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If they have 5M ARR, they need to be on a real CRM before they worry about CPQ
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.
Zoho
https://www.zoho.com/crm/cpq.html
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.