A free one stop solution for a small business CRM
December 09, 2021

A free one stop solution for a small business CRM

Alexis Carroll | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

My organization uses HubSpot CRM to track clientele, invoices, billing, job status, etc. Even the since use free option is extremely robust and of excellent value.

Pros

  • Customer Management
  • Emailing Clients
  • Invoicing

Cons

  • Automation
  • Chat with customer option
  • Customer acquisition via website integration
  • Ability to organize all data in one place
  • lacking in billing from the CRM directly
  • Ability to generate reports for review
The user interface is extremely user-friendly in comparison to something like Netsuite. Sometimes [fewer] options are more convenient. The areas of interaction are well documented and laid out to operate quickly and efficiently.
Because our business is smaller the sales/marketing teams are one and the same so this has had no real effect.
Hubspot CRM ( the base version) is certainly not as robust but much more user-friendly with a lack of downtime and nearly all the features a small business needs at a fraction of the cost if not free.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

If you need a simple but robust free or low-cost solution for a smaller business where one or two users need access to the CRM then Hubspot is perfect. There are options to increase the strength and automation of Hubspot but these will cost you more than some of the other programs out there.

HubSpot CRM Feature Ratings

7.7
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
8
Interaction tracking
6
3.0
Case management
5
Call center management
2
Help desk management
2
3.5
Lead management
5
Email marketing
2
4.7
Task management
5
Billing and invoicing management
1
Reporting
8
6.0
Forecasting
5
Pipeline visualization
5
Customizable reports
8
7.3
Custom fields
6
Custom objects
8
API for custom integration
8
9.0
Role-based user permissions
8
Single sign-on capability
10
Social CRM ()
Not Rated
1.0
Marketing automation
1
Compensation management
1
1.0
Mobile access
1

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