I’m currently advising a SMB customer ($5M ARR) on their future tech. They need to get on a CPQ solution. Salesforce CPQ and Logik are expensive for them. Is there a CPQ tool for SMB? Currently, they are on the Hubspot free version of CRM.

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If they have 5M ARR, they need to be on a real CRM before they worry about CPQ

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Depends on growth and exit strategy. HubSpot and Salesforce are the only real options and HubSpot can hurt long term if you’re actually going to grow.

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Zoho

https://www.zoho.com/crm/cpq.html

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For HubSpot, only realistic option is quote.hapily. But they need to get on a paid version of HubSpot first.

Curious why your client wouldn’t elect for Sales Hub Starter+ which then comes with HubSpot’s CPQ since they have the free HubSpot version, and it would be a matter of turning on access to the full subscription service.

As a HubSpot user—have been both a paid and basic access, it’s an interesting scenario you presented for which I’m certain all the cost:benefit analysis, implementation, and user training all factor in.

Interesting discussion!

I had a paid HS subscription for several years and cancelled mid-2023. Back then, HubSpot was a non-self-service SaaS ecosystem and required an affiliate/partner to negotiate custom deals, activate features, quotes, and registrations. So, I worked with my marketing company who was a HS authorized affiliate and partner who then negotiated with HS on a deal for me and ultimately did the buildout of the backend HS products and website as a solutions partner.

Now, self-serve is way smoother and quote•hapily sounds spot-on for CPQ.

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