If you're focused on using a CRM that just works out of the box for a small team, HubSpot is not the right pick. Its CRM is more of a gateway to upsell you on expensive marketing automation, and the email logging is a hassle, with a bunch of steps that need to line up perfectly. For small teams using the CRM day-to-day, it's clunky and sets you up for surprise costs later.

Monday, on the other hand, isn't really built for CRM-first workflows at all. It's more of an all-in-one project management tool that tacked on a CRM to chase more users. Setting it up for CRM use is a project in itself and usually means hiring a consultant just to get things running smoothly, especially if your team isn't huge.

So, if you actually want a straightforward, reliable CRM for a small-to-medium team, neither HubSpot nor Monday is ideal. HubSpot's CRM is a bait-and-switch for their pricey marketing suite, and Monday's CRM requires a lot of work before it's even usable. If you have to pick between these two for CRM, HubSpot is more user-friendly than Salesforce for large teams, but for smaller teams, both are a headache. You're better off looking elsewhere.

HubSpot Editor's Verdict

Ease of Learning

You can get started with HubSpot, but it's far from quick or painless, especially for small teams. The interface feels clunky and dated, and there's so much layered on top, extra fields, properties, and customization, that you end up dealing with more system than you actually need. If you're just looking for a simple CRM, the complexity gets in the way fast.

Even basic tasks like email logging require everything to be set up perfectly, or you risk missing activity. For larger companies with admins dedicated to setup and training, this isn't a dealbreaker, but for smaller teams, it's enough friction that adoption stalls and you end up chasing people to use the tool. You can get up and running, but it doesn't happen in less than a day, and there's always another hurdle or bit of setup waiting.

HubSpot is more approachable than Salesforce for big teams, but if you're a small or midsize group wanting to move quickly, you'll hit roadblocks and silent resistance. You still have to push through a learning curve, and it never really feels smooth.

Workflow Presence

You never really feel like HubSpot is showing up where your team already works. Email logging only happens if you send messages through the CRM or use the extension with logging enabled, and the contact has to already exist. If you miss a step, your data is incomplete and you have to chase it down manually.

This means you're always thinking about how to capture activity instead of just working from your inbox or usual tools. For smaller teams, this friction piles up fast and you end up with spotty records or extra admin. Larger teams with a dedicated admin can brute-force it, but for most, you're constantly context switching and checking if things are actually logging.

Team Adoption

You run into a lot of friction trying to get your team to actually use HubSpot and keep using it. For smaller teams, especially startups or groups under 20, adoption breaks down fast because the price jumps 2-4x after the first year, making it tough to justify sticking with it when other CRMs are cheaper and less restrictive.

Even if you get everyone in, the email logging is picky and fragile. So much has to go right just for emails to show up automatically: you need the right extensions, the log box checked, the contact already in HubSpot, and the sender replying to the right address. If any of that fails, you're stuck chasing missing records, which kills momentum and leads to people giving up or working around the system.

Larger teams looking for something less painful than Salesforce will find it more user-friendly, but you still deal with hidden integration headaches and unseen costs. HubSpot gets you part of the way, but your team is likely to hit enough snags that adoption never really feels smooth or reliable.

AI Assistance

HubSpot's AI features are hit or miss. The data enrichment stands out because it actually saves you time by automatically pulling in company details, so you stop wasting effort hunting down basic info. That piece works and feels genuinely helpful.

Everything else is either forgettable or just not there yet. The AI-driven object summaries are so generic and obvious that you end up ignoring them or turning to outside tools. The AI chat for customer support gets some praise, but it still isn't enough to make the whole AI experience feel like a real advantage for your team.

You get basic AI help, but nothing here changes your workflow or clears away the usual CRM headaches. The features exist, but you still find yourself reaching for better tools when you need actual time savings.

Integrations

You get a wide range of integrations with HubSpot, but building and maintaining them takes more work than it should. The API is not as developer-friendly as what you get with Copper or Pipedrive, so setting up or customizing integrations ends up taking twice as long. This becomes a hidden cost, especially if you want to sync with other tools or automate more advanced workflows.

For larger teams with dedicated admins, you can get integrations working smoothly, but you have to invest real time upfront and keep an eye on them. The integrations are reliable once set up, but you still have to deal with more friction and complexity than you would with other CRMs that make this process more seamless.

You get the value from connected systems, but only if you're ready to manage the extra overhead. For most teams, the integrations will work, but you won't forget about them, they need attention to keep running smoothly.

Monday Editor's Verdict

What is Monday?

Monday started off as a project management software, but in order to gain more market share, continued to build tools and expand their offering. They went from being a project management software, to an "all-in-one" tool. They now offer products such as Monday "Work Management" (aka project management), Monday sales CRM and Monday dev (for agile workflows).

Monday went from being a project management software to trying to be an "all-in-one" tool. They even coined the term "Work OS"

While Monday offers tiers for small teams, we'd think there are better tools for teams with under 300 employees (like Asana or Motion). That's not to say that smaller teams don't use Monday (they do), it's just going to take quite a bit of work to set it up for success.

Limitations

The main difficulty with Monday is actually getting it setup for success. Many folks create an account, invite their team, pop in some projects and then it sits there as an abandoned tool, with no one on the team actually feeling like its reliable. This comes from not doing a proper Monday implementation (often means working with a consultant). Mapping your processes to Monday and creating team documentation will lead to higher chances of success.

If the above sounds overkill for your business, consider something like Motion as that's more so a project management tool that you can get set up out of the gate and have your team using it fairly quickly.

Pricing

Free Tier: While Monday has a free forever tier, it's extremely limited so we wouldn't consider it a "free project management tool". The free tier is made for individuals or hobbyists at best.
[SKIP ❌] Basic Tier: $27/mo on annual tier (Monday's website says $9 per seat, but actually forces you to purchase a minimum of 3 seats). We recommend skipping this tier altogether as it's still very limited in features. For example, you don't get any automations or integrations.
[GOOD ✅] Standard Tier: $36/mo on annual tier. (Monday's website says $12 per seat, but forces you to purchase a minimum of 3 seats). This is the first useful tier, but still has a limited number of automations/integrations. If you need to collaborate with guests outside of your organization, this is the first tier that would allow for it.
[BEST 🥇] Pro Tier: $57/mo on annual tier (Monday's website says $19 per seat, but forces you to purchase a minimum of 3 seats). If you're a business, this is the tier you'd want to be on. You unlock all the key Monday features including private boards, time tracking, and ample automations and integrations.