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Guide

CRM hidden costs checklist

The charges that turn a $14 CRM into a $40 one.

One-time fees

  • Required onboarding (HubSpot Professional $1,500; Enterprise $3,500)
  • Implementation partners (common with Dynamics 365 and Salesforce)
  • Data migration

Seat rules

  • Seat minimums (monday CRM: 3 seats)
  • Contact or record caps (Lawmatics plans cap contacts)
  • Separate pricing for intake or marketing modules (Clio Grow)

Usage charges

  • Telephony per minute (Close)
  • SMS and email sends
  • Storage and API calls

Add-ons

  • Lead capture and campaigns (Pipedrive LeadBooster, Campaigns)
  • AI features (Salesforce Agentforce from $125 per user)
  • Premium support

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