How should you evaluate CRM software? Get started with this 3-step template.
Access up-to-date requirements for your next proposal, explore HubSpot's standard and OOTB capabilities, and compare HubSpot to other CRMs using the free CRM RFP tool.
Selecting a CRM Platform can sometimes feel daunting. That’s why we compiled a list of requirements based on the use cases we see everyday.
It covers the main requirements you should consider, including:
Integration Capabilities
Artificial Intelligence
Automation
Campaign Management
Reporting & Analytics
Customer Support
Sales Capabilities
Governance and Security
And More!
Get started with the CRM RFP tool
Get your team on the same page and take the first step in knowing with confidence you are choosing the right CRM platform.
Evaluate and compare HubSpot
Easily create and prioritise CRM requirements.
Requirements
Kickstart your selection process with built-in requirements based on HubSpot and other top-performing CRM platforms.
Ranking
Rank HubSpot and your other top contenders based on the specified requirements that matter most to your business.
Scoring
The tool calculates and presents the scores, allowing you to easily identify the most suitable system for your specific needs.
The ultimate CRM checklist
All CRM criteria listed in the RFP tool have been meticulously researched and checked. The requirements go beyond feature requests... We've covered everything from GTM operations, security, and even costs. This thorough list of criteria ensures you don't miss any important criteria cases in your vendor selection.
Select the right platform for your business
Compare HubSpot to other customer platforms and make an informed choice. The free RFP tool brings clarity and transparency to your decision-making process. Easily assess, score, and analyse platforms to find the best fit for your needs.
What can a HubSpot partner offer?
HubSpot Elite Partner
So, you’ve made the decision to consider HubSpot in your platform evaluation - a great decision might we add.
As a HubSpot Elite Partner, we'll help scope your use case, build a strategy, and help you identify if HubSpot is the right choice for your business.
