Account & Settings

jonathon4
Member

CRM Setup

SOLVE

I'm looking for a CRM tool for my dad. We have gotten a lot of leads recently, roughly 1k+ through FB Ads and have over 3,000 in the database overall. I'm looking for a CRM tool that allows me to have lead info and history and lets me create reports based on fields. Looking for something that is free or has a low monthly fee and is reliable.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

CRM Setup

SOLVE

Hi @jonathon4,

 

Since we're in the HubSpot Community I'll start with the obvious one: HubSpot has a free CRM. HubSpot comes with a report library, the ability to create custom fields (limited in the free CRM) and lets you store up to 1,000,000 contacts.

 

This free course is a great starting point for learning how to use it: https://academy.hubspot.com/courses/hubspot-sales-software

 

If you have additional requirements, that can help narrow down the options. As you can see on G2, there are hundreds of potential solutions: https://www.g2.com/categories/crm

 

For example, are there other software solutions that you're planning on integrating with your CRM? Aside from what you mentioned, are there additional functional requirements?

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

CRM Setup

SOLVE

Hi @jonathon4,

 

Since we're in the HubSpot Community I'll start with the obvious one: HubSpot has a free CRM. HubSpot comes with a report library, the ability to create custom fields (limited in the free CRM) and lets you store up to 1,000,000 contacts.

 

This free course is a great starting point for learning how to use it: https://academy.hubspot.com/courses/hubspot-sales-software

 

If you have additional requirements, that can help narrow down the options. As you can see on G2, there are hundreds of potential solutions: https://www.g2.com/categories/crm

 

For example, are there other software solutions that you're planning on integrating with your CRM? Aside from what you mentioned, are there additional functional requirements?

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes