HubSpot Free CRM Review for B2B Professional Services Firms

by Christina Hooper.
Last Updated on May 8, 2022

Do you want to help your sales team convert more prospects into buyers by giving them free tools that remove the friction from your sales process?

HubSpot’s free CRM can help you accomplish that—and much more...

What is a CRM?

A Customer Relationship Management (CRM) system gives you the power to track interactions that your potential customers take with your online ads, website, and social media pages, as well as the conversations they are having with your sales team.

A CRM can import and keep records of email and phone call conversations, and HubSpot’s CRM takes that a step further by letting you integrate their CRM with Gmail, Office 365, or other email service providers.

What is Hubspot CRM?

HubSpot CRM is one of the leading CRMs currently available on the market. It is free and straightforward. Its platform is built to allow sales teams to get started quickly without making much of a change in their existing workflow.

Let’s talk about some more of the benefits you can experience with their free tools by diving into our in-depth HubSpot CRM review...

Are you in a hurry? Click here to read the recap of this article and find out if HubSpot is the right fit for your business.

What’s the Best Way to Use HubSpot CRM?

HubSpot CRM captures all essential data in an organized way. It helps to nurture leads and will ultimately improve your conversion rate. In general, it consolidates sales and marketing data to help you get a clearer picture of your critical metrics like sales cycle, lead velocity, lead quality, close rates, and customer profiles.

Some of the key features for small B2B professional services firms are:

  • Company insights give you an up-to-the-minute view of your entire sales pipeline presented in an easy to use and intuitive dashboard.
  • Deal tracking and pipeline management lets you track the progress of your prospects as they move along the stages of the buyer’s journey [← Add a link to the tofu, mofu, bofu article that talks about the buyer’s journey.]—awareness, evaluation and conversion.
  • Track your emails, schedule meetings, and chat with prospects and customers by integrating your email client.

To get a better understanding of how HubSpot’s CRM can benefit your B2B professional services firm, let’s take a look at how one of their clients increased their sales by 360%.

Case Study: ClearRisk Increases Sales by 360% with HubSpot SEO and Lead Management Tools

“ClearRisk was able to capture leads through Landing Pages but had no actual lead intelligence to attach to these people. In order to create Landing Pages that would even pass information to their CRM, they had to pull developers away from important tasks.” - HubSpot

ClearRisk is a small B2B professional services firm with only 1-25 employees. By using HubSpot’s SEO and Lead Management tools, they were able to generate 11.3x more leads and increase their sales revenue by 3.6x.

With HubSpot’s free CRM, ClearRisk was able to capture, track, and nurture the new leads they were getting from their Landing Pages, and their website traffic increased by 15.6x as a result of using HubSpot’s tools.

Read the full case study on their website here: ClearRisk Increases Sales by 360% with HubSpot SEO and Lead Management Tools.

Pricing for HubSpot CRM

HubSpot‘s CRM is one of the most popular systems that give businesses the power to manage their contacts and leads throughout all stages of the buyer’s journey. As a bonus, it even comes with a convenient free plan. 

Let’s take a look at the free plan and everything it includes.

HubSpot CRM Free Plan

HubSpot’s free plan comes with everything you need to get started. As of the time this article was written, this is what you get with the free plan.

Now that you know what you get with the free plan, let’s talk about the paid plans.

HubSpot CRM Paid Plans

When your company is ready to upgrade, or you’re ready to take advantage of their more advanced features, you can upgrade your account to one of four paid versions.

Here’s what they currently offer at the different price tiers.

Remember, this is the current pricing as of the time this article was written. For the most up to date pricing information, visit the pricing page on their website here: HubSpot Pricing.

COVID-19 Promotions

HubSpot is dedicated to doing its part to help business owners like yourself, survive and thrive during the COVID-19 pandemic. It’s with this purpose that they announced the following promotions:

  • The price of their Starter Growth Suite has been reduced from $112.50/month to $50/month for all existing and new customers for 12 months.
  • They postponed a pre-planned price increase on the new Sales Hub Professional seats.
  • Email sending limits have been temporarily postponed to make it easier for you to stay in contact with your customers during this time. 
  • Limits on calling for Marketing Hub Professional Enterprise customers have been increased to 2,000 minutes/month for the next 90 days.
  • Their paid Meetings functionality is free for the first 90 days after activating your new account. 

You can find out more about HubSpot’s continued response to COVID-19 here: How HubSpot Is Responding to COVID-19 and Its Economic Impact.

Pros and Cons of HubSpot CRM


  • Their CRM will be free to use forever — even if you’re not a paying HubSpot customer.
  • Live chat functionality.
  • HubSpot CRM tracks customer interactions automatically, providing valuable insights into customer behavior.
  • No customization limits.Uses the same database as their marketing platform (no integration needed).
  • It is compatible with other CRMs.


  • HubSpot CRM is still relatively new compared to other major CRM players, and there are some feature limitations.
  • Lack of flexibility.
  • All the features included in the desktop applications are not included in the mobile applications—which means the mobile apps are limited.
  • Your first one million contacts are free until you upgrade to a paid tier. Once you upgrade, you’ll have to pay for them in increments of $1,000.

How to Keep Your First One Million Contacts Free

The biggest downside to HubSpot’s free CRM comes when you upgrade to a paid tier, and you have to start paying for the contacts that you were getting for free. 

What do I mean by this?

For example, if you end up with 5,000 contacts in the free CRM, and then you upgrade to marketing’s base plan, you’ll pay $100 for every 1k contacts. 

There is a less-than-elegant workaround for this, adequate, but a little clunky. With this workaround, you’ll use a free account and a paid account together by manually moving leads over when they meet the criteria that make them worth being on your paid account.

Now that we’ve talked about the most important things you need to know about HubSpot’s free CRM let’s do a quick recap of what we learned.

Quick Recap

HubSpot CRM is the most popular tool for collecting, tracking, and nurturing new leads. The free features included are: 

  • Contact Management
  • Contact Website Activity
  • Company Details
  • Deals and Promotions
  • Tasks and Activities
  • Forms
  • Email Marketing
  • Ad Management
  • List Segmentation
  • Live Chat
  • Team Email
  • Conversations Inbox
  • Ticketing
  • Calling

The free version comes with everything you need to get started, and they guarantee it will stay free forever, but there are some downsides.

  • Limited features in mobile applications.
  • Lack of flexibility.
  • Your contacts aren’t free anymore once you upgrade to a paid tier. You’ll pay $100 for every 1,000 contacts on your list.

So, is HubSpot CRM the right tool for you? Let us help you figure that out. 

Get Free Advice Now

Don’t waste time doing hours and hours of research and testing to find the right CRM — let us help. 

Schedule your free discovery call with our experts and get the advice you need in minutes instead of days. There is no high-pressure sales tactics involved, just honest advice. 

We have over 14 years of experience helping businesses just like yours leverage software solutions to decrease overhead, increase productivity and revenue, and gain a competitive advantage in their market. 

So schedule your call today.

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