Great CRM for SMBs with a free plan
January 24, 2022

Great CRM for SMBs with a free plan

Alex Chaidaroglou | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to track the progress of leads, demo requests, form submissions etc. We keep track of their data, our touchpoints with them, previous communication, as well as their current stage. It helped us in our early stages by having a free plan which helped us get accustomed to it and now we are using it for our sales operations.
  • UX
  • easy to use
  • plenty of fields and customization
  • Some field edits / renames could be easier to do without visiting another page
  • We stopped losing leads that we might had forgetten to follow up when we were using spreadsheets
  • We easily kept track of quotes given and previous lead interaction
  • We spotted duplicate leads or leads with a previous interaction with us
I haven't used many other CRM software, only a couple, but I'd say that HubSpot CRM is very user friendly, with a seamless User Experience. This makes it very easy for someone who is not familiar with CRMs to just input their lead data either manually or automatically and start tracking them. The other tools I tried were a little bit more complex, revolving mostly around deal flow etc
HubSpot CRM was a better fit for us because it took Excel's functionalities some steps further and added automation and other usability on top of it. This was great to keep things simple. Compare to another CRM, to us HubSpot was more fitting because we don't use a lot deal flow and pipeline functionalities, but rather keep track of leads, communication, their stages etc.

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

I think for small businesses and startups that have simple sales operations, HubSport CRM can be a great option to start with their free plan and probably continue as well. We still use it and I think it can help businesses automate and streamline tracking their leads, rather than using Excel files. It keeps things easy and to the point. We haven't tried more advanced features such as integrations or lead scoring so I can't comment on more complex use cases.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
9
Custom objects
9
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
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated