HubSpot CRM vs MyPlanMap

Starting Price

Not provided by vendor Not provided by vendor

Best For

The HubSpot CRM is ideal for small and medium-sized businesses (10-200 employees) that are constrained by spreadsheets but don't need much of the advanced features of complex enterprise-level CRMs.

Financial Advisors, Financial Planners and their clients.

Rating


4.5 / 5
(2421)
Read All Reviews
(0)

Ideal number of Users

10 - 999

50-99

Ease of Use


4.4 / 5

Customer Support


4.5 / 5

Features & Functionality


4.3 / 5

Value for Money


4.4 / 5

Product Features

  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management
  • check Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • close Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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HubSpot CRM vs MyPlanMap

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