offer automation, but their approaches are different.

HubSpot

  • HubSpot’s automation builder makes it easy to run nurture campaigns and task assignments without coding.
  • Automation is code free and accessible to non-technical users.
  • Includes prebuilt templates to speed up setup and experimentation.
  • Great for businesses that want to run nurture campaigns, streamline follow ups, or enforce SLAs without developer input.

Pipedrive

  • Includes basic sales automation tools such as auto reminders, email sequences, and deal stage triggers.
  • Workflow automations focus heavily on sales reps’ daily tasks. It’s great for efficiency but limited to pipeline specific functions.
  • Limited visual interface for building workflows. Setup may require more trial and error.

App Ecosystem and Integrations

A CRM rarely operates alone. The ability to integrate with your existing tech stack, from accounting software to project tools, is vital to eliminating silos and reducing double handling.

HubSpot

  • Offers data syncing and event based triggers across systems without writing code.
  • API access allows for advanced custom integrations with in-house systems or local tools.

Pipedrive

  • Deeper automation or marketing features often require add-ons or third party platforms.
  • Suitable for businesses that want a lean stack focused strictly on closing deals.

Marketing and Service Options

A major differentiator between these two platforms is their approach to customer lifecycle management. HubSpot is built to manage the entire customer journey, from lead generation to post sale support, while Pipedrive is laser focused on sales.

HubSpot

  • Includes Marketing Hub features like email marketing, landing pages, ad tracking, and SEO tools, all natively integrated with the CRM.
  • Service Hub enables ticketing, live chat, help desk tools, customer feedback surveys, and knowledge base management.
  • Automation connects every touchpoint: sales handoffs, support alerts, and post purchase follow ups.

Pipedrive

  • Primarily focused on sales management. It does not include native marketing or service modules.
  • No ticketing system or built-in service management. It requires additional platforms for support teams.
  • Best suited for teams who only need pipeline visibility and deal tracking, without broader lifecycle tools.

Conclusion

Choosing the right CRM isn’t just about features; it’s about finding a platform that aligns with your business's current needs and future ambitions. HubSpot stands out for its user friendliness and all in one growth capabilities, Salesforce for its deep customisation at an enterprise level, Zoho for its affordability and breadth of tools, and Pipedrive for its focus on sales efficiency. Each has its place, but the best choice depends on your team structure, sales process, and growth strategy. Here at ScaleStation, we specialise in helping Australian businesses navigate these decisions confidently. You don’t just adopt a CRM, you implement one that drives lasting impact.