- Basic version completely free of charge
- Automatically records phone calls
- Dashboard very clearly arranged
- Full functionality only with paid modules
- Unnecessarily complicated package model
- Limited setting options
But what does the free version have in stock? The visual dashboard of Hubspot CRM shows your contact pipeline categorized in four pre-defined processing phases in a clearly arranged file card form. Via drag and drop, you move a lead comfortably through the sales process. Extensive filter functions allow the contact list to be sorted by employee, name, phase or order volume.
Hubspot CRM displays contact files as a timeline with all interaction data and notes of the agent. Phone logs are also stored here conveniently as audio files and e-mails, so that every interaction can be reconstructed centrally via the timeline.
However, in addition to other basic functions, the IP telephony function from the application is reserved for paying users who book the "Sales Hub" package. If you want to track the success of marketing campaigns you also need the "Marketing Hub" module, and if you want to use Hubspot in customer service you’ll have to buy the "Service Hub".
The user interface appears well sorted and clearly structured, the operation of each functional area is largely self-explanatory. This makes it easy even for beginners to get used to the program without having to watch tutorials or take part in training courses.
Hubspot offers a considerable degree of automation. However, almost all of these features are only included in the paid "Sales Hub" – that even applies to the creation of e-mail templates. An automatic lead evaluation or a tool for automatically prioritizing leads according to their importance or probability of completion, however, is not available to users in the “Sales Hub”.
Target Groups and Data Security
Hubspot is recommended for start-ups as well as small and medium-sized enterprises and, due to its modular structure, especially those companies that want to implement a cross-departmental CRM system slowly and gradually. The maximum capacity of contact files is limited to one million, but the number of users and the storage capacity are basically unlimited.
Conditions and Service
Depending on the size of the package, one to five user accounts are available in the “Sales Hub”; the other modules are paid without user limitation for a monthly flat rate, which, however, is charged annually.
Hubspot leaves nothing to be desired in terms of service and support. Tutorials and a community forum are available as well as a guide. Personal support via live chat, telephone and e-mail is also available – but of course only for paying users.
|Sales||$0||$50/1 user||$400/5 users|
If you buy all four modules of Hubspot you’ll have a powerful tool that makes all customer contacts accessible for sales, marketing and customer service. However, if you are looking for a comprehensive CRM at no cost, you will hardly find anything at Hubspot, since even basic CRM functions are only included in the "Sales Hub", which is subject to a charge.