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HubSpot CRM

HubSpot CRM

Overview

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy…

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Recent Reviews

HubSpot CRM Review

9 out of 10
April 24, 2024
Incentivized
I use HubSpot CRM on a daily basis to keep track of all of my prospects, to create tasks, sequences, and email templates among others. It …
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I LOVE HUBSPOT

9 out of 10
April 01, 2024
Incentivized
I enjoy using HubSpot at work. It helps me to stay on task and keeps me organized. Its very easy to use and keeps important communication …
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Hubspot works well!

9 out of 10
March 30, 2024
Incentivized
I use Hubspot to manage a lot of data and our clients and find its interface very user-friendly. The tracking of emails and notes is very …
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Review

10 out of 10
March 30, 2024
Incentivized
I use HS to help charities with packages for their gala/event. I send quotes, general information, and check in after the event for the …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (1495)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (1504)
    8.4
    84%
  • Interaction tracking (1450)
    8.3
    83%
  • Workflow management (1461)
    8.3
    83%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

3 videos

User Review: Managers Easily Track Customers Through Phases of Contact with HubSpot CRM
01:45
HubSpot CRM Keeps Efficiency On Track with It's Ability to Keep Tasks Organized: User Review
02:47
User Review: HubSpot CRM Aids in Business Tasking & Management
02:26
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Pricing

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Free Forever

$0

Cloud
Per Month [Unlimited Users]

CRM Bundle

$50

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.hubspot.com/crm

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.4
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.4
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.6
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.4
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.2
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.6
Avg 7.2

Platform

7.9
Avg 7.5
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Product Details

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work. HubSpot is presented as an ideal solution to help scale a business, for small to enterprise-level businesses alike.

HubSpot CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

HubSpot CRM Screenshots

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

HubSpot CRM Integrations

HubSpot CRM Competitors

HubSpot CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, French, Spanish, Portuguese, Japanese, German, Italian, Dutch

Frequently Asked Questions

Sugar Sell (SugarCRM) are common alternatives for HubSpot CRM.

Reviewers rate Customer data management / contact management highest, with a score of 8.6.

The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(4748)

Attribute Ratings

Reviews

(26-50 of 1591)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot CRM on a daily basis, searching for new companies and contacts to prospect. Hands down the best CRM!
  • User friendly experience
  • Integration with other applications
  • all in one CRM
  • When operating tasks, the overdue ones get jumbled it would be nice to be able to go back to specific days instead of it be put in an overdue pile
HubSpot CRM is hands down the best CRM I have ever used, I've been in sales the past 6 years and this has been the best experience. Very user friendly and I love the integration aspects.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We organize international internships for students all over the globe. Because it covers such a large area of the world, it has become a significant problem to keep the right contacts, students, and companies and communicate about them at a sustainable level. Having integrated HubSpot, we have covered much more ground regarding setting up systems, implementing the proper lead generation, and keeping track of all contacts. It has taken our business to the next level.
  • Lead generation.
  • Automation
  • Outreach
  • Chat functions.
  • Whatsapp Integration could be better.
  • Layout for smaller screens can get tricky.
It's not easy to integrate Hubspot fully into a business, but once done well, you can say goodbye to many other systems that are often more work. CRM is well suited for businesses looking to scale but do not want to rely on employees to do every bit of contact and accounting.
March 29, 2024

Managers perspective.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use this platform to track leads and tasks on their leads. We have fresh leads daily and activities to be done on those deals. As the stage changes, specific parameters need to be tracked to filter out high-priority deals. By automating the agreement stage, we ensure that we always have an optimized funnel. The scope of the entire case study is to automate the workflow so that by applying some filters, we can see and prioritize work.
  • Automation of workflow.
  • Task reminder on mail.
  • Integration with google calendar to give visibility of daily meetings.
  • Custom views to save filters.
  • Certain restrictions such as not allowing everyone to change the deal owner.
  • Making some fields mandatory so that no one misses the entry on those .
-Task -calendar integration. -Automated deal stage change.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot CRM to keep my leads' data up-to-date and ensure everything is in its place.
  • Filtering data based on custom properties.
  • Storing all kinds of data I need.
  • Creating and managing different types of tasks.
  • Integrating with my other software.
  • Better filtering using multiple objects.
  • Better sequences with time delay.
  • Bulk adding leads to deals.
It's well suited for keeping the leads' activities' history to ensure you won't miss anything.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot CRM to track any touches, meetings, and contacts. It has been helpful in tracking tasks, and follow ups in a timely manner. Being able to track emails in the platform is helpful to be able to look back at to see if anyone else has had prior contact within our organization.
  • Contacts
  • Email tracking
  • Task reminders
  • Calendar within Hubspot
  • Ease of finding things
  • Better access to see associations with a company
I typically use HubSpot CRM for ways of tracking the contacts I have met with certain companies. It is helpful for when returning so I remember the name of the person I will be looking to talk to on that visit. It has made an impact on remembering the "little" things when re-visiting.
Andrew Lombardo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Hubspot is great for organizing and building a sales funnel, tracking communication, deal stages, sales information, and final 'wins.' Its ability to create email campaigns and generate customer lists is easy and extremely helpful for reaching a larger customer base. Hubspot addresses most of our outreach and customer management issues with its easy and automatic recording of calls, emails, and contracts.
  • Tracking emails.
  • Recording calls.
  • Generating lists.
  • Creating quotes and proposals.
  • Targeted forecasting.
  • Easier domain configuration.
  • Easier campaign list creation.
  • Better customization.
Best suited for building large email campaigns and linking customer history to future proposals and quotes.
March 29, 2024

HubSpot CRM review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
HubSpot CRM allows me to track my different leads and keep up with follow up tasks and work I need to do for clients. Since we work with lots of prospects and clients, HubSpot saves me a lot of time that would otherwise be spent thinking about which propspects and clients to reach out to
  • Well organized
  • Easy to use
  • Intuitive design
  • Goes down sometimes for prolonged periods
  • Is slow at times
  • Is difficult to to use at the beginning
HubSpot CRM is well suited for businesses with lots of records that need to be tracked and cannot be tracked unless there is a crm for backup. Also, from a sales perspective, HubSpot allows me to keep track of all my prospects and when I need to follow up with them.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is our primary CRM for managing our B2B sales and account management. As a Sales Manager, I use it to manage contacts, companies, and deals. I also use it for its reporting functionality, which produces forecasts for future sales and reports on the performance and conversion rates of our full-cycle sales process.
  • Easy to navigate, user friendly.
  • Sequences make automating outbound outreach easy.
  • Tracking email opens, clicks and other metrics for engagement.
  • Makes it easy to keep on top of future tasks.
  • Relatively fast and powerful.
  • The Deals page is awful, and the layout is not customizable. On a small laptop screen, you can barely even see one line of text on a deal because of the ridiculously oversized banner message above the pipeline stages containing info such as "total deal amount," "weighted deal amount," etc. I should be able to move that.
  • Some of the integrations could be a bit more intelligent. For example, sometimes, calling an existing contact from HubSpot using the same number will automatically create a new contact because the number dialed is (+44)776... instead of the local format of 0776.
  • Email replies to automated meeting reminders should be logged in HubSpot. Prospective customers most commonly reply when they are unable to attend and include important info about why and when to speak instead. They shouldn't have to copy and paste into Log Email from Outlook every time.
For a Sales operation like ours, HubSpot is a powerful and user-friendly CRM that enables us to see all the key bits of information we need. We can automate sequences for inbound and outbound contacts, respectively, and integrate other tools, such as LinkedIn Sales Navigator, within contact pages themselves to manage everything centrally.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot makes it easy to log and keep track of emails and workflows. The design of HubSpot is user-friendly and easy to use. It helps me keep track of my daily tasks/ reminders and upcoming meetings. HubSpot has excellent customer service when you call in for help. This company gets a 10/10 review from me. I highly recommend everyone try HubSpot for one of their CRMs.
  • Task reminders.
  • Workflows
  • Email tracking.
  • Sequences
  • Customizable colors.
I use HubSpot every day to track and send out emails to students. It makes it easy to log the emails that have been sent. When I can't find something or my other CRM isn't working correctly, I can locate my students and see the emails and tasks I have done and are coming up.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I want to send email sequences to clients easily so that I can stay present in their inboxes and front of mind for opportunities to support their needs. I send out at least one multipart sequence a month to active clients and a weekly sequence to prospects. Hubspot makes it easy to send them and track engagement.
  • Email sequences to active clients and prospects.
  • Email templates for making emailing quickly to common questions from clients.
  • Tracking engagement across every email that I send.
  • I would love a report that shows who engages with a sequence from most to least, not just the top engagers.
  • I wish I could enroll more than 50 contacts into a sequence at a time. This would save me time when enrolling in a list and prevent me from having to go page by page.
Tracking when a client or prospect was last contacted tracking what a client or prospect engages with precisely so I can determine their interests and what I can use as talking points in future conversations.
March 29, 2024

Hubspotting

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it as a sales rep. I use it for it's CRM capabilities, tasks, sequences, templates, and quotes.
  • Sequencing
  • Tasks
  • Deal management.
  • If you could tie certain products together for a quote, for example, if I were to select a product, it would automatically attach other products that need to go with it rather than selecting each one separately.
  • When you select sequences, I had to find that you need to click All and then go up to see created by "Me." If you click the drop-down button, the user isn't first.
  • When different users are in the account, maybe separate it by Account manager, support, etc. so everything isn't lumped together in the same middle area. I have to search a lot for things that pertain to just me.
  • BIG- With Marketing, they are separate and send out emails. There should be a way to click something that says you're engaged with them so they don't receive any marketing emails while you're working with them. To me, it's annoying, and to the potential, I'm sure it's also irritating.
Sequencing and total management of the customer.
March 29, 2024

HubSpot CRM review.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot daily to reach out to potential new clients. It is great to be able to track progress and see if clients have opened the emails, including clicking on any of the links. HubSpot is easy to use. I feel that I haven't even begun to touch all possibilities. I like how I can save templates for sales emails, which saves me time. My team provides me with new leads every day, and it is also easy to add information, merge contacts, and create new contacts.
  • Track progress, see how many opens an email have.
  • Saves and suggest sales templates.
  • Easy to add notes to particular customer.
  • Our entire team can log in an edit and add contacts.
  • There are probably email softwares that prevents Hubspot emails from reaching them. There is always some bounce rate.
  • I am using Hubspot with Gmail. I am not a fan of Gmail, and perhaps HubSpot could suggest other better email platforms.
Hub Spot can track whether potential clients have opened the emails and whether anyone has clicked on possible links. For this reason, when providing several contacts for a potential client, it makes it easy to move on to the following contact. If the client has opened, then choose the correct wording to ask and see if they have questions.
March 29, 2024

Hubspot CRM is great

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot for many reasons— as a CRM, for sequence/ cadences, marketing landing pages, performance dashboards. Working in sales, our BDRs/ SDRs have found a lot of success using the sequence feature to push out outbound email campaigns. On top of that, HubSpot has a great tracking and performance analytics on these campaigns, step-by-step. We can really understand the repeatability of our campaigns thanks to these analytics. On the CRM side of things, it's great to track activities and events with potential customers and prospects.
  • Ease of use— navigating around the platform is very intuitive. You can get a hang of the tool by playing around with it for a few minutes
  • Analytics. Sequence analytics to see what stage of a sequence yields the best results, allowing us to reiterate and keep fine-tuning our processes and outbound strategies.
  • Dashboards. Great to understand person-level team performance, and filter month over month or by rep
  • Some tracking issues with integrations, like failure to log calls with Aircall
  • Some tasks are quite tedious. Need to manually track a lot of things. Would be great to see some automation on this front.
  • Emails. Great to have this feature built into the CRM, however, sometimes when clicking CC; sometimes the whole bubble disappears. Might be a bug
Hubspot is a great, all encompassing CRM. It's great for entire sales and revenue operations team to use to remain on the same page. I think it's especially powerful for pre-sales, it's great to utilize the tool for prospecting and I genuinely believe a tool like Hubspot can contribute to ARR and revenue growth.
March 29, 2024

HubSpot for Sales!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot to track our contacts, deals & leads. We use it to create sequences & workflows to reach out to prospects & track our progress with new & existing clients.
  • Workflows
  • Email Templates
  • Notes
  • Tasks Tracking
  • The task process
  • The ability to create lists of leads
I like it for tracking notes when I have someone that has made it to a meeting. I don't really love the email features & completing tasks within the platform. I typically go to my email tab to send emails rather than through HubSpot.
March 29, 2024

HubSpot For Life!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
This is probably one of the best CRM platforms I have ever used and I have been in sales for 20 plus years. Whats amazing is their customer service. They go above and beyond to help me and so grateful for each of them. It’s very user friendly. Easy to navigate and fun to use. It’s tracking all my leads, deals and everything else in between. I will be long time user guaranteed! The only thing I wish is better KPI tracking for lower cost!
  • Customer service
  • Tracking all the tasks and sending me notifications
  • Email intergration
  • KPI tracking, better KPI dashboard
  • Better filter system
  • Maybe more education on organizing leads
It’s honestly suited for anyone doing heavy lifting in sales. It’s amazing how user friendly is. It’s quite the experience and love how all my tasks are updated and tracked. Probably the best thing!
March 29, 2024

Hubspot Success!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Whitestone utilizes Hubspot for all of our Business Development needs as well as Marketing! It is an easy place for our team to utilize templated responses for quick response times. It also helps us keep our customers updated easily through beautifully designed Marketing emails. Hubspot really helps win new business!
  • Organize templated responses
  • Create business campaigns
  • Marketing Emails
  • Integrate with Commonsku
We started using HubSpot CRM to organize our outbound efforts. HubSpot has helped us to create organized prospecting lists, which allows for proper ownership of contacts and less crossover from sales reps. HubSpot CRM has also helped to automate our outreach through sequence campaigns.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I am the sole business development rep. at my organization. Which means apart from cold outreach I also manage the accounts and it is amazing to be able to use HubSpot CRM to track the various activities at a moments notice. Features like call recording help me assess my successful and not so successful calls, making me better by the day.
  • Calling directly from web platform and call recording features
  • Email integration with organization emails
  • Tracking activity and integration with quoting and invoicing tools
  • Account management and various report building to track progress
  • Personalized Dashboards to collect, track and improve overall progress
  • Microsoft Email integration
  • Tracking of sub and parent companies
  • Archiving contacts and building and uploading list fields.
Scenerios for a small BD team, where clients are overlapping and there is a mix of big and small clients is something HubSpot does great. Tracking and communicating abilities through out your internal team, as well as any cold outreach on call and email is very well suited for this CRM and must continue.

As mentioned, Microsoft integration is just not that great. Having to manually log emails for a team the size of ours is troubling. Especially working in a fast paced environment where tracking should be seamless, its nothing short of annoying.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it across all departments, marketing, sales, customer support it helps with automation alot, I would oversee marketing a some sales process and it really helps give a clear picture processes and campaigns from start to finish and everything else in between.
  • Automation
  • Segmentation
  • Target Companies
  • Allowing to embed polls / surveys into sales emails would help
  • Software to easily host webinars in the portal via marketing dashboard
  • Alert you when you haven't reached out to a 'prospect' after a certain amount of time
Well suited across sales and marketing to help define campaign, outcomes of campaigns etc.

The limit of marketing contacts 2,000 a small company doesn't have the budget to allow the purchases needed which enterprise level has and it limits us to be able to bring in more opportunites to create that budget to spend
March 29, 2024

HubSpot CRM Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot CRM to keep track of current and prospective clients and also to send out sequences. The sequences is a big part of what I use HubSpot for and it makes it very easy to get emails out and generate possible leads for myself and my organization. HubSpot saves me a lot of time and helps to keep my organized with all of my clients and allows me to share info with my team members as well in a central place.
  • Sequences
  • Organization
  • Central hub for client information
  • Be able to breakdown $ amount of deals differently
  • Customizing templates can be tedious
From what I know of HubSpot and what I have been using it for thus far, I think I would be quite likely to recommend it to someone else. It is fairly easy to use and offers a lot of different capabilities. It is really great for an individual or company that does a lot of Sales work because the sequences and tasks make it very easy.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot for everything Sales related. Tracking daily outreach tasks for prospective clients - who I'm reaching out to, how many times have I reached out already, what have I sent them, and how many times have I called them. Using templates for emails makes all outreach quick and efficient. I also use two separate pipelines to track prospective clients and current clients. My sales pipeline shows me who I have meetings scheduled with, who's already seen a demo, and where they are in my sales process. Our current client pipeline makes it easy to track where clients are regarding onboarding. Document storage is also great for helping me keep track of updated contracts. Or to help me keep a one-pager on file to send quickly to prospects.
  • Manage outreach to prospects.
  • Manage my prospect client and current client pipelines.
  • Keep all of my documents stored and easily accessible.
  • Email Templates.
  • I would love to see more options for buying calling minutes.
  • Sometimes my data imports do not line up properly.
Very well suited for staying on top of daily tasks and getting meetings booked. I don't have many use cases right now for which this platform is ill-suited.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot CRM to track tickets, email, reporting all in one localised place which gives us ease of use and the ability to see where we can improve
  • reporting of tickets
  • communication externally
  • reporting on our stats
  • remove email threads and just use the latest reply
  • highlight notes better
I use HubSpot CRM for daily communication with customers where it is visible for everyone needed. The threads within reply's can become confusing
March 25, 2024

GREAT SOFTWARE

Score 8 out of 10
Vetted Review
Verified User
Incentivized
It helps with organization, priority, and deal tracking. It literally has all forms of contact methods, including LinkedIn. It also allows you to change properties to fit your business needs.
  • Love that you can customize to fit your always changing goals.
  • Very User Friendly
  • Helpful to stay organized
  • It took along time to get used to set up.
  • Allow Mass sending of templates to different emails.
  • Allow place to save Instagram Handle as well.
Its great for prospecting. I think the deals section could use more improvement. Maybe different color options.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot CRM is definitely user friendly. I enjoy the opportunities that CRM gives us and all the supporting background that is created as a Community and Knowledge Base.
  • Creates an opportunity to keep all necessary data at one place
  • Gives a great opportunity to nurture leads and generate Deals
  • Has plenty of integrational options
  • Prospecting page has to provide bulk addition and assigning options
HubSpot CRM is great for Leads generation, nurturing and closing.
Score 8 out of 10
Vetted Review
Verified User
We use HubSpot CRM to store all our contact details and what is ongoing with that specific contact, what deal is in process, whether it was done or not, what is the revenue, reach out to new people, keep a record of the conversation that happens with that contact and many more.
  • manage contacts
  • keep the record
  • show your progress
  • interface
  • easy to filter out the contracts
  • improve the contact customisation
When you have a lot of incoming and outgoing projects and you need to manage all the deals and keep a record of them and also want to save the conversation with that specific client. You need Hubspot CRM kind of software which helps you track all the stuff related to that contact.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it as part of my business development job to stay on top of deals, track my KPIs, and see which prospects/clients I should contact. I also have it as an extension on Outlook to make logging my work easier.
  • Deal Tracking.
  • KPI Indicators.
  • Reminders of tasks on outlook.
  • Outlook Extension.
  • Associating contacts with companies.
It's appropriate for the business development side and marketing, but I feel it can't easily track what's happening with client services.
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