| | 1 core seat included ($20/month/seat for Starter) |
| No free plan (14-day trial available) | Free plan with CRM, forms, live chat, and email marketing (limited) |
| | 14-day free trial on Professional and Enterprise plans |
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+) |
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) |
| Unlimited boards to run parallel workflows in the same project | Gantt, Kanban, and Calendar views in Projects |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project boards |
| Read-only public links for sharing progress without risk | No shareable project boards |
Project stages and milestones | Define custom project lifecycles for different types of work | Custom project statuses (GA on Starter+) |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Quote-to-invoice flow (no proposal-to-contract-to-project flow) |
Custom project data fields | Track, sort, filter, and report on custom project data | Project dashboards with custom reporting |
| Drag-and-drop tasks across customizable columns | Kanban view available in Sales Workspace and Projects |
| Bulk-edit tasks like a spreadsheet | Table view available in CRM |
| Clean task lists with clear hierarchy | List view available in CRM and tasks |
| See tasks and deadlines on a calendar | Calendar view for tasks and meetings |
| Plan work visually with task order and dependencies | Gantt chart view in Projects Object |
| Break work down into multiple nested levels | |
| Turn emails into tasks without manual copying | Tasks can be created from CRM emails (not direct email-to-task) |
| Keep discussions tied directly to each task | Internal notes on tasks (not full comment threads) |
| Store files directly on the task they belong to | Files can be linked to CRM records (no direct task attachments) |
| Define priority levels that fit your workflow | Task priorities supported (Low, Medium, High) |
Task labels & color coding | Use unlimited labels to visually organize tasks | Task types available (no color coding) |
| Assign tasks to one or multiple teammates | Task assignment to team members |
| Reuse task-level structures across projects | Task templates via sequences (Sales Hub Professional+) |
| Control access at the individual task level | CRM-level permissions apply to tasks (not task-specific) |
| Prevent work from starting out of order | |
| Automate repeating work with flexible schedules | Recurring tasks supported |
| Add task-level fields for tracking custom details | Custom task properties available |
| Easily track time using timers or manual entries | No built-in time tracking |
| Log time directly against tasks and subtasks | |
| See time spent per project and per client | |
| Clearly separate billable and non-billable time | No billable time tracking |
| Turn tracked time into invoices without extra steps | No time tracking to convert to invoices |
| View detailed time reports by task, project, or client | |
| See how each team member tracks their time | |
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) |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | Template-based quote builder with sections (not drag-and-drop) |
Reusable proposal templates | Reuse proven proposal layouts across clients | Quote templates with reusable modules |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | Track quote views, downloads, and engagement |
Live messenger on proposals | Answer questions directly while clients review proposals | Breeze closing agent answers buyer questions on quotes (AI, not live chat) |
| Move from proposal to contract, invoice, or booking automatically | Quote-to-invoice flow (no proposal-to-contract-to-project flow) |
Convert proposal to invoice | Create invoices directly from approved proposals | Quotes auto-create invoices via subscriptions or manual conversion |
| Offer upsells and add-ons directly inside proposals | Line items with tiered pricing (no interactive package selection) |
Interactive pricing tables | Let clients choose options before approving | Static pricing on quotes (no client-selectable options) |
Dynamic data and variables | Auto-fill proposal content with client and project data | AI-generated cover letters and line items from deal context |
| Automatically expire proposals after a set date | Quote expiration dates supported |
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| Create reusable proposal sections you can reuse on demand | Reusable template modules (not individual 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) |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Custom deal and quote properties available |
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) |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | E-signatures on quotes only (not standalone contracts) |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Counter-signing on quotes (limited multi-party) |
Reusable contract templates | Reuse contract structures to create new agreements faster | No contract templates (quote templates only) |
Auto-reminders automation | Automatically follow up until contracts are signed | No contract reminders (workflow reminders for deals) |
| Auto-fill contract content with client and project data | No contract variables (quote variables only) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | No contract triggers (deal stage triggers exist) |
| See when contracts are opened and reviewed | Quote view and engagement tracking available |
PDF download with signature certificate | Download signed contracts with official proof of signature | Countersigned quotes downloadable (limited certificate) |
Custom signer data fields | Collect structured signer information during signing | No custom signer data fields on contracts |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Free invoicing with HubSpot Payments or Stripe |
| Match invoices to your brand with custom logos, colors, and layout | Basic branding (logo and colors, fixed template layout) |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | No drag-and-drop invoice builder (template-based) |
| Edit pricing, quantities, descriptions, and structure freely | Line items with descriptions, quantities, and pricing |
Item or invoice discounts | Apply discounts at the item or full invoice level | Discounts supported on invoices |
| Create tax rules that match your location and use case | Tax configuration supported |
| Accept bank transfers for lower-fee payments | ACH bank debits supported (US-based companies, first $50K/month free) |
| Accept credit and debit cards instantly | Full Stripe payment processing integration |
| Collect in-person payments when needed | Square integration via third-party tools (not native) |
| Let clients pay using PayPal | PayPal integration via third-party tools (not native) |
Flexible partial payments | Collect deposits and split payments across milestones | Deposit requests available via subscriptions (limited installment options) |
| Break invoices into scheduled installments | Recurring invoices and subscription billing supported |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices with auto-charge or manual payment |
| Manage ongoing client subscriptions and billing | Subscription billing via HubSpot Payments or Stripe |
Automated payment reminders | Follow up automatically until invoices are paid | Payment reminders via workflows (Professional+ only) |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Basic invoice templates (limited customization) |
Multiple currency support | Bill clients globally in their local currency | 130+ currencies supported (Starter+) |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Invoice and payment events trigger workflows (Professional+) |
| See when invoices are opened and paid | Invoice view and payment notifications |
Built-in expense tracking | Track project-related costs alongside invoices | No built-in expense tracking |
| Collect upfront payments before work starts | Deposit requests via subscriptions (limited) |
Auto-invoice billable time | Turn tracked time into invoices automatically | No time tracking to convert to invoices |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Custom invoice properties available |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Conversations inbox with email, chat, forms, and Facebook Messenger |
| Connect and manage all your email accounts in one place | Two-way email sync with Gmail and Outlook |
| Add real-time chat to your website and client portals | Free live chat widget for websites |
| Message teammates privately without leaving your workspace | Internal comments and @mentions (no dedicated DM system) |
Contextual project conversations | Keep conversations tied directly to the project they belong to | CRM record-based conversations (not project-contextual) |
| Create shared spaces for team-wide discussions | |
| Organize channels by team, topic, or workflow | No customized channel system |
| Notify teammates instantly inside conversations | @mentions in CRM comments and tasks |
| See when messages are read | Email open and click tracking included |
| Share files directly inside conversations | File sharing in Conversations inbox |
| Collaborate on incoming emails as a team | Shared team email inbox included (free) |
| Access and respond to messages on mobile | Full inbox access on mobile apps |
| Reply from your email client and keep conversations synced | Email replies sync to Conversations inbox |
| Keep all client and project files in one organized place | File Manager for marketing assets (not a project file system) |
Advanced folder organization | Organize files by project, client, or structure you choose | Folder structure in File Manager (marketing-focused) |
| Control who can view or edit folders | CRM-level access controls apply to files |
| Group files by person when needed | Files are asset-based, not person-based |
| Keep files scoped to each project | Files can be associated with CRM records |
| Preview files instantly without downloading | In-app file previews supported |
| Capture file metadata you can sort and filter | No custom file metadata fields |
| Create and edit documents directly inside Plutio | Document tracking tool for sales content (no editor) |
Comments on files and docs | Leave comments directly on files and documents | No file commenting system |
| Move, tag, or manage many files at once | Basic bulk actions in File Manager |
| Find files quickly using search and filters | Search and filter in File Manager |
| Sync files with Google Drive or Dropbox | Google Drive, Dropbox via integrations (no native sync) |
| Restrict access with permissions or passwords | Document tracking with password protection and link controls |
| Share files externally with controlled access | Trackable document sharing links |
| Let clients book meetings directly without back-and-forth emails | Basic scheduling link free; group and round-robin scheduling on Starter+ only |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Branding on paid plans (Starter removes HubSpot branding) |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Custom availability windows with configurable start time increments |
| Add buffer time automatically between meetings | Buffer times between meetings supported |
| Create unlimited booking types with different rules and setups | Multiple scheduling page types supported |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Two-way sync with Google Workspace, Outlook, and Office 365 |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Customizable confirmation and reminder emails |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Redirect after booking supported |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Meeting booked triggers workflows (Professional+) |
| Send automatic reminders without manual follow-ups | Automatic meeting reminders included |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Automatic timezone detection based on browser |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Payment collection via HubSpot Payments or Stripe (no PayPal at booking) |
| Build booking forms with full control over questions and layout | Custom questions on scheduling pages |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | Minimum notice and booking frequency controls |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Reschedule and cancel links included in booking confirmations |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Visual workflow builder with branching logic (Professional+, 300 workflow limit) |
| Start workflows from real events across projects, clients, and payments | Triggers from contacts, deals, tickets, forms, and custom objects |
| Run workflows on schedules you control, not fixed intervals | Date-based and scheduled workflow triggers |
| Chain multiple actions into one continuous automation | Multi-step workflows with branching supported |
| Create conditional paths instead of one-size-fits-all flows | If/then branching with conditional logic |
| Add precise timing between steps, down to minutes or days | Delay actions between workflow steps |
| Create, update, or move records automatically across the system | Create and update contacts, deals, tasks, and tickets via workflows |
| Reorganize work automatically without manual cleanup | Move deals through pipeline stages (no duplicate action) |
| Automatically archive or remove records based on rules | Delete contacts via workflows (limited scope) |
| Trigger or receive real-time events from external systems | Full API access with webhooks and Service Keys |
| Send automated emails tied to real workflow events | Send automated emails via workflows |
| Add notes or comments automatically where work happens | Internal notes via workflows (not comments on tasks) |
| See exactly what ran, when, and why | Workflow execution history and logs |
| Pass data between steps dynamically without manual mapping | Dynamic CRM data in workflow emails and actions |
| Run workflows that span projects, tasks, proposals, invoices, and more | Workflows span contacts, deals, tickets, companies, and custom objects |
| Build fully branded forms that match your workflow and client experience | Free form builder with branding and WYSIWYG editor |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Drag-and-drop form builder included |
| Reuse form structures without rebuilding from scratch | |
| Collect structured data you can sort, filter, and report on | Custom fields with multiple field types |
| Show or hide fields based on responses, not static forms | Conditional logic to show/hide fields based on responses |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications on form submission |
| Trigger automated workflows when a form is submitted | Form submissions trigger workflows |
| Embed forms anywhere without layout restrictions | Embeddable forms on any website |
Advanced field preferences | Control required, hidden, and default field behavior | Required fields, progressive profiling, and smart forms |
Comprehensive field types | Collect text, files, dates, selections, and more | Text, number, date, dropdown, checkbox, file upload, and more |
| Collect legally binding signatures directly inside forms | No signature field on forms (e-signatures on quotes only) |
| Accept file uploads as part of form submissions | File upload fields supported on forms |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Custom redirect URL after form submission |
| Manage contacts and companies in one connected system | Industry-leading CRM with contact management, deal pipeline, and lead scoring |
| Track organizations, not just individual contacts | Company records with contact associations and hierarchy |
Custom contact data fields | Collect and manage structured contact data you define | Up to 1,000 custom properties per object |
Complete activity timeline | See every interaction with a client in one place | Full activity timeline on every CRM record |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Lists, segments, and lifecycle stages for contact organization |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Knowledge base available (Service Hub Professional+ only, $90/seat/month) |
Beautiful rich text pages | Write structured, formatted content without complexity | Rich text knowledge base articles (Service Hub Professional+ only) |
| Build deep knowledge hierarchies without limits | Category and subcategory structure (not unlimited nesting, Service Hub Pro+) |
Granular page permissions | Control exactly who can view or edit each page | No granular per-page permissions on knowledge base |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Custom dashboards with report widgets |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Widget-based dashboard builder (not full drag-and-drop) |
| Visualize data with customizable charts | Custom report charts available |
| Track key numbers without manual reporting | KPI and metric tracking on dashboards |
| Monitor progress toward defined goals | Goals tracking for sales teams (Sales Hub Professional+) |
| Add contextual notes directly to dashboards | Text widgets available (not dedicated notes widget) |
| View upcoming events alongside work and metrics | Calendar and task widgets on dashboard |
| Track revenue and expenses in the same view | Revenue and deal reporting (no expense tracking) |
| Run the entire platform under your brand | HubSpot branding removable on Starter+ (not full white-label) |
| Apply your brand colors across the system | Brand colors, logos, and favicons configurable |
| Fine-tune styling beyond basic theming | Custom CSS on CMS Hub pages only (not CRM interface) |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Customer portal login can be branded (Service Hub Pro+) |
| Send all system emails with your branding | Branded email templates with custom design |
| Use your own fonts throughout the platform | Custom fonts configurable in brand settings |
| Replace all platform logos with your own | Logo upload on all branded content |
| Run everything on your own domain | Custom domain for CMS, email, and portal content |
| Send emails from your own email infrastructure | No custom SMTP (sends from HubSpot infrastructure) |
| Embed Plutio directly into your website or product | |
| Shape the platform to match how your business works | Configurable CRM layout (not fully flexible workspace) |
| Add, remove, or reorder navigation items freely | Navigation can be partially rearranged |
| Show different navigation for different roles | Permission-based feature visibility (not true menu customization) |
| Create role types beyond preset permissions | Predefined roles with configurable permissions (Super Admin, Admin, etc.) |
Advanced user permissions | Control access at a granular level | Granular CRM permissions by object and property |
| Support enterprise-grade single sign-on | SAML-based SSO on Enterprise tier only |
| Integrate with external systems without lock-in | 2,000+ integrations via App Marketplace |
| Connect to thousands of apps without custom code | Full Zapier integration (free for all users) |
| Build advanced automation scenarios visually | Make.com integration supported |
| Connect services without usage-based limits | Possible via API (no native Pabbly module) |
| Build custom integrations with full system access | Full REST API with OAuth, Service Keys, and extensive documentation |
Incoming & outgoing webhooks | Send and receive real-time events | Full webhook support (incoming and outgoing) |
| Access your business from native mobile apps | Full-featured iOS and Android apps |
| | |
| Full-featured Android app | Full Android app available |
| Native macOS app for desktop workflows | No native Mac desktop app (web-only) |
| Native Windows app for desktop workflows | No native Windows desktop app (web-only) |
