HubSpot vs. Zendesk: Which CRM Is Right for Your Business?

HubSpot vs. Zendesk comparison

We’ve analyzed HubSpot and Zendesk across five key areas ranging from sales and marketing to apps and integrations, in addition to the all-important pricing.

Pricing

HubSpot

The prices shown above are for the HubSpot CRM suite with annual prepayment. A monthly payment option is available, but it’ll cost you a lot more. At between $320 and $500 a head on the higher-level plans, HubSpot is already a significant investment. However, it’s intuitive, feature-packed and highly customizable.

Keep in mind, though, that there are other fees to factor in over and above costs related to plug-ins and apps. For example, there’s a $3,000 onboarding fee on the Professional tier. There are other fees tied to API calls, a WhatsApp integration and dedicated IPs. As a result, it can be hard to see how much the service will truly cost you at the outset.

Zendesk

There are two interoperable CRMs in Zendesk: one focused on sales (Zendesk Sell) and one on customer service (Zendesk Service). We’ve broken down the pricing accordingly.

Prices shown are for annual subscriptions — monthly subscriptions cost around 20 percent more. Zendesk has no free plan like HubSpot does, but it does offer a 14-day free trial.

Some of the most valuable features attract an extra charge, like $50 per user, per month for Advanced AI (only available to Professional and Enterprise subscribers), while the ticketing system costs $19 to $115 per agent per month.

Sales and marketing tools

HubSpot

• Marketing platform: Run email marketing and text message marketing campaigns as well as paid search like Google Ads from the dashboard. The SEO tools are very impressive and should help your company website rank higher.
• List management: We loved the dynamic “active lists” that add or remove prospects from “hotlists” according to their actions. The data segmentation is intuitive, allowing you to create super-responsive marketing lists based on factors like past interactions, psychographics and demographics.
• Lead nurturing: HubSpot’s lead scoring helps your sales representatives prioritize which deals to close first. The document-sharing tool is excellent if you need a signature when making the sale. We like how the online lead capture form can also distribute contact details to the most appropriate salesperson. [Check out our picks for the best document management software if you’re especially interested in e-signatures.]

Zendesk

• Marketing suite: You can run multichannel campaigns, including text and email, through Zendesk, although the social media marketing integration on the platform could be improved. We appreciated the power dialer in Zendesk Sell for telemarketing campaigns. 
• Client data handling: We were impressed by the “Smart List” feature in Zendesk, which allows you to create and save segmented databases so you can run separate campaigns for different audiences. 
• Lead handling: Enrich your existing marketing data with details of 350 million prospects for even more precise campaigns. We love how you can program different stages in the Zendesk Reach feature to take a lead right up to the point of sale using advanced automations like personalized email sequencing.

The deal pipeline management feature in HubSpot allows you to study changes in sales over a given period. Source: HubSpot

Customer service features

HubSpot

• Detailed customer records and tickets: HubSpot records every customer interaction so your sales and service reps can understand clients better when they get in touch. The amount of information you can hold on both prospects and existing customers is stellar. We were very impressed at how the AI functionality gives you in-call tips to speed up problem resolution and inquiry handling.
• Multichannel support: Customers want to contact you their way — whether by phone, email, short message service (SMS) or live chat. You can offer all of these contact methods with HubSpot and when the system recognizes a customer, the interaction will be stored in their record for future reference.
• Self-service options: We loved the knowledge base option in HubSpot, which allows customers to find the answers they’re looking for without having to contact you directly. You can add a searchable database of blogs, documents, videos and more that customers can access 24/7. Clients can also set up a ticket on the customer portal and track its progress.

Zendesk

• Comprehensive customer interactions: We like how agents using Zendesk can handle conversations easily with customers across different channels, including phone, email, SMS and WhatsApp. The built-in AI is first class in helping agents solve client issues faster through on-screen tips and suggestions.
• Sophisticated ticketing system: Tickets can be raised through any channel, including social media and community forums and managed across multiple channels until resolution. We like how managers can route tickets automatically to the right agents based on their knowledge and expertise.
• Customer self-service: Build a robust and detailed knowledge base, known as Zendesk Guide, so customers can find their own solutions independently. Upload blogs, videos and more to educate clients on how they can get even more out of your products and services to enhance customer loyalty.

Workflows and automations

HubSpot

• Sales and marketing: HubSpot comes with 36 customizable prebuilt sales CRM workflows you can adapt. For example, You can make sure you respond quickly to a new query with an automatic notification to the sales manager when an online lead comes in. Other useful automations include email drip campaigns, lead scoring, customer profile enrichment and automatic lead assignment.
• Customer support: Improve after-sales support by customizing and automating case creation, resolution and escalation workflows. Get customer feedback on how well you’re doing by sending out business surveys and questionnaires to customers once an issue has been settled.
• General business workflows: Set automated workflows across your company on tasks as diverse as validating email addresses to invoicing to managing customer referral programs.

Zendesk

• Sales automations: We love the smart event- and deadline-based customizable automations on Zendesk that help sales teams push deals from the point of inquiry to the close. Teams can set their own stages of sale on the platform and associate automations with individual stages like email follow-ups and follow-up call prompts.
• Customer services: Use “side conversations” to bring in a colleague to help a customer out in a three-way conversation. The “light agent” feature does the same but the customer can’t see your colleague’s input. We were also impressed by how customers can create their own service tickets, even via social media.
• Business improvement: Zendesk’s new Sunshine development platform is excellent, allowing users to build advanced, customizable workflows and intelligent messaging channels using AI conversational tools and in low-code environments.

The intuitive workflow automation building in Zendesk lets you set up automatic actions with different triggers. Source: Zendesk

Data and analytics

HubSpot

• Sales and marketing: We like how HubSpot handles attribution reporting, meaning marketers know where leads have come from and which campaigns are more likely to generate sales. We also appreciate how HubSpot allows interaction between sales and marketing teams for more conjoined planning.
• Customer services: Get live reports on a range of customer service metrics, including customer feedback, service ticket progress and team and rep ticket conversion rates, to discover where you’re doing well and where you can improve after-sales care. [Learn about conversion tracking.]
• Business performance: HubSpot provides 13 detailed reports out of the box to senior managers on issues ranging from social media engagement rates and lead tracking to general profit and loss statements and inventory management. [Find out the benefits of using CRM software for lead management.]

Zendesk

• Sales and marketing: We like how sales and marketing managers can populate the team dashboard with key performance indicators and performance data like sales funnel dropout and take advantage of sales forecasting tools that help reps choose which deals are likely to close (“win likelihood”) and for how much. We were impressed at how the configure, price, quote tool handles live quote updates on more complex deals.
• Customer services: A highlight of the platform is that managers can monitor how well service reps are performing via metrics like time to answer calls, outstanding customer service issues and how long it takes to resolve tickets.
• Business reporting: We appreciated how easy it is to create customized reports on a wide range of metrics, like new account creation, expected revenues, booked sales volumes and time to answer calls. Managers can add tables and charts to reports to make them more easily digestible.

Apps and integrations

HubSpot

• Large app marketplace: The number of third-party and native apps for HubSpot is impressive, totaling over 1,000. Each app is given its own category, which makes it easy to find and compare plug-ins with the functionality you want.
• Sales and marketing focus: Given HubSpot’s sales and marketing focus, we were impressed by how many relevant apps there were on the platform, ranging from WordPress and Canva to Shopify and LinkedIn Sales Navigator.
• Robust API and data integration tools: Connect other business apps and tools like Google Contacts, Stripe and Airtable however you want with HubSpot’s comprehensive API. We liked the webhooks, which simplify and improve real-time data updates between HubSpot and other programs.

Zendesk

• Sizeable app store: Choose from over 1,000 prebuilt plug-ins separated into 16 categories. Find the one you want easily via the search bar.
• API integrations: The API documentation is thorough and will greatly help developers create custom apps. Be aware there is a monthly API call limit and you’ll be charged for exceeding it.
• Knowledge base themes: If you choose to build a knowledge base for your customers, you can choose from over 150 prebuilt themes to give it the look and feel you want.