HubSpot alternative for marketing agencies

A CRM that keeps going after the deal closes. The accepted proposal becomes the invoice, the project and the retainer budget, with nothing falling between.

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The short answer

Where HubSpot stops.

A sales and marketing CRM built for software companies. Strong pipelines and email, but delivery work, hours and client profitability live somewhere else entirely.

Verbial is a HubSpot alternative for agencies that need a CRM plus operations, not marketing automation. A won deal becomes the proposal, agreement, invoice and retainer budget without a handoff; keep HubSpot Marketing if you run large-scale automation for your own funnel.

What HubSpot does well

Marketing Hub automation, landing pages and email at unmatched scale.
A free CRM tier and a very large integration marketplace.
Deep sales reporting and forecasting for larger teams.

What changes with Verbial

The deal does not stop at the close. It becomes the client, the invoice and the budget your team works to.
Your data stays yours. Private database, full export, any time.
Bring HubSpot across without losing history. Preview first, undo in one click.
Know what each client earns you. Not only what they spend with you.

Side by side

Verbial against HubSpot.

Agency workflowWith VerbialWith HubSpot

Pipeline and dealsPipelines, stages, forecasting, stale-deal nudgesPipelines, stages, forecasting, deal automation

Contacts and consentConsent and opt-out status, erasure requestsSubscription types and GDPR tooling

Email sequencesFrom Gmail or your own sending domain; replies stop itSales Hub Professional and above

Forms and lead intakeForms, plus leads sent in from other tools (beta)Forms, chat and marketing automation

Meeting bookingBooking links with Google Calendar free/busyMeeting scheduler with round robin

ProposalsNative: packages, clauses and the invoice on approvalQuotes; proposals usually built in PandaDoc

Time and retainersRetainer pacing by department, overages, carryoverNot a HubSpot feature; needs Harvest or similar

InvoicingRetainers in advance, overages, hourly, media pass-throughCommerce Hub invoices, best for one-off sales

Client reportingWhite-label reports and portal under your brandInternal dashboards; client reporting is not the product

ProfitabilityMargin from contracted revenue and absorbed costRevenue reporting; cost is out of scope

AI accessClaude works in your workspace, per-person permissions (beta)Breeze AI agents, priced with credits

Data and tenancyPrivate database per workspace, daily backups, full exportShared infrastructure, export by object

Choose HubSpot if marketing automation is the product you sell. Choose Verbial if you sell people's time and need to know what it earned.

Modules

The parts that take over from HubSpot.

3 deals won todayCRMSee next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.CRM for marketing agencies →Drafted by AIProposalsLet AI draft the proposal from the discovery call and your packages, then turn their yes into revenue.Proposal software for marketing agencies →Paid · $26,000InvoicingBill every kind of work from what the client signed, get paid faster, and stop losing unbilled hours.Invoicing software for marketing agencies →

Common questions

Is Verbial a HubSpot alternative for agencies?

Yes, for sales and operations: pipeline, contacts, sequences, forms and booking, then proposals, invoicing, time tracking and client reporting. It does not replace Marketing Hub for large-scale automation.

Can we keep HubSpot for our own marketing and move sales into Verbial?

Yes. Keep HubSpot Marketing for your own funnel and move deals, delivery and billing into Verbial. The HubSpot sync keeps company, contact and deal records aligned while both run.

What does moving from HubSpot to Verbial involve?

Connect your HubSpot account or upload its CSV exports, accept the suggested mapping, preview, then import. Companies match by domain, contacts by email, and the whole import can be undone in one click.

How does the price compare?

Compare current agency plans, seats and add-ons on the pricing page.

Try Verbial next to HubSpot for a billing cycle.

Bring your data across, keep the old tool read-only, and compare the numbers on real work.

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