How is CrmLeaf different from HubSpot for firms that deliver client projects?
CrmLeaf is PSA: a CRM plus project delivery, resource planning and milestone billing in one workflow, from $9 per user. HubSpot is built for marketing, sales and customer service — an excellent CRM, but project delivery, staffing and services billing sit outside it or need separate tools.
CrmLeaf
HubSpotRated 4.3 out of 5 by services firms on the top software review sites
“HubSpot was great until the deal closed. CrmLeaf picks up exactly where the sale ends.”
CrmLeaf vs HubSpot: full feature comparison
10 features across pricing, sales, delivery and billing.
| Feature | CrmLeaf | HubSpot |
|---|---|---|
| Pricing & plans | ||
| Pricing | $9 /user/mo, published | Seat + tier pricing ($7–$150 /seat/mo) |
| Built for | Selling and delivering client projects | Marketing, sales and customer service |
| Sales & CRM | ||
| Built-in CRM and pipeline | Yes, native to delivery | Yes, a core strength |
| Marketing automation depth | Not a focus area | Yes, a core strength |
| Delivery | ||
| Project delivery & resource planning | Native | Not native — pairs with a separate PM tool |
| Time tracking & timesheets | Native | Not native |
| Client portal | Yes | Support-ticket portal on Service Hub Pro |
| Billing & finance | ||
| Milestone/services invoicing | Native | Invoices from deals and quotes |
| QuickBooks | Two-way sync | Via QuickBooks Online app |
HubSpot details from its pricing page, homepage, checked 27 Sep 2026. Plans change, so confirm current terms with HubSpot.
Why teams switch from HubSpot to CrmLeaf
Delivery and billing live where the deal closed
HubSpot is where many services teams already run marketing and sales. But once a deal closes, staffing the project, tracking hours and billing milestones usually needs a separate tool. CrmLeaf keeps all of it in one record.
Resource planning HubSpot doesn't do
HubSpot has no native concept of who's available this week, who's over capacity, or how a project's budget is tracking against hours logged. CrmLeaf is built around exactly that.
The full services loop in one plan
Most small and mid-size services firms need the same loop: win the work, staff it, track time and bill. CrmLeaf covers all of it without pairing a CRM to a separate PM and billing tool.
Compare against your current plan
Enter your current per-seat HubSpot price to see the annual difference — and remember CrmLeaf includes delivery and billing that HubSpot doesn't.
What do users say about CrmLeaf?
Rated 4.3/5 on Capterra, GetApp and Software Advice.
“We kept losing the hand-off between sales and delivery. Now the signed deal is the project, budget and all.”
“We cut invoicing from two days to two hours a month and retired three separate tools.”
“Easy to set up, and time tracking flows straight into invoices. Support answered every question the same day.”
Should you choose CrmLeaf or HubSpot?
Choose CrmLeaf
Choose HubSpot only if…
- Marketing automation and lead-gen depth matter more to you than project delivery
- You don't need native resource planning, timesheets or milestone billing
- You're happy pairing a CRM with a separate PM and billing tool
- Your team is customer-service or inbound-marketing led, not delivery led
Still deciding between CrmLeaf and HubSpot?
Answer 5 quick questions and get a recommendation.
Do you deliver billable client projects after the deal closes, not just support tickets?
What you get with CrmLeaf on every plan
The parts of the workflow that HubSpot handles on a higher tier, through an integration, or not at all.
Sell the work in the same place you deliver it
Track deals by stage, send proposals with your rate cards, and collect signatures through DocuSign. A signed proposal creates the project and budget.
Common questions about CrmLeaf vs HubSpot
Ask AI about CrmLeaf vs HubSpot
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The fastest way to run and bill client work
Win the work, staff it, track every hour and get paid from one PSA, starting at $9 per user. We'll migrate your HubSpot data for free.