HubSpot CRM

Bottom line it can work for a solopreneur all the way to a global enterprise. The ability for it to scale with you as your business grows is a big plus. Don't all CRM's do this? Some do but the difference with HubSpot CRM is it is made simple and built in away that you can use it out of the box without overwhelm but can also scale it to complex scenarios that work for your organization. Many CRM's I personally find are too complex initially and don't enable the user to get the most out of the features they should be using. As my title says "easy, adaptable and scale." HubSpot delivers on these and are the key aspects of what I like the most about the software.

Let's be clear there is no perfect product out there and they all have their pros and cons. Some of least favorite parts about HubSpot CRM:

- Contacts vs. Company data and not being able to sync information across all properties (I have written many complex workflows to try and solve for this its just a lot of work and you have extra properties that don't make sense to have).
- Not being able to sync data to a dropdown property from a single-text field or vice versa. Here is an example you have an individual that you don't know there Country. You have set up the country property to be a dropdown to use in forms on your site to keep it clean and the naming accurate as you can pull in HubSpot preloaded country list. An individual comes into your database where you don't know the individuals country but based on their domain HubSpot populates their company country. You can cross reference this with the IP country code as well. You can't copy the Company country to the Contact country because they are not the same property type. You go to create a list of contacts from the United States and it becomes a difficult process to keep up to date. The easiest solution is export import which shouldn't be the solution.
- Opt-in and subscriptions for GDPR is a little clunky and could use more work for simplicity

I use the free version. It probably has the most ability of any of the free versions I tried, if you can figure it out.
It's easy to load new contacts, fairly easy to upload contacts from a spreadsheet and great for easily loading business cards to your contacts.

_It is not intuitive to use. You have to hunt and find "how-tos" for most tasks.
_I tried using the marketing mail feature and due to some triggers they have set up am now permanently locked out from ever using that function again; because their system estimated that legitimate emails I had on my list were not valid or would bounce back. Frustrating to put it mildly.
_I am sure there is more I could use this software for but the costs are too high for me to buy and I won't spend that kind of money only to find out it really doesn't work for the purposes I need it for.
_I have not found a way to categorize that will put the potential clients I need to continue to engage with on top of my list. The options offered don't cut it for my business. There may be a way but like I said, you have to hunt around to find how to do most of the options, which I don't have time to do.
_It does NOT auto-save! I have had to re-do entries, notes, etc. more than I care to think about. Otherwise, you snooze - you lose!
_All the instructions I have found so far are videos. I prefer step-by-step instructions so I don't have to search each time I need to do something I don't do every day. If they have them, they are located somewhere that is not clear or intuitive and I haven't found them yet.
_In some areas it is very forgiving, with options to change what you entered, while in others, not so much.
_You have to remember to check the box for auto-posting a follow-up, rather than auto checking.

HubSpot CRM is a great entry level option for businesses who need a way to manage their contacts. Not only is the product easy to use but it is also free as well!

While the features are limited and push you to acquire other HubSpot licenses, this is only a small con when you account for the product being completely free.