PlannedIt vs HubSpot CRM
HubSpot's free CRM is tempting — until you need features locked behind $800+/month tiers. PlannedIt gives you CRM + project management for $149 once.
Quick Comparison
Why people switch from HubSpot
Free plan is a funnel
HubSpot's free CRM gets you in the door, but reporting, automation, and sales tools require Starter ($50/mo) or Professional ($800+/mo) upgrades.
Pricing jumps are enormous
Going from Free to Starter to Professional is a cliff. Professional Sales Hub is $800/month for 5 users. Enterprise is $3,600/month.
Your data, their servers
HubSpot stores all your customer data in their cloud. They process it, they host it, and they set the terms for how you access it.
No project management
HubSpot is a CRM/marketing platform. You still need separate project management software for managing deliverables after closing deals.
Feature Comparison
| Feature | PlannedIt | HubSpot CRM |
|---|---|---|
| Sales Pipeline | ✓ | ✓ |
| Contact Management | ✓ | ✓ |
| Deal Tracking | ✓ | ✓ |
| Revenue Forecasting | ✓ | Professional+ |
| Gantt Charts | ✓ | ✗ |
| Kanban Project Boards | ✓ | ✗ |
| Task Management | ✓ | Basic |
| Offline Access | ✓ | ✗ |
| Local Data Storage | ✓ | ✗ |
| Email Marketing | ✗ | ✓ |
| One-Time Purchase | $149 | Free → $800+/mo |
| Free Tier | Board view, 3 deals + 3 projects | Yes (unlimited users, limited features) |
| Free Trial | 14 days (all features) | 14 days |
Where HubSpot wins
- ✓Free CRM tier with unlimited users (limited features)
- ✓Email marketing, forms, and landing pages
- ✓Deep integration ecosystem (1,000+ apps)
- ✓Reporting and analytics on higher tiers
- ✓Mobile apps and email tracking
Where PlannedIt wins
- ✓Predictable, one-time pricing — No surprise bills. No tier upgrades. $149 once and you have CRM + project management forever.
- ✓Built-in project management — Manage projects, tasks, and timelines alongside your deals. HubSpot requires a separate PM tool — PlannedIt doesn't.
- ✓Total data privacy — Your customer data stays on your computer. No cloud processing, no data sharing, no terms-of-service surprises.
Cost over 3 years
| Year | PlannedIt | HubSpot | Savings |
|---|---|---|---|
| Year 1 | $149 | $1,200 | $1,051 |
| Year 2 | $149 | $2,400 | $2,251 |
| Year 3 | $149 | $3,600 | $3,451 |
HubSpot pricing based on Sales Hub Starter ($50/mo for 2 users). Professional tier is $800+/mo.
Who should choose PlannedIt over HubSpot?
- ✓Small businesses that need CRM + project management without enterprise pricing
- ✓Solopreneurs outgrowing HubSpot Free but unwilling to pay $50+/month
- ✓Privacy-conscious businesses that want local data storage
- ✓Teams that need Gantt charts and project views alongside their CRM
- ✓Anyone who prefers owning software over renting it
The Verdict
HubSpot CRM is a solid tool — but if you want CRM + project management without monthly fees, PlannedIt gives you both for a one-time price.
Download free. Try everything for 14 days. Keep the free tier forever.
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