The Free, Easy-To-Setup & Use CRM for Most SMBs
June 21, 2016

The Free, Easy-To-Setup & Use CRM for Most SMBs

Arun C Devan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used by our marketing and sales teams to jointly manage contact information and track notifications. The sales team uses the solution to record deals, update notes and monitor their performance with the sales dashboard. We also utilise the iOS app to track our performance, record required updates and congratulate each other on our successes.

Pros

  • Easy to set up really fast & easy to use.
  • Excellent price > free!
  • Excellent CRM solution & mobile app for most small & medium sized businesses.
  • Integrates very well with the rest of the HubSpot solution suite - no re-entry of data required between modules and easy for the entire team to set targets, record activities & monitor performance.

Cons

  • An iPad version of the HubSpot mobile app would be useful.
  • Would appreciate additional functionality enhancements - which they are delivering - all for a free app.
  • Enhancements to the sales dashboard to display data more consistently - some Closed Won deals may not display if their value is below a certain threshold.
  • Better lead tracking & conversion
  • Great employee productivity from working off a single integrated platform
  • Excellent ROI - great functionality at a low cost (free)
HubSpot CRM is easier to use and fully integrated into our single inbound marketing, CRM & sales platform. HubSpot is extremely accessible. They provide access to high quality information in their multiple blogs, excellent training resources and certification in their Academy, highly responsive support and a great community of happy users. The handy iphone app helps us manage CRM on the move. Did I mention, that it is also free?
HubSpot CRM is well suited to most small and medium sized businesses who want or need to set up a CRM solution in place quickly. The features in this free solution are adequate for most SMB customers and are easy to use. The iOS app will help highly mobile teams to plan, track and monitor their performance very easily.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
9.0
Task management
10
Reporting
8
8.5
Forecasting
8
Pipeline visualization
9
Customizable reports
Not Rated
9.0
Custom fields
10
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
10.0
Marketing automation
10
8.0
Mobile access
8

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