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Closely vs HubSpot CRM
Features Comparison

Discover how Closely and HubSpot CRM compare to each other by their features

Total

49
110

A/B Testing

AI/Machine Learning

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Audience Targeting

Auto-Dialer

Autoresponders

Batch Processing

Bid Management

Business Card/Badge Scanning

CRM

Calendar Management

Calendar/Reminder System

Call Logging

Campaign Analytics

Campaign Management

Client Management

Client Tracking

Client/Property Matching

Collaboration Tools

Commenting/Notes

Committee Management

Communication Management

Contact Database

Contact Management

Contract/License Management

Conversion Tracking

Customer Database

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Scoring

Data Enrichment

Data Import/Export

Demographic/Firmographic Data

Dependency Tracking

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Dynamic Content

Email Management

Email Marketing

Email Templates

Engagement Tracking

Event Management

Expense Tracking

File Sharing

Financial Management

For Financial Institutions

For Insurance Industry

Forecasting

Fundraising Management

Geotargeting

Grant Management

Insurance Management

Interaction Tracking

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Lead Verification/Validation

Live Chat

Marketing Automation

Membership Management

Mobile Access

Multi-Campaign

Multi-Channel Communication

Multi-Channel Marketing

Multiple Scoring Models

Offline Form

Opportunity Management

Patient Communications

Performance Management

Performance Metrics

Pipeline Management

Prioritization

Proactive Chat

Process/Workflow Automation

Project Management

Project Planning

Project Tracking

Prospecting Tools

Quotes/Estimates

ROI Tracking

Real-Time Notifications

Referral Tracking

Relationship Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Resource Management

Sales Activity Management

Sales Analytics

Sales Approval

Sales Forecasting

Sales Pipeline Management

Sales Reports

Scheduling

Screen Sharing

Search/Filter

Segmentation

Social Marketing

Social Media Integration

Strategic Planning

Sub-Task Management

Subcontractor Management

Support Ticket Management

Task Management

Team Assignments

Template Management

Territory Management

Third-Party Integration

Third-Party Integrations

Time Tracking

To-Do List

Volunteer Management

Website Visitor Tracking

Workflow Management


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