The main selling point that HubSpot CRM has over most of its competitors is the price. It’s free. This is a massive advantage over its competitors from Salesforce.com to Pipedrive. Yes, some businesses need a fully functional enterprise grade CRM system, but the reality is there are many that don’t. This is where the free HubSpot CRM is positioned, and usefully with the addition of a paid licence it can become fully functional sale enablement tool.
What is HubSpot CRM?
So what do you get out the box with the free HubSpot CRM? HubSpot CRM gives you the ability to create contacts, company, and deal records, it allows you to create tasks and store up 1,000,000 contacts, and allocate unlimited users. This is all done in a seamless and beautiful interface that is up there with the best of them including Salesforce.com.
So this is all free? What's the catch? Of course, there is a catch. HubSpot would not have invested in this product and made it freely available if they did not believe it would lead to more business. HubSpot does want to sell you its flagship product HubSpot Marketing, as well as HubSpot Sales licences on top of HubSpot CRM, but we are of the opinion that it’s not a forgone conclusion that you have to take the additional products to get the best out of HubSpot CRM.
We know of a number of companies that are using just the HubSpot CRM to manage their company contacts. We also know of a few that use the free version of HubSpot Sales.
What is HubSpot Sales?
HubSpot Sales is an additional product that sits on top of HubSpot CRM. HubSpot comes in two flavours – Free and Pro (paid $50 p/month). HubSpot Sales seamlessly integrates with HubSpot CRM, so that your sales team can easily log emails in the CRM, create new contacts directly from their email client, and view email open and email click activities for any contact in the CRM. HubSpot Sales is a web browser plugin for Google Chrome or Outlook on Windows that connects to HubSpot CRM.
When sending emails to clients, opens and clicks are recorded in the contact record. This allows a very granular tracking and monitoring of your prospects interactions with your company. The paid version has a calling function, and if you make calls frequently or have international clients the unlimited calls included in the $50 p/month fee becomes very attractive; best of all calls from HubSpot Sales come from your number and can be recorded and saved in the CRM.
HubSpot Sales Free vs. Pro
The email integration is included in the HubSpot Sales Free, so all client integrations via email can be pushed to the CRM. This is a hugely powerful free feature. Also included in the free version is email scheduling, so you can click send now and the email will be fired off at a more appropriate time.
HubSpot Sales Pro (paid) features that work is a limited ‘teaser-like’ fashion with the HubSpot Sales Free are: Email open and click notifications, email templates (saved templates for regularly sent emails), calling (free calling), sequences (firing off a series of sales emails to a prospect/client with one click), and meetings (a booking engine linked to your calendar where a client can see available times in your calendar and book them directly).
Lastly, if you were wondering what HubSpot Marketing is - it's an all-in-one inbound marketing platform to manage your digital marketing efforts including website, landing pages, content, social media, SEO, call-to-actions, contacts, reporting and more. It's expensive at $800 per month for the Pro version but it's a very effective platform.
NB: There is an update to HubSpot Sales pricing form 1 November 2017. Full details are not yet available but the pricing structure looks like it is going to be $400 for five Sales Pro licences.
Looking for a HubSpot South Africa partner? Read our article to find out what you need to consider.