Preview
What it is.
This is the point where deals stop falling through the cracks of a spreadsheet. HubSpot's free CRM tools cost nothing, carry no expiration date, and give you records, deal pipelines, forms, live chat, meeting scheduling, plus a reporting dashboard.
You'll hit two ceilings: 2 users and 1,000 contacts, with no limit on the customer data attached to them. The user cap goes first, because a second salesperson and a marketer already fill it.
What you get.
- A deal pipeline with reporting over it, so the forecast comes from where deals live.
- Inbound leads arriving as records, because forms and chat write into the same place.
- 1,000 contacts with no cap on the data attached to each one.
- A meeting link in every signature, which is the fastest way to get sales using it.
How to set it up.
Create the free account and import contacts from a CSV, mapping company name so records group properly.
Rebuild your pipeline stages to match how deals move in practice, before anyone logs a deal.
Install the tracking code and connect a form, so inbound leads arrive as contacts without manual entry.
Connect the mailbox for the 2 users you have, since logging and templates depend on that connection.
Add a meeting link to email signatures, which is the fastest way to make the CRM useful to sales.
Watch the contact count as you import, because 1,000 contacts fills faster than teams expect.
Pricing Plans
Free tools
$0
2 users, 1,000 contacts, no limits on customer data
Use cases
Pipeline before a budget
Set up deal stages and report on them without asking anyone to approve a purchase.
Inbound into records
Point forms and chat at the CRM so leads stop living in an inbox.
First forecast
Report on the pipeline where the deals already sit.
Best for
Founder-led sales
2 users covers a founder and one salesperson, which is exactly the stage where a spreadsheet starts losing deals.
First inbound capture
Forms and chat write into the same records as sales activity, so nothing needs reconciling later.
Replacing a deal spreadsheet
Pipelines with reporting mean the weekly forecast comes from the same place the deals live.
Open the tool
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