Compare all · Researched 2026-09-04

HubSpot Sales Hub

General-purpose CRM · HubSpot · www.hubspot.com/products/crm

A polished general-purpose CRM with the best free training programme in the category. Excellent as a sales and marketing system; like Zoho, it has no insurance data model, and it becomes expensive quickly at the Professional tier.

How it scored

7.15/10#4 of 9
Features for an insurance book5/10
Price and price transparency5/10
Flexibility9/10
Technical tutorials available10/10
Client self-serve9/10

What it costs

Free tools for up to 2 users. Starter Customer Platform around $20 per seat per month (introductory pricing is lower), Sales Hub Professional about $100 per seat per month and Enterprise about $150, with one-time onboarding fees reported at $1,500 and $3,500 respectively.

Trial and access: Free tier and self-serve signup with no credit card.

What it does well

  • HubSpot Academy is the strongest structured training in this comparison, free and certificated.
  • The free tier is genuinely useful and the upgrade path is gradual.
  • Clean, fast interface that new staff learn quickly, with excellent documentation.
  • Large integration marketplace and a well-documented API.

Where it falls short

  • The most expensive route in this comparison once you pass Starter, and Professional onboarding fees are mandatory in year one.
  • No insurance objects; policies and commissions are custom properties and custom objects.
  • Per-seat pricing punishes agencies that add licensed agents.
  • Marketing contact tiers can raise the bill in ways that are hard to predict.

See it in motion

Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.

How to Set Up HubSpot CRM for the First Time (2026 Beginner Guide)
Channel: HubSpot Academy · YouTube
HubSpot CRM FULL Beginners Tutorial 2026 | Complete Training Course
Channel: Drew Brockbank | Brockbank Consulting · YouTube
HubSpot CRM Tutorial for Beginners 2026 (Step-by-Step)
Channel: Thalita Milan - Tech & Marketing Tips · YouTube

Official documentation

Sources

  1. HubSpot CRM pricing
  2. HubSpot Sales Hub pricing guide

Everything on this page traces back to one of these. Checked 2026-09-04.

Compare the others

Zoho CRM

General-purpose CRM · 8.00/10

ChronosCodex

Insurance-specific CRM · 7.90/10

GoHighLevel

Marketing automation platform · 7.70/10

InsuredMine

Insurance-specific CRM · 6.65/10

Back to the top 3