Five checks narrow ten tools to two or three. Each one uses facts read on the vendor pages on 12 November 2026.
1. Count the seats before comparing prices
Entry prices are quoted per seat, and the seat rule changes the bill. monday CRM plans start from 3 users, so a single user is billed for 3 seats. Close Solo is limited to 1 user, and a second user moves the team to Essentials at $49 per user per month. The cost table applies these rules at 1, 5 and 20 users.
2. Check which plan holds each capability
A capability counts in the score when the vendor documents it on any plan, so the entry tier often lacks it. Close lists workflows as not included on Solo and Essentials. Freshsales lists sales sequences on Pro, monday CRM lists email sequences on Pro, and Capsule lists workflow automations and email sync on Growth. The plan that contains the required capabilities is the one to price.
3. Separate native features from add-ons and integrations
Half marks in the grid flag capabilities that cost extra or depend on another tool. Salesforce Sales Cloud sells Sales Dialer from $5 per user per month and lists Sales Engagement at $50 per user per month for the editions that do not include it. Freshsales sells documents as an add-on at $19 per user per month. Microsoft Dynamics 365 Sales runs automation on Power Automate, which requires additional licenses. Copper documents calling through JustCall and RingCentral, and Capsule documents calling and scheduling through Aircall and Calendly.
4. Read the billing period next to the price
Monthly and annual prices differ on most pricing pages. Zoho CRM Standard is US$20 per user billed monthly and US$14 billed annually, Copper Basic $29 and $23, Freshsales Growth $11 and $9, Close Solo $19 and $9, Nutshell Foundation $19 and $13. Dynamics 365 Sales shows yearly payment only.
5. Test the import before committing
The documented import paths differ. Nutshell transfers data through its partner Import2 or through its support team, Close advertises free migration support, HubSpot imports records for multiple objects, and Capsule imports contacts from a spreadsheet or CSV. A trial import of real data shows which fields and activities arrive.