HubSpot Sales Hub
Mainstream CRM with a free tier and fast setup
4.4Free / From $15/seat/moBest for Emerging managers and portfolio companies
CRM SMB Freemium
Overview
HubSpot Sales Hub is a general-purpose CRM with pipeline management, email tracking, sequences and reporting, priced from $15/seat/month (Starter) to $100/seat/month (Professional) plus onboarding. Smaller PE firms, placement agents and portfolio companies use it as an affordable, quick-to-deploy alternative to purpose-built PE CRMs.
Key features
- Pipeline and deal management
- Email tracking, templates and sequences
- Meeting scheduling and calling
- Workflow automation (Professional+)
- Reporting dashboards
- Huge integration marketplace
Pros
- Free tier and cheap Starter seats to get going
- Very fast to deploy with minimal admin
- Marketing, service and CMS hubs on the same platform
Cons
- No PE-native concepts (funds, LPs, co-invests) out of the box
- Key features like sequences gated to Professional tier
- Costs climb steeply at Professional/Enterprise