Alphorix vs HubSpot for brokers

HubSpot is one of the best-known CRMs in the world, and for good reason: it's easy to use, has a huge app marketplace and strong marketing tools. Many brokers try it first. This article explains where HubSpot fits a brokerage and where a broker-specific CRM like Alphorix does the job faster.

Where HubSpot shines

• Marketing suite: landing pages, email, SEO tools and social scheduling.
• Ecosystem: thousands of integrations and partners.
• Usability: a clean interface that new users learn quickly.

If you sell many products beyond trading, or your marketing team already lives in HubSpot, it can be a sensible choice.

Where brokers hit limits

Broker objects aren't built in

FTDs, KYC status, IBs and trading accounts aren't standard HubSpot objects. You build custom objects and properties, often with a partner agency.

WhatsApp and calling are extras

Broker sales floors live on WhatsApp and phone. In HubSpot, these usually come from marketplace apps, each with its own cost and setup.

Deposit attribution takes custom work

To send first deposits to the Meta Conversions API, you need a custom integration between your back-office, HubSpot and Meta.

Routing by language and desk

Multi-desk routing by country, language and IB owner is possible with workflows, but it takes careful setup and higher tiers.

Side by side

When to choose which

Choose HubSpot if you need a broad marketing suite for many non-broker products and you have a team to customise it.

Choose Alphorix if you run a broker or IB sales floor and want routing, WhatsApp, calling, journeys, IBs and FTD attribution working on day one, from $499/month for 5 seats.

Many brokers also keep HubSpot for corporate marketing and use Alphorix for the sales floor.

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