← Back to all posts
October 16, 20255 min read

SMB CRM Comparison 2025: InvoicifyAI vs HubSpot, Pipedrive, Zoho, Freshsales

Side-by-side comparison for small teams. See how InvoicifyAI's autonomous voice agents, native quote-to-cash, and AI Insights stack up against SMB CRMs—monthly USD pricing included.

#crm#ai#voice-ai#invoicing#collections#smb#comparison#pricing

Most CRMs give you a dialer and an AI “copilot.” InvoicifyAI gives you four autonomous voice agents that actually place customer calls (Lead Qualification, Estimate Follow‑up, AR/Collections, NPS), plus AI Insights and action banners—so you close loops faster and go from quote to cash without duct tape.

TL;DR: If you’re a freelancer or small team, the difference between “AI that advises” and “AI that acts” is the difference between another tab to manage and actual time back.

Table of Contents

The Quick Matrix (Monthly, USD)

Legend: ✅ = yes · ◔ = partial/indirect · ✖️ = not native

Feature ↓ / Product →InvoicifyAIHubSpot (Sales Hub Starter)Pipedrive (Lite)Zoho CRM (Standard)Freshsales (Growth)
Entry price$14.99 / account$15 first year, then $20 / seat$24 / seat$20 / seat$11 / seat
Pricing modelPer accountPer seatPer seatPer seatPer seat
Built‑in calling (rep‑initiated)✖️ (coming soon via Twilio)✅ (power dialer)◔ (via integrations/marketplace)◔ (ecosystem add‑ons)✅ (built‑in phone)
Autonomous voice agents (customer‑facing calls)✅ (4 agents)✖️✖️✖️✖️
Native estimates → invoices / AR status◔ (quotes/commerce add‑ons)◔ (add‑ons)◔ (via Zoho Books/Billing)◔ (CPQ/docs; add‑ons)
AI insights / next‑best actions✅ (AI Insights + Deal Health + actions)✖️
In‑app CTA banners (guided next steps)✅ (Action Center)
Free plan14‑day trial✅ (Free tools)✖️ (trial only)✅ (3 users)✅ (3 users)
Note: AI features vary by tier for third‑party CRMs (e.g., predictive scores and advanced guidance are often Pro/Enterprise add‑ons). Verify entitlements at checkout.

InvoicifyAI Pricing & Features by Tier:

  • Starter ($14.99): 1 team seat, No AI voice agents
  • Professional ($29.99): 2 team seats, 1 agent (Invoice Collection)
  • Business ($49.99): 3 team seats, All 4 agents (Lead Qualification, Estimate Follow-up, Invoice Collection, Customer Feedback/NPS)

What's Truly Different About InvoicifyAI

  • AI that acts, not just advises: Four purpose‑built voice agents autonomously place compliant outbound calls, summarize outcomes, capture promises‑to‑pay, and schedule intelligent retries. Deal Health scoring (0-100%) identifies at-risk opportunities before they stall.
  • Quote‑to‑cash in one app: Seamless estimate → invoice conversion with tenant‑scoped numbering, taxes, PDFs, and clear statuses (Draft, Sent, Overdue, Paid).
  • Know exactly what to do next: AI Insights surface risks and recommended actions; Action Center prioritizes overdue tasks, pending activities, and AI recommendations; contextual action buttons ("Mark as Paid," "Convert to Opportunity," "Schedule Follow-up") reduce thinking and increase doing.
  • Built for SMB reality: Per‑account pricing means freelancers and tiny teams aren’t penalized by seat math.

Related reads:

Deep Dive: Where Others Are Strong

  • HubSpot: Broad platform, strong assistive AI, built‑in power dialer; autonomous customer‑facing voice agents are not native.
  • Pipedrive: Clean pipeline UX, automations, marketplace for calling; relies on integrations for dialers (rep‑initiated), not autonomous voice.
  • Zoho CRM: Deep customization and value; invoices typically handled via Zoho Books/Billing; Zia is primarily a rep assistant.
  • Freshsales: Sharp value with built‑in phone; AI agent add‑ons exist, but not autonomous AR voice collections out‑of‑the‑box.

Pricing Notes and Sources

  • InvoicifyAI pricing is monthly in USD; tiers start at $14.99/account.
  • HubSpot lists Starter monthly at ~$15/seat for the first year, then ~$20/seat; includes a power dialer (rep‑initiated).
  • Pipedrive Lite monthly commonly ~$24/seat; calling leans on marketplace/CTI integrations (rep‑initiated).
  • Zoho CRM Standard monthly commonly ~$20/seat; invoices typically handled via Zoho Books/Billing.
  • Freshsales Growth monthly commonly ~$11/seat; built‑in phone; bot/agent add‑ons available, not native AR voice.

Pricing and features change—confirm on vendor sites at checkout.

FAQs

Does InvoicifyAI have rep‑initiated built‑in calling?

Not yet. It’s on our roadmap using each company’s Twilio subaccount and phone number. Coming soon.

What do “autonomous voice agents” actually do?

They place calls to customers on your behalf for lead qualification, estimate follow‑ups, overdue invoice collections, and post‑payment NPS. Calls respect time windows, consent, and attempt spacing; outcomes are logged with transcripts.

Can I still follow up by email?

Yes. Voice just gets you faster clarity (POs, dates, blockers), and our AI Insights + Action Center help finish the loop (mark opportunities as won, schedule follow-ups, track payment status).

Try It

Ready to see autonomous voice + quote‑to‑cash in action? Start your 14‑day trial: https://www.invoicifyai.com

Related posts