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HubSpot CRM

by HubSpot Inc.

Grow better with a free CRM

HubSpot CRM - by HubSpot Inc. - CRM Platforms software - logo 6.5 Good See breakdown →

Highlights

47 Features164 Integrations

Capabilities

Freemium Free TrialFree TierMobile App

Trust

Trains AI ModelsThird-Party SharingData ExportData Deletion
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About This Product

Full-featured CRM with a generous free tier making it accessible to HVAC startups and small contractors. Offers unified marketing, sales, and service tools with customizable workflows, email tracking, and pipeline management. Strong inbound lead capture capabilities.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
Yes
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"When you use our products and services we may process personal data to develop, support, and improve HubSpot AI features and to train our AI models and similar products and services that rely on machine learning."
Confidence: high Source

Shares data with third parties

"We may also "share" your Personal Data, as defined under the CCPA, with third party advertising partners to deliver personalized ads on HubSpot's behalf on other companies' sites or mobile apps."
Confidence: high Source

Data export available on request

"You can object to our processing of your Personal Data, ask us to restrict processing of your Personal Data or request portability of your Personal Data."
Confidence: medium Source

Data deletion honored on request

"You can request access, correction, updates or deletion of your Personal Data."
Confidence: high Source

Primary policy document: https://hubspot.com/privacy

FSH Score Breakdown

Ease of Use
7.0
Features
7.5
Support
5.0
Value
7.0
Integrations
8.0
AI Capabilities
1.5

Features

47 features confirmed across 10categories· Showing confirmed capabilities only

CRM & Sales13features

CRMContact deal and task managementAutomated Customer Touchpoints And SequencesCustomer retention toolsAutomated Email Marketing for RenewalsEmail templates and schedulingCase AssignmentIntelligent ticket routingLead ManagementPipeline managementCentralized Marketing HubMarketing Hub StarterMarketing ToolsFree Marketing toolsSales AutomationFree Sales tools
Show 5 more
Case ManagementTicket managementCentralized Customer InformationCustomer and Site Data ManagementUnified Customer View with ReportingMarketing Tool LibraryFree Sales tools

Platform & Customization8features

Document ManagementDocument sharingRole-Based Access ControlUser managementSupport Ticket ManagementTicket management with Jira issue associationThird-Party IntegrationData syncCustom TemplatesEmail TemplatesIntegrations MarketplaceApp Marketplace with 1,900+ integrationsKnowledge SharingDynamic ViewCustom ticket views

Customer Communication6features

Delivery and Engagement TrackingEmail tracking and engagement notificationsEmail IntegrationOmni-channel supportNotificationsReal-Time NotificationsCustomer SupportOmni-channel supportChat FeatureChat History and Search

AI & Automation6features

Automation RulesWorkflowsAI SupportAI AgentsAI Pricing and Up-Sell RecognitionUpsell and cross-sell identificationAI Powered Marketing Automation for Customer EngagementReady-to-Use AI ToolsAI Customer Service RepAI-powered customer service

Scheduling & Dispatch5features

Email & Calendar SyncMeeting schedulingProject ManagementTask managementService Level Agreements (SLAs)Service Level Agreements (SLAs)SLA ManagementSLA managementSLA Tracking

Reporting & Analytics5features

AnalyticsReal-time analyticsReportingPowerful reportingCustomizable Data Views and FilteringCustom ticket viewsNet Promoter Score (NPS) TrackingCustomer feedback collectionCustomer Health Tracking

Invoicing & Payments1feature

Flat Rate Pricing and CRM Data ImportCRM import

Estimating & Quoting1feature

Quoting & EstimatesSales quotes

Fleet & GPS Management1feature

GPS TrackingGeolocation

Equipment & Asset Management1feature

Equipment TrackingCustomer satisfaction tracking

Integrations 164 across 9 categories

Marketing 49
ActiveCampaign Native
ActiveDEMAND Native
Adobe Marketo Engage Native
AgencyAnalytics Native
Angi Native
Apollo.io Native
AudioEye Native
BlazeO Native
CallRail Native
Chiirp Native
Clearbit Native
ClickFunnels Native
Customer Lobby Native
Customer.io Native
Facebook Native
Free2Grow Native
FullContact Native
FunnelFlare Native
GoCare Native
GoHighLevel Native
Google Ads Native
Google Analytics Native
Google Business Profile Native
Google Local Service Ads Native
Google Search Console Native
Instagram Native
Instapage Native
LinkPipeline Native
LinkedIn Native
LinkedIn Ads

LinkedIn Ads

Mailchimp Native
Marketing 360 Native
Microsoft Advertising Native
Mixpanel Native
NiceJob Native
Points North Native
ReviewBuzz Native
Semrush Native
Signpost Native
SurveyMonkey
Swell Native
Thumbtack Native
Trade Hounds Native
UpLead Native
X (Twitter) Native
X Ads Native
Yelp Native
YouTube Native
ZoomInfo Native
Productivity 43
123FormBuilder Native
Acuity Scheduling Native
Adobe Express

Adobe Express

Asana Native
AutoCAD Native
Autodesk Revit Native
Bluebeam Native
Caldera Forms Native
Calendly Native
Canva

Canva

Cengage Native
ChatGPT Native
Claude Native
Cognito Forms Native
Contact Form 7 Native
Dropbox Native
Elementor Forms Native
Eventbrite

Eventbrite

Fathom
Formidable Forms Native
Formsite Native
Formstack Native
GitHub Native
Google Calendar Native
Google Contacts

Google Contacts

Google Drive Native
Google Gemini Native
Google Sheets Native
Google Workspace Native
Gravity Forms Native
Jira Native
Karbon Native
Manager Plus Native
Microsoft 365 Native
Microsoft Excel Native
Microsoft Project Native
Ninja Forms Native
PandaDoc
Pendo

Pendo

SAP Joule Native
Trello Native
Typeform

Typeform

Visocket Native
Communication 19
Aircall Native
CallCap Native
Crisp Native
Dialpad Native
Drift Native
Gmail Native
Google Meet

Google Meet

Intercom Native
JivoChat Native
JustCall Native
Kixie Native
Microsoft Teams Native
Outlook Native
Rilla Voice Native
RingCentral Native
Slack Native
Twilio Native
WhatsApp Native
Zoom Native
Data & Automation 18
Alteryx API
Databox
Datadog API
Google Looker Studio Native
IFTTT Zapier
Integrately Zapier
Make Zapier
Microsoft Fabric API
Microsoft Power BI Native
Pabbly Connect Zapier
Segment

Segment

Skyvia API
Syncezy API
Tableau Native
Workato Zapier
Zapier Zapier
Zoho Analytics Native
n8n API
Payment Processing 14
Acorn Finance Native
Authorize.net Native
Celero Native
Fundbox Native
Gift Up! Native
PayCove Native
PayPal Native
Square Native
Stripe Native
Synchrony Native
WEX Native
Wisetack Native
eWay Native
iWallet Native
eCommerce 11
Amazon Business Native
BigCommerce Native
Home Depot Pro Xtra Native
Johnstone Supply Native
ShipWorks Native
Shopify Native
Supplier Exchange Native
Webflow

Webflow

Winsupply Native
WooCommerce Native
WordPress

WordPress

CRM 8
Arrows
HubSpot Native
LinkedIn Sales Navigator
Microsoft Dynamics 365 Native
Salesforce Native
Zendesk Native
Zoho CRM Native
Zoho Desk Native
Accounting 1
QuickBooks Online

QuickBooks Online

Field Service 1
Zuper

Zuper

Pricing

Model
Freemium
Starting at
Free
Notes
Free CRM for unlimited users. Starter $20/mo, Professional $890/mo, Enterprise $3600/mo. Marketing, Sales, and Service Hubs priced separately.

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