| Onboarding | Professional and Enterprise carry a required one-time onboarding fee: $1,500 and $3,500 for Sales Hub, $3,000 and $7,000 for Marketing Hub. | None. No onboarding fee exists. AI reads your website and captures your brand, DNS setup is guided, recipe automations ship ready to enable, and every module opens with a first-run guide. |
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| Two-way SMS | SMS is a paid add-on for Marketing Hub on certain plans. Senders need US-based numbers, contacts must opt in, and two-way conversations are supported. | Ping is built in: text and call from your own carrier-registered business numbers, in the browser and on your phone. Calls can show your business name, recordings play a consent announcement, and AI transcripts and summaries are part of the per-minute price. |
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| Booking pages | A meeting scheduler with round-robin scheduling and group links on Google and Office 365 calendars. Sales Hub Free allows one personal meeting link; paid plans allow up to 1,000 personal and team links. | Meridian is built in: branded booking pages on your live Google or Microsoft calendar, Zoom links, collective and round-robin team meetings with weighting and owner-sticky routing, routing forms, email and text reminders, paid bookings, and every booking saved to the contact. |
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| Webinars | A HubSpot-built Zoom app creates Zoom meetings from the scheduler and syncs meeting and webinar details, participants, recordings and transcripts into the CRM. It requires a Zoom subscription. | Events: create Zoom meetings and webinars from the CRM with registration on, let any form auto-register submitters with personal join links, manage the live roster with approvals, invite presenters with panelist links, and attendance marks itself when it is over. |
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| E-signature | Quotes can be accepted by e-signature or click-to-accept. | Ink is built in: up to 20 signers on any PDF, in order or all at once, an emailed code before every signature, an audit trail and a completion certificate. No per-document fees. |
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| Project boards | HubSpot Work, listed in beta on the plan pages, is described as managing cross-functional projects and operational processes in one place, with workspaces, tables, documents and forms. | Convoy: boards with typed columns, formulas and totals, where rows link to real contacts and deals in both directions. |
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| Deal underwriting | Not among the features HubSpot lists on its Sales Hub and Marketing Hub plan pages. | Caliper: drop in the rent roll, T12 and offering memo and the model fills itself, every figure cited to the page it came from, with live dials, real LP and GP waterfalls, sensitivity, branded PDF memos and Excel exports. |
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| Running a raise | Not among the features HubSpot lists on its Sales Hub and Marketing Hub plan pages. | TenthYards: branded offering pages, an investor funnel from interested to funded, real KYC and accreditation, prefilled subscription documents signed through Ink, distributions with tier-by-tier proof, and an investor portal behind two-factor sign-in. TenthYards is its own subscription on top of any plan. |
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| AI pricing | AI features and agents draw on HubSpot Credits: 500 on Starter, 3,000 on Professional and 5,000 on Enterprise, with more bought as packs or pay-as-you-go. | One balance in dollars, TAC, that meters actual model usage alongside texts, calls and meeting notes. Every paid plan adds some each month, and you can add more anytime. |
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