Customer success without upgrading HubSpot
HubSpot is a great all-in-one CRM for sales, marketing and service. Its customer success workspace and health scores need Service Hub Professional or Enterprise, paid per seat. XPI CRM is built only for customer success: health scores, renewals, ARR movement, playbooks and tickets per client. It's free for up to 100 clients and can sit next to HubSpot.
- Every feature included
- No credit card
- Free up to 100 clients
Which one fits your team?
HubSpot is a strong choice if…
- you already run sales and marketing in HubSpot and want customer success in the same database
- you want NPS, CSAT and CES surveys, a help desk and a knowledge base from one vendor
- you want Breeze AI agents working across support and customer health
XPI CRM is a better fit if…
- you want a CRM built for customer success, not a sales CRM with a CS add-on
- you want renewals, ARR, GRR and NRR movement out of the box, without building reports
- you track up to 100 clients and don't want to pay for Professional seats to get health scores
Side by side
| Feature | HubSpot (Service Hub) | XPI CRM |
|---|---|---|
| Price | Free CRM tools for up to 2 users. The customer success workspace and health scores need Service Hub Professional or Enterprise, priced per seat (prices on hubspot.com) | Free up to 100 clients and 1,000 contacts, every feature included. Optional Enterprise support plan |
| Try it yourself | Free, Starter and Professional can be bought online. Enterprise through sales | Sign up and use it now, no credit card |
| Built for | Sales, marketing, service and customer success on one platform | Customer success only |
| Health scores | Yes: On Professional and Enterprise, with more score options on Enterprise | Yes: Automatic health score with the reasons behind it |
| Renewals and ARR | Yes: Renewals tracked as pipelines (deals or subscriptions) and reports | Yes: Renewals board, expansion, ARR/GRR/NRR movement |
| Playbooks and automation | Yes: Playbooks and workflows (Professional and Enterprise) | Yes: Playbooks, templates and automation |
| NPS, CSAT and CES surveys | Yes: Built in | NPS and CSAT responses by import or API. Sending surveys by email: coming soon |
| Support tickets with SLAs | Yes: Help desk, SLAs on Professional and Enterprise | Yes: Built in |
| Sales and marketing tools | Yes: Full sales and marketing hubs | No: Not offered: keep your sales CRM for that |
| AI agents | Yes: Breeze agents, for example a customer health agent from the Breeze Marketplace | No: Not offered. AI client summary from your XPI data: coming soon |
| AI assistants (Claude, ChatGPT) | Yes: Official connector, free, can read and update records | Yes: MCP connector included, works with Claude and ChatGPT, can also create records |
| Data location | US, EU (Germany), Canada or Australia | EU (Ireland) |
See it in action
Using XPI next to HubSpot
Export your companies and contacts from HubSpot as CSV.
Import them into XPI with the CSV importer. Map columns to fields and you're done.
Keep HubSpot for sales and marketing. Send new customers and usage to XPI with the API or webhooks, and run renewals, health and playbooks in XPI.
Want help? Our Enterprise plan includes guided onboarding, help moving your data and health score and playbook workshops. Talk to us
Questions
Is XPI CRM really free?
Yes, for up to 100 clients and 1,000 contacts, with every feature included and no credit card. Above that, or when you want premium support, guided onboarding and help with migration, talk to us about the Enterprise plan.
Do I have to leave HubSpot?
No. Many teams keep HubSpot for sales and marketing and use XPI for customer success. XPI doesn't replace HubSpot's sales or marketing tools.
Does XPI sync with HubSpot automatically?
Not with a built-in sync today. You can import from HubSpot by CSV, and connect the two with XPI's API and webhooks or an automation tool.
Can't I just do customer success in HubSpot?
You can, with Service Hub Professional or Enterprise: it has a customer success workspace, health scores, playbooks and surveys. XPI gives you renewals, ARR movement and health per client without paid seats, for teams that want a dedicated CS tool.
Does it work with Claude and ChatGPT?
Yes, and it's included. Connect XPI as an AI connector and ask about renewals at risk, client overviews or your day. Connect an AI assistant
Where is my data stored?
In the EU (Ireland).
Try XPI CRM with your own clients today
Free for up to 100 clients, every feature included, no credit card.
HubSpot information is from hubspot.com and knowledge.hubspot.com (Service Hub pricing page, customer success management page, customer success workspace and health score articles, Claude connector page and data hosting FAQ), checked 20 October 2026. HubSpot is a trademark of its owner. Spotted something out of date? Tell us at hello@xpicrm.com.