Start with the job, not the software
Many owners pick a CRM after watching a demo. A demo shows every feature, and every feature looks useful. A better approach is to write down what the CRM has to do in your business every week. Then pick the smallest tool that does that job well.
At its core, a CRM does one job. It keeps every lead and customer in one place, and it either reminds you to follow up or sends the follow-up for you. Funnels, texting, websites and reporting are all extras. Some owners need those extras in one place. Many do not.
At Krista Mashore Coaching, we encourage owners to map their follow-up process on paper before they start a free trial. The map shows you which kind of tool fits your business.
Watch Krista put her AI team to work. Free, live, 90 minutes.
What you are actually choosing between
These options are built for different kinds of businesses, so it helps to see each one plainly.
- HubSpot is a modular platform. You start with a free CRM and add separate products, which HubSpot calls Hubs, for marketing, sales, service, content and data. HubSpot's own Marketing Hub pricing guide lists four tiers: Free, Starter, Professional and Enterprise. It suits businesses that plan to add staff and want sales, marketing and service working from one shared contact record.
- GoHighLevel is an all-in-one marketing platform. It combines a CRM with funnels, websites, email, text messaging, calendars and automation. It was built for marketing agencies, so its plans are organized around sub-accounts, with one sub-account per client. A single business can use it, but you are running agency software for one account.
- Simpler CRMs, such as Zoho CRM's free edition or Pipedrive, focus on contacts, deals and the sales pipeline. They do less, and that is the point. They are quick to learn and hard to break.
What each one costs, and where the cost hides
Prices change often. Confirm every figure on the vendor's own pricing page before you buy. Here is what current published sources show.
HubSpot. HubSpot's Marketing Hub pricing guide lists Starter at $9 per seat per month on annual billing. The same guide lists Marketing Hub Professional at $800 per month on annual billing with three seats included, plus a one-time onboarding fee of $3,000. Check which tier includes the specific automation you need, because the price gap between Starter and Professional is large.
GoHighLevel. A pricing breakdown from BaseCloud Global lists three standard plans: Starter at $97 a month, Unlimited at $297 a month and Agency Pro at $497 a month. All three include unlimited users and contacts and a 14-day free trial. The plan fee is only part of the bill. HighLevel's support portal explains that phone, email and AI usage is charged to a prepaid wallet based on how much you use. If you plan to text leads often, budget for that usage on top of the plan.
Simpler CRMs. Zoho says on its own site that the Zoho CRM free edition supports up to three users. Tech.co reports that Pipedrive has no free plan, offers a 14-day trial and starts at $14 per user per month on annual billing. A solo owner or a small team can often cover the core job with tools like these for little or no money.
Your time is usually the bigger cost. A tool you never finish setting up costs you more than a paid tool you use every day.
Five questions that make the choice for you
- How many people will use the CRM? If you are the only user, per-seat pricing barely matters. If you plan to hire salespeople, every new hire adds to a per-seat bill. Price the team you expect to have, not just the team you have now.
- Do you already have a website, email tool and scheduler you like? If you do, a simple CRM that connects to them may be all you need. If your tools are scattered and none of them share data, an all-in-one platform can replace several subscriptions.
- Who will build and maintain it? HubSpot and GoHighLevel both work best when someone on your team likes building automations. If nobody wants that job, choose the simpler tool or budget for outside help.
- How do your leads want to hear from you? If text messages are central to your follow-up, look closely at tools with texting built in. If most of your business comes through email and referrals, you would be paying for texting features you will not use.
- How would you leave? Before you sign up, ask the vendor how to export your contacts, notes and deal history. A clean exit plan makes it safer to start small and move up later.
A simple rule of thumb
If you are a solopreneur with one main service and a modest list, start with a simple CRM and a firm follow-up habit. You will learn what you actually need before you pay for more.
If you run a service business that depends on fast follow-up, funnels and text messages, and you want one login for all of it, GoHighLevel is worth a serious trial. During the trial, build one real follow-up sequence instead of just clicking through the menus.
If you are building a team with separate sales, marketing and service roles, HubSpot's main strength is one shared contact record for everyone. Price the tier you will need a year from now, and include any onboarding fee.
No tool will fix a missing process. Our Mashore Method CRM page covers how to think about follow-up before you think about software. If you want AI tools to run on top of whichever CRM you choose, read about building an AI operating system for your business.
Check the rules before you automate
Automated texts and emails are subject to legal rules on consent and opting out. These rules vary by country and by channel. A coach cannot tell you whether your setup complies with them. Before you turn on automated texting, ask a qualified attorney about the consent requirements for your business.
Read your vendor's compliance guidance as well. HighLevel's support portal, for example, covers the registration fees that carriers require for business texting in the United States. Other platforms have their own requirements, so check them before you send your first campaign.
Get help making the decision
Choosing a CRM is much easier once you can see your own follow-up process clearly. If you want to work on your systems alongside other owners, look at our upcoming events. If you would rather talk through your situation one on one, contact our team. Tell us which tools you use now and where leads are slipping through, and we will help you think through your next step.