HubSpot Free CRM for B2B teams

A practical example

Small teams setting up their first shared pipeline and contact record.

When to choose something else

Assuming every HubSpot workflow or reporting feature is included for free.

Your first useful workflow

1. Step 1

   Agree the few stages a lead genuinely passes through. Define who owns each stage.

2. Step 2

   Import a cleaned contact list and assign owners before adding integrations.

3. Step 3

   Create a simple follow-up routine and test one lead from form submission to sales action.

How to know the setup works

A new test lead has the correct owner, source and next action. Avoid adding fields nobody uses.

Compare before adding another subscription

Compare the job, required access, data handling and the cost of your expected volume. Two tools solving the same job often create more work.

• Brevo: Free plan
• Make: Free plan
• Activepieces: Free plan