Hi Everyone,
I am quite new in HubSpot, and my organization would like to purchase some licenses.
1. We need some set of Free users for Read-only & log/track E-mails
2. Second set will add companies/contacts and activities and maintain deals in the pipeline.
3. Third set can do 1. and 2. but also sent Custom Quotes (with our company logo).
What would be the best budget license selection in this case. is there some sort of bundle/mix option?.
We dont want to pay full professional license for all users when Deals is almost covered even in the Free tools.
Greatly appreaciated for you knowledge and support.
Thank you
Hey @NestorAKS,
Unfortunately, HubSpot doesn’t offer mixed “bundles,” but you can assign paid seats only to those who need them. Everyone else can be a free CRM user.
More on user access rights: Assign and manage seats
Regards,
Kosala
Hi @NestorAKS and welcome, we are so glad to have you here! 
Thanks for reaching out to the HubSpot Community!
And thank you @kosalaindrasiri for sharing this useful article about seats!
Here are some additional resources on the topics you are interested in:
- Track and log emails with the HubSpot Sales Chrome extension
- Set up and manage object pipelines
- Create and use customized quote templates
- Set up the quotes tool
Also @NestorAKS, I’d recommend that you contact our Sales Team to make sure that you have the optimized set up for a good start!
Have a lovely weekend and I look forward to seeing you around the Community!
Bérangère
Hi @kosalaindrasiri ,
Thank you for your kind reply,
Free CRM users are the View-only users?. or they can do more?
@NestorAKS, Free CRM users in HubSpot are not strictly view-only; they can actually do quite a bit, just with some limitations.
Check HubSpot Pricing to compare user types.
Hope this helps!
Thanks!
@kosalaindrasiri, that means I can have an account with few Professional seats and many Free CRM users ( that can create objects like companies and close Deals)?.
I am fully interested in this one.
appreciate your feedback
hi @NestorAKS
I get why you’d rather not buy the same heavy seat for every user. Here’s the light-cost mix that keeps each group productive without overpaying—no table, just straight options:
• Read-only + basic email log/track (unlimited Free users)
Create standard “Free” users, strip their Edit rights in Settings ▸ Users & Teams. They can view everything and track up to 200 one-to-one emails a month, which is the hard cap on HubSpot Free. community.hubspot.com, community.hubspot.com
• Pipeline reps who add contacts, deals, tasks
Stay on Free if all they need is one pipeline and manual data entry. If they want extras like e-signatures, multiple pipelines, or simple workflow automation, give them a Sales Hub Starter seat (≈ $25–30 USD/-mo). Permissions are the same place as above; just toggle Edit = “Owned only” if you need control. knowledge.hubspot.com
• Reps who must send branded custom quotes
Custom quote templates (your logo, colors, custom fields) unlock only with Sales Hub Professional paid seats. One Pro seat is enough to build the template; every user who needs to send those quotes also needs a Pro seat. HubSpot’s KB makes that explicit. knowledge.hubspot.com , community.hubspot.com
How to prove it before buying
- Start a 14-day Sales Hub Pro trial for one user, build a quick branded quote.
- Show management the finished flow.
- Keep everyone else on Free or Starter until they truly need Pro features.
That split—Free viewers, a handful of Starter pipeline owners, and only the quote-sending crew on Pro—usually keeps budgets tight while showing off the full quoting experience.
Hope this helps.
Hello Ruben,
I really like your solution of having some Free seats users, some Starter and some Professional,
But I have contacted sales team, and they say that is not possible to mix starter users with professional users.
Also, is not possible to add more than two users unless you have a least Starter account.
Hi @NestorAKS
I completely understand your goal of optimizing licenses while keeping costs under control. One approach you might explore is using an app like LineNer, which can help manage deals more efficiently. With LineNer, you can create bundles of products or services and automatically add or update line items in deals.
This can help users on Free or Starter seats work effectively with deals without needing every user to have a Professional seat. It’s a practical way to maintain consistency across pipelines and simplify the creation of custom quotes.
It may be worth testing with a few deals first to see how it fits your workflow before scaling it across all users.