# HubSpot CRM vs Applied Epic - 2026 Comparison - Software Advice

> HubSpot CRM vs Applied Epic - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Find out which one is best for your organization.

Source: https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/441710-applied-epic

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HubSpot CRM vs Applied Epic

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Updated June 15, 2026

# HubSpot CRM vs. Applied Epic: 2026 Comparison

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Updated June 15, 2026

# HubSpot CRM vs. Applied Epic: 2026 Comparison

Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free.

Free Expert Guidance

Real Human Advice

1M + Businesses Helped

Product comparison

Compare up to 3 products side-by-side

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Add product

[](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4464)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Starting Price

$20.00per month

Free trial

Free version

Pros:

-   Sales and Marketing
-   Customer Support

Cons:

-   Contact Management
-   Pricing

Who uses HubSpot CRM

Based on 4464 reviews

-   Popular among: Small businesses
-   Most common industries: IT & Software Development (25%), Professional Services (21%) and Retail, Consumer Goods & Services (7%)
-   Top use cases: CRM (27%), Lead Management (16%) and Sales Tracking (13%)

78% of users recommend this product

[](https://www.softwareadvice.com/insurance/applied-epic-profile/)

[Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/)

4.2

[(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/)

Starting Price

$1000.00one time

Free trial

Free version

Pros:

Not enough reviews

Cons:

Not enough reviews

Who uses Applied Epic

Based on 141 reviews

-   Popular among: Small businesses
-   Most common industry: Finance & Accounting (87%)
-   Top use cases: Insurance (13%), Insurance Rating (2%) and Claims Management (1%)

66% of users recommend this product

[](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

HubSpot CRM

4.5

[(4464)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

[](https://www.softwareadvice.com/insurance/applied-epic-profile/)

Applied Epic

4.2

[(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/)

+

Add product

Add product

## User satisfaction

* * *

4.5

Based on 4,464 reviews

Ease of use

4.4

Value for money

4.3

Customer support

4.4

Functionality

4.4

4.2

Based on 141 reviews

Ease of use

3.8

Value for money

3.7

Customer support

4.2

Functionality

4.1

Looking for better value for money? Ask an advisor for high-rated alternatives

Looking for better value for money? Ask an advisor for high-rated alternatives

Looking for better value for money? Ask an advisor for high-rated alternatives

## User interface

* * *

## Key features

Features selected based on 4,605 reviews from Online CRM

* * *

Calendar Management

4.3

Contact Management

N/A

Document Management

N/A

Email Management

4.4

Insurance Rating

N/A

Policy Management

N/A

Calendar Management

N/A

Contact Management

3.8

Document Management

3.9

Email Management

N/A

Insurance Rating

3.3

Policy Management

3.8

### Wondering if these products fit your needs?

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LexiAdvisor for 8 years

### Wondering if these products fit your needs?

Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes.

LexiAdvisor for 8 years

## Integrations

* * *

[

ActiveCampaignIntegration rated 4.8 from 26 reviews

](https://www.softwareadvice.com/crm/activecampaign-profile/)[

AdRollNot enough reviews

](https://www.softwareadvice.com/b2b-ecommerce-platform/adroll-profile/)[

AskNicelyNot enough reviews

](https://www.softwareadvice.com/survey/asknicely-profile/)

[

Microsoft OutlookNot enough reviews

](https://www.softwareadvice.com/marketing/microsoft-outlook-profile/)[

Clarity WaveNot enough reviews

](https://www.softwareadvice.com/hr/clarity-wave-profile/)

## Reviews

* * *

VR

Verified ReviewerPeople OperationsInformation Technology and Services, 51-200 employees

"The marketing automation features are particularly well built, making it straightforward to set up email campaigns and nurture workflows without needing a dedicated technical resource."

Apr 17, 2026

SO

Scarlett O.Business Development SpecialistComputer Software, 501-1000 employees

"I found multitasking on HubSpot to be clunky, and the deeper sales ops use cases are less intuitive, require taking additional time for trainings"

May 29, 2026

VR

Verified ReviewerOffice AdministratorInsurance, 1001-5000 employees

"For a business ready to invest in training and setup, it gives a lot of value and helps centralize workflows. If you’re in a smaller agency or expecting very minimal setup/training, you might find it takes more time upfront to get real benefit."

Oct 31, 2025

LB

Laura B.Senior Account ManagerInsurance, 2-10 employees

"Template setup is cumbersome, loading broker signatures is a process if you aren't super techy."

Dec 29, 2025

## Customer support

* * *

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7

Chat

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7

Chat

## Training options

* * *

In Person

Live Online

Webinars

Documentation

Videos

In Person

Live Online

Webinars

Documentation

Videos

## Popular Comparisons

* * *

[Salesforce Sales Cloud vs HubSpot CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[Zoho CRM vs HubSpot CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/392464-zoho-crm/)[Jenesis Software vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/jenesis-agency-management/)[ePayPolicy vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/epaypolicy/)