- HUBSPOT CRM REVIEW HOW TO
- HUBSPOT CRM REVIEW UPGRADE
- HUBSPOT CRM REVIEW FULL
- HUBSPOT CRM REVIEW SOFTWARE
HUBSPOT CRM REVIEW HOW TO
For instance, managers can send notes to salespeople to get them to follow up with new leads, easily share the deal forecast and dashboard with the touch of a button, and customize deal stages to match existing sales processes.Ĭonnecting external ad accounts is also very straightforward, with prompts throughout showing you how to pull your campaign data into HubSpot via Facebook, Google Ads, or LinkedIn, so that it’s all in one place. HubSpot’s free plan doesn't just help you organize and automate sales and marketing tasks either: it also streamlines your day-to-day processes. These can be accessed and downloaded in various formats, such as xlsx or pdf, to use outside of the HubSpot environment. It’s easy to create deals within the Sales dashboard in less than five minutes, or make activity reports that can be filtered according to team member or customer engagement level. Sharing your deal forecast is easy with HubSpot (Image credit: HubSpot) For instance, the shared inbox feature keeps all incoming email and live chat correspondence in one place, making client communication more accessible for the whole team.
HUBSPOT CRM REVIEW FULL
Extras like the HubSpot Academy-the complimentary online training hub full of courses-are also a nice touch.Īnother aspect that makes HubSpot stand out from its competitors is the sheer volume of features included in the free-forever plan.
HUBSPOT CRM REVIEW UPGRADE
Zoho CRM excels at lead capture and management while offering affordable upgrade options for small businessesĪ feature that makes HubSpot CRM initially stand out is how easy it is to get started, making it ideal for newcomers to the CRM world.ĭuring setup, HubSpot asks a series of questions to determine how you plan to use the platform, and offers guided tours of each individual area like Marketing, Sales, and Customer Service.
HUBSPOT CRM REVIEW SOFTWARE
Offering both free and premium CRM software plans, HubSpot provides an impressively competent yet straightforward CRM platformĪs one of the leaders in the CRM software space, Insightly provides effective tools that help businesses manage sales Limited lead generation tools - Interface requires getting used to - Additional costs associated with phone supportįull customization of certain features unavailable - Support only available Monday to Friday via email Pricey premium plans - Phone support only available on paid plans How does Hubspot CRM compare to its main competitors?įree-forever plan - Simple interface - Third-party app integrationsĪutomatic lead generation - Microsoft Power BI integration for reportingĮasy to use - Numerous integrations available via Zoho Marketplace - Automatic lead creation from social media mentions Alternatively, combine elements of each Hub with the CRM Suite bundle upgrade, starting from $45 a month. HubSpot tools are split across five hubs-Sales, Marketing, Customer Service, CMS, and Operations-and each comes with a Starter, Professional, or Enterprise paid plan. If you’re looking to upgrade, you have a couple of options. Additionally, while HubSpot users can benefit from integration with hundreds of third-party apps, some of these do require an upgrade to one of the paid plans. However, it’s worth noting that the free plan comes with limited customer support, so you won’t have access to in-app chat or phone support. These include dashboard reporting, deal tracking, and pipeline management, all accessed through a simple and easy-to-use interface. This free plan provides a capable platform to manage and maintain new leads through a variety of HubSpot's complimentary CRM, marketing, sales, and customer service tools. HubSpot is the perfect solution for businesses seeking powerful, easy-to-use CRM software, with the lightweight but highly capable free-forever plan making the platform accessible for smaller or newer businesses.