# Compare HubSpot CRM vs Clari Copilot 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare HubSpot CRM and Clari Copilot based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/152373-194117/HubSpot-CRM-vs-Wingman

---

# HubSpot CRM vs Clari Copilot Features and Cost Comparison

Last updated May 6th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

HubSpot CRMClari Copilot2/4 selected

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

[## HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$20.00/month

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.4

Customer Service

4.4

Reviews Sentiment

Based on [4,470 reviews](#user-reviews)

Positive

4,144

Neutral

239

Negative

87

[## Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

Starting Price

$1080.00/year

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

Based on [314 reviews](#user-reviews)

Positive

307

Neutral

7

Negative

0

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## Summary

* * *

Features in Sales Tracking Software

Best performer

26 / 43

Only HubSpot CRM

-   Appointment Scheduling
-   Calendar Management
-   Data Import/Export

17 / 43

Only Clari Copilot

-   Commenting/Notes
-   Customizable Branding
-   Event Triggered Actions

User satisfaction

User satisfaction

4.5

User reviews[4,470](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Ease of use

4.4

Functionality

4.4

Value for money

4.3

Customer support

4.4

User satisfaction

4.7

User reviews[314](https://www.capterra.com/p/194117/Wingman/reviews/)

Ease of use

4.8

Functionality

4.6

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

$20Per User, Per Month

-   Free version
-   Free trial

Price starts from

$1080Per User, Per Year

-   Free version
-   Free trial

Best for

Best for

The HubSpot CRM is built for growing teams to attract, engage and delight customers.

Best for

SaaS companies selling to other businesses. Any Business where selling is complex and involves Calling/Demo for closing the deal.

## User reviews

Pros & cons

VR

Verified Reviewer

Project specialist

> "Besides, we use it to create our Knowledge Base (articles that are then integarted in our platform) and for Hubspot helpdesk (which is our system of helping clients on a project..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7103301)

Nicole M.

Sales Enablement Consultant

> "The absolute worst is email handling, emails to linked inboxes have no settings control and always link to multiple deals; emails linked to Helpdesk don't exist independently of..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721)

ET

Edward T.

Founder and Marketing Strategist

> "Records of contacts integrate seamlessly with our e-mail marketing, and the deal pipeline enables me to follow up from initial contact to the signed contract."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7160031)

AM

Anna M.

Customer Service Agent

> "This hasn't happened to me just a few times, but every time I export a contact from Excel, HubSpot creates new properties if I don’t set everything correctly."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732)

Katie C.

Growth Consultant

> "With Hubspot CRM, I liked that I could create custom properties and have them displayed within the contact records. While the contact records aren't 100% customizable, having..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359)

AD

Alexandre D.

Secretary General

> "Secondly, the setup took longer than the time I allowed for it to take, because the entire team needed some time to get used to seeing where to find and how to work out some of..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275)

CG

Christian G.

Marketing Operations Manager

> "I love the capabilities and power it provides across virtually every marketing function, from email marketing and automation to reporting, lead management, and campaign execution."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7161384)

VR

Verified Reviewer

Owner

> "What I don’t love is the pricing. While HubSpot offers a lot of value, it can become expensive fairly quickly as you add more contacts and as you start needing more advanced..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7120714)

AM

Anna M.

Customer Service Agent

> "I love HubSpot CRM for two main reasons: first, it’s free and allows infinity contact list for a small business and secondly, it can be integrated with almost any third-party..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732)

MD

Melodie D.

CEO

> "Rather than receiving a working solution, we were left with an incomplete system, ongoing costs, and a substantial investment of time and resources with little to show for it."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240)

Estela G.

HR Assistant

> "It is a user-friendly and effective platform for managing leads, tracking sales, and organizing customer information in one place."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7134758)

MS

Morgan S.

Customer Success Manager

> "I do not feel that when you select "monthly" in a quote, or pipeline total, that it calculates accurately with 4.3 weeks in a month, so often times, HubSpot may reflect a smaller..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6523804)

Estela G.

HR Assistant

> "In addition, its process automation tools help save time by handling repetitive tasks like follow-ups and email tracking automatically."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7134758)

DV

David V.

Lead Developer

> "Duplicate leads, and lead buckets, we had a lot of issues with lead routing and lead attribution for a system that had been inhereted. "

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7044831)

Zach P.

Marketing Coordinator

> "HubSpot integrates all of our sales, marketing and customer service into one visually appealing interface that is easy to navigate and work inside."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7106997)

VR

Verified Reviewer

Owner

> "It's clear that their process is designed to push expensive products, not to help business owners make informed decisions. If you are looking for a company that values building a..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___7023549)

VR

Verified Reviewer

Sales Coordinator

> "I like the ease of use of consolidating the Deals, companies, tickets and also managing hubspot with our design department to communicate designs all in one spot."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7075646)

ET

Edward T.

Founder and Marketing Strategist

> "In addition, deal stages are too difficult to customize with a lot of clicks."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7160031)

CG

Christian G.

Marketing Operations Manager

> "The platform is intuitive, scalable, and gives teams the tools they need to manage and optimize their marketing efforts effectively."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7161384)

Sean H.

COO

> "Was assigned Lupo Digital onboarding and not able to be reassigned due to their own internal processes."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7084434)

CW

Connor W.

Account executive

> "What can I say about Hubspot that hasn’t already been said… HS is truly a great platform, whether for leaner teams or larger teams, Hubspot is a great fit for a crm (with other..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7167415)

ET

Edward T.

Founder and Marketing Strategist

> "Reporting becomes cumbersome if you are doing multiple pipelines."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7160031)

AD

Alexandre D.

Secretary General

> "Reporting tools provide me with visibility of our progress without having to wait for people to provide data to me."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275)

NJT

Nusrat Jahan T.

Customer Service Associate

> "A few tools feel a bit limited on the free plan, and sometimes the loading time is a bit slow when switching between tabs."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7049571)

MS

Martina S.

VP

> "The interface is clean, navigation makes sense, and core CRM tasks like contact management, deal tracking, and activity logging are straightforward."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070390)

BK

Bea K.

Digital innovation Manager

> "I'm using the free version and it does not include fractures for automation and I cannot afford the paid version as my business is still under development."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6598802)

AM

Anna M.

Customer Service Agent

> "Each time we use a new tool, this allows us to import our contact list from HubSpot."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7136732)

G-Anne B.

HR

> "Additionally, if you need to update an email in a sequence, you have to start from scratch, and there is no option to automatically re-enroll previously enrolled contacts."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6555665)

MD

Melodie D.

CEO

> "We purchased the platform after being assured that it could meet our operational requirements and that implementation would be supported by both HubSpot and their recommended..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240)

MD

Melodie D.

CEO

> "Instead, after nearly 10 months of work, countless meetings, and thousands of dollars in costs, we were left without a fully functional solution."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240)

Estela G.

HR Assistant

> "Lead management is efficient, allowing you to track deals and sales progress clearly."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7134758)

MB

Mark B.

Owner

> "I found it very difficult to integrate this system into my office and unless you have support staff that are good with software I think it may be challenging to integrate into..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7011859)

TC

Torey C.

Junior Golf Tournament Manager

> "Use it to track leads, make your content personable, and make team collaboration easier than evet."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102168)

Daljeet K.

Sales

> "The main downsides of HubSpot CRM are its potentially high cost for advanced features, complexity in pricing, and some limitations in deep customization."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6473149)

LF

Luis F.

Sales Development Rep

> "The built-in automation, email tracking, and integration with marketing tools help streamline workflows and improve team efficiency. While some advanced features require..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6841473)

KO

Katie O.

Admin Assistant

> "Sometimes it freezes or glitches. When I put the customers phone number, email, and address on the create a contact function it doesn't transfer over when your in the contacts..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6845163)

JP

James P.

Technical Director

> "The data that you are able to get out of the system about a customer. When everything is connected correctly with all of your existing software systems and your website, you are..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6480305)

MD

Melodie D.

CEO

> "Most frustrating was the lack of accountability when it became clear the platform was not meeting our needs."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7166240)

AD

Alexandre D.

Secretary General

> "If you need to manage customer information and enhance team efficiency, HubSpot CRM is a great option."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7172275)

LT

London T.

Sales Representative

> "I don't like that it doesn't have the ability to manage larger companies so we had to switch to sales force when our company grew for better tools."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439749)

MI

Muresan I.

Consultant

> "HubSpot CRM reporting tool gives us access to metrics reports with accurate performance insights to help us measure and improve our clients relationships."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439495)

Harry S.

Head of CSM

> "HubSpot’s integrations felt shallow and rigid, often needing workarounds or paid add-ons to sync properly."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070365)

PS

Pereira S.

Informatics Engineer

> "Additionally, it has centralised all our data including cast project information, product design docs, contract and customer information making this information accessible to the..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6483330)

Nicole M.

Sales Enablement Consultant

> "Service module needs a lot of work before it will do everything I consider base requirements of a ticketing system."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721)

JR

Joshua R.

Digital Strategy Manager

> "HubSpot has a very in depth tracking system for contacts, allowing me to score leads and enroll them in automated workflows that push over performance and activity to reports that..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6378132)

MA

Melissa A.

President

> "Hubspot has now disabled our account, through which we purchased a phone number, and now we can't receive those calls."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6398711)

SH

Sonia H.

Head of Ambient Products

> "Hubspot CRM analysis and reporting tools provide us with truthful insights that help us measure and optimize our customer relationships."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6494065)

RV

Ravi V.

Quality Analyst

> "Most of the useful features are locked so you can only try them if you are will to way a heavy amount as they very pricey."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7017397)

TC

Torey C.

Junior Golf Tournament Manager

> "Use data fields that make emails personable and unique to each contact. "

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102168)

VR

Verified Reviewer

Founder, Financial Advisor

> "It takes time to understand what features you can get the best use of, and before you realize it, you may be paying a high price point for something you may not use."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7057552)

AF

Andrea F.

Founder

> "We use the free version that is packed with robust features like contact management, email tracking, and a customizable sales pipeline, that makes the app accessible either to..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6583000)

Katie C.

Growth Consultant

> "Even though it's all within one ecosystem, it wasn't nearly as intuitive as I would've liked."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359)

VM

Valentina M.

Sales and Marketing Manager

> "HubSpot CRM has customer segmentation features which helps us to categorize customers in order to offer them with personalized support services based on their needs."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041)

GR

Gaven R.

Hybrid Transformation Expert

> "Recently, I could not find out how to navigate to the meetings scheduler on the desktop."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6863715)

TVW

Tim Van W.

Senior Project Supervisor

> "It has ensured we have a very efficient communication platform to ensure smooth flow of information with our customers which has allowed us to build up very strong bonds with them."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439182)

AH

Adele H.

Sales Specialist

> "That free plan is not enough for clear management of large contact lists, and subscriptions are pricey"

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6751499)

Hampson S.

Project Manager

> "Streamlined sales and marketing are achieved through HubSpot CRM's automation and email tracking features. While great for small businesses, advanced features come at a higher..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___6806342)

GF

Gareth F.

Managing Director

> "You cannot automate emails to your customers unless you purchase the marketing add on (+$1k/mo)."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6625276)

CS

Christina S.

Area Director of Sales

> "Hubspot CRM offers comprehensive reporting tools that enable us to generate updated insights that help us improve our customer relationships."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6544349)

MB

Milly B.

Founder

> "The free plan is decent, but it has so many upsells and annoying branded things everywhere that it doesn't feel very professional using it."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6434845)

SO

Scarlett O.

Business Development Specialist

> "I enjoyed the power it gave me as a user to view reports and the organic nature of its systems"

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7158986)

VR

Verified Reviewer

Sales Agent

> "Can be a bit confusing for beginners"

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7117265)

PS

Pereira S.

Informatics Engineer

> "It enable us to track progress, seamlessly allocate resources and ensure that we complete our project tasks on time."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6483330)

NA

Nathan A.

CEO Founder

> "Everything was good, until I got the discount, it should have continued to function the same, but instead we had issues which pretty much forced us to pay the regular rate, which..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6443109)

NS

Natalie S.

Senior immigration Advisor

> "I like because allows multiple integration such as calendar integrations, marketing tools integrations and social media integration."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6778484)

AZ

Arpad Z.

Senior software consultant

> "the company really needed a CRM system, as before we had none and the sales-pipeline follow-up was not centralized and controlled."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6550971)

VR

Verified Reviewer

Account Executive

> "It was easy to use, helped keep things organized, and worked well for day-to-day CRM needs. While some features felt a bit limited without upgrades, it still did a solid job for..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7085635)

Arjun K.

Co-founder

> "Additionally, the Stripe integration for billing is sub-par - we cannot connect one hubspot account to multiple recurring subscriptions on stripe - so we had to pursue 3rd party..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6101968)

VR

Verified Reviewer

Head on Sales Operations

> "What I appreciated most is that the software encompasses the entire customer journey, from lead generation to customer service, eliminating the need to switch between multiple..."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6552277)

OL

Ollie L.

RevOps Analyst

> "Lead scoring can be a bit complex and clunky and is one thing that has frustrated me in the past, although there have been some recent updates/releases to this."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018)

CC

Chad C.

District Manager

> "HubSpot CRM provides the most efficient customer engagement tools like live chats which help us interact freely with customers."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6718342)

Sean H.

COO

> "Pros: Not yet experienced due to poor onboarding. "

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7084434)

Daljeet K.

Sales

> "I liked HubSpot CRM for its user-friendly interface, powerful free tier, seamless integration with other HubSpot tools, and strong customization options."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6473149)

CG

Charles G.

CEO

> "After this experience, I even sold my HubSpot shares."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7089677)

Zach P.

Marketing Coordinator

> "The HubSpot team also provides great resources and customer support if you are part of their paid service."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7106997)

DD

Dennis D.

Business Owner

> "The AI Integration is kind of annoying and I don\[t find it works very well."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072257)

RD

Richard D.

Operations Manager

> "The ability to customize the stages of your deal workflow and customize the data logged for customers/deals/etc... is nice."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6584701)

Hannah K.

Vice President

> "The UI is not as intuitive as other CRM's."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7071282)

Gabriel S.

Senior Digital Strategist

> "The tool itself is extremely valuable to any larger business that needs to track and apply consumer data and would be an excellent asset for any marketing manager."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6855266)

AQ

Anthony Q.

Customer Support Specialist

> "Despite the overall good communication of service disruptions mentioned in my overall experience, they do always end up causing road blocks in proceeding with work."

[See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6713949)

[View Reviews](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

VR

Verified Reviewer

BDM

> "Clari is a great tool to provide specific feedback, helps with call summaries back to prospects, and is good for forecasts."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7137891)

FS

Felipe S.

Global Development Representative

> "Sometimes it doesn't join the meetings and you need to add it manually."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449)

FS

Felipe S.

Global Development Representative

> "Clari does a great job recording calls in different languages and making summaries that you can review later."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449)

RS

Robert S.

Data Product Analyst

> "Transcription will be off once in a while, as expected with most speech-to-audio, I haven't figured out how to feed it..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411)

HS

Hemanth S.

Customer Success Manager

> "For me personally, the game tape feature is really valuable, with the game tapes, you can cut long calls into tiny bits and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

VK

Valeed K.

Customer Success Strategy & Operations

> "Limited options in native integrations with third-party system tools and services makes it less appealing."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3909039)

HS

Hemanth S.

Customer Success Manager

> "The Sales and Customer Success teams in our Organization use Wingman and since we started using the tool our processes have..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

DK

Derek K.

Account Executive

> "MS teams integration needs some work..Not sure what side of integration is failing but it's glitchy at times with teams."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330)

KW

Keri W.

Enterprise CSM

> "I rely on Wingman primarily for call recordings (to check myself/my memory as well as share training calls etc. with..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4344846)

CK

Clarence K.

Onboarding Manager

> "The AI tends to be a bit buggy and is not able to pick up on speech as well as I had thought"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4528416)

HS

Hemanth S.

Customer Success Manager

> "The important discussions can be trimmed and game tapes are created, these game tapes can be used for internal sharing, and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

TP

Trevor P.

Account Executive

> "Sometimes the recorder can have an error and not join my zoom call."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4421624)

Kemal G.

Senior Business Development Manager

> "It also saves so much time for our admins. When there's a question agent cannot answer, we can simply do that part of the..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437)

SJ

Sam J.

AE

> "I don't much like the battle card popping up again and again during the call which is frustrating sometimes."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4708451)

RG

Rob G.

CMO

> "I love the unlimited users feature - makes it easy to share call recordings across the company (then u pay only for..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4097273)

MJ

Mimi J.

Content Strategist

> "I really wish there was a simple sentence that let people know on a call that Wingman is not a person--it's a note-taking..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660)

Jei K.

Customer Success Manager

> "Love the desktop extension feature along with the ability to turn on/off recording for calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4641474)

HS

Hemanth S.

Customer Success Manager

> "Sometimes, simple words/sentences spoke may not be correctly captured, often there's an inaccuracy.-"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

RS

Robert S.

Data Product Analyst

> "Allows for our company to share calls/transcripts seamlessly across teams."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411)

SC

Santhosh C.

Customer Success - Implementation

> "I don't have anything to say except for the transcript, often it doesn't pick the right words."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4779616)

CC

Chris C.

Sales Development Manager

> "I highly recommend Wingman for any sales manager, individual quota-carrying contributors, or any member of sales..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4485478)

HS

Hemanth S.

Customer Success Manager

> "The recording takes you to an incorrect speaker."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

MJ

Mimi J.

Content Strategist

> "For client management, Wingman has helped dramatically with reviving a stalled project or better understanding complex..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660)

SM

Sanjay M.

Client Strategy

> "The transcription feature is not the best."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

NA

Nilesh A.

CTO

> "The ability that it can capture the video along with a call, and a very good transcription, Easy to share the clips with"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4731093)

EL

Eugene L.

Enterprise Account Executive

> "translations need some improvements, sometimes not accurate."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4299502)

HP

Hannah P.

Customer Lead

> "I love being able to listen back to calls in half the time - it saved me so much time while onboarding at a new company and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4376583)

AH

Aviv H.

Product Manager

> "As a Product Manager - I can't attend all customer calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4322770)

RM

Rutvik M.

CSM

> "It helps me trim the recording, and I can share it with my clients"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801)

VR

Verified Reviewer

Account Executive

> "The coaching and features were lackluster"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3817629)

Kemal G.

Senior Business Development Manager

> "Saves us so much time for our admins and helps us to evaluate our calls and employees."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437)

MS

Maddie S.

BDR

> "When i'm not on a demo, the account executive's queue cards show up on my laptop"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2975345)

SM

Sanjay M.

Client Strategy

> "Overall this software has been great to my process and allows me to not worry about taking notes live during calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

CL

Christopher L.

SDR

> "Sometimes wingman doesn't catch the full conversation if there are not pauses between what you say and what the other..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3114354)

Tori S.

Senior Customer Success Manager

> "We like being able to take note of coaching opportunities and customer expansion opportunities on each call, observe key..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2987782)

VR

Verified Reviewer

Director of LatAm Growth

> "For right now, Wingman can't transcribe Spanish voice (which is the core of our business)."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3214562)

AS

Avinash S.

SDR

> "Helps us easily analyse any call and group them with varying filters"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3658248)

HL

Hayan L.

SDR

> "Sometimes the website and the videos are a little slow to lead."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3505449)

DK

Derek K.

Account Executive

> "awesome just the UI/UX could use some work for better intuitive navigation and some different colour contrasting would be..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330)

TF

Trevor F.

AE

> "Do not like the set up and process."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4517416)

AP

Adam P.

Account Manager

> "Wingman by \[sensitive content hidden\] is a fantastic sales recorder tool that makes it easy to keep track of my sales..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4687514)

Tevin B.

Retention Manager

> "I don't like that you have to look ahead into your meetings to have the bot not show up."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3537461)

SM

Sanjay M.

Client Strategy

> "Calls are available for viewing minutes after completing which is much faster than other software."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

Kshitiz N.

Account Director

> "It still has some bits and pieces missing like sometimes it's unable to accurately capture the voice of the speaker and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2826475)

VR

Verified Reviewer

Business Development Executive

> "I like the ability to go back and review the call transcripts. When crafting the perfect follow-up email to potential..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3169965)

Jamie G.

Business Development Manager

> "The customer support team were slow to respond to queries."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3067630)

Akhilesh S.

Solutions Engineer

> "The fact that I do not need to worry about taking notes, but just keep marking bookmarks within a click for it to be..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3010042)

VR

Verified Reviewer

Account Executive

> "Sometimes the transcripts confuses who is speaking"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3468991)

PH

Patrick H.

Sr. Customer Success Manager

> "Also appreciate that calls recorded on our previously used software were able to be uploaded."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925)

Diane J.

Enterprise Sales

> "The only con that I can see is that the transcription is not always 100% accurate, but I think with different dialects,..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2406437)

PH

Patrick H.

Sr. Customer Success Manager

> "The "Competitor Insights" and "Team Insights" features are particularly helpful."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925)

Ryan N.

AE

> "Sometimes the transcript is not always accurate"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2967997)

DJ

Deborah J.

Account Project Manager

> "Wingman is user-friendly and really helpful when it comes to having access to the recordings with the customers and also..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4091595)

VR

Verified Reviewer

Founder

> "The call transcription is quite poor to be honest"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3281889)

SL

Sean L.

sean.logan@legal.io

> "Very useful for onboarding new employees, allows them to learn the role from day 1."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4439295)

NB

Nicolas B.

Customer Experience Rep.

> "At the moment, I can't think of any features I'd like to add or take away."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3106780)

RM

Rutvik M.

CSM

> "It is beneficial; it can be used for training, sharing videos, etc."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801)

MM

Marcus M.

Senior Account Executive

> "It does seem to have an issue recording meetings that I don't want recorded...even when I cancel it in the pop up."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2603608)

BM

Bradley M.

SDR

> "I like how i can go back and review the calls i have as well as my team."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4668663)

KP

Karstyn P.

Inbound Marketing Development Specialist

> "It can be tough to navigate back and forth."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3273157)

JS

Jeremy S.

Sales Director

> "Video and audio recording has been most beneficial."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4389639)

VR

Verified Reviewer

Inside Sales Representative

> "Some of the words are not represented correctly in the call scripts."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2498873)

OT

Omer T.

BDR

> "I get inside insights and can improve my calls next time"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4768307)

VR

Verified Reviewer

SDR

> "The translation/ Picking up different accents seems to be a challenge with this tool."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2922715)

MU

Monica U.

Marketing

> "The script allowed me to quickly scan for any keywords without having to listen to the whole video."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3277734)

Gustavo P.

Head of Marketing

> "The transcript feature still needs some improvements."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2751394)

Manuel H.

VP, Community and Partnerships

> "The seamless integration with Zoom makes it a convenient companion that is always there to help record my calls with..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3570730)

AJ

Aditya J.

Customer Success Manager

> "Sometimes the transcript isn't very accurate."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2317928)

[View Reviews](https://www.capterra.com/p/194117/Wingman/reviews/)

## User interface

4.51 (4,470)

[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)

4.66 (314)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Activity/News Feed

120

Important

HubSpot CRM

Top features

26/43

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity/News Feed
-   AI Copilot
-   Alerts/Notifications
-   Appointment Scheduling
-   Assignment Management
-   Calendar Management
-   Call Logging
-   Collaboration Tools
-   Commenting/Notes
-   Commission Management
-   Customizable Branding
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Signature
-   Email Management
-   Email Templates
-   Event Triggered Actions
-   File Sharing
-   Generative AI
-   Goal Setting/Tracking
-   Interaction Tracking
-   Kanban Board
-   Leaderboards
-   Lead Management
-   Lead Scoring
-   Live Chat
-   Mobile Access
-   Mobile App
-   Product Catalog
-   Prospecting Tools
-   Reminders
-   Reporting/Analytics
-   Revenue Management
-   Sales Pipeline Management
-   Search/Filter
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Transfers/Routing
-   Workflow Automation

[See all features](https://www.capterra.com/p/152373/HubSpot-CRM/#features)

Clari Copilot

17/43

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity/News Feed
-   AI Copilot
-   Alerts/Notifications
-   Appointment Scheduling
-   Assignment Management
-   Calendar Management
-   Call Logging
-   Collaboration Tools
-   Commenting/Notes
-   Commission Management
-   Customizable Branding
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Signature
-   Email Management
-   Email Templates
-   Event Triggered Actions
-   File Sharing
-   Generative AI
-   Goal Setting/Tracking
-   Interaction Tracking
-   Kanban Board
-   Leaderboards
-   Lead Management
-   Lead Scoring
-   Live Chat
-   Mobile Access
-   Mobile App
-   Product Catalog
-   Prospecting Tools
-   Reminders
-   Reporting/Analytics
-   Revenue Management
-   Sales Pipeline Management
-   Search/Filter
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Transfers/Routing
-   Workflow Automation

[See all features](https://www.capterra.com/p/194117/Wingman/#features)

### Recognition

HubSpot CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports

Clari Copilot is recognized as a top-rated tool in 3 Capterra Shortlist reports

Best Value Call RecordingSoftware (2023) 

Best Value Call RecordingSoftware (2022) 

### Deployment & support

HubSpot CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Clari Copilot

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

HubSpot CRM

-   By HubSpot
-   Located in United States
-   Founded in 2012

Clari Copilot

-   By SalesLoft
-   Located in United States
-   Founded in 2011

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Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/132752-194117/You-Don-t-Need-a-CRM-vs-Wingman)