A free CRM that has everything a small to medium sized sales team would ever need
Marc Herschberger profile photo
September 30, 2015

A free CRM that has everything a small to medium sized sales team would ever need

Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Free

Modules Used

  • Contacts
  • Companies
  • Deals
  • Prospecting

Overall Satisfaction with HubSpot CRM

As a digital marketing agency, we use the HubSpot CRM for our own company as well as help implement and customize it for a number of our different clients. We love using the CRM not only because it is free but also because it gives us much better (and cleaner) data and insights into what happens to the leads that our marketing generates after they are handed over to sales. This has been a huge problem in the past and is now almost completely solved thanks to the HubSpot CRM.
  • The user interface is extremely well put together and easy to quickly learn and use. This makes adoption much easier for those stubborn sales guys.
  • Customization. The software allows for a lot of customization so the sales team can make it fit their specific sales processes easily.
  • Reporting. While I'm not comparing it to paid CRMs like Salesforce, having some more detailed reporting functionalities would be nice to have as the product moves forward.
  • Calculating ROI. Before, we had an extremely hard time even calculating our marketing and sales campaign ROIs. Not any more.
  • Better visibility into sales process and pipeline.
Salesforce is obviously a great CRM (there's a reason they're #1 in the field by a long way) but HubSpot's CRM makes up a lot of ground just by being free and connecting to its marketing platform. That is the number one thing that makes HubSpot's CRM better than the competition; it is automatically integrated with the marketing side of a campaign and helps people avoid the hassle (and it is a hassle) of creating custom integrations between their marketing database and CRM.
For smaller sales teams (1-7 employees), the HubSpot CRM is great. It gives the sales manager a good view of what everyone is doing and can easily be filtered to show different people's progress vs. the entire team. For larger sales organizations, the HubSpot CRM may not provide enough functionalities like Salesforce may.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
7
Case management
5
Call center management
5
Help desk management
5
Lead management
6
Email marketing
6
Task management
8
Billing and invoicing management
6
Reporting
6
Forecasting
7
Pipeline visualization
8
Customizable reports
6
Custom fields
9
Custom objects
8
Scripting environment
6
API for custom integration
6
Role-based user permissions
8
Single sign-on capability
8
Social data
9
Social engagement
8
Marketing automation
10
Compensation management
7