A HubSpot CRM alternative that also sends invoices
Last reviewed by the Agency Cloud team at Nilede Technologies
Short answer
HubSpot has a strong free CRM and paid hubs priced per seat, with marketing tools most small agencies never use. Agency Cloud’s CRM is simpler: a lead pipeline with follow-ups and proposals signed online, joined to invoices and payment reminders, plus attendance, leave and payroll. One flat price covers the account.
- Won leads become customers you can invoice at once
- Proposals signed by typing or drawing, locked once sent
- No price per seat, up to the plan’s user limit
- HR and payroll in the same app
Agency Cloud and HubSpot CRM side by side
| Agency Cloud | HubSpot CRM | |
|---|---|---|
| How it is priced | Flat price for the account | Free CRM; paid plans per seat |
| Lead pipeline | Yes | Yes |
| Email marketing and automation | No | Yes |
| Invoices and payment reminders | Yes | In its commerce tools |
| Attendance, leave and payroll | Yes | Not offered |
What HubSpot CRM offers is taken from its own website on the review date. Check the source below for current plans and prices.
How does the CRM work in Agency Cloud?
- A drag-and-drop board of lead stages, with the same filters as the table view
- Each lead has an owner, a source and follow-up reminders by email and notification
- Proposals from ready-made formats (one-time project, retainer, service contract)
- A confirmed lead converts to a customer once, with its contact details carried over
- Projects linked to customers and invoices
When HubSpot CRM is the better choice
- You run inbound marketing with email campaigns, forms and automation.
- Your sales team needs call logging, sequences and forecasting.
Questions
Can I import my HubSpot contacts?
There is no one-click import from HubSpot yet. Add your active customers and open leads by hand, and keep HubSpot as your archive for older records.