Comparison
MagnetCustomer vs HubSpot
Specialized IRM instead of generic
HubSpot is excellent for B2B digital marketing, but it wasn't built for the financial market. Magnet Customer already has financial integrations, contact center and native post-sale journeys.
Built for the financial market
Fields, workflows and integrations designed for advisors, asset managers and investment offices. No need to adapt a generic tool.
Native contact center
WhatsApp Business, LiveChat and SLA integrated. With HubSpot, the Service Hub is a separate add-on with additional cost.
No price escalation
HubSpot starts free but scales quickly (Enterprise starts at USD 1,200/month). Magnet Customer has predictable pricing.
Feature-by-feature comparison
Magnet Customer leads in <strong>11 features</strong>
Feature
Magnet Customer
HubSpot
Complete IRM (investors, portfolios, lifecycle)
Kanban acquisition pipeline
Integrated email with tracking
WhatsApp Business integrated
Limited integration
Omnichannel contact center
Service Hub (extra)
Multi-channel campaigns (email + WhatsApp)
Marketing Hub (extra)
Process automations
Paid plans
Customizable dashboards
Native BTG Pactual integration
Native XP Investimentos integration
Native Safra integration
Automatic SLA management
Service Hub (extra)
Customer Success (post-sale journeys)
Complete API
100% Portuguese interface
Portuguese support
Partial
IRM specialized for the financial market