Clauseloop compared with HubSpot, Salesforce, Zoho CRM and Pipedrive
General CRMs are stronger at selling: far more integrations, marketing tools and free plans. Clauseloop's CRM is narrower, but the won deal becomes the certification itself: the same client record carries the project, the gap analysis, the internal audit, the invoices and the renewal.
Side by side
What you need
General CRMs
Clauseloop
Pipeline and contacts
Their core strength, configurable to almost any sales process
A pipeline from enquiry to won, with each deal in the client's own currency
Integrations
Hundreds to thousands of apps
Google Calendar, Google Search Console, email delivery, Stripe, PayPal and Cashfree, plus incoming webhooks for leads
Marketing
Email marketing and landing pages (HubSpot, Zoho)
Lead magnets that accept only work emails, up to 13 follow-up emails, and cookieless website analytics
After the sale
Another tool, or custom development, for projects, audits and invoicing
The same client record becomes the project, the gap analysis, the internal audit, the invoices and the renewal
Certification knowledge
Custom fields you design
Leads tagged by standard, and audit checklists for 12 frameworks
Invoices and tax
Usually an add-on or a separate accounting tool
Milestone invoices in 10 currencies with GST or VAT
The tools compared, in their own words
HubSpot CRM
Built for: Startups and small businesses, from sales to marketing and service.
A free CRM for up to 2 users and 1,000 contacts
Over 2,000 apps in the HubSpot Marketplace
Forms, landing pages, email marketing and live chat in the free tools
Marketing automation, landing pages and email campaigns at scale
Free plans for small teams (HubSpot, Zoho CRM)
Deep customisation; Clauseloop works in a mobile browser but has no native app
Which to choose
Choose a general CRM if selling is your main problem and the certification work already runs well somewhere else.
Choose Clauseloop if you want the sale and the certification work in one place, without building it yourself.
Clauseloop and CRM: frequently asked questions
Does Clauseloop connect to HubSpot or Salesforce?
There is no built-in connector. Leads from other tools can be sent in through incoming webhooks, and website forms can be embedded on any site.
Can Clauseloop replace our CRM?
For an ISO or compliance consultancy, usually yes: leads, pipeline, proposals and follow-up emails are built in. If you depend on advanced marketing automation, keep that tool and send leads in.