CRM tools or a full brand system?

HubSpot is a powerful CRM built around sales, marketing, and pipelines. Planbrand approaches the problem differently by connecting your website, content, products, customers, and internal work into one structured system. This comparison helps you decide which model fits your business.

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Two platforms, different foundations

HubSpot focuses on CRM, marketing, and sales workflows. Planbrand is built as a brand operating system where CRM is only one layer.

<p>Website and CRM combined</p>

Website and CRM combined

Pages, forms, and contacts are fully connected.

<p>Structured brand CMS</p>

Structured brand CMS

Content is reused across pages, emails, and products.

<p>Products as workflows</p>

Products as workflows

Sales trigger delivery plans and tasks.

<p>Plans and tasks</p>

Plans and tasks

Operational work follows every action.

<p>Multi-brand workspace</p>

Multi-brand workspace

Run multiple brands from one account.

<p>Roles and permissions</p>

Roles and permissions

Control access for teams and partners.

Do you need a CRM or a business system?

HubSpot is excellent at managing contacts, deals, and campaigns. Planbrand is designed for businesses that want their website, content, products, customers, and internal work to live in one structured place.

This comparison is not about replacing CRM features, but about choosing the right foundation for how your business actually operates.

Built for structure, not just pipelines

If your goal is sales optimisation, a CRM may be enough. If your goal is long-term structure — across website, offers, delivery, and teams — you need a system designed to hold the whole business together.

<p>Built for structure, not just pipelines</p>

CRM-first vs brand-first systems

HubSpot starts with CRM and extends outward. Planbrand starts with the brand itself — pages, content, products, and people — and treats CRM as one connected layer within that system.

<p>CRM-first vs brand-first systems</p>

When a CRM becomes your centre

HubSpot is built to manage leads, deals, and marketing activity. As your business grows, your website, content, and delivery often sit outside the CRM. This separation creates extra tools, duplicated data, and manual work.

<p>When a CRM becomes your centre</p>

Brand before CRM

Key differences between a CRM platform and a brand system

These capabilities exist in Planbrand but not in HubSpot, and show how a brand system supports work beyond sales pipelines.

1<p>Website and CMS</p>

Website and CMS

2<p>Products with delivery</p>

Products with delivery

3<p>Plans and tasks</p>

Plans and tasks

4<p>Multi-brand workspace</p>

Multi-brand workspace

5<p>Role-based access</p>

Role-based access

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Decide if you need more than a CRM

If you are using HubSpot and starting to manage your website, content, products, and internal work across multiple tools, this is the right moment to evaluate whether a brand system like Planbrand fits better.

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Beyond CRM limits

When your business needs more than HubSpot

HubSpot is strong at managing leads and pipelines. Planbrand adds structure around the work that happens before and after sales.

Website and CRM connected

Pages, forms, and contacts share the same data.

Products drive delivery

Sales automatically create follow-up work.

Clear internal workflows

Tasks and plans replace manual reminders.

One system, fewer tools

Less context switching for teams.

Primary Benefits
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Decide if a CRM is still enough

If you are using HubSpot and managing your website, content, products, and delivery across multiple tools, this is the right time to assess whether a single brand system like Planbrand would reduce complexity and support growth.

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Value Delivery Process

Structure before scale

Move from CRM-led work to a connected brand system

This process helps HubSpot users understand whether their business has outgrown a CRM-first setup and needs a system that connects website, content, customers, and delivery.

1

Review your current setup

List the tools you use around HubSpot for website, content, and delivery.

2

Identify disconnected work

Spot where data is copied, repeated, or manually followed up.

3

Map real operations

Connect products, services, and delivery steps to customer actions.

4

Decide the right foundation

Choose whether a CRM or a brand system supports your next stage.

Do you need a CRM only, or a full business system?

This comparison helps HubSpot users understand the difference between a CRM-first platform and a brand system that connects website, content, products, customers, and internal work in one place.

CRM-only approach (HubSpot)

CRM separate from website

Content managed outside CRM

Deals stop after sale

Manual follow-ups

Single-brand focus

Limited role structure

Forms live in silos

External CMS required

Campaign-led structure

Sales-centric view

Multiple tools required

Data copied between tools

Hard to scale structure

CRM owns the process

Delivery handled manually

Pages not tied to offers

Contacts lack context

No task accountability

CRM-first reporting

Sales ends the journey

Brand system approach (Planbrand)

Website and CRM connected

Content lives with brand data

Sales trigger delivery workflows

Tasks created automatically

Multi-brand workspace

Clear roles and permissions

Forms feed shared data

Built-in CMS included

Operation-led structure

Full business view

One connected system

Single source of truth

Built for growth stages

Brand owns the process

Delivery mapped in plans

Pages linked to products

Contacts linked to actions

Tasks assigned to teams

Brand-level insights

Customer journey continues

For HubSpot users exploring alternatives

Planbrand vs HubSpot CRM: common questions

These questions help teams understand when HubSpot is enough, and when a brand system like Planbrand becomes more suitable.

Is Planbrand a CRM like HubSpot?

Can Planbrand replace HubSpot?

What does Planbrand do that HubSpot does not?

Is HubSpot better for sales teams?

Does Planbrand support email and forms?

Can I manage multiple brands in Planbrand?

Is Planbrand suitable for small teams?

Does Planbrand include a CMS?

How does Planbrand handle delivery after a sale?

Is Planbrand a marketing automation tool?

Can I keep using HubSpot with Planbrand?

Does Planbrand support role-based access?

Is Planbrand harder to set up than HubSpot?

Who should not switch from HubSpot?

Who should consider switching to Planbrand?

Does Planbrand replace project management tools?

Can Planbrand handle content-driven businesses?

Is Planbrand suitable for agencies?

Does Planbrand scale with growth?

What is the main difference in philosophy?

Salesforce CRM or a full business system?

If you already use Salesforce for sales tracking, this comparison helps you decide whether you need a CRM-only platform or a system that also runs content, delivery, and operations.

Salesforce (CRM‑first)

Sales pipelines only

Requires admin setup

Heavy configuration

CRM‑centric workflows

External website tools

Multiple integrations

Enterprise pricing model

Long onboarding time

Sales‑led reporting

Delivery outside CRM

Tool sprawl over time

Hard to customise

Admin‑heavy roles

Change requires experts

Sales data focus

Complex permissions

Limited brand context

Separate task systems

Scaling adds cost

Built for enterprises

Planbrand (Business OS)

Sales plus operations

Ready out of the box

Simple structure

End‑to‑end workflows

Built‑in pages & CMS

One connected system

Predictable pricing

Fast team adoption

Business‑wide visibility

Delivery inside system

Fewer tools needed

Easy to adapt

Clear team roles

Change without developers

Customer lifecycle focus

Simple access control

Full brand context

Tasks built‑in

Scaling adds clarity

Built for growing teams

Planbrand vs Salesforce

Questions Salesforce users usually ask

These answers help teams understand when Salesforce is enough and when Planbrand becomes the better choice.

Is Planbrand a CRM like Salesforce?

Can Planbrand replace Salesforce?

When should I keep Salesforce?

Does Planbrand handle sales pipelines?

How is Planbrand different from CRM tools?

Is Planbrand easier to use?

Does Planbrand include a website builder?

Can I manage multiple brands?

Does Planbrand support payments?

What about reporting?

Is Planbrand good for small teams?

Can Planbrand scale?

Does it replace project tools?

How fast can we migrate?

Is Planbrand customisable?

What about permissions?

Is Planbrand cheaper?

Does it support content teams?

Can sales and delivery work together?

Who should choose Planbrand?

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Decide if a CRM is still enough

If you are using HubSpot and managing your website, content, products, and delivery across multiple tools, this is the right time to assess whether a single brand system like Planbrand would reduce complexity and support growth.

Brand profile