Hubspot CRM - Accounting Software

Our Verdict

To summarize, HubSpot is a very advanced platform of marketing and sales tools, and includes a completely free CRM that is easy to use and includes all major CRM features. Companies can benefit from the CRM without any limitations on the number of users, and can upload up to 1 million contacts, all without any obligation or cost. It’s a great tool for companies of all sizes, and is a very popular choice among organizations around the world, especially if you’re already using or plan to use one of HubSpot’s other platforms for sales or marketing.

Pros

Great intuitive design
Easy to understand and use
All features available, completely free

Cons

Limited support

Products & Pricing

HubSpot offers three products: CRM, Marketing Hub, and Sales Hub.

The CRM is completely free, no strings attached, and without any limitations. It’s great for companies of any size and industry, and there are minimal locked features that require additional payment. In terms of usage, it includes unlimited users, and as many as 1 million contacts and companies can be stored. The other products (Marketing Hub and Sales Hub) can be used together with the CRM for a more optimized and effective marketing strategy.

The Marketing Hub has 5 packages. The free package includes a lead analytics board, lead flows, collected forms, contact activity, contact management, and contact and company insights. The other four packages – Starter, Basic, Professional, and Enterprise – range in price per month and features. Except for the starter package, all of the plans are billed annually. You can also purchase additional add-ons and premium services, such as building a website, consulting, marketing training, etc.

The Sales Hub has 3 packages: Free, Starter, and Professional. The free package comes with many features, such as Gmail and Outlook integration, contact management, insights, and many more. The starter package is made for only one user, and the professional package can be used by up to 5 users.

When compared to other products, the marketing and sales tools are very useful and are priced reasonably. The CRM is incomparable to other leading products in price since it is completely free, with all features included and no limitations. Users can create a free account and start using the CRM within minutes, without having to provide any sensitive data or payment info.

CRM Plan

Free

Free account

Marketing Hub

From $0 /Month

Free account

Sales Hub

From $0 /Month

Free account

In-depth review

Features and Functionality

Because HubSpot specializes in inbound marketing tools, their CRM includes both basic CRM features as well as other useful marketing and sales features.

Contact and Company Management

Import and manage contacts and companies in a spreadsheet with filters and customizable views. You can create entries manually, or upload with your own spreadsheet. To edit a contact or company, simply click the name and you’ll get a nicely designed page with all of the relevant information to review and edit.

Deals

The Deals feature can be accessed from the main menu once you’re logged in, and allows you to track how you’re turning prospects into customers, and how much you’re earning over a certain period of time. This is presented in a very visual page that makes it easy to understand and get a quick “big picture” of your activity and success.

Tasks

Accessible from the main menu, the Task feature allows you to create reminders and tasks for yourself and team members so that you don’t miss out on important opportunities.

Direct Mail System

You can connect your email (either Gmail or Outlook) to HubSpot and install a Chrome extension in order to log emails directly into your CRM, track your email activity, and even send emails. As with other CRMs, you also have an analytics dashboard to review reports and monitor all activity.

HubSpot can be accessed and used on any browser and device, however certain things (like the Chrome extension) require Chrome. HubSpot also has mobile apps for iPhone and Android devices.

Add-ons and Integrations

Reports

The free CRM package includes reporting features that allow you to track activities like notes, emails, calls, and meetings. You can build up to 2 free dashboards with standard reports.

Integrations

HubSpot offers over 70 integrations to choose from, all built from HubSpot and 3rd-party vendors. The most popular ones according to HubSpot are Gmail, Salesforce, HelloSign, Freshbooks, Outlook, Google Calendar, Zapier, and PandaDoc. Others include MailChimp, GoToWebinar, SurveyMonkey, and many more.

Ease of Use

The basic CRM features are pretty easy to understand, and when you start out there is a walkthrough and tutorials to ensure that everything is clear and you can make the most out of every feature. If you need any additional assistance, you can use the HubSpot Community to ask questions or search for your query.

Customer Service

The level of support you receive varies depending on the package you choose. The CRM is always free, and includes only HubSpot Community access for support. The Community is very active however, and users will usually find the answers they need there. There is a learning center in the CRM where you can take mini courses and achieve HubSpot certificates.

There is also a pop-up help center in the bottom right corner where you can search for solutions to your questions. If you need additional help you can go to the HubSpot Community, which has hundreds of posts about various issues you might run into. There is also the option to schedule a talk with a User Success agent from HubSpot. Additional support via phone, email, and chat, is available only for users who purchase the paid Marketing Hub or Sales Hub packages.

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