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Great free option for small organizations!
July 10, 2017

Great free option for small organizations!

Gita Sukhraj | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I work in the sales and marketing team of my organization and we use the CRM across our team for monitoring lead activity. It's easy to use and update and makes creating intricate lists easy. For a free CRM, I'd recommend it for any small to medium sized organization, but as a user of the HubSpot marketing platform as well, I wish lists would carry over to the marketing end for emails, smart content, etc.
  • Creating lists
  • Managing contact behavior
  • Organizing contact information
  • Contact lists moving from the CRM to the marketing platform
  • increased ROI, but reducing CRM cost
It's well-suited for small to medium-sized organizations using the HubSpot marketing platform as well; the seamless integration and easy to use interface makes it easy to keep all of your marketing and sales activity in one place and have a big picture of your customers' activities. I would not recommend it for large organizations with large marketing and/or sales teams.

HubSpot CRM Feature Ratings

7.3
Customer data management / contact management
8
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
7.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
7
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.0
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
8.0
Social data
8
Social engagement
8
10.0
Marketing automation
10
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated