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HubSpot

HubSpot is a cloud-based free CRM and paid marketing automation platform that tracks and manages interactions between you and your potential and current clients.

HubSpot Rating:
4.3/5

Features

  • Customer Experience & Support - 7.25/10
    7.3/10
  • Pricing & Value - 8.5/10
    8.5/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 8.5/10
    8.5/10
8.6/10
Details

Rating Breakdown

Our Rating: 4.3/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Who HubSpot CRM is For

HubSpot CRM is for lawyers who want to use inbound marketing methodologies. It offers a number of powerful features to help you with your client management and your marketing and sales efforts. It is well suited for small-to-medium sized firms, and given its architecture, can easily scale with you as your practice grows. Since it starts at the low low price of free, it’s worth giving HubSpot a try before you upgrade.

HubSpot Features

Website
www.hubspot.com
Apps
  • Android
  • Web
  • iOS
Starting Price
Free*
Free Trial
Automated Workflows
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
Software Integrations
  • HubSpot App Marketplace

Things You Might Want to Know

Freemium. While HubSpot CRM is free, some CRM functionality and all of HubSpot’s marketing automation and sales features cost money.

HubSpot Marketing and Sales are each $50/month for the Starter tier, but jump to $800/month for Marketing Professional (unlimited users) and $500/month (5 users) for Sales Professional.

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