HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Key Features of HubSpot CRM
Contact Management
Deal Pipeline Management
Email Tracking and Notifications
Meeting Scheduling
Live Chat and Chatbots
Marketing Automation
Sales Automation
Custom Dashboards and Reporting
Lead Scoring
Price of HubSpot CRM
Free Tools – $0/month
Includes basic CRM, contact management, email marketing, forms, live chat, and reporting tools.
Starter – Starting at $20/month
Adds features like email marketing automation, simple conversation routing, and removal of HubSpot branding. Pricing varies depending on the number of contacts.
Professional – Starting at $500/month
Includes advanced marketing automation, custom reporting, sales sequences, lead scoring, and team collaboration tools.
Enterprise – Starting at $1,200/month
Offers enterprise-grade features such as custom objects, advanced permissions, predictive lead scoring, and more extensive analytics.
Note: Prices vary depending on whether you're purchasing individual Hubs (e.g., Sales, Marketing, Service) or bundling them as part of the CRM Suite.
Monday.com is a highly adaptable platform designed to streamline work and project management for teams of various sizes. Its user-friendly, visually organized interface, enhanced by color-coded elements, allows users to navigate effortlessly without needing technical skills. With over 200 ready-made templates and a straightforward drag-and-drop system, teams can quickly set up workflows and begin managing tasks efficiently. Additionally, its powerful dashboard builder and no-code automation tools help users visualize data clearly and eliminate repetitive processes, boosting overall productivity.
Key Features of monday
Visual Board Structure
Customizable Columns
Multiple Board Views
Automations
Integrations
Dashboards and Reporting
Time Tracking
Mobile App Support
Price of monday
monday.com offers a Free Plan for up to two users at no cost, ideal for individuals or small teams. The Basic Plan costs $12 per seat monthly and includes unlimited boards and prioritized support. The Standard Plan at $17 per seat monthly adds timeline and calendar views, guest access, and automation limits of 250 actions. The Pro Plan, $28 per seat monthly, significantly increases automation and integrations to 25,000 actions and introduces private boards and enhanced analytics. Enterprise pricing is custom and includes advanced security and premium support. A 14-day free trial of Pro is available.
Jotform stands out as a versatile online form builder software that caters to both individuals and organizations seeking efficient solutions for creating customized forms without needing coding skills. Its intuitive drag-and-drop interface, combined with a vast library of pre-designed templates, enables users to quickly produce professional-quality forms for various applications such as surveys, registrations, and payments. The platform’s strong integration capabilities with popular third-party tools streamline data management and automate workflows, while features like conditional logic personalize the user experience by adapting forms based on input. Additionally, Jotform prioritizes security with SSL encryption and offers collaborative tools and notification systems, making it a comprehensive choice that is accessible even to small users through its free plan.
Key Features of Jotform
Powerful User-Friendly Survey Builder Tools
Vast Library of Customizable Templates
Real-Time Comprehensive Reporting and Analytics
Seamless Embedded Website Form Integration
Innovative Optimized Mobile-Friendly Form Experience
Dynamic Conditional Logic for Customization
Extensive Integrations with Third Parties
Secure Payments Integration for Commerce
Price of Jotform
Jotform offers flexible pricing plans to suit diverse needs. The Free plan provides limited monthly submissions and basic features at no cost, ideal for testing new ideas. The Bronze and Silver plans, at $34 and $39 per month respectively, expand submission limits, payment capacities, storage, and form customization by eliminating branding. Advanced users benefit from the Gold plan at $49 monthly, combining extensive submissions, larger storage, and HIPAA compliance. For unlimited use and tailored solutions, the Enterprise plan invites direct inquiry for pricing details. Contact Jotform now for further information.
ClickUp is introduced as a project management solution crafted to simplify team coordination and streamline workflow processes. The available overview hints at a platform that brings together various elements of project management into an integrated interface, potentially supporting task organization and team collaboration. Although the details remain minimal, the initial impression is that ClickUp may offer a flexible framework adaptable to different project needs, aligning well with customers looking for an all-in-one project management tool. This brief insight lays the groundwork for a deeper exploration of how ClickUp might serve as a strategic resource for modern teams.
ClickUp offers diverse pricing options catering to individuals and large teams. The Free plan provides essential collaborative features at no cost, appealing to small teams. For expanded functionalities, the Unlimited plan costs $7 per user monthly, while the Business plan at $12 per user elevates performance with additional tracking and automation tools. The Business Plus plan, priced at $19 per user per month, further enhances customization and admin controls. For comprehensive enterprise needs, pricing details are available upon contact, ensuring scalability and tailored solutions for growing organizations. Expert support available.
Calday offers a user-friendly platform that simplifies appointment scheduling for both individuals and businesses, enabling easy management of bookings, business hours, and customizable scheduling preferences. Its automation of reminders and notifications helps reduce no-shows and keeps clients and staff consistently updated. The solution integrates seamlessly with major calendar services like Google Calendar, iCloud, and Outlook, preventing scheduling conflicts and ensuring smooth coordination. Additionally, Calday supports features such as group bookings, recurring events, and personalized booking pages, making it suitable for solo professionals, teams, and service-oriented companies alike.
Automated, Customizable Appointment Reminders System
Effortless, Hassle-Free Appointment Rescheduling Process
Optimized Mobile Appointment Compatibility Interface
Efficient, Conflict-Free, Guaranteed No Double-Booking
Accessible 24/7 Online Appointment Booking
Price of Calday
Calday presents two pricing plans to suit diverse business needs. The Free plan, available at $0 per month, provides essential booking functionalities including calendar management and unlimited appointments, yet restricts service and integration options. Conversely, the $10 per month Premium plan offers a comprehensive feature set with unlimited services, integrations, and schedules as well as access to extra services. An attractive 7-day free trial for Premium access requires no credit card, allowing thorough exploration. Special discounts for non-profit and educational institutions boost affordability for forward-thinking companies, making Calday exceptional overall.
HoneyBook positions itself as a streamlined solution for managing invoices, tailored to help businesses simplify their financial operations. The platform is designed with an emphasis on user-friendly navigation and efficiency, aiming to reduce the administrative burden often associated with invoice tracking. Its approach focuses on delivering clear, manageable tools that address the key challenges faced by professionals in the realm of invoice management. Ultimately, HoneyBook offers prospective customers a straightforward yet robust way to keep their invoicing processes both organized and under control.
Key Features of HoneyBook
Robust Invoicing and Billing with Customizable Templates
Seamless Online Payment Processing System
Automated Payment Reminders and Schedules
Robust Detailed Downloadable Financial Reports
Comprehensive Financial Dashboard Integration
Centralized Client Management Solutions
Integrated Comprehensive Email Communication Tools
Customizable Notification Settings for Invoices
Price of HoneyBook
HoneyBook offers three pricing plans tailored for independent business owners focused on invoice management. The Starter plan at $19 per month (annual billing) provides essential invoicing, payments, and contract capabilities. The Essentials plan, costing $39 monthly (annual), adds customization, automated workflows, and expanded reporting. For larger operations, the Premium plan at $79 per month (annual) delivers comprehensive invoicing functions, unlimited team support, priority service, and advanced reports. Additionally, a 7-day free trial is available for users to experience all features without a credit card. Simplified pricing truly makes decision-making effortless.
7
ConexED
4.65 / 5
Read more about ConexED
ConexED emerges as an integrated, all-in-one platform that marries appointment scheduling, video conferencing, and comprehensive reporting, effectively removing the hassle of juggling separate systems. Tailored for the mobile learner, it ensures that students can access essential services from anywhere, thereby sidestepping the complexity of multiple applications. By automating routine administrative tasks, the platform not only lightens staff workloads but also allows educators to devote more time to meaningful student engagement. Furthermore, its real-time tracking and robust reporting capabilities furnish institutions with the actionable insights needed to make sound, data-driven decisions that enhance overall educational outcomes.
Key Features of ConexED
Efficient Appointment and Event Scheduling
Comprehensive Virtual One-Stop-Shop
Robust CRM & Cohort Management
Timely Early Alerts and Case Management
Detailed Real-Time Analytics and Reporting
Prompt Email and SMS Alerts
Highly Customizable Intake Forms
Rapid Two-Week Product Innovation Cycle
Price of ConexED
ConexED does not currently disclose fixed pricing details online. Custom pricing solutions are offered based on each institution’s unique needs, with potential models possibly reflecting user count or usage. Prospective customers can also ask about a free trial or demo to experience the platform’s capabilities before committing. For precise plan structures and costs, it is best to reach out directly to ConexED and discuss your specific requirements.
8
Calendly
4.65 / 5
Read more about Calendly
Calendly emerges as a dynamic scheduling solution designed with simplicity at its core, aiming to transform the often cumbersome art of coordinating meetings into an effortless experience. It positions itself as an enabler for businesses, reducing the back-and-forth of appointment-setting by streamlining the entire process. With an interface that adapts easily to an organization’s workflow, Calendly provides a flexible platform that supports effective time management and operational efficiency. In essence, it serves as a robust business scheduling software option for those seeking to modernize their meeting and appointment management.
Key Features of Calendly
Automated Scheduling Enhancing Time Efficiency
Multiple Event Options For Meetings
Seamless Integrations With Popular Calendars
Accurate Time Zone Detection Feature
Customizable Availability With Blackout Options
Automated Notifications To Reduce No-Shows
Advanced Workflow Automation And Follow-ups
In-depth Analytics And Reporting Tools
Price of Calendly
Calendly’s pricing structure is adaptable for diverse business sizes. The Free Plan empowers individuals with basic scheduling, offering one event type and key features at no cost. The Standard Plan, at $10 per seat monthly when billed annually, supports small teams with multiple calendars and integrations. Meanwhile, the Teams Plan at $16 per seat monthly enhances collaboration through reporting and team management. The Enterprise Plan, starting at $15,000 per year, provides robust security and control. A trial for Standard and Teams plans lets businesses evaluate core functions before fully committing.
9
Chili Piper
4.55 / 5
Read more about Chili Piper
Chili Piper stands out as a meeting lifecycle automation platform designed to streamline the connection between sales teams and potential customers through advanced scheduling and routing functions. Its ability to instantly qualify and route inbound leads from web forms significantly boosts conversion rates by allowing immediate appointment booking or live calls via the Concierge feature. Especially beneficial for enterprise sales teams, the platform integrates deeply with Salesforce, ensuring fair lead distribution with round-robin assignment and freeing sales reps from manual scheduling tasks. Moreover, Chili Piper consolidates chat, routing, and scheduling into one seamless system, offering tools like Instant Booker for quick meeting arrangements and automated reminders to keep important engagements on track.
Key Features of Chili Piper
One-Click Instant Meeting Booking System
Streamlined Dynamic Form Concierge Experience
Intelligent Automated Lead Routing Mechanism
Seamless Integrated Calendar Scheduling Setup
Automatic Real-Time CRM Data Updates
Native Video-Enabled Zoom Meeting Integration
Efficient End-to-End Workflow Automation Tools
Comprehensive Actionable Analytics and Reporting
Price of Chili Piper
Chili Piper offers pricing options based on user licenses and lead volume. ChiliCal costs start at $15 per user monthly and $22.50 annually, while Concierge is available for $30 per user monthly or $45 annually, plus platform fees that vary with lead numbers. Similarly, Chat costs mirror Concierge with a minimum $1,000 fee, and Distro plus Handoff are offered at identical per-user rates with a $150 monthly platform minimum. An add-on, Concierge Live, enhances engagement. Chili Piper does not provide a free trial option, so contact the vendor for details.
10
Skedda
4.5 / 5
Read more about Skedda
Skedda streamlines desk booking by consolidating reservations into one centralized hub, eliminating scheduling overlaps and ensuring employees have up-to-date visibility on desk availability. The platform automates routine administrative tasks, allowing organizations to conserve valuable time and shift focus to strategic priorities. Its tailored access settings empower larger teams to designate specific zones, fostering an organized workspace that adapts to hybrid environments. Additionally, data-driven insights into booking trends enable companies to optimize space usage and reallocate resources for greater operational efficiency.
Key Features of Skedda
Interactive Customizable Venue Floor Plans
Configurable Custom Rules and Roles Management
Comprehensive Multi-View Booking Calendar System
Seamless Calendar Integration with Major Platforms
In-Depth Detailed Reporting with Utilization Insights
Price of Skedda
Skedda's pricing plans empower organizations with versatile features that adapt to varied space management needs. Starter, starting at $99 monthly, includes 15 spaces, interactive floor plans, unlimited users and bookings, a basic rules engine, and limited insights. The Plus plan, at $149 monthly, covers 20 spaces with enriched insights and a limited rules engine, offering savings on multi-year contracts. Premier, for $199 monthly, supports 25 spaces with full scheduling features and a comprehensive rules engine, combined with attractive discount incentives. A hassle-free free trial is available. Explore now for details.
Overview
Choosing the right payment processing software can be a challenging task, especially if you’re currently using Chargent but feel it might not fully meet your needs. Whether it’s limitations in features, pricing concerns, or integration difficulties, these issues can slow down your business operations and affect customer satisfaction.
In this article, you’ll find a comprehensive guide to alternative solutions that cater specifically to your industry’s unique requirements. We’ll help you identify key factors to consider, such as ease of use, scalability, security, and customer support.
By exploring these alternatives, you’ll gain valuable insights that empower you to make an informed decision tailored to your business goals. This will help you avoid costly mistakes and find a payment processing system that enhances efficiency and fosters growth.
Reading on will save you time and effort by narrowing down your options and focusing on what truly matters for your success.
What is Chargent?
Chargent is a payment processing solution designed specifically to operate within Salesforce, enabling organizations to handle credit card and ACH transactions without leaving the Salesforce environment. It integrates payment workflows into any Salesforce business transaction, supporting both one-time and recurring billing. This makes it adaptable for various organizations, from small nonprofits to large-scale enterprises like call centers and e-commerce platforms.
The platform’s standout feature is its compatibility with over 20 major payment gateways, including well-known providers such as Authorize.net and Stripe. This broad integration allows businesses to choose their preferred payment processor while maintaining a seamless experience for sales and customer service teams. Payments can be initiated directly from Salesforce opportunities, cases, or orders through embedded buttons and tools like Chargent Anywhere, which extends payment capabilities to any Salesforce object. Additionally, the Payment Console offers a secure interface for entering payment information during phone transactions.
Automation plays a significant role in Chargent’s functionality. Users can send automated payment requests with secure links via email, streamlining the collection process. The system also supports automated collections by retrying failed payments and sending reminders for overdue invoices. Self-service payment options empower customers to complete transactions through online portals or community pages, reducing administrative burden and improving cash flow management.
Security is deeply integrated with Salesforce’s framework, ensuring PCI compliance, encrypted data fields, and customizable profile management for sensitive payment details. Chargent maintains detailed transaction histories, including refunds, declines, and payment statuses, which can be leveraged for reporting or to trigger automated workflows and notifications. For organizations requiring customized payment solutions, Chargent offers developer tools and APIs to integrate with external systems or build tailored Force.com payment pages.
For those evaluating payment processing options within Salesforce, exploring the most popular customer success softwares can provide additional context on software that complements payment automation by enhancing overall customer relationship management.
What to look for in Chargent alternatives?
Chargent is designed as a streamlined credit card and ACH payment processor that integrates tightly with Salesforce, enabling payment acceptance directly within the platform for both one-time and recurring transactions. It supports over 20 payment gateways with pre-built connectors, customizable payment emails, and embedded payment buttons that fit seamlessly into Salesforce workflows. This makes it adaptable for a range of organizations, from small nonprofits to large call centers, with features that automate payment schedules, track transaction histories, and manage refunds.
Distinctive elements include the Chargent Anywhere Lightning Web Component, allowing payments from any Salesforce object, as well as Payment Request functionality that securely sends payment links via email. The Payment Console helps reduce PCI compliance scope by tokenizing payment details. Automated collections allow businesses to follow up automatically on missed or failed payments, minimizing manual intervention. Security is robust, with PCI compliance, encrypted fields, and controlled access. The platform is also highly customizable, offering API integrations and custom payment page creation to fit complex workflows.
When assessing alternatives, critical criteria should include how deeply the solution integrates with Salesforce objects and automations, the breadth of supported payment gateways, and the flexibility of recurring billing options. User experience matters as well, especially ease of use for internal teams and availability of customer self-service portals. Strong security features like tokenization, encryption, and PCI compliance are essential, along with automation capabilities for payment retries and notifications. Reporting tools that provide detailed transaction and refund visibility integrated with Salesforce reporting enhance operational insight. Finally, the pricing model should align with your transaction volumes and scalability needs as your business expands.
For organizations exploring payment solutions within Salesforce, mapping these factors against available products will ensure the chosen platform not only matches Chargent’s core strengths but also fits unique operational requirements. Additionally, those interested in broader business software solutions might find this list of customer support softwares helpful for complementary tools that enhance overall customer engagement workflows.
Frequently Asked Questions about Chargent
What are the main alternatives to Chargent for payment processing?
Key alternatives to Chargent include FreshBooks, Veem, Stripe, QuickBooks Desktop Pro, PayPal Payments, Amazon Pay for Business, Tipalti, Razorpay, Melio, and BillingPlatform. These solutions cater to diverse needs such as billing, accounting, and payment automation across various business types.
How do Chargent alternatives differ in terms of deployment and integration?
Some providers like BillingPlatform and Melio operate entirely in the cloud, while others such as QuickBooks Desktop Pro offer desktop or hybrid models. Integration options vary widely, with many alternatives connecting to ERP, CRM, or e-commerce platforms, so matching these capabilities to your existing systems is crucial.
Are there Chargent alternatives that support global payments?
Yes, several alternatives including Veem, Payoneer, Stripe, and ChargeOn facilitate international transactions by supporting multiple currencies and cross-border payment processing, enabling seamless global business operations.
Do Chargent alternatives help automate accounts receivable and payable?
Indeed, platforms like Chargezoom, Melio, and Plooto emphasize automating accounts receivable and payable, streamlining invoicing, payment collection, and vendor payments to enhance operational efficiency.
What are the security standards for Chargent alternatives?
Most top alternatives, such as EBizCharge and Stripe, comply with PCI standards and incorporate advanced security measures like encryption and fraud prevention to safeguard sensitive payment information.
Are there alternatives to Chargent that are native to Salesforce?
ChargeOn stands out as a Salesforce-native option, enabling secure payment processing directly within the Salesforce environment through robust APIs.
Can I find alternatives to Chargent with recurring billing capabilities?
Several alternatives, including Stripe Payments, FreshBooks, and Blixo, provide recurring billing features, ideal for managing subscription-based or membership business models.
How do Chargent alternatives compare in terms of pricing models?
Pricing structures vary widely: some providers use subscription-based plans like BillingPlatform, others charge per transaction such as Stripe and PayPal, while some offer custom enterprise pricing. Reviewing each option’s pricing details is essential to find a fit for your budget.
What should I consider when choosing a Chargent alternative?
Focus on integration with your current systems, security protocols, pricing models, global payment support, automation capabilities, and user feedback. Aligning these factors with your business requirements will help identify the most suitable solution.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.