HubSpot vs InvestGlass: Complete Comparison (2026)
An in-depth comparison of HubSpot and InvestGlass to help you choose the right tool for your business.
Last updated: November 2026
HubSpot
6.9/10
HubSpot is a CRM platform with a free tier and paid per-seat Sales Hub plans, plus companion marketing and service hubs, aimed at small and mid-sized businesses.
InvestGlass
5.4/10
Swiss-hosted CRM with digital onboarding, marketing campaigns and portfolio management, built mainly for banks, wealth managers, fintechs and other regulated firms.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.9/10 | 5.4/10 |
| Customization | 6/10 | 7/10 |
| Analytics | 7/10 | 5/10 |
| Integration | 9/10 | 5/10 |
| Support | 6/10 | 6/10 |
| Ease of Use | 8/10 | 5/10 |
| Security | 7/10 | 8/10 |
| Cost | 5/10 | 3/10 |
| Scalability | 7/10 | 6/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $20/user/mo Sales Hub Starter | CHF 100/user/mo Starter |
| Estimated cost for 10 users | $200/mo Sales Hub Starter | CHF 1,000/mo Starter |
| Features | ||
| Contact Management | ||
| Integrations | ||
| Marketing Automation | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Collaboration | Not listed | |
| Customer Support Management | Not listed | |
| Lead Management | Not listed | |
| Mobile Access | Not listed | |
HubSpot vs InvestGlass cost by team size
| Team size | HubSpot | InvestGlass |
|---|---|---|
| 1 user | FreeFree | CHF 100/moStarter |
| 5 users | $100/moSales Hub Starter | CHF 500/moStarter |
| 10 users | $200/moSales Hub Starter | CHF 1,000/moStarter |
| 25 users | $500/moSales Hub Starter | CHF 2,500/moStarter |
| 50 users | $1,000/moSales Hub Starter | CHF 5,000/moStarter |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose HubSpot
- Has a free plan (InvestGlass does not)
- Higher Integration score (9/10 vs 5/10)
- Higher Ease of Use score (8/10 vs 5/10)
- Better fit for startups (8/10 vs 3/10)
- Better fit for small business (9/10 vs 4/10)
Why choose InvestGlass
- Higher Customization score (7/10 vs 6/10)
- Higher Security score (8/10 vs 7/10)
Pros & Cons
HubSpot
Pros
- The free CRM has no time limit and covers contacts, deals, tickets, a shared inbox, a reporting dashboard and mobile apps.
- The HubSpot Marketplace lists over 2,000 integrations.
- Sales, marketing and service hubs share one customer database, so teams avoid syncing separate tools.
- G2 reviewers often praise the sales automation and how easy everyday use is.
Cons
- The free tier is now limited to two users and 1,000 contacts.
- Professional and Enterprise tiers require one-time onboarding fees of $1,500 to $7,000, depending on the hub.
- Reviewers report a steep price jump from Starter to Professional, and extra costs from marketing-contact tiers and credits.
- Reviewers cite annual contract lock-in and setup and administration complexity as recurring complaints.
InvestGlass
Pros
- Data is hosted in Switzerland, with an on-premise option, which suits regulated financial firms that need data sovereignty.
- KYC, AML, e-signature and digital onboarding are built in, so finance firms do not need separate onboarding tools.
- Every plan includes unlimited records and automations.
- The no-code builder lets admins adapt forms, fields, dashboards and approval workflows.
- Reviewers describe support as responsive and knowledgeable.
Cons
- Per-seat prices of CHF 100 to 500 a month are high for teams outside financial services.
- Off-the-shelf third-party integrations are limited, so unusual needs may require API work.
- Some reviewers describe the interface as dated, and documentation gaps make it harder to learn on your own.
- There are few independent reviews on G2 and Capterra, so there is little peer evidence to go on.
- Reporting is weaker for sales pipeline analytics.
Not sold on either?
Frequently Asked Questions
HubSpot scores higher on our CRM criteria: 6.9/10 against 5.4/10 for InvestGlass. The largest gap is in Integration: 9/10 for HubSpot and 5/10 for InvestGlass.
HubSpot has a free plan; InvestGlass does not list one.
HubSpot is the better fit for small business: we rate it 9/10 for them, against 4/10 for InvestGlass.
