Best HubSpot alternatives for freelancers & agencies (2026)

HubSpot's free CRM handles contact tracking and pipeline management well, but once a client says yes and the actual work begins, there are no proposals to send, no contract to sign, no project tasks to manage, and no time tracking connected to billing, unless you pay $890/month for a plan built for sales teams, not freelancers. Most freelancers hit this wall when the first client is ready to move forward.

Plutio keeps contact management and adds what happens after the deal closes: the proposal goes out, the signed contract starts the project, tasks pull from the agreed scope, tracked hours feed the invoice, and the client checks progress in a branded portal at your domain without asking for updates.

Six HubSpot alternatives compared by price, features, and who each one actually fits, so you can choose without testing all six.

Last updated February 2026

4.6

TLDR (summary)

Best HubSpot alternative in 2026: Plutio ($19/month vs HubSpot Starter's $20/seat/month, Professional from $890/month). HubSpot's free CRM handles contact and pipeline management but stops there. Plutio handles the same CRM work and keeps going once the client says yes. The proposal goes out, the signed contract starts the project, tracked hours feed the invoice, and the client gets a portal, all in one place.

Why freelancers switch: Once a deal closes in HubSpot, the tool becomes a contact database. There are no interactive proposals, no contract signing connected to a project, no real task management for deliverables, no time tracking tied to billing, and no client portal where clients see project progress. Most users end up with 3-4 separate tools just to manage one client from start to finish.

Why Plutio is the best alternative: Proposals, contracts, projects, time tracking, invoicing, and a branded client portal all connect in the same system. When a client approves a proposal, Plutio creates the project from a template, assigns tasks from the scope, gives the client portal access, and queues the invoice. Context from the proposal carries forward to the project with no rebuilding required.

Other alternatives on this page: Zoho CRM (cheaper CRM suite, still no proposals or project management), Bonsai (freelancer contracts and invoicing, basic task management), Moxie (modern freelancer CRM, limited for agencies). Full comparison below.

What is HubSpot and what does it do?

HubSpot is a CRM and marketing platform that tracks contacts, deals, and sales pipelines. The free CRM handles contact management, deal stages, email tracking, and basic reporting without a subscription fee, which is why so many freelancers and small businesses adopt it early on.

The pitch is a single place to track every lead, deal, and client communication from the first touch to the closed deal. For sales-focused teams, that picture is accurate. Contact records log every email, call, and meeting. Pipeline views show where every deal stands. Automation triggers follow-ups based on deal stage.

HubSpot handles:

Storing and organizing contacts and company records
Visual sales pipeline with deal stage tracking
Email open and click tracking tied to contact records
Basic scheduling and meeting booking links
Template-based email sequences for outreach
Reporting dashboards for deal activity and team performance

For tracking leads and managing a sales funnel, HubSpot handles these needs. But project management is basic, proposals and contracts require paid upgrades or separate tools, and time tracking connected to billing is absent entirely.

What are HubSpot's limitations?

HubSpot's free CRM handles everything up to the signed deal, but once the actual project work begins, the tool steps aside. Managing deliverables, tracking billable hours, sending proposals with e-signatures, and giving clients a place to see project progress all require either paying for expensive upgrades or adding separate tools.

The gap shows up the moment a freelancer wants to send a proposal from inside HubSpot. The free tier doesn't have it. Proposals, contract e-signatures, and real project management live inside paid Hubs. The cheapest starts at $890/month for Marketing Hub Professional or requires combining multiple Starter plans at $20/seat/month each.

Once work starts, proposals go out from a separate tool, projects get rebuilt in Asana, time gets tracked in Toggl, and invoices go out from FreshBooks, with the same client data re-entered in all four because none of them talk to HubSpot.

Common gaps include:

No interactive proposals with e-signature in the free CRM
No contracts connected to project start
No Kanban, Gantt, or timeline-based project management
No time tracking tied to tasks or invoicing
No client portal where clients see project progress
Contact-based pricing means costs escalate as your client list grows

Freelancers switch when they want the CRM to connect to the work that follows, not just the lead that came before.

It's complicated, sometimes clunky, and the advanced plans are expensive for a small business. I found myself pushed toward expensive paid tiers just to access features that should be standard.
VR
Verified ReviewerSmall Business Owner

What a complete HubSpot alternative needs

A complete HubSpot alternative should keep the CRM side (contacts, pipeline, deal tracking) but also handle what happens after the deal closes. The alternative should connect proposals, contracts, tasks, time tracking, invoices, and client project access to the same client record so the work stays organized without switching tools.

The goal is one place where the contact record, the agreement, the project, and the billing all stay connected. So when scope changes, the proposal, the project, and the invoice all update together.

A strong alternative should include:

Contact and pipeline management, so client relationships and deal stages are tracked in one record
Proposals that can turn into a project plan, so you don't rebuild setup after client approval
Contracts with e-signatures tied to the same project, so agreements stay linked to the work
Project management for tasks, deadlines, and timelines, so deliverables stay clear day to day
Time tracking tied to tasks and billing, so invoices reflect actual work without manual copying
A client portal for progress, files, and approvals, so clients check status themselves rather than emailing you
Invoices and payments connected to the project and milestones, so billing matches the agreement
Branding for client-facing pages, so the portal and documents reflect your business

The difference is between a tool that tracks the sale and a tool that manages the work that follows.

#1. Plutio, top all-in-one HubSpot alternative in 2026

When a deal closes in HubSpot, the contact record stays behind. The project has to be rebuilt in another app: tasks created from scratch, files uploaded again, the client invited separately. The rebuild costs 2-3 hours per client, every time someone says yes.

Plutio removes that rebuild. When a client approves a proposal, Plutio creates the project from a saved template, assigns tasks from the scope, gives the client portal access, and queues onboarding steps, without manual setup.

What this actually looks like

A contact in your CRM pipeline decides to move forward. In Plutio:

A proposal goes out with scope, pricing, and contract terms in a single document
The client reviews, signs, and pays the deposit, all from one link
The project creates automatically from a saved template with tasks and deadlines
The client gets a branded portal with their project files and progress
Time tracked against project tasks becomes invoice line items at billing time
Onboarding forms collect assets without a separate email thread
Reminders and milestones run automatically based on real project steps

The context that existed in the proposal carries forward to the project with no rebuilding between apps.

Why this matters

When CRM and project management are disconnected, scope changes get missed and invoices don't match what was agreed. When everything is connected:

Clients see project progress themselves instead of emailing for updates
Invoices match tracked hours because time links directly to the project
New projects start from saved templates with tasks already built, not rebuilt from scratch each time
Every document, task, and invoice stays tied to the same client record

Everything connects because the CRM record, the proposal, the project, and the invoice are all in Plutio, not four separate tabs.

Switching from HubSpot

HubSpot exports contacts, companies, and deals as CSVs with good field coverage, so moving your client list takes under an hour. Plutio has been around for over 10 years, built on real feedback from freelancers and agencies managing real client work.

With Plutio we don't jump between apps anymore! Everything from projects to invoicing is finally connected in one fully-branded app.
Yazan & MawahebAgency Owners

#2. Zoho CRM, cheaper CRM suite, still misses the project workflow

Zoho CRM covers pipeline management, lead tracking, workflow automation, and analytics at a lower price point than HubSpot. For teams migrating away from HubSpot specifically because of cost, Zoho handles similar CRM territory for less.

The problem for freelancers is the same as HubSpot: Zoho CRM is a CRM. There are no proposals, no contracts with e-signatures, and no project management in the core app. Project management lives in Zoho Projects, a separate product. Invoicing lives in Zoho Invoice. Each feature is a separate app in the Zoho suite, and connecting them requires configuration that can take weeks.

Zoho CRM works for sales-focused teams who want HubSpot-level CRM features at a lower monthly cost.

Zoho CRM has no proposals, no contracts, and no native project management. Freelancers managing client work need separate Zoho apps or additional tools, which adds configuration overhead and monthly cost.

Zoho has everything you could want, but the apps don't talk to each other as naturally as you'd hope. Getting Zoho CRM and Zoho Projects to sync the way I wanted required a week of setup I wasn't expecting.
VR
Verified ReviewerFreelance Consultant

#3. Bonsai, freelancer contracts and invoicing, basic project tools

Bonsai handles proposals, contracts, invoicing, and US tax preparation in one flow. For solo freelancers coming from HubSpot who want a tool designed for independent contractors rather than a sales team CRM, Bonsai covers the basics of getting clients signed and paid.

Project management is where Bonsai falls short. Task management is basic with no Gantt charts, dependencies, or timeline views. There's no real client portal for project visibility, just document sharing. Once the contract is signed, managing the actual deliverables happens in a separate tool.

Bonsai works for solo freelancers who need contracts, invoicing, and US tax-ready reporting without a complex setup.

Bonsai has basic task management with no Gantt views, no task dependencies, and no real client portal. Growing freelancers and agencies need separate tools for project work.

The task management in Bonsai is very basic compared to dedicated tools. It's fine for simple lists, but for real project management, I still have to use Trello or Asana.
VR
Verified ReviewerCreative Agency

#4. Moxie, modern freelancer CRM, limited for growing agencies

Moxie is a freelancer-specific CRM with proposals, contracts, invoicing, and project management for solo operators. Where HubSpot is built for sales teams, Moxie is built for independent professionals, which makes it feel more relevant for a freelancer's actual workflow.

The limitation is scale. Moxie fits solo work but hasn't matured for growing freelancers or small agencies. Multi-user collaboration is thin, white-labeling is limited, and advanced project management features like Gantt charts and task dependencies are absent. Agencies that add a second team member often find Moxie's features don't keep up.

Moxie works for solo freelancers who want a modern CRM and business management tool built specifically for independent work.

Moxie is less suitable for growing freelancers or small agencies who need multi-user collaboration, Gantt views, or fully white-labeled client portals at a custom domain.

Moxie is great when you're solo, but the moment I brought on a part-time assistant, the collaboration features just weren't there. It's built for one person and that shows when you try to grow.
VR
Verified ReviewerFreelance Designer

#5. Flowlu, affordable all-in-one, dated interface

Flowlu combines CRM, project management, invoicing, and client portals at a lower price point than most all-in-one alternatives. For teams who want HubSpot replaced with something that also handles project work and billing, Flowlu covers more ground.

The problem is usability. The interface is dated and navigation is layered, and basic actions require multiple clicks through complex menus. Setup typically takes weeks before Flowlu is configured well enough to use reliably. Customer support and documentation are inconsistent, and changes to one module can affect others unexpectedly.

Flowlu works for budget-conscious teams who need CRM, projects, and invoicing together without paying enterprise prices.

Flowlu has a dated interface and a steep setup learning curve. Many users spend more time configuring Flowlu than running client work in it.

Flowlu has a lot of features but the learning curve is steep. Simple tasks take multiple clicks through confusing menus. I spent more time configuring it than actually using it for clients.
VR
Verified ReviewerAgency Owner

#6. FreshBooks, invoicing and accounting, no proposals or projects

FreshBooks handles invoicing, expense tracking, and basic time tracking. For freelancers who adopted HubSpot for the CRM side and rely on FreshBooks for billing, it's a familiar tool that covers accounting and invoicing.

The pricing is the problem for growing freelancers. FreshBooks limits active clients per plan: 5 on the Lite plan ($19/month), 50 on Plus ($33/month). There are no proposals, no contracts, and no project management. FreshBooks is an accounting and invoicing tool, not a client management platform. Every project still needs a separate app.

FreshBooks works for freelancers whose primary need is accounting, invoicing, and expense tracking for tax time.

FreshBooks limits active clients per tier and has no proposals, contracts, or project management. Growing freelancers and agencies pay more per month just to add clients, not features.

The pricing tiers are a major pain point. You're limited on the number of clients you can have, and FreshBooks gets expensive quickly as you grow. Plus, the project management side is very underdeveloped.
VR
Verified ReviewerBusiness Owner

The verdict: Why Plutio is the best HubSpot alternative

To understand HubSpot vs Plutio for freelancers, it helps to look at what HubSpot was actually built for: sales teams tracking leads through a pipeline. Contact management, deal stages, email sequences, and marketing automation, all designed around moving a prospect from cold to closed. For that specific job, HubSpot does what it was built to do.

For freelancers, the work starts where that funnel ends. The client says yes, and now there's a project to manage, time to track, a contract to sign, and an invoice to send. HubSpot's free CRM has no tools for that phase. The paid upgrades where project-adjacent features appear start at $890/month, a price point built for teams of 50, not solo operators with 10 clients.

Plutio connects the moment a deal closes to the work that follows. When a client moves from prospect to active, the proposal goes out, the contract collects signatures, the project creates from a saved template, time tracks against tasks, and the invoice generates from those tracked hours. Everything stays connected to the same client record. The comparison table shows the specific feature gaps side by side.

What changes when you switch from HubSpot to Plutio?

Freelancers who switch keep telling us the same three things:

No more rebuilding context after the deal closes. In HubSpot, contact data lives in the CRM and project data lives in a separate app. Setup after a yes means copying client details, recreating task lists, and re-uploading files. In Plutio, the contact record connects to the proposal, which connects to the project. When a client approves, the project creates from the saved template with tasks already built from the scope. No rebuild.
Clients stop emailing for updates. HubSpot has no project portal for clients. Every status question becomes an email, which adds up to 5-10 messages per week asking what's in progress, what's next, and when the invoice is due. In Plutio, clients log into their branded portal and see project status, files, and invoices without asking.
Invoicing matches the work. When time gets tracked in a separate app and copied into invoices manually, billing errors happen. In Plutio, time tracked against project tasks becomes invoice line items automatically. The invoice reflects actual work because both live in the same system.

How does Plutio compare to HubSpot on price and reviews?

G2 reviewers consistently flag the same HubSpot frustration: the free CRM does enough to get freelancers hooked, then the features they actually need (proposals, projects, automation) sit behind plans that cost hundreds per month. The review pattern shows HubSpot rated highly for CRM basics and lowly for value at paid tiers, with one reviewer noting it had become "too expensive as they've stripped the free features away."

The pricing gap is significant. A freelancer using HubSpot's free CRM still needs: a proposal tool ($50+/month for a dedicated tool), project management (Asana at $11/month or Monday at $9/month per seat), and time tracking connected to billing (Toggl at $10/month). The total comes to $70+/month across tools that don't share data. Plutio Core at $19/month includes CRM, proposals, contracts, projects, time tracking, invoicing, and client portals in one connected system.

Teams who move from HubSpot plus a tool stack to Plutio report weekly admin dropping across three areas: copying client data between apps, manually assembling invoices from time tracked elsewhere, and responding to client status emails that a portal would have answered automatically.

Which tool wins? The feature and pricing comparison

What HubSpot includes: Contact and company records, visual pipeline with deal stages, email tracking, basic scheduling, template-based email sequences, and reporting dashboards. Free at core; Starter from $20/seat/month.

What HubSpot lacks: Interactive proposals with e-signature, contracts connected to project start, real project management (Kanban, Gantt, dependencies), time tracking tied to billing, and client portals where clients see project progress without emailing.

What Plutio adds: All of the above, plus white-labeled client portals at your own domain, automated project creation from signed proposals, and time entries that become invoice line items automatically. All at $19/month with no per-contact pricing.

The math: HubSpot free CRM + proposal tool ($50) + Asana ($11) + Toggl ($10) = $71+/month for tools that don't share data. Plutio = $19/month for everything connected.

The deciding question: Does your client relationship start at the deal and end there, or does the real work of managing projects and billing for deliverables begin when HubSpot stops?

How do you migrate from HubSpot to Plutio?

HubSpot exports contacts, companies, and deals as CSVs with consistent field naming, so moving your client list takes under an hour. Most freelancers run both tools in parallel for 2-4 weeks while active projects wrap up in their old stack and new projects start in Plutio.

Start your free Plutio trial: Sign up at plutio.com. 14 days free, no credit card required. The trial gives you time to configure templates and test the workflow before committing.
Export your HubSpot contacts: Go to Contacts in HubSpot, select all, and export as CSV. HubSpot exports first name, last name, email, phone, and company fields cleanly. Deal history and notes can be exported from the Deals view separately.
Import client data into Plutio: Upload your contact CSV to Plutio. The importer maps HubSpot fields directly to Plutio's contact database. Custom fields from HubSpot can be recreated as custom fields in Plutio.
Set up proposal templates: Build your standard proposal with scope, pricing, and contract terms. Plutio proposals include the contract in the same document, so clients review, sign, and pay in one step.
Create project templates: Build project templates with tasks, deadlines, and milestone structure that match your typical projects. Templates auto-populate when proposals are approved, so setup is automatic after client sign-off.
Configure your branding: Set up your white-labeled client portal with your domain, logo, and brand colors. Clients see only your brand, and Plutio is not visible to them.
Connect payment processing: Link Stripe or PayPal. Clients pay invoices directly from their portal or from payment links in emails.
Set up automations: Use Plutio's automation builder to trigger project creation when contracts are signed, assign tasks when milestones are reached, and send invoice reminders on schedule.
Run both tools in parallel: For 2-4 weeks, finish active projects in your existing stack while starting new projects in Plutio. Parallel running avoids disrupting work in progress.
Invite clients to their new portal: Send each active client access to their Plutio portal. Once all projects are running in Plutio, cancel the old subscriptions.

Need help with migration? Sign up, and once you're in, chat with us via the built-in live chat. We'll walk you through setup and answer any questions.

Research & Sources

Every comparison and price point on this page is backed by direct research conducted in February 2026. We verify data across official product pages, user reviews, and third-party analysis to ensure accuracy.

Pricing verification sources

Plutio: Official pricing, GetApp reviews
HubSpot: Official pricing, G2 reviews, Capterra reviews
Zoho CRM: Official pricing
Bonsai: Official pricing
Moxie: Official pricing
FreshBooks: Official pricing

Verification methodology

For each feature in the comparison table:

We consult official product documentation
We verify with multiple third-party sources (G2, GetApp, TrustRadius)
We cross-reference with video demonstrations and user reviews
We update pricing monthly based on current published rates

If you find any inaccuracies, please let us know so we can investigate and update immediately.

What is the best HubSpot alternative for freelancers in 2026?

Compare pricing, CRM features, project management, invoicing, and client portal capabilities.

PRICING Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Starting price	$19/month (Core plan)	1 core seat included ($20/month/seat for Starter)	Zoho CRM Standard $14/user/mo, Professional $23/user/mo. Zoho Projects Premium $4/user/mo. Zoho Invoice free (limited). Stack total: $28+/user/mo	$15/month (Basic, $9/month annual)	$12/month (Starter, $10/month annual)	Free plan (2 users). Paid plans from $12/seat/month (Essential, $9/seat annual)	$21/month (Lite, 5 clients)
Free plan	No free plan (14-day trial available)	Free plan with CRM, forms, live chat, and email marketing (limited)	Free CRM (3 users), free Invoice (500 invoices/year, 2 users, Zoho branding), but most core apps require paid plans	No free plan (trial available)	No free plan (14-day trial)	Free plan for up to 2 users	No free plan (30-day trial)
Trial period	14-day free trial	14-day free trial on Professional and Enterprise plans	15-day free trial on most Zoho apps	7-day free trial	14-day free trial	7-day free trial on paid plans	30-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects Object (GA since INBOUND 2025, available on Starter+)	Full project and task management via Zoho Projects with Kanban, Gantt, and milestone views	Basic project and task management	Projects with Table, Kanban, and Timeline views	Full project management with Kanban, Gantt, task lists, milestones, and dependencies	Basic project tracking with profitability focus
Project roles and permissions	Control exactly who can view or edit each part of a project	CRM-level permissions apply to tasks (not task-specific)	Role-based permissions in Zoho Projects	4 fixed roles (PMs cannot view financials)	4 project access levels (full, read-only, overview, hidden)	Role-based access control with customizable permissions per project	Team member permissions (Admin, Manager, Employee)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Gantt, Kanban, and Calendar views in Projects	Multiple boards per project in Zoho Projects	Strictly restricted to 1 board per project	Single board per project	Multiple task boards per project with Kanban view	No task boards (list-based tracking only)
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards	No embeddable project boards	Embedding live project boards is not supported	No embeddable project boards	No embeddable project boards	No embeddable project views
Sharable project boards	Read-only public links for sharing progress without risk	No shareable project boards	Client portal access in Zoho Projects (no public read-only links)	Portal access only (no public read-only links)	Client portal access only (no public links)	No shared or public project links	Clients can view documents in portal only
Project stages and milestones	Define custom project lifecycles for different types of work	Custom project statuses (GA on Starter+)	Milestones and project statuses in Zoho Projects	Milestones with Gantt chart visualization	Custom task statuses (no formal milestones)	Project milestones with Gantt chart visualization and dependencies	No project stages or milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Quote-to-invoice flow (no proposal-to-contract-to-project flow)	Separate apps — Zoho Projects, Zoho Sign, and Zoho Invoice are not natively connected in one workflow	Manual linking (no automatic project integration)	Proposals auto-convert to contracts and projects	Invoices and contracts linked to projects (Documents Builder, Dec 2025). No native proposals yet	Estimates and invoices connect (no contracts)
Custom project data fields	Track, sort, filter, and report on custom project data	Project dashboards with custom reporting	Custom fields available in Zoho Projects	Text, number, date, URL (no filtering)	Custom fields on CRM objects (limited on tasks)	Custom fields on projects and tasks	No custom project fields
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban view available in Sales Workspace and Projects	Kanban board view in Zoho Projects	Kanban view (limited customization)	Kanban board view included	Kanban board view for projects and tasks	No Kanban boards
Table view	Bulk-edit tasks like a spreadsheet	Table view available in CRM	Table/spreadsheet view in Zoho Projects	Basic table view (no bulk editing)	Table view included	Table view available	No table view for tasks
List view	Clean task lists with clear hierarchy	List view available in CRM and tasks	List view available in Zoho Projects	Simple list view with basic sorting	No dedicated list view (table view used instead)	List view available	Task list view available
Calendar view	See tasks and deadlines on a calendar	Calendar view for tasks and meetings	Calendar view for tasks and deadlines in Zoho Projects	Calendar view for tasks and deadlines	Homebase calendar with task dates	Calendar view for tasks and deadlines	Calendar shows events, not tasks
Gantt view	Plan work visually with task order and dependencies	Gantt chart view in Projects Object	Gantt chart with dependencies in Zoho Projects	Gantt chart with drag-and-drop	Timeline view functions as Gantt chart	Gantt chart with dependencies and milestones	No Gantt charts
Subtasks	Break work down into multiple nested levels	No subtasks on tasks	Nested subtasks supported in Zoho Projects	Nested subtasks supported	Subtasks as checkboxes (single level, not nested)	Subtasks with checklists	No subtasks
Email to task	Turn emails into tasks without manual copying	Tasks can be created from CRM emails (not direct email-to-task)	Email-to-task available in Zoho Projects via email forwarding	No email-to-task conversion	No email-to-task conversion	Email integration available (no direct email-to-task)	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	Internal notes on tasks (not full comment threads)	Comments with @mentions on tasks in Zoho Projects	Comments stay attached to tasks only	Comments and @mentions on tasks	Comments and @mentions on tasks	Team discussion on projects
Task attachments	Store files directly on the task they belong to	Files can be linked to CRM records (no direct task attachments)	File attachments on tasks in Zoho Projects	File attachments (no file manager)	File attachments (50 MB limit per file)	File attachments on tasks	Files can be attached to projects
Task priorities	Define priority levels that fit your workflow	Task priorities supported (Low, Medium, High)	Task priority levels in Zoho Projects	No priority levels	No native priority levels	Task priority levels	No task priorities
Task labels & color coding	Use unlimited labels to visually organize tasks	Task types available (no color coding)	Tags and color coding in Zoho Projects	No color coding (labels only)	No native labels or color coding	Labels and color coding on tasks	No task labels or color coding
Multiple task assignees	Assign tasks to one or multiple teammates	Task assignment to team members	Multiple assignees per task in Zoho Projects	One assignee per task (no multi-assign)	Single assignee per task only	Multiple assignees per task	Tasks can be assigned to team members
Task templates	Reuse task-level structures across projects	Task templates via sequences (Sales Hub Professional+)	Task and project templates in Zoho Projects	Task templates with dependencies	Project templates with tasks included	Task and project templates	Project templates available
Task permissions	Control access at the individual task level	CRM-level permissions apply to tasks (not task-specific)	Role-based task access (no per-task granular permissions)	Project-level only (no task-level)	4 access levels per project (not per task)	Role-based task access control	No task-level permissions
Task dependencies	Prevent work from starting out of order	No task dependencies	Task dependencies supported in Zoho Projects	Waiting on, Blocking, Related to	Basic task dependencies (limited configuration options)	Task dependencies with Gantt visualization	No task dependencies
Recurring tasks	Automate repeating work with flexible schedules	Recurring tasks supported	Recurring tasks in Zoho Projects	Daily, weekly, monthly, milestones	Daily, weekly, monthly, yearly recurring tasks	Recurring tasks supported	No recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	Custom task properties available	Custom fields on tasks in Zoho Projects	Custom fields (text and number only)	Custom fields on CRM objects (limited on tasks)	Custom fields on tasks	No custom task fields
TIME TRACKING Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Time tracking system	Easily track time using timers or manual entries	No built-in time tracking	Built-in time tracking in Zoho Projects only (separate from Zoho CRM and Zoho Invoice)	Timer and manual time entry	Start/stop timer and manual entry	Built-in time tracking at project and task level	Timer and manual time entry
Task-level tracking	Log time directly against tasks and subtasks	No time tracking	Task-level time tracking in Zoho Projects	Limited to task-level only (no subtask tracking)	Track time by client, project, and task	Time tracking per task	Time tracked per service, not per task
Project-level tracking	See time spent per project and per client	No time tracking	Project-level time logs and rollup reports in Zoho Projects	Time tracked per project	Track time at project level	Time tracking per project	Time tracked per project and client
Billable time tracking	Clearly separate billable and non-billable time	No billable time tracking	Billable time in Zoho Projects (not automatically connected to Zoho Invoice)	Billable and non-billable categorization	Billable and non-billable toggle on time entries	Billable hours tracking	Billable and non-billable hours supported
Billable time invoicing	Turn tracked time into invoices without extra steps	No time tracking to convert to invoices	No direct connection from Zoho Projects time logs to Zoho Invoice — separate apps require manual export	One-click invoice from time entries	Auto-populate invoices from tracked hours	Convert billable time to invoices	Time entries convert to invoices
Timesheet reports	View detailed time reports by task, project, or client	No timesheet reports	Timesheet reports in Zoho Projects	Detailed timesheet reports	Time views by project, client, and month (no exportable reports or filters)	Timesheet reports available	Detailed time reports available
Team timesheets	See how each team member tracks their time	No team timesheets	Team timesheets with approval workflow in Zoho Projects (Premium plan)	Per-member timesheets with locking	Team time logging (no approval workflow)	Team timesheet overview	Team time tracking on higher plans
PROPOSALS Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Quotes tool with line items and e-signatures (not full proposals)	No native proposal builder — requires third-party tools like Proposify or Qwilr	Customizable proposals with e-signatures	Drag-and-drop proposal builder	Basic proposal/estimate creation (no interactive builder)	Estimates only (not full proposals)
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Template-based quote builder with sections (not drag-and-drop)	No proposal builder in any Zoho app	Visual editor (no true drag-and-drop)	Drag-and-drop with templates	No drag-and-drop proposal builder	No visual proposal builder
Reusable proposal templates	Reuse proven proposal layouts across clients	Quote templates with reusable modules	No native proposal templates	Industry templates plus custom templates	Pre-built professional templates	Basic estimate templates (limited customization)	Estimate templates available
Real-time proposal analytics	See exactly when proposals are opened and reviewed	Track quote views, downloads, and engagement	No proposal view analytics	Real-time view tracking	No view tracking or engagement analytics	No real-time proposal analytics	No proposal view tracking
Live messenger on proposals	Answer questions directly while clients review proposals	Breeze closing agent answers buyer questions on quotes (AI, not live chat)	No live messenger on proposals	No live chat in proposals	Client comments directly on proposals	No live messenger on proposals	No in-proposal messaging
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Quote-to-invoice flow (no proposal-to-contract-to-project flow)	No proposal-to-project automation	Proposal-contract link only (no scheduler)	Auto-convert to contract and project on approval	No proposal-specific automation	Estimate to invoice only
Convert proposal to invoice	Create invoices directly from approved proposals	Quotes auto-create invoices via subscriptions or manual conversion	No native proposal-to-invoice conversion	Auto-generate invoice from accepted proposal	Auto-create invoice when agreement is signed	Convert estimates/proposals to invoices with one click	Convert estimates to invoices
Packages and add-ons	Offer upsells and add-ons directly inside proposals	Line items with tiered pricing (no interactive package selection)	No native proposal packages or add-ons	Packages with single, multi-select options	No interactive pricing tables or package selection	No packages or add-ons in proposals	No packages or add-ons
Interactive pricing tables	Let clients choose options before approving	Static pricing on quotes (no client-selectable options)	No interactive pricing tables	Static pricing only (no client selection)	No interactive pricing tables	No interactive pricing tables	Static pricing only
Dynamic data and variables	Auto-fill proposal content with client and project data	AI-generated cover letters and line items from deal context	No dynamic data variables in proposals	Basic smart fields (limited variables)	Basic merge fields (no dynamic data blocks)	Dynamic variables with automatic data filling in Document Builder	Basic placeholders available
Expiration dates	Automatically expire proposals after a set date	Quote expiration dates supported	No proposal expiration dates	Manual expiry dates (no automation)	Expiration dates not confirmed in documentation	Expiration dates on estimates	Manual expiry dates on estimates
PDF Export	Download as branded PDFs	PDF download included	PDF export available in various Zoho apps (not proposal-specific)	Basic PDF export (limited branding)	Contracts stored in client profile (no standalone PDF export documented)	PDF export available	PDF export included
Reusable content blocks	Create reusable proposal sections you can reuse on demand	Reusable template modules (not individual content blocks)	No reusable proposal content blocks	Reusable blocks not supported (templates only)	No reusable content blocks	No reusable content blocks	No reusable content blocks
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on quotes (10/month Pro, 30/month Enterprise, powered by Dropbox Sign)	Via Zoho Sign — separate paid app ($10/user/mo)	Basic e-signatures (limited audit trail)	E-signatures on proposals	No e-signatures on proposals	No e-signatures
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Custom deal and quote properties available	No proposal custom fields (no native proposal module)	Text and date custom fields only	Merge fields for client and project info (no sortable custom data)	Custom variables and fields available in Document Builder	No custom proposal fields
CONTRACTS Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	No native contract creation (e-signatures only on quotes, third-party needed for contracts)	Zoho Sign handles e-signatures (separate paid app, $10/user/mo). Zoho Contracts is a separate enterprise product	Legally vetted templates with e-signatures	Legally vetted contract templates	Contract creation via Documents Builder (Dec 2025). E-signatures not yet available	Contracts not supported
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	No contract builder	No drag-and-drop contract builder	Visual editor (no full drag-and-drop)	Pre-built legal templates	Template-based Documents and Contracts Builder (Dec 2025)	No contract builder
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures on quotes only (not standalone contracts)	Via Zoho Sign — legally binding e-signatures (separate paid app)	Legally binding e-signatures	E-signatures on contracts with audit trail	No e-signatures (must use third-party)	No e-signatures
Multi-signature / signees	Collect signatures from multiple people on the same contract	Counter-signing on quotes (limited multi-party)	Multiple signers via Zoho Sign (separate app)	Multiple signers and recipients	Single signer per contract (no multi-party signing)	No multi-signature support	Not supported
Reusable contract templates	Reuse contract structures to create new agreements faster	No contract templates (quote templates only)	No native contract templates (Zoho Contracts is a separate enterprise product)	Industry-specific and custom templates	Pre-built legal templates	Reusable document templates with on-brand designs and HTML editor	No contract templates
Auto-reminders automation	Automatically follow up until contracts are signed	No contract reminders (workflow reminders for deals)	Automated reminders via Zoho Sign (separate app)	Auto-reminders (stop after 16 days overdue)	Automatic follow-up reminders	No contract auto-reminders	No contract reminders
Dynamic data/variables	Auto-fill contract content with client and project data	No contract variables (quote variables only)	No dynamic variables in contracts (no native contract builder)	Basic smart fields (limited variables)	Merge fields for client data (no dynamic data blocks)	Dynamic variables with automatic data filling from CRM and other modules	Not applicable
Contract automation triggers	Trigger automated workflows the moment a contract is signed	No contract triggers (deal stage triggers exist)	No contract automation triggers	Contract & proposal triggers only	Signed contracts trigger project creation and invoice generation	No contract automation triggers	Not supported
View notifications	See when contracts are opened and reviewed	Quote view and engagement tracking available	View and sign notifications via Zoho Sign (separate app)	Basic email notifications (no detailed tracking)	Real-time tracking (sent, viewed, paid, overdue)	No contract view notifications	Email notifications when viewed
PDF download with signature certificate	Download signed contracts with official proof of signature	Countersigned quotes downloadable (limited certificate)	Signed PDF with certificate via Zoho Sign (separate app)	Basic PDF download (limited certificate)	Signed contracts stored in client profile (no signature certificate)	No e-signature or signature certificates	Not applicable
Custom signer data fields	Collect structured signer information during signing	No custom signer data fields on contracts	No custom signer data fields	Standard fields only (name & email)	Standard signer fields (name and email only)	No custom signer data fields	Not applicable
Custom contract data fields	Create custom contract data you can sort, filter, and report on	No contract data fields	No custom contract fields (no native contract builder)	Custom fields (contact info only)	Merge fields only (no sortable or filterable custom data)	Custom variables available in Document Builder templates	Not applicable
INVOICES & PAYMENTS Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Free invoicing with HubSpot Payments or Stripe	Zoho Invoice is free but limited (500 invoices/year, 2 users, Zoho branding on free plan)	Invoicing with multiple payment options	Customizable invoice templates with online payments	Create and send invoices with online payment collection	Full invoicing with online payments
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Basic branding (logo and colors, fixed template layout)	Custom branding in Zoho Invoice (Zoho footer shown on free plan; full custom branding on paid plans)	Limited branding (logo and colors only)	Customizable templates	Branded invoices with company logo and colors	Customizable invoice branding
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	No drag-and-drop invoice builder (template-based)	Invoice builder in Zoho Invoice	Pre-built templates (no drag-drop)	Template-based editor (not drag-and-drop)	Invoice editor (not drag-and-drop)	Template-based editor only
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Line items with descriptions, quantities, and pricing	Customizable line items in Zoho Invoice	Line items (no advanced customization)	Custom descriptions, quantities, and pricing per line	Customizable line items on invoices	Fully customizable line items
Item or invoice discounts	Apply discounts at the item or full invoice level	Discounts supported on invoices	Discounts on line items and invoices in Zoho Invoice	Discounts (percentage or fixed, no tiered)	Basic discount support	Discounts on invoices	Discounts supported
Customizable taxes	Create tax rules that match your location and use case	Tax configuration supported	Tax configuration in Zoho Invoice	Basic tax configuration (no automation)	Basic tax calculations (not full tax automation)	Tax configuration on invoices	Custom tax rates
ACH payments	Accept bank transfers for lower-fee payments	ACH bank debits supported (US-based companies, first $50K/month free)	ACH available via Stripe integration in Zoho Invoice (not direct)	ACH via Bonsai Payments (US, UK, CA, AU only)	Stripe, PayPal, and ACH	No ACH payment support	ACH bank payments supported
Stripe integration	Accept credit and debit cards instantly	Full Stripe payment processing integration	Stripe payment gateway supported in Zoho Invoice	Stripe payments supported	Stripe integration included	Stripe integration for payments	Stripe payments supported
Square integration	Collect in-person payments when needed	Square integration via third-party tools (not native)	Square not natively supported (Stripe, PayPal, Razorpay available)	Not supported	No Square integration	Square integration for online invoice payments	Square not integrated
PayPal integration	Let clients pay using PayPal	PayPal integration via third-party tools (not native)	PayPal payment gateway supported in Zoho Invoice	PayPal payments supported	PayPal integration included	PayPal integration for payments	PayPal payments supported
Flexible partial payments	Collect deposits and split payments across milestones	Deposit requests available via subscriptions (limited installment options)	Partial payments supported in Zoho Invoice (limited configuration)	Partial payments (manual milestone setup)	Deposit requests (limited installment options)	Basic partial payment support	Partial payments supported
Payment plans	Break invoices into scheduled installments	Recurring invoices and subscription billing supported	Payment terms configurable in Zoho Invoice (no structured payment plan builder)	Payment plans (limited automation)	Recurring invoices (no milestone-based installment schedules)	No payment plan support	Manual setup required
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices with auto-charge or manual payment	Recurring invoices and subscription billing in Zoho Invoice	Weekly, biweekly, monthly, yearly recurrence	Recurring invoices with custom frequency	Basic recurring invoice support	Recurring invoices supported
Subscription management	Manage ongoing client subscriptions and billing	Subscription billing via HubSpot Payments or Stripe	Subscription management via Zoho Subscriptions (separate app)	Recurring invoices (no subscription portal)	Recurring invoices only (no subscription portal or client self-service)	No subscription management	Retainers available on Plus plan
Automated payment reminders	Follow up automatically until invoices are paid	Payment reminders via workflows (Professional+ only)	Automated payment reminders in Zoho Invoice	Automated reminders (stop after 16 days)	Automatic follow-up reminders with late fees	Automated payment reminders	Automated late payment reminders
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Basic invoice templates (limited customization)	Invoice templates in Zoho Invoice	Templates available (limited customization)	Customizable templates	Reusable invoice templates	Invoice templates available
Multiple currency support	Bill clients globally in their local currency	130+ currencies supported (Starter+)	Multi-currency support in Zoho Invoice	Multi-currency (manual exchange rates)	81+ currencies supported	Multiple currency support	Multi-currency supported
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Invoice and payment events trigger workflows (Professional+)	Basic automation in Zoho Invoice (limited compared to a full automation builder)	Payment & form triggers only	Pipeline stage triggers only (Pro plan)	Basic invoice automation (limited triggers)	Limited automation
View notifications	See when invoices are opened and paid	Invoice view and payment notifications	Email notifications when invoices are viewed and paid in Zoho Invoice	Email notifications (no real-time tracking)	Real-time tracking (sent, viewed, paid, overdue)	Basic invoice view tracking	Email notifications when viewed
Built-in expense tracking	Track project-related costs alongside invoices	No built-in expense tracking	Zoho Expense is a separate app (not built into Invoice or Projects)	Expense tracking (auto-categorization via bank sync)	Expense tracking with receipt attachment and Plaid bank sync	Built-in expense and revenue tracking with profit reports	Full expense tracking with receipts
Invoice deposits	Collect upfront payments before work starts	Deposit requests via subscriptions (limited)	Retainers/deposits supported in Zoho Invoice	Deposits supported (manual collection)	Deposit requests available	Basic deposit support	Deposit invoicing supported
Auto-invoice billable time	Turn tracked time into invoices automatically	No time tracking to convert to invoices	No direct connection from Zoho Projects time logs to Zoho Invoice — separate apps with no auto-billing	Time-to-invoice (manual confirmation required)	Auto-populate invoices from tracked hours	Convert billable time to invoices	Time to invoice conversion
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Custom invoice properties available	Custom fields on invoices in Zoho Invoice	Text and date custom fields only	Basic custom fields on invoices	Basic custom fields on invoices	No custom invoice fields
INBOX Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Conversations inbox with email, chat, forms, and Facebook Messenger	No unified inbox — Zoho Mail, Zoho Cliq, and Zoho CRM are all separate apps	A unified client inbox is not supported	Communicator with email, SMS, and phone in one view (Pro plan)	No centralized unified inbox	No unified inbox
Full email integration	Connect and manage all your email accounts in one place	Two-way email sync with Gmail and Outlook	Email via Zoho Mail integration (separate app)	Send-only (no inbox sync)	Two-way email sync via Communicator (Pro plan)	Email integration with IMAP sync (Gmail, Outlook, and more)	No email integration
Embeddable live chat	Add real-time chat to your website and client portals	Free live chat widget for websites	Zoho SalesIQ provides embeddable live chat (separate app)	Not supported	No embeddable live chat	No live chat widget	No live chat
Instant direct messages	Message teammates privately without leaving your workspace	Internal comments and @mentions (no dedicated DM system)	Zoho Cliq for team direct messaging (separate app)	Direct messaging is not supported	Direct messages via Communicator	Built-in instant messenger with group channels, @mentions, and file sharing	No direct messaging
Contextual project conversations	Keep conversations tied directly to the project they belong to	CRM record-based conversations (not project-contextual)	Conversations not natively connected to projects across separate Zoho apps	No in-app project messaging	Full conversation history in Communicator	Comments and @mentions on projects (no dedicated conversations)	Project discussions available
Team channels	Create shared spaces for team-wide discussions	No team channel system	Team channels via Zoho Cliq (separate app)	Team chat is not supported	No team channel system	Custom user groups for targeted team communication (Focus Group Collaboration)	No team channels
Customized channels	Organize channels by team, topic, or workflow	No customized channel system	Custom channels in Zoho Cliq (separate app)	Not supported	No channel system	Custom user groups by department or project team for targeted communication	Not applicable
@mentions	Notify teammates instantly inside conversations	@mentions in CRM comments and tasks	@mentions in Zoho Cliq and within individual apps (not unified)	Not supported	@mentions supported in task comments	@mentions in comments	No @mentions
Message read receipts	See when messages are read	Email open and click tracking included	Read receipts in Zoho Cliq (separate app)	Read receipts are not supported	Conversation history tracked (no read receipts)	No message read receipts	No read receipts
File sharing in chat	Share files directly inside conversations	File sharing in Conversations inbox	File sharing in Zoho Cliq and other Zoho apps	Share files and links in portal messages	50 MB attachments or external links (no native file storage)	Content sharing in instant team chats	No chat feature
Shared email inbox	Collaborate on incoming emails as a team	Shared team email inbox included (free)	No shared email inbox feature	Not supported	No shared team email inbox	No shared email inbox	No shared inbox
Inbox mobile app	Access and respond to messages on mobile	Full inbox access on mobile apps	Zoho Mail and Zoho Cliq have mobile apps (separate apps)	Not supported	iOS and Android apps	No inbox mobile app	No inbox in app
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to Conversations inbox	No unified email-reply-to-inbox feature	Not supported	Email replies sync to Communicator threads	No email reply to inbox	No inbox sync
FILES Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Store and manage files	Keep all client and project files in one organized place	File Manager for marketing assets (not a project file system)	Zoho WorkDrive for file storage and management (separate app)	Project document storage with client access	File attachments on tasks (50 MB limit, no file manager)	File storage on projects (no dedicated file manager)	Basic file storage in projects
Advanced folder organization	Organize files by project, client, or structure you choose	Folder structure in File Manager (marketing-focused)	Folder organization in Zoho WorkDrive	Project-level only (no granular)	Project-level organization (no complex hierarchy)	Project-based file organization (no advanced folder system)	No folder organization
Folder permissions	Control who can view or edit folders	CRM-level access controls apply to files	Permission-based folder access in Zoho WorkDrive	Project-level only (no granular)	4 project access levels apply to files	Project-level permissions apply to files	No folder permissions
People folders	Group files by person when needed	Files are asset-based, not person-based	Team folders in Zoho WorkDrive (no people-specific personal folders)	Not supported	No person-based file organization	No people-specific folders	Not supported
Project folders	Keep files scoped to each project	Files can be associated with CRM records	Project file folders in Zoho Projects (not auto-synced with WorkDrive)	Project-based file sections in portal	Files organized within projects	Files organized within projects	Files organized by project
In-app previews	Preview files instantly without downloading	In-app file previews supported	File previews in Zoho WorkDrive	Not supported	Basic file previews within tasks	In-app file previews	Basic file previews
Custom file data fields	Capture file metadata you can sort and filter	No custom file metadata fields	File metadata in Zoho WorkDrive (limited custom fields)	Contact info only (no CRM fields)	No custom file metadata fields	No custom file data fields	No custom file fields
Built-in documents	Create and edit documents directly inside Plutio	Document tracking tool for sales content (no editor)	Zoho Writer for document creation (separate app in Zoho suite)	No built-in document editor	Proposal and contract documents only	Knowledge base with rich text pages	No document editor
Comments on files and docs	Leave comments directly on files and documents	No file commenting system	Comments on files and docs in Zoho WorkDrive and Writer	No file commenting system	Comments and @mentions on tasks	Comments on knowledge base pages (not on files)	No file comments
Bulk file actions	Move, tag, or manage many files at once	Basic bulk actions in File Manager	Bulk actions in Zoho WorkDrive (limited operations)	Not supported	No bulk file operations	No bulk file actions	No bulk actions
Files search & filter	Find files quickly using search and filters	Search and filter in File Manager	Search and filter in Zoho WorkDrive	Not supported	Search within project context	Basic file search within projects	Basic search
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive, Dropbox via integrations (no native sync)	Google Drive and Dropbox sync via integration (not native WorkDrive sync)	Not supported	No native cloud storage sync	Google Drive, Dropbox, and OneDrive integrations	Dropbox and Google Drive integrations
Secure sharing controls	Restrict access with permissions or passwords	Document tracking with password protection and link controls	Secure sharing with permissions in Zoho WorkDrive	Not supported	4 project access levels control file visibility	Project-level sharing controls	Basic sharing via portal
File sharing links	Share files externally with controlled access	Trackable document sharing links	Shareable file links in Zoho WorkDrive	Portal sharing only (no direct file links)	Share via task attachments or external links only	No dedicated file sharing links	No shareable file links
SCHEDULING Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Basic scheduling link free; group and round-robin scheduling on Starter+ only	Zoho Bookings for appointment scheduling (separate app)	Booking pages with calendar sync	Embeddable booking page with calendar sync	No scheduling or booking system	No scheduling features
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Branding on paid plans (Starter removes HubSpot branding)	Custom booking page in Zoho Bookings (separate app)	Custom branding on booking pages	Customizable booking page with branding	No booking pages	No booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	Custom availability windows with configurable start time increments	Availability rules in Zoho Bookings (separate app)	Event types with availability windows	Custom availability windows with calendar blocking	No availability management	Not applicable
Automatic buffer times	Add buffer time automatically between meetings	Buffer times between meetings supported	Buffer times in Zoho Bookings (separate app)	Buffer times (no daily limits)	Configurable buffer between meetings	No buffer time settings	Not applicable
Multiple meeting types	Create unlimited booking types with different rules and setups	Multiple scheduling page types supported	Multiple service types in Zoho Bookings (separate app)	Custom event types with different durations	Multiple meeting types with unique settings	No meeting type configuration	Not applicable
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Two-way sync with Google Workspace, Outlook, and Office 365	Google and Outlook calendar sync via Zoho Calendar	Calendar sync (Google and Outlook only)	Google, Outlook, iCloud, CalDAV	No calendar sync for scheduling	Calendar sync for late payments only
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Customizable confirmation and reminder emails	Booking confirmations in Zoho Bookings (separate app)	Email customization (limited template control)	Automated confirmations and reminders	No booking confirmations	Not applicable
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Redirect after booking supported	Redirect after booking in Zoho Bookings (separate app)	Redirect supported (basic URL redirect)	Customizable confirmation pages	No booking system	Not applicable
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Meeting booked triggers workflows (Professional+)	Basic automation in Zoho Bookings (limited triggers)	Booking triggers (limited action types)	Automated reminders and confirmations	No booking automation	Not applicable
Smart meeting reminders	Send automatic reminders without manual follow-ups	Automatic meeting reminders included	Email reminders in Zoho Bookings (separate app)	Auto-reminders (email only, no SMS)	Automated meeting reminders	No meeting reminders	Not applicable
Automatic timezone detection	Handle timezones automatically without manual adjustments	Automatic timezone detection based on browser	Timezone detection in Zoho Bookings	Timezone detection (basic support)	Calendar sync handles timezones (no explicit detection documented)	No timezone detection for booking	Timezone support for invoicing
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Payment collection via HubSpot Payments or Stripe (no PayPal at booking)	Paid bookings via Zoho Bookings with Stripe/PayPal integration (separate app)	Require payment to book via Bonsai Payments or Stripe	Require payment before meeting is booked	No paid appointments	Not applicable
Custom booking forms	Build booking forms with full control over questions and layout	Custom questions on scheduling pages	Custom intake questions in Zoho Bookings (separate app)	Custom intake questions and forms on booking events	Custom intake forms on meeting types	No custom booking forms	Not applicable
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Minimum notice and booking frequency controls	Booking limits and notice periods in Zoho Bookings (separate app)	Notice periods (no per-event daily limits)	Booking limits not confirmed in documentation	No booking limits	Not applicable
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Reschedule and cancel links included in booking confirmations	Rescheduling and cancellation in Zoho Bookings (separate app)	Clients can reschedule or cancel from confirmation email	Clients can reschedule or cancel bookings	No rescheduling controls	Not applicable
AUTOMATION Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Visual workflow builder with branching logic (Professional+, 300 workflow limit)	Workflow automation within individual Zoho apps; cross-app automation requires Zoho Flow (separate product)	Contract, proposal, invoice, form triggers	Visual workflow builder (Pro plan only)	Automation rules (no visual workflow builder)	No workflow builder
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Triggers from contacts, deals, tickets, forms, and custom objects	Trigger-based workflows within each Zoho app (not unified across apps)	Contract signed, proposal accepted, form filled	Pipeline, form submission, and invoice triggers (Pro plan only)	Trigger-based automation rules	Limited payment and invoice triggers
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Date-based and scheduled workflow triggers	Scheduled workflows within individual Zoho apps	Not supported	No independent time-based triggers	No schedule-based automation	Recurring invoices only
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step workflows with branching supported	Multi-step workflows in Zoho Flow (separate product) or within individual apps	Not supported	Multi-step sequences with branching	Multi-step business processes with stages and automated actions	No multi-step automation
True/False branching	Create conditional paths instead of one-size-fits-all flows	If/then branching with conditional logic	Conditional branching in Zoho Flow (separate product)	Not supported	Decision widget with AND/OR logic	No conditional branching	No conditional logic
Delay-based actions	Add precise timing between steps, down to minutes or days	Delay actions between workflow steps	Delay actions in Zoho Flow (separate product)	Not supported	Wait For conditions only (no timed delays)	No delay-based actions	Payment reminder delays
Create & update records	Create, update, or move records automatically across the system	Create and update contacts, deals, tasks, and tickets via workflows	Record creation and updates within individual Zoho apps	Auto-create (projects and clients only)	Create projects, send invoices, send agreements	Create and update records via automation	No record automation
Move & duplicate records	Reorganize work automatically without manual cleanup	Move deals through pipeline stages (no duplicate action)	Record operations within individual Zoho apps	Not supported	Change pipeline stage only (no move/duplicate/archive)	Move records (no duplicate action)	Not supported
Delete & archive records	Automatically archive or remove records based on rules	Delete contacts via workflows (limited scope)	Delete/archive within individual Zoho apps	Not supported	No auto-delete or archive rules	Archive records (no auto-delete)	Not supported
API calls (webhooks)	Trigger or receive real-time events from external systems	Full API access with webhooks and Service Keys	Webhook support across Zoho apps	Webhooks (outgoing only, no incoming)	Webhook events (Pro plan only)	API access and webhooks	Limited webhook support
Send emails	Send automated emails tied to real workflow events	Send automated emails via workflows	Automated email sending in Zoho CRM and other apps	Logo & colors (no custom domain)	Send email from templates with tokens	Send email notifications via automation	Automated invoice and reminder emails
Post comments	Add notes or comments automatically where work happens	Internal notes via workflows (not comments on tasks)	Comments automation within individual Zoho apps	Not supported	No auto-comment action	Leave comments via automation rules	No automated comments
Complete automation logs	See exactly what ran, when, and why	Workflow execution history and logs	Automation logs within each Zoho app (not unified)	Not supported	No automation activity logs	No complete automation logs	Basic activity history
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Dynamic CRM data in workflow emails and actions	Dynamic variables within individual Zoho apps	Not supported	Basic token replacement in emails and agreements	No auto-fill variables	Basic invoice placeholders
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Workflows span contacts, deals, tickets, companies, and custom objects	No native cross-app automation — requires Zoho Flow (separate product)	Not supported	Pipeline-triggered only (limited cross-entity scope)	Basic cross-entity links (CRM to projects)	Clients link to invoices and projects
FORMS Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Free form builder with branding and WYSIWYG editor	Zoho Forms for custom branded intake forms (separate app)	Branded intake and questionnaire forms	Unlimited form creation with templates	Basic form creation (limited field types)	No form builder
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Drag-and-drop form builder included	Drag-and-drop builder in Zoho Forms (separate app)	Form editor (no true drag-and-drop)	Form builder with reusable templates	Basic form builder (not full drag-and-drop)	Not applicable
Reusable form templates	Reuse form structures without rebuilding from scratch	Form templates available	Form templates in Zoho Forms (separate app)	Form templates with auto-CRM sync	Reusable form templates	Basic form templates	Not applicable
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields with multiple field types	Custom fields in Zoho Forms (separate app)	Custom fields (limited field types)	Custom fields (text, select, radio, checkbox)	Limited custom field types	Not applicable
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional logic to show/hide fields based on responses	Conditional logic in Zoho Forms (separate app)	Conditional logic (limited complexity)	Conditional show/hide fields with AND/OR logic	No conditional logic in forms	Not applicable
Instant email notifications	Get notified immediately when forms are submitted	Email notifications on form submission	Email notifications on form submission in Zoho Forms	Email notifications (no customization)	Auto-responses on submission	Email notifications on form submission	Not applicable
Form automation triggers	Trigger automated workflows when a form is submitted	Form submissions trigger workflows	Basic automation on submission in Zoho Forms (cross-app via Zoho Flow)	Basic automation triggers (limited actions)	Form submissions can feed into automations (Pro plan)	Basic form automation (limited triggers)	Not applicable
Embed forms	Embed forms anywhere without layout restrictions	Embeddable forms on any website	Embeddable forms via Zoho Forms (separate app)	Embed via iframe (limited styling control)	Embeddable on websites	Basic form embedding	Not applicable
Advanced field preferences	Control required, hidden, and default field behavior	Required fields, progressive profiling, and smart forms	Advanced field options in Zoho Forms	Not supported	Basic field types only	No advanced field preferences	Not applicable
Comprehensive field types	Collect text, files, dates, selections, and more	Text, number, date, dropdown, checkbox, file upload, and more	Wide range of field types in Zoho Forms	Not supported	Text, select, radio, checkbox (no regex or conditional validation)	Basic field types (text, number, date, dropdown)	Not applicable
Form signature field	Collect legally binding signatures directly inside forms	No signature field on forms (e-signatures on quotes only)	Signature field via Zoho Sign integration in Zoho Forms (separate app)	E-signature field (basic, no advanced options)	E-signatures via contract documents	No signature field in forms	Not applicable
File upload fields	Accept file uploads as part of form submissions	File upload fields supported on forms	File upload fields in Zoho Forms	Clients can upload files to projects	File attachments (50 MB limit)	File upload field available	Not applicable
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Custom redirect URL after form submission	Redirect after submission in Zoho Forms	Not supported	Custom redirect after form submission	No redirect after form submission	Not applicable
CRM Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Manage clients and leads	Manage contacts and companies in one connected system	Industry-leading CRM with contact management, deal pipeline, and lead scoring	Full CRM with contacts, leads, and deals in Zoho CRM	CRM with Deals pipeline for leads	Client profiles with lifetime earnings and sales pipeline	CRM with pipeline management, lead tracking, and deal stages	Client management included
Full company management	Track organizations, not just individual contacts	Company records with contact associations and hierarchy	Account/company management in Zoho CRM	Companies (basic info only, no hierarchy)	Client records (no separate company entities)	Organization and company management in CRM	Client records only (no companies)
Custom contact data fields	Collect and manage structured contact data you define	Up to 1,000 custom properties per object	Custom fields on contacts in Zoho CRM	Custom fields (text and select only)	Custom fields on CRM objects	Custom fields on contacts	No custom client fields
Complete activity timeline	See every interaction with a client in one place	Full activity timeline on every CRM record	Activity timeline within Zoho CRM (not unified across all Zoho apps)	Activity log (projects and invoices only)	Historical data per client (not a formal timeline)	Activity timeline on contacts and deals	Client activity history available
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Lists, segments, and lifecycle stages for contact organization	Tags and segmentation in Zoho CRM	Tags (no advanced segmentation)	Prospect vs Client record types (no tags)	Contact tags and segmentation	No labels or grouping
WIKI Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	Knowledge base available (Service Hub Professional+ only, $90/seat/month)	Zoho Wiki for knowledge base (separate app)	Not supported	No wiki or knowledge base	Built-in knowledge base (wiki) with rich text pages	No knowledge base
Beautiful rich text pages	Write structured, formatted content without complexity	Rich text knowledge base articles (Service Hub Professional+ only)	Rich text pages in Zoho Wiki (separate app)	Not supported	No rich text wiki pages	Rich text editor for wiki pages	Not applicable
Unlimited nested pages	Build deep knowledge hierarchies without limits	Category and subcategory structure (not unlimited nesting, Service Hub Pro+)	Nested pages in Zoho Wiki (separate app, limited depth)	Not supported	No nested documentation	Nested page structure in knowledge base	Not applicable
Granular page permissions	Control exactly who can view or edit each page	No granular per-page permissions on knowledge base	Page permissions in Zoho Wiki (separate app)	Not supported	No wiki permissions	Basic page permissions (project-level, not per-page)	Not applicable
DASHBOARDS Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Custom dashboards with report widgets	Custom dashboards within individual Zoho apps (no unified cross-app dashboard)	Dashboard (fixed layout, no customization)	Homebase dashboard (not fully customizable)	Customizable dashboards with widgets	Financial dashboard only
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Widget-based dashboard builder (not full drag-and-drop)	Dashboard builder within Zoho Analytics (separate app)	Pre-configured widgets only	No drag-and-drop dashboard builder	Drag-and-drop dashboard builder	No custom dashboard builder
Charts widget	Visualize data with customizable charts	Custom report charts available	Chart widgets in Zoho Analytics and individual app dashboards	Charts (revenue and time only)	Basic pipeline and revenue charts	Charts and graph widgets	Financial charts available
Metrics widget	Track key numbers without manual reporting	KPI and metric tracking on dashboards	Metrics/KPI widgets in Zoho Analytics	Metrics (revenue and project totals only)	Revenue and time metrics (no custom KPIs)	Metrics and KPI widgets	Key financial metrics displayed
Goals widget	Monitor progress toward defined goals	Goals tracking for sales teams (Sales Hub Professional+)	Goals tracking in Zoho CRM (no unified goals widget across apps)	Not supported	No goal tracking	No goals widget	No goals widget
Notes widget	Add contextual notes directly to dashboards	Text widgets available (not dedicated notes widget)	Notes within individual Zoho apps (no unified notes dashboard widget)	No notes widget	No notes widget on dashboard	Text widgets (not dedicated notes)	No notes widget
Calendar widget	View upcoming events alongside work and metrics	Calendar and task widgets on dashboard	Calendar view in individual apps (not a unified dashboard widget)	Calendar widget (upcoming tasks only)	Calendar widget on homebase	Calendar widget on dashboard	No calendar widget
Financial widgets	Track revenue and expenses in the same view	Revenue and deal reporting (no expense tracking)	Financial reports in Zoho Invoice and Zoho Analytics (separate apps)	Revenue tracking (invoices only, no expenses)	Basic financial overview	Financial overview widgets (revenue, expenses, profit)	Comprehensive financial widgets
BRANDING Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
White-label and branding	Run the entire platform under your brand	HubSpot branding removable on Starter+ (not full white-label)	No white-label — Zoho branding visible on free Invoice plan; full removal requires enterprise/developer plans	Documents and portal only (no admin theming)	White-label on Pro plan ($25/month) only	White-label available on Ultimate plan (custom pricing)	Branding on invoices only
Custom interface theme	Apply your brand colors across the system	Brand colors, logos, and favicons configurable	No custom interface theming	No admin interface theming	Logo, colors, fonts on client portal (Pro plan)	Basic theme customization (Advanced plan and above)	No interface customization
Stylesheet customization	Fine-tune styling beyond basic theming	Custom CSS on CMS Hub pages only (not CRM interface)	No CSS customization	No CSS customization	No custom CSS	No custom CSS or stylesheet	No CSS customization
Custom login/signup pages	Use branded authentication pages instead of generic screens	Customer portal login can be branded (Service Hub Pro+)	No custom login or signup pages	Branded login (fixed layout)	Branded portal welcome page (Pro plan)	Custom branding on login (Ultimate plan)	No custom login pages
Email branding	Send all system emails with your branding	Branded email templates with custom design	Custom email branding in Zoho Invoice and CRM (Zoho footer shown on free plans)	Logo in emails (no custom templates)	No custom SMTP	Email branding (Ultimate plan)	Logo on emails (Premium only)
Custom brand fonts	Use your own fonts throughout the platform	Custom fonts configurable in brand settings	No custom brand font uploads	No custom fonts	Custom fonts and logo on portal (Pro plan)	No custom fonts	No custom fonts
Custom brand logos	Replace all platform logos with your own	Logo upload on all branded content	Logo upload available in individual Zoho apps	Logo (documents and portal only)	Custom fonts and logo on portal (Pro plan)	Custom logo/branding from Free plan for invoices; full white-labeling on Ultimate plan	Logo upload supported
Custom domain name	Run everything on your own domain	Custom domain for CMS, email, and portal content	No custom domain for client portal	No custom domain	Custom domain via CNAME (Pro plan only)	Custom domain (Ultimate plan, custom pricing per user)	No custom domain
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP (sends from HubSpot infrastructure)	Custom SMTP available in Zoho CRM and Zoho Mail (separate configuration per app)	No custom SMTP	SMTP configuration for sending from your own email address	Custom email available on Ultimate plan (custom domain and email)	No custom SMTP
Full workspace embedding	Embed Plutio directly into your website or product	No embeddable workspace	No full workspace embedding	No workspace embedding	No workspace embedding	No embeddable workspace	No workspace embedding
CUSTOMIZATION Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Flexible workspace setup	Shape the platform to match how your business works	Configurable CRM layout (not fully flexible workspace)	Customizable within each Zoho app (not a unified workspace setup)	No workspace customization	Workspace configuration included	Customizable workspace with modules	Fixed workspace structure
Main menu editor	Add, remove, or reorder navigation items freely	Navigation can be partially rearranged	No main menu editor (separate app navigation per Zoho product)	Fixed menu (no customization)	Toggleable portal modules (not full menu editor)	Configurable sidebar (limited menu editing)	No menu customization
User-based menus	Show different navigation for different roles	Permission-based feature visibility (not true menu customization)	No user-based menu customization	Same menu for all users	No user-based menu customization	No user-based menu configuration	Fixed menus for all users
Custom user roles	Create role types beyond preset permissions	Predefined roles with configurable permissions (Super Admin, Admin, etc.)	Custom roles and profiles in Zoho CRM and other Zoho apps	4 fixed roles (no custom)	Fixed roles only (no custom role creation)	Custom user roles with permissions	3 fixed roles only
Advanced user permissions	Control access at a granular level	Granular CRM permissions by object and property	Role-based permissions in Zoho CRM and across Zoho apps	Project permissions (no granular control)	No granular per-task permissions	Granular user permissions	Basic permission levels
SSO / OAuth	Support enterprise-grade single sign-on	SAML-based SSO on Enterprise tier only	SSO via Zoho One (requires separate Zoho One subscription)	Email & password login only	No SSO or OAuth	SSO on Ultimate plan only	No SSO support
INTEGRATIONS Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Connect with other tools	Integrate with external systems without lock-in	2,000+ integrations via App Marketplace	Zapier, Zoho Flow, and native integrations across 45+ Zoho apps	Integrations (Zapier and Make only)	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid	Integrations with Stripe, PayPal, Google, Slack, and more	100+ integrations available
Zapier integration	Connect to thousands of apps without custom code	Full Zapier integration (free for all users)	Zapier integration available for Zoho apps	Zapier (limited triggers and actions)	Zapier integration (Pro plan only)	No Zapier integration (uses Make.com, Pabbly Connect, and Apix Drive instead)	Zapier supported
Make.com integration	Build advanced automation scenarios visually	Make.com integration supported	Make.com integration available for Zoho apps	Make.com (limited modules)	Make.com integration (Pro plan only)	Full Make.com integration available	Make.com supported
Pabbly Connect	Connect services without usage-based limits	Possible via API (no native Pabbly module)	Pabbly Connect integration available for Zoho apps	No Pabbly integration	Pabbly Connect integration (Pro plan only)	Pabbly Connect integration available	Limited Pabbly support
Full REST API access	Build custom integrations with full system access	Full REST API with OAuth, Service Keys, and extensive documentation	REST API available across Zoho apps	REST API (read-only, limited endpoints)	Public API with 29 endpoints (Pro plan only)	Full REST API access	Developer API available
Incoming & outgoing webhooks	Send and receive real-time events	Full webhook support (incoming and outgoing)	Webhooks supported across Zoho apps	Webhooks (outgoing only, limited events)	Webhook events (Pro plan only)	Webhook support	Limited webhook support
PLATFORM Collapse	Plutio 198/199	HubSpot 106/199	Zoho 79/199	Bonsai 43/199	Moxie 85/199	Flowlu 91/199	FreshBooks 49/199
Mobile apps	Access your business from native mobile apps	Full-featured iOS and Android apps	iOS and Android apps available for most Zoho apps (CRM, Projects, Invoice, and more)	Mobile apps (iOS and Android, limited features)	iOS and Android apps	Mobile apps for iOS and Android	iOS and Android apps
iOS app	Full-featured iPhone app	Full iOS app available	iOS apps available for Zoho CRM, Projects, Invoice, and more	iOS app (basic features only)	iOS app available	iOS app available	Full iOS app available
Android app	Full-featured Android app	Full Android app available	Android apps available for Zoho CRM, Projects, Invoice, and more	Android app (basic features only)	Android app available	Android app available	Full Android app available
Mac desktop app	Native macOS app for desktop workflows	No native Mac desktop app (web-only)	Web-based primarily; some Zoho apps have Mac desktop wrappers	Web only (no Mac app)	No Mac desktop app	No Mac desktop app (web-only + mobile)	No Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	No native Windows desktop app (web-only)	Web-based primarily; some Zoho apps have Windows desktop wrappers	Web only (no Windows app)	No Windows desktop app	No Windows desktop app (web-only + mobile)	No Windows desktop app

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Frequently asked questions about HubSpot alternatives

Can Plutio replace HubSpot?

Yes. Plutio handles CRM (contacts, pipeline, deal tracking) plus everything HubSpot's free tier skips: proposals, contracts with e-signatures, project management, time tracking, invoicing, and a client portal. All in one connected system at $19/month.

Is Plutio cheaper than HubSpot?

Yes. HubSpot's free CRM has no proposals, contracts, or project management. The Starter plan runs $20/seat/month. Marketing Hub Professional (where automation and analytics become useful) starts at $890/month with $3,000 mandatory onboarding. Plutio Core is $19/month flat, with no per-contact pricing and no mandatory setup fees.

Can I use Plutio outside the US and Canada?

Yes. Plutio works in any country and lets you invoice clients in their local currency. HubSpot works globally too, but its payment processing features (HubSpot Payments) are limited to the US, Canada, and a small set of countries. Plutio connects to Stripe and PayPal for payments globally.

Does HubSpot have invoicing for freelancers?

HubSpot has basic payment collection through HubSpot Payments and Stripe, but it's not a full invoicing workflow. There are no line items tied to time tracking, no project-linked invoices, and no invoice history attached to a client's project record. Plutio's invoicing connects to tracked time and the project scope, so invoices match the actual work without manual copying.

Is it hard to switch from HubSpot to Plutio?

HubSpot has one of the cleaner data export options in this category. Contacts, companies, and deals export as CSVs with consistent field naming. Most freelancers move their client list in under an hour. Plutio's import tools map HubSpot fields directly, and our support team can assist with more complex migrations.

Does Plutio have AI features?

Yes. Plutio's AI assistant can draft proposals from project briefs, suggest task breakdowns from a project description, and flag overdue items automatically. HubSpot has added AI email drafting and content suggestions, but those features require paid Marketing Hub plans to access.

Can my team use Plutio?

Yes. Plutio supports agencies and multi-user teams on paid plans. HubSpot's team collaboration features (task assignment, deal rotation, team reporting) are available at the Starter level, but project management for client deliverables requires separate tools that HubSpot doesn't include.

Is Plutio good for agencies currently using HubSpot?

Yes. Plutio handles the agency workflow that HubSpot's CRM doesn't cover: proposals that become projects, contracts tied to work, time tracking that feeds billing, and white-labeled portals where clients see project progress. Agencies using HubSpot for lead tracking can keep that and use Plutio for the delivery side, or bring both together in Plutio.

Is my data safe with Plutio?

Yes. Your data is private, encrypted, and never used to train AI models. Plutio makes data export straightforward at any time, so you are never locked in.

Does HubSpot have project management for freelancers?

HubSpot has basic task creation within contact and deal records, but it's not project management. There are no Kanban boards, Gantt charts, task dependencies, or timeline views in the free CRM. Projects as a standalone feature appears in paid Sales Hub and Operations Hub tiers. Plutio includes full project management (boards, Gantt, dependencies, and milestones) in every paid plan from $19/month.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, QuickBooks, and Slack. Plutio also has a REST API for custom integrations. Native integrations include calendar sync, payment processors, and email services. HubSpot connects as a Zapier integration if you want to pass leads from HubSpot into Plutio when deals close.

Does Plutio have a mobile app?

Yes. Plutio has native iOS and Android apps for managing projects, communicating with clients, tracking time, and sending invoices from your phone. The mobile apps sync in real-time with the web platform.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required to start. You can explore proposals, contracts, invoicing, project management, and client portals before choosing a plan.

Can I white-label Plutio with my own branding?

Yes. Plutio offers complete white-labeling including custom domains, branded login pages, your logo and colors throughout, custom email templates with your SMTP, and CSS customization. Clients see your brand, not Plutio. HubSpot's free CRM and Starter tiers include HubSpot branding on emails and documents; white-labeling requires higher-tier plans.

Does Plutio have time tracking?

Yes. Plutio has built-in time tracking that connects to projects and tasks. You can track time manually or with a running timer, then convert tracked hours directly into invoice line items. Time entries stay linked to the project so you always know where hours went and invoices reflect the actual work. HubSpot has no native time tracking feature.

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The complete HubSpot alternative

All the CRM you need in HubSpot, plus the project and billing workflow it's missing

Proposals that become projects, time tracking that feeds invoices, and a branded client portal where clients check progress. From $19/month.

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