Best free software for CRM
July 17, 2018

Best free software for CRM

Shekhar Jayakumar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM helps manage and track all the contact information of potential clients and customers. It is used by the whole organization

Pros

  • The customer support team is quick to respond through email and phone which is very helpful
  • The overall software is simple, intuitive and very user-friendly
  • Free-version offers a lot of features and is useful for small to medium-sized organizations

Cons

  • The software dashboard could be simplified as contacts are segregated into contact list and companies
  • Also, the features need to be displayed in a better format for customization
  • The pricing for an upgrade could be reduced
  • Able to track lead contacts
  • Categories for contacts are available which provides good information
  • Some analytics is also available for review
A free version of HubSpot CRM is available which is the biggest advantage for small institutions and start-ups
Small to medium-sized organizations can make full-utilization of the free software version, whereas for large organizations the premium version would be the best suited

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Interaction tracking
9
Channel / partner relationship management
9
6.7
Case management
6
Call center management
8
Help desk management
6
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
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
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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