HubSpot
HubSpot is a free CRM that helps small businesses manage leads, track deals, and nurture customer relationships. It replaces scattered spreadsheets and sticky notes with one organized system that grows with you.
Getting Started in 5 Steps
Sign up for HubSpot CRM Free
Create your account at hubspot.com. The free CRM includes contact management, deal tracking, email templates, and meeting scheduling: no credit card required.
Import your contacts
Upload a CSV of your existing customers, leads, and vendors. HubSpot automatically maps fields like name, email, phone, and company.
Create your first pipeline
Set up a sales pipeline with stages like New Lead, Qualified, Proposal Sent, and Closed Won. Drag deals between stages as they progress.
Connect your email
Link Gmail or Outlook to HubSpot so every email to a contact is logged automatically. Track opens and clicks to see who is engaged.
Set up a simple automation
Create a workflow that sends a welcome email when a new contact is added, or reminds you to follow up 3 days after a proposal is sent.
Pro Tips for Small Business Owners
- Use the HubSpot mobile app to log calls and notes immediately after a customer conversation.
- Create email templates for common replies: quotes, follow-ups, and thank-you notes: to save hours every week.
- Set up a free meeting link so customers can book time directly on your calendar without the back-and-forth.
- Track website visits with HubSpot's tracking code to see which contacts are browsing your pricing page.