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Best CRM for getting started with your business!
February 04, 2019

Best CRM for getting started with your business!

Brad Henderson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is being used for sales prospecting and managing our sales pipeline. It allows us to keep track of the customers we've already reached out to so we know what interactions we've had with them as well as visualize how full our pipeline is and who we need to follow up with.
  • Easy to learn/use
  • It's free!
  • Has everything you'd expect from a free CRM and is the best free CRM for getting started as you figure out what needs you have in your processes that I've seen
  • Lots of trainings on how to use the software
  • It can sometimes be difficult to navigate and figure out where you are when you're first learning the software, but any CRM with a lot of features will have that challenge
  • It could definitely use more sophisticated de-duping options
  • It's saved us money from having to pay for a more sophisticated CRM that we didn't need
  • Allowed us to effectively track and personalize communications to prospects and customers
HubSpot CRM is incredible for young startups that are just getting started as it's free and has a lot of features that come with it. If you're a B2B Saas company planning to scale you'd be much better off just biting the bullet and paying for salesforce of the bat so you aren't having to convert later when you've reached the end of HubSpots' abilities.

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
8.0
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
Not Rated
9.0
Custom fields
9
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
9.0
Marketing automation
9
Compensation management
Not Rated
5.0
Mobile access
5