Frequently Asked Questions

• What is CRM software?

  Customer relationship management software is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform. By tracking leads and building a full database of customer activity, businesses have clear insight into where they stand with each customer in the buying process.

  When you use HubSpot’s CRM platform, your CRM is automatically integrated with your HubSpot marketing, sales, customer service, and operations tools right out of the box. This makes it easy to optimize and personalize your campaigns and processes with data from your CRM, which leads to more powerful and impactful work from your teams — and a much better experience for your customers.

• What are popular free CRM software features?

  HubSpot’s free CRM includes all of the following popular features (and more!):

  • Contact deal and task management
  • Email tracking and engagement notifications
  • Email templates and scheduling
  • Document sharing
  • Meeting scheduling
  • Live chat
  • Sales quotes

• How much does CRM software cost?

  You can use HubSpot’s free CRM tools at no cost. With up to 1,000,000 contacts and no limits on users or customer data, HubSpot’s free CRM functionality is 100% free, with no expiration date. More advanced CRM features are available with paid HubSpot plans. Learn more about HubSpot’s CRM features and general pricing information.

• Who uses CRM software?

  One of the advantages of adopting a CRM is that it provides visibility across functions and teams. In other words, stakeholders and representatives from sales, marketing, operations, service, and leadership can use it to evaluate their individual contributions and collaborate cross-functionally.

• What are the main functions of a CRM system?

  The main functions of a CRM system are to:

  • Consolidate and manage customer data
  •  Streamline the sales process by tracking activities and leads
  • Increase collaboration by letting sales, marketing, and service teams share data and work together with ease
  • Track and report on key business insights

• What should I look for when choosing a CRM system?

  When choosing a CRM platform for your business, you should consider the following points:

  • Ease of use: Choose a CRM that will be easy for your team to adopt.
  • Scalability: Make sure the CRM includes the features necessary to grow and adapt as your contact database and revenue grow.
  • Compatibility: Look for a CRM that integrates with your existing marketing, social media, and internal management software.
  • Price: Consider the cost of different CRM platform options.
  • Service and support: Choose a CRM that offers high-quality customer service, resources, and tutorials.