As an all-in-one platform, HubSpot CRM centralizes all your marketing, sales, customer service, and content management needs with a focus on inbound techniques. The platform is considered to be one of the best CRM platforms on the market. Over 30,000 organizations across 90 countries have adopted HubSpot CRM, making it an exceedingly popular choice for companies seeking the best CRM for small businesses.

After putting the CRM through its paces, I've found it to be a robust and intuitive solution for organizing contacts, tracking deals, and gaining visibility into the sales process. The interface is clean and easy to navigate, with helpful features like email tracking, meeting scheduling, and live chat that streamline communication with leads and customers.

If there was one thing to say against HubSpot CRM, it’s the fact that the software can get quite expensive as you scale your business. While the free offering and generous entry-level plans offer a great starting point for new businesses, it’s easy to end up paying for things you don’t need as your business grows.

At TechRadar Pro, our business software experts don’t just read feature lists - we live in the platforms we review. To evaluate HubSpot, our testers spent dozens of hours setting up real-world sales pipelines, importing complex datasets, and stress-testing the automation workflows that define the platform. Our reviews are 100% independent, with assessments based solely on hands-on experience and real-world value for businesses. Keep reading for our detailed thoughts.

HubSpot CRM - Core capabilities

HubSpot CRM delivers the essential features I'd expect from a customer relationship management system.

For starters, I can store up to 1 million free contacts and companies in the CRM thanks to its generous cloud storage, with each record capturing important details like contact info, website, social media profiles, industry, revenue, etc. When you add a contact, HubSpot can also automatically populate key details about their company, saving data entry time.

Segmenting contacts into lists based on any criteria is simple with HubSpot CRM's powerful filtering tools. I can easily create dynamic lists that automatically update as contact properties change. For example, I set up a list of contacts from companies with 500+ employees who have visited my pricing page in the last month.

Deals and tasks keep things organized as you manage leads through the sales pipeline. I can create deal stages that mirror my sales process, drag and drop deals from one stage to the next, and easily see the value and quantity of deals in each stage. Tasks ensure critical to-dos never slip through the cracks. I can assign tasks to team members, associate them with specific deals or contacts, and set due dates.

For those who rely strongly on inbound, HubSpot CRM's built-in prospecting tool is useful for lead generation, identifying potential customers who are engaging with your website for the first time. It shows me which companies visited my site, even if they haven't filled out a form yet, and provides key details about those organizations pulled from HubSpot's database. I can review prospects and add promising leads to the CRM with one click.

Reporting features give me a clear picture of my sales pipeline and team performance. The dashboard displays my deal forecast, number of deals created and closed, productivity metrics, and more. I can dig into reports to see deals won and lost, sales leaderboards, and individual rep performance. Reports are easy to filter and customize.

Email tracking and templates help my team communicate efficiently with leads and customers. I can see who opened an email, clicked a link, or downloaded an attachment, then follow up accordingly. Templated emails save time on common messages. The Gmail and Outlook integrations allow me to log emails to the CRM and access templates, tracking, and more without leaving my inbox.

Live chat is another channel for real-time conversations with website visitors. I can configure targeted messages to specific web pages or audience segments. AI chatbots help qualify leads and schedule meetings 24/7. All chat conversations are automatically saved in the CRM.

Finally, the mobile app gives me access to key CRM data and features on the go. I can look up contacts, update deals, track emails, and more from my smartphone. This is invaluable when traveling or walking into a meeting.

Beyond the essentials, HubSpot CRM includes some handy tools that enhance productivity. The email integration with Gmail and Outlook is fantastic - I can track email opens, log sent emails to contact records, and create new contacts directly from my inbox. The meeting scheduler makes it painless for prospects to book time on my calendar, eliminating the usual back-and-forth. I also get a lot of value from the task reminders and automated workflows that keep me on top of follow-ups and outreach.

While the free HubSpot CRM is generous with its features, upgrading to one of the paid Sales Hub plans unlocks even more advanced capabilities like sales automation, predictive lead scoring, smart notifications, custom reporting, and more. But for many small businesses and sales teams, the free version provides the core tools needed to organize customer data and manage deals efficiently in one centralized system.

How easy is HubSpot CRM to use?

From the moment I first logged into HubSpot CRM, I found the dashboard to be clean, well-organized, and easy to understand. Whether working on contacts, deals, tasks, or reports, the layout and controls remain familiar and intuitive. The main navigation menu is clearly labeled and logically structured, making it simple to find the tools and data I need. The design consistency reduces cognitive load and allows me to move between various areas of the CRM without having to relearn the interface each time.

HubSpot CRM provides a wide range of options for tailoring the platform to my specific needs, but it does so in a way that is approachable and straightforward. I can easily add custom fields to contact and deal records, create personalized views, and build custom reports and dashboards without needing extensive technical skills. The drag-and-drop interface for building workflows and deal pipelines is particularly user-friendly, enabling me to automate processes and visualize my sales funnel with minimal effort.

When it comes to onboarding and training, HubSpot CRM offers a wealth of resources to help new users get up to speed quickly. The HubSpot Academy provides a comprehensive library of courses, certifications, and tutorials that cover every aspect of the CRM. I found the courses to be well-structured, engaging, and practical, with a mix of videos, quizzes, and hands-on exercises. The in-app guidance and tooltips are also helpful for discovering new features and understanding best practices.

It's worth noting that HubSpot CRM's ease of use extends beyond the core functionality. The platform's integration with tools like Gmail, Outlook, and Google Calendar is seamless, allowing me to manage my email and schedule without leaving the CRM. The mobile app is also well-designed and provides access to all the essential features, enabling me to stay productive on the go.

Overall, HubSpot CRM really sets the standard for ease of use in the CRM space. Its intuitive interface, consistent design, and customization options make it accessible to users of all skill levels. The comprehensive onboarding resources and rapid time-to-proficiency ensure that teams can start realizing value from the platform quickly. While there may be a learning curve for some of the more advanced features, HubSpot's commitment to usability makes the journey smoother and more enjoyable than with many other CRM systems I've used.

HubSpot CRM - Integrations

HubSpot CRM offers a wide range of pre-built integrations with popular business applications, making it easy to connect your customer data with the rest of your tech stack. The HubSpot App Marketplace is a treasure trove of integrations, with over 1,000 apps across various categories like marketing, sales, customer service, and more. I was able to quickly find and set up integrations with Mailchimp, Slack, and Zendesk. Setting up these integrations was a breeze — most required just a few clicks and minimal configuration.

While the pre-built integrations cover a wide range of popular apps, there may be instances where a specific integration is not available out-of-the-box. In such cases, HubSpot's integration with Zapier is a major lifesaver. Zapier is an automation platform that allows for connecting HubSpot CRM with over 3,000 apps. I was able to set up a custom workflow that automatically creates a task in my project management tool whenever a new lead is added in HubSpot, all without writing a single line of code.

For more complex integration needs, HubSpot provides a robust API that allows for custom integrations. API documentation is comprehensive and includes code examples in various programming languages. I also haven't encountered any significant issues with API performance. On the rare occasion when I did need assistance, HubSpot's support team was responsive and helpful in resolving the issue promptly.

Beyond all this, I also appreciate HubSpot's focus on data sync performance. The platform uses a two-way sync that ensures data consistency across integrated apps. Changes made in HubSpot are automatically reflected in the connected tools. I don’t have to worry about manually updating information in multiple places or dealing with conflicting data. Data sync capabilities extend beyond just syncing contact and deal information. For example, the platform also allows for syncing of marketing assets, such as email templates and landing pages.

How good is HubSpot's customer support?

When implementing a new CRM system, having access to responsive and knowledgeable customer support is crucial. During my experience with HubSpot CRM, I appreciated the variety of support channels offered here.

However, it's worth noting that the level of support can vary depending on your subscription tier. While all users have access to the Knowledge Base and Community Forums, live support channels are limited to Professional and Enterprise tiers.

With a Professional or Enterprise subscription, I have access to phone, email, and chat support. The support representatives are friendly, knowledgeable, and always willing to go the extra mile to resolve my issues or answer my questions. The average first response time for support inquiries is impressively short, often within an hour or two for email or chat and immediate for phone support.

Beyond live support, HubSpot offers an extensive library of self-service resources. The HubSpot Academy is a standout, providing a wealth of courses, lessons, and certifications on every aspect of the CRM. I've found the courses to be well-structured, informative, and engaging, with practical examples and hands-on exercises. The Knowledge Base is another powerful self-service resource, offering a searchable database of articles, tutorials, and FAQs.

When these resources prove insufficient, HubSpot also maintains an active community forum where users can ask questions, share best practices, and learn from each other. This is a great place to ask questions that haven’t been covered in the other self-help resources. Personally, I've found the community to be welcoming, knowledgeable, and eager to help.

When it comes to overall customer satisfaction, HubSpot consistently receives high marks. The company is transparent about its customer satisfaction scores (CSAT), which typically fall between 75% and 85%. This is a strong indicator that the majority of users are happy with the support they receive.

What AI features does HubSpot CRM offer?

HubSpot has gone all-in on AI with Breeze, originally launched in late 2024. Right now, you'll find 3 main components working together across the new AI platform.

Breeze Assistant acts as your AI copilot, helping with everyday tasks like drafting emails, summarizing CRM data, and answering questions about your customers. By Q4 2024, Breeze recorded over 75,000 weekly active users.

Breeze Agents take things further by handling complete workflows autonomously. The Customer Agent resolves support inquiries automatically. Prospecting Agent conducts research and writes personalized outreach emails using your CRM data. The Content Agent generates blog posts, landing pages, and social content based on your historical performance and brand guidelines. These agents work around the clock, freeing your team to focus on strategy.

Finally, Breeze Intelligence works behind the scenes to enrich your CRM data. It adds company details like industry and revenue to contact records, identifies buying signals, and flags prospects showing purchase intent. The system analyzes web behavior and engagement patterns to help you prioritize leads more effectively.

Unlike standalone AI tools, Breeze understands your business context because it has access to your entire customer history, conversations, and workflows. You can also customize Breeze Agents and create custom assistants tailored to your specific needs through Breeze Studio.

Breeze features are available across all Hubs, though the most powerful capabilities require Professional or Enterprise subscriptions. Some features like the Customer Agent operate on a credits system, which can add unpredictability to your costs.

HubSpot CRM - Plans and pricing

While it may not be the cheapest option on the market, HubSpot offers a compelling blend of features, flexibility, and scalability that justifies its pricing. That said, prices can add up quickly when you’re on one of the higher-tier plans, so you’d best stick to the features you need.

Unlike many other CRM providers, HubSpot actually offers a fully functional CRM for up to 2 users at no cost, with up to a million contacts. This free tier includes essential features like contact and deal management, email tracking, and live chat. It's a great way for businesses to get started with a CRM without any investment.

Once your business has outgrown the free CRM, you can choose between a range of plans across different modules like the Sales Hub, the Service Hub, or the Marketing Hub. Each plan adds on to the capabilities of the free CRM with enhanced features unique to that module.

For example, Sales Hub Starter includes support for multiple currencies, along with eSign software and the ability to perform simple automations. Similarly, Marketing Hub Starter offers access to live chat integrations and email marketing support. Prices usually start from $15/user/month for the Starter plan for each Hub, going all the way up to several thousand dollars per month for enterprise customers.

For businesses looking to bundle multiple HubSpot products, the Customer Platform offers a discounted price that packs together essential features from the Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub into a single plan. This bundle is ideal for enterprise businesses that want to leverage the full power of HubSpot's ecosystem.

For new customers, HubSpot offers a generous 14-day trial, plus discounts and bundles that can provide significant savings. For example, they offer a 25% discount for startups and a 40% discount for nonprofits.

It's also worth noting that in a major shift for 2026, HubSpot has moved away from its previous all-or-nothing seat pricing. You can now mix and match Core Seats (for general users) and Professional/Enterprise Seats (for power users), making it more cost-effective to scale a large team.

HubSpot CRM review - Final verdict

After thoroughly evaluating HubSpot CRM across multiple criteria, I believe that this is a solid CRM for small and medium-sized businesses, offering a robust set of features for contact management, deal tracking, and sales automation.

HubSpot’s user-friendly interface and design make it easy for teams to learn, with responsive live channels and comprehensive self-service resources to iron out any hiccups during initial adoption. I also liked the amount of flexibility offered in integrating the platform with other workplace productivity tools, with options ranging from built-in connectors to iPaaS vendors to a custom API.

However, while this is a solid platform for businesses of any size, it’s not without its shortcomings. For example, the existence of support tiers makes it impossible to receive live assistance as an entry-level paid subscriber. But on higher-tier plans, prices can quickly add up depending on the number of users, making the partnership less than sustainable.

Still, HubSpot CRM should fit the needs of most small-to-medium enterprises, especially with its generous free plan that offers near-unparalleled value in the world of CRMs. For larger organizations, thorough cost calculation is necessary to prevent overspending on unnecessary licenses or features.

HubSpot CRM - FAQ

Founded in 2010, Pipedrive has grown to serve over 100,000 companies across more than 175 countries. It’s designed to help sales teams manage leads, track deals, and streamline sales processes.

At its heart, Pipedrive CRM offers a visual sales pipeline that lets users easily move deals through different stages by dragging and dropping them. Its intuitive interface is supported by features such as contact management, email integration, reporting tools, and workflow automation. Ultimately, it aims to simplify sales management by providing insights that help teams close more deals, making it one of the best CRM platforms out there.

In this review, I'll take a close look at Pipedrive's key features, usability, pricing, and overall performance to see if it lives up to its reputation as a user-friendly and effective CRM solution. I'll share my hands-on experience with the software and compare it to other CRM solutions in the market to see how it stacks up.

At TechRadar Pro, our business software experts don’t just summarize product pages - we get hands-on with the tools we review. To evaluate Pipedrive, I spent dozens of hours building custom sales pipelines, importing real-world lead data, and testing the platform's automation recipes to see if they truly save time.

Our reviews are 100% independent. We never accept payment for product rankings, ensuring that our verdict on Pipedrive’s ease of use and its sales-first philosophy is based solely on practical performance. When we recommend a feature or highlight a limitation, it is because we have encountered it ourselves during our rigorous testing process.

Pipedrive's core capabilities

At the heart of Pipedrive’s system is the contact and lead management feature. I liked how easy it was to import and organize contacts, with the ability to add custom fields to capture specific information relevant to my sales process. The system allows for a comprehensive view of each contact, including communication history, associated deals, and activities.

Pipedrive’s visual pipeline interface is one of its standout features, allowing me to track and move deals through various stages with a simple drag-and-drop action. I found it very easy to maintain a clear overview of my sales pipeline and quickly identify which opportunities needed attention.

There’s a paid LeadBooster add-on that enhances Pipedrive’s lead management capabilities even further. It includes web forms, live chat, and a prospecting tool that can help generate and qualify leads automatically. While these are powerful and well-designed, it's worth noting that they come at an additional cost on top of your base plan.

Pipedrive also offers advanced forecasting capabilities — the platform creates customizable sales forecasts based on the deals in your pipeline, allowing for accurate revenue predictions. I found the ability to create multiple pipelines particularly useful, as it allowed me to customize the sales process for different products or customer segments separately.

Pipedrive's Projects add-on has been overhauled recently, allowing for a seamless transition from Closed-Won to post-sale implementation, including automated task assignment for delivery teams.

While the CRM offers a range of pre-built reports based on various KPIs, Pipedrive’s custom reports are where it really shines. It offers a range of options to measure team efficiency, software effectiveness, and sales performance from a bevy of different angles. The reports themselves are incredibly visual, making it easy to understand the different charts, graphs, and numbers.

You can automate your sales workflows easily with Pipedrive. I found the process of setting up these automations to be straightforward, with a visual builder that made it easy to create complex workflows without needing any coding knowledge. However, there isn’t any support for marketing automation, which can put off some teams.

How easy it Pipedrive CRM to use?

Pipedrive’s minimalist design eliminates clutter, allowing users to focus on what matters most - managing their sales pipeline and customer relationships. The visual pipeline view is particularly user-friendly, offering a drag-and-drop interface that makes it easy to move deals through various stages.

Something that really impressed me was the smart contact data feature. With a single click, the system can search the internet for information about a prospect and populate records automatically. It saves a lot of time on data entry and research, allowing reps to focus more on actual selling activities.

Customization options on this platform are robust yet straightforward to implement. Pipedrive allows users to tailor fields, pipelines, and workflows to match their specific sales processes. During my testing, I was able to easily add custom fields to capture industry-specific information and create multiple pipelines for different product lines.

Pipedrive offers a variety of learning materials, including video tutorials, webinars, and a knowledge base. Its in-app guidance is particularly noteworthy, providing contextual tips and explanations as users navigate through different features.

Automation features in Pipedrive further enhance its usability. The platform offers a range of pre-built workflow automations that can be easily customized to fit specific needs. They help streamline repetitive tasks, such as follow-up emails or activity creation, allowing sales reps to focus more on building relationships and closing deals.

Similarly with AI, Pipedrive has integrated generative AI directly into its email composer. Unlike generic AI, this tool looks at the history of the specific deal to draft context-aware follow-ups that match the previous tone of the conversation, boosting productivity for sales reps and marketers who need to send a lot of messages.

Pipedrive offers a mobile app for both iOS and Android. It provides a seamless experience, allowing users to update deals, access contact information, and log activities on the go. I found the mobile interface to be just as intuitive as the desktop version, ensuring that sales teams can stay productive even when out of the office. This is an especially helpful feature for businesses with mobile sales teams.

However, I did find that setting up some of the more advanced features, like email sequences and certain automations, required a bit more time and effort to master. Still, Pipedrive offers ample documentation and training resources to get through the initial stages after implementation.

Pipedrive CRM integrations

Pipedrive CRM offers a powerful ecosystem that allows users to connect the CRM with a wide array of third-party applications. Pipedrive's Marketplace hosts over 400 out-of-the-box integrations, covering essential business tools across categories like email marketing, document management, project management, analytics, live chat, and accounting.

Connecting Pipedrive with popular tools like Slack, Zoom, and Microsoft Teams was a seamless process, allowing for real-time notifications and improved collaboration. The integration with email platforms like Gmail and Outlook was particularly useful, enabling me to manage emails and CRM data from a single interface. One integration that stood out was the Leadfeeder connection, which automatically transfers website lead data into Pipedrive.

There’s also an open API, which provides developers with the flexibility to create custom integrations when needed. It uses a JSON format for output and supports CORS requests, which adds to its versatility. I was impressed by the comprehensive documentation and developer resources available for API users, making it relatively straightforward for technical teams to extend functionality through custom integrations.

For users who aren't developers, Pipedrive offers integration with Zapier, a popular automation tool that can connect Pipedrive to thousands of other applications without requiring coding skills. This greatly expands the potential for creating automated workflows across different platforms, even if they don't have a direct integration with Pipedrive.

For a smooth flow of information, the platform uses database replicas that sync in real-time, ensuring data continuity and minimizing the risk of data loss. However, for those concerned about data backup, Pipedrive also conducts nightly backups of all database machines and creates encrypted off-site backups of customer databases.

For businesses looking to create more complex integrations or automate specific workflows, Pipedrive's Developer Platform offers additional tools. This includes webhooks, API endpoints, and SDKs, allowing for deeper customization of the CRM experience.

Plus, users will find that Pipedrive has deepened its native integrations recently to include Slack and Microsoft Teams. It's now possible to move deals between stages and update record values directly from a chat window without switching back to the CRM tab

How good is Pipedrive CRM customer support?

For all users, regardless of plan, Pipedrive provides 24/7 email and chatbot support. While the latter is a great option for basic queries requiring quick resolution, the former is meant for more complex issues that aren’t so time-sensitive.

Users on the Advanced, Professional, Power, or Enterprise plans have access to human agents during live chat. Response times are quick, usually within a few minutes. Support agents are knowledgeable, and able to address most of my basic queries efficiently. However, for more complex issues, I noticed that the initial response often involved directing me to relevant knowledge base articles rather than providing immediate solutions.

The availability of live chat support depends on your subscription tier. Advanced plan users can access live chat during business hours (9:00 am to 5:00 pm in the user's timezone), while Professional plan subscribers enjoy 24/5 support. Power and Enterprise users benefit from round-the-clock support, seven days a week.

For users on the Power or Enterprise plans, Pipedrive also offers phone support. However, it's worth noting that this service is only available during limited hours - from 7:00 am to 11:00 pm (CET/CEST) for English speakers, and from 10:00 am to 11:00 pm (CET/CEST) for Portuguese speakers.

For self-help purposes, Pipedrive’s knowledge base is extensive and well-organized, covering a wide range of topics from basic setup to advanced features. I found the articles to be clear, concise, and often accompanied by helpful screenshots or video tutorials.

Pipedrive also offers an online learning platform called Pipedrive Academy. This resource provides a series of video courses and tutorials designed to help users master various aspects of the CRM. I found these courses to be well-structured and particularly useful for new users or those looking to expand their knowledge of specific features.

Pipedrive CRM pricing and plans

Pipedrive’s pricing is competitive and flexible, offering a range of options to suit different business needs and sizes. As of my review, Pipedrive offers five main pricing tiers: Essential, Advanced, Professional, Power, and Enterprise.

The Essential plan starts at $12/user/month, billed yearly. It offers basic CRM features: contact and deal management, customizable pipelines, and simple reporting. This option makes Pipedrive one of the best small business CRM platforms out there. Higher plans add more advanced features.

I found the Advanced plan, at $24/user/month, to be particularly great value. It includes email templates, tracking, and customizable automations, boosting sales team productivity. The Professional plan, priced at $49/user/month adds AI features, revenue forecasting, and e-signatures. It’s perfect for growing businesses.

For larger companies or those needing more complex solutions, the Power and Enterprise plans are available at $59 and $79 per user per month, respectively. These plans include project management, better security, and unlimited custom fields. They also offer incrementally higher limits on deals, reports, and automation workflows.

Across all plans, opting for annual billing instead of monthly can save you up to 17%. Pipedrive also offers a 14-day free trial for all its plans, which is less than some competitors but still reasonable. While the base plans offer comprehensive features, Pipedrive provides several add-ons that can enhance functionality. These include LeadBooster for lead generation (starting at $32.50 per company monthly), Web Visitors Tracking ($41 per company monthly), and Campaigns for email marketing ($13.33 per company monthly).

A potential drawback I noticed is that Pipedrive doesn't offer a free plan beyond the trial period. For very small businesses or solopreneurs looking for a free CRM solution, this could be a limitation. This means Pipedrive isn't necessarily one of the best CRM for start ups on a shoe string budget, although start ups with a small budget could benefit from the affordable Essential plan.

It's also worth mentioning that Pipedrive's pricing can vary depending on your location and the currency you're billed in. I found that prices are often kept at the same numerical value across different currencies (e.g., $99 USD, €99 EUR, £99 GBP), which can result in higher costs for users outside the US.

After thoroughly evaluating Pipedrive across multiple key areas, I believe this is a top-tier CRM platform with its visual pipeline interface and intuitive deal management tools standing out as significant strengths.

With its user-friendly interface and straightforward customization options, companies should have no trouble ensuring a healthy level of adoption even through the early stages of implementation. But while Pipedrive offers a solid range of integrations and a well-documented API, there's room for improvement in terms of advanced marketing automation capabilities. The customer support, though generally responsive and helpful, could benefit from more consistent quality and faster response times for email inquiries.

Overall, Pipedrive CRM is a strong choice for small and midsize businesses looking for an accessible yet feature-rich sales management platform. While there are areas for improvement, it delivers more than its share of value for the price point.

How to pick

To choose the right CRM, a company must decide whether they need a broad business platform or a specialized sales engine. Pipedrive is the latter so if your primary goal is pipeline velocity rather than all-in-one business management, it's a solid pick.

If you need a single tool to handle marketing, customer support, and sales, HubSpot or Zoho may be better solutions, but if your sales team feels overwhelmed by those complex interfaces, Pipedrive is the winner. Similarly, if you have a dedicated IT team to build custom objects and complex logic, Salesforce offers more raw power. But if you need to be up and running in 48 hours without a consultant, Pipedrive’s visual drag-and-drop interface is virtually foolproof.

As always, price is also a consideration. So, before picking, calculate your Total Cost of Ownership (TCO). If you need 10 different add-ons, a mid-tier Monday Sales CRM or Freshsales plan might actually be more cost-effective for your 2026 budget.

How we choose

At TechRadar Pro, we don’t just rank software based on market share or name recognition. Our selection process for "Best of" lists and individual reviews like this one follows a weighted evaluation framework designed to separate operational utility from marketing hype. When we choose to feature or recommend a platform like Pipedrive, it is because it has met or exceeded various criteria - from ease-of-use to pricing.

By sticking to our rigorous standards, we ensure that our recommendations - whether for a solo founder or a scaling enterprise - are based on the platform's ability to act as a genuine growth engine for your business.

Pipedrive CRM review: Summary

Pipedrive CRM FAQ

Zoho CRM, which unsurringly is part suite of tools created by Zoho, a company renowned for its suite of productivity applications, has been one of the best CRM platforms available since its inception in 2005.

With a user base exceeding 250,000 businesses worldwide, Zoho has established itself as a reliable and feature-rich platform for sales management, marketing, and customer support activities. It's a versatile CRM that can be tailored to meet specific organizational needs. Some key functionalities include lead and deal management, sales automation, and advanced analytics, all powered by an intelligent AI tool called Zia.

Throughout this review, I will share my detailed analysis of Zoho CRM, exploring its key features, functionalities, and how it can benefit businesses in managing customer relationships effectively.

This analysis is backed by TechRadar Pro’s commitment to exhaustive, hands-on testing. We don’t simply evaluate Zoho CRM based on its marketing materials; we spend hours navigating its interface, setting up automation Blueprints, and stress-testing the Zia AI assistant with real-world data. Our reviews are 100% independent, and we never accept payment for product rankings. This ensures that our verdict on Zoho’s complex feature set - and its value for money - is based entirely on how the platform performs under the pressure of daily business operations.

Zoho CRM core capabilities

When reviewing Zoho’s CRM platform, I found a robust set of features that cover the essential needs of most organizations. The platform provides a centralized database for managing contacts and accounts, making it easy to store and access customer information. I was able to quickly import my existing contacts via CSV file and map the fields to match Zoho's system. The interface for viewing and editing contact records is clean and intuitive, with the ability to log activities, tasks, notes and attach files.

Zoho CRM's lead management tools allow you to customize the lead lifecycle stages to match your sales process. You can capture leads from various sources, including web forms, social media, and manual entry. As leads progress, you can convert them into contacts, accounts and opportunities with one click. I appreciate the ability to create multiple sales pipelines for different products or business units. The drag-and-drop deal pipeline view gives a nice visual overview of where each opportunity stands.

Forecasting is another core feature, with the ability to generate revenue projections based on the deals in your pipeline. Being able to create multiple pipelines for different products or services was particularly useful. I could easily track deal progress, set probability percentages, and generate accurate sales forecasts. Zoho uses a weighted probability based on deal stage to predict the chances of closing. This provides more accurate forecasts than relying on gut feel or arbitrary percentages. You can also adjust the forecast categories and timeframes to suit your needs.

While the built-in reports cover most standard KPIs and metrics, I did find the report builder a bit cumbersome to use compared to some other CRMs I've tried. It gets the job done but requires a bit of a learning curve to master. On the plus side, the dashboards are attractive and you can lay them out with a variety of chart types and widgets to visualize your key data points.

Zoho CRM seamlessly connects with other Zoho applications, creating a cohesive ecosystem for business operations. Additionally, it offers integrations with popular third-party tools like Google Workspace, Microsoft 365, and various marketing automation platforms. You also have access to a custom API to build your own integrations from scratch with code.

Zoho particularly shines when it comes to mobile access. The mobile app is full-featured and works seamlessly to keep data in sync, even when offline. This is a big advantage for sales reps who spend much of their time on the road, which is increasingly common in the age of hybrid work. The app is intuitive and makes it easy to pull up customer information, log calls, and update deals and tasks from your smartphone.

Things get a little more interesting when you factor in Zoho’s newly introduced AI-powered sales assistant called Zia. Zia offers predictive lead scoring, anomaly detection in sales trends, and even suggests the best times to contact leads based on past interactions. I found these AI-driven insights to be generally accurate and helpful. However, it's worth noting that the full potential of Zia is only unlocked in the higher-tier plans, which can increase costs considerably.

While it may lack some of the advanced features or depth of customization of the market leaders, Zoho CRM meets the needs of most small to mid-sized companies and sales teams. However, it would be interesting to see how well the CRM stacks up once the AI features have had a chance to develop a bit. Users got a glimpos of this recently with Zia moving from a passive assistant to an Agentic AI helper. Now Zia can autonomously perform tasks like identifying at-risk renewals and drafting hyper-personalized recovery emails based on historical sentiment analysis.

How easy is Zoho CRM?

In the last few years, Zoho has made significant progress in improving the user interface and overall usability of its CRM. I found the new interface to be clean and intuitive, with a logical layout that made it easy to access key features and information. The home screen provides a comprehensive overview of important metrics and tasks, allowing me to quickly grasp the status of my sales pipeline and prioritize my activities for the day. Updates keep coming in this area, too, with Zoho recently launching a unified navigation sidebar that allows users to switch between CRM, Zoho Desk, and Zoho Books without a full page refresh, significantly reducing tab fatigue for users of the Zoho One suite.

I also appreciated the ability to tailor the interface to my specific needs, from rearranging the menu bar to creating custom fields and layouts. However, it's worth noting that while basic customizations are straightforward, more complex modifications may require a steeper learning curve.

Onboarding is relatively straightforward, thanks to the detailed instructions provided on the website and the inclusion of sample data to help new users get started. I found the step-by-step guide particularly helpful in setting up my account and configuring initial settings. That said, the sheer number of features and options available can be overwhelming at first.

Zoho offers a wealth of training resources to help users become proficient with the system. Its knowledge base is extensive, featuring detailed tutorials, training videos, and live and on-demand webinars. I found these resources to be well-organized and easy to follow, which significantly reduced the time it took me to become comfortable with the platform's core functionalities.

In terms of the learning curve, I found that mastering the basic features of Zoho CRM was relatively quick. Within a few days, I was able to navigate the system confidently, manage contacts, and track deals. However, becoming proficient with more advanced features, such as complex automation workflows or in-depth reporting, required more time and practice. One of these automation features is the newly launched Pathfinder, which uses machine learning to map out the most successful customer journeys in your specific industry, suggesting when to automate a touchpoint versus when to trigger a manual call. Although Pathfinder is pretty intuitive, it's somewhat complicated to set up.

While the CRM is generally user-friendly, there are still areas where it could improve. For instance, some users have reported that creating multi-module reports can be challenging and may require additional training or support. Also, while the AI features like Zia are powerful, they may take some time to learn and be fully leveraged. Higher-tier plans offer more advanced features and customization options, which can increase the complexity for users. However, these plans also come with additional support options, including onboarding assistance and dedicated account managers.

Zoho CRM integrations

Before we talk about third-party integrations, it’s important to acknowledge the level of functionality that you can extract simply from using Zoho’s own suite of productivity software — all of which integrate seamlessly with its CRM. With more than 40 different applications, including Zoho Webinar, Zoho Social, Zoho Books, and Zoho Surveys, it’s incredibly easy to extend functionality without having to rely on third-party providers.

Apart from that, Zoho also offers 600+ ready-to-use integrations for popular apps like QuickBooks, Google Workspace, Slack, Shopify, RingCentral, and DocuSign, among others. I found the process of setting up these pre-built integrations to be straightforward. Most integrations can be activated with just a few clicks, with clear documentation and setup guides for each integration.

However, for those looking to create custom integrations or connect with less common applications, Zoho CRM offers a robust API. The REST API documentation is comprehensive and well-organized, covering various aspects such as authentication, rate limits, and available endpoints. As I delved into the API documentation, I appreciated the clear examples and explanations provided, which would be helpful for developers of varying skill levels.

Zoho is also uniquely committed to making sure that developers have everything they need to build their own integrations. The Developer Console offers up a lot of different resources, including documentation, courses, ebooks, and webinars — to help developers at every stage of the integration process.

In terms of reliability, the experience is mostly consistent. Data is accurately and efficiently synchronized, minimizing the risk of discrepancies or delays. However, there is mention of users encountering some minor issues with workflow rules and alerts not functioning as expected, if you look at the different reviews available online.

How good is Zoho CRM customer support?

Speaking of customer support, Zoho can be a bit of a mixed bag. On one hand, Zoho offers a variety of support channels, including phone, email, and live chat, which provide flexibility in how users can reach out for assistance. But the quality of support received can be wildly inconsistent, depending on the agent you’re paired with at the time. Response times can also vary from time to time, leaving users frustrated.

Zoho does provide a robust self-service resource center, which includes a knowledge base, user guides, tutorials, and community forums. I've found these resources to be quite comprehensive and well-organized, making it easier for me to find answers to common questions and troubleshoot issues on my own. The step-by-step tutorials and user guides have been particularly helpful in navigating the various features and functionalities of the platform.

That being said, there have been instances where the self-service resources fell short in addressing more complex or specific issues I encountered. Thankfully, Zoho provides dedicated onboarding specialists who guide new users through the setup process and help customize the platform to their specific needs. Additionally, there are regular webinars and training sessions to help users make the most of the different features and capabilities.

On platforms like G2 and Capterra, Zoho CRM's customer support ratings hover around 4 out of 5 stars, indicating a generally positive sentiment. However, there are also a fair number of reviews that echo uncertainty and frustration given the inconsistent quality and slow response that many users have to deal with from Zoho. It's worth noting that Zoho offers a premium support option for an additional fee, which includes priority response times, dedicated account management, and personalized training sessions.

Zoho CRM pricing and plans

Zoho CRM operates on a per-user pricing structure, which means that the cost is directly tied to the number of users you have. The pricing starts at $14 per user per month for the Standard plan, which includes features like lead and account management, sales pipeline management, and basic reporting — it’s a good starting point and makes Zoho one of the best CRM for small businesses.

This is followed by the Professional plan priced at $35 per user per month, which adds more advanced features like sales signals, forms integration, and inventory management. The Enterprise plan at $50 per user per month includes AI-powered tools like Zia, multi-user portals, and mobile SDKs. Finally, the Ultimate plan at $65 per user per month enhances the package with advanced data visualization and business intelligence.

In addition to these traditional plans, Zoho CRM also offers two bundle options: CRM Flex and CRM Plus. CRM Flex allows you to hand-select additional Zoho apps to add to your CRM suite, with prices adjusting accordingly. CRM Plus, on the other hand, includes a comprehensive suite of eight Zoho apps, including Zoho Desk, Zoho Campaigns, and Zoho Analytics, for $57 per user per month. This bundle offers significant savings compared to purchasing each app separately.

Zoho offers a 15-day free trial for its CRM, which allows you to test the platform and its features before committing to a paid plan. Additionally, Zoho CRM offers a free version for up to three users, which includes basic features like lead and account management, making it one of the best CRM for start ups. You also get a 34% discount if you commit to an annual subscription upfront, which can significantly reduce costs.

While the pricing is generally competitive, it's worth noting that costs can add up quickly when you have a large number of employees who need access to the CRM. It’s also a little unfortunate that the AI sales assistant, Zia, is fully accessible only on the Enterprise and Ultimate plans. Still, the platform offers a generally good value for money for most small and medium-sized businesses.

Zoho CRM review: Final verdict

Throughout my experience with Zoho CRM, I have been consistently impressed by its robust set of core features, including lead and opportunity management, sales forecasting, and reporting. That being said, the responsiveness and quality of assistance can be inconsistent at times.

While the plans are generally cost effective and offer good value, certain essential features are restricted to higher tier plans only. For example, Zoho’s new AI sales assistant, Zia, is only available to Enterprise and Ultimate plan users. And while a Free plan does exist, it’s highly limited in functionality and serves only for testing purposes at best.

Still, Zoho CRM is a versatile choice for small businesses looking for a solid hub for their sales and customer facing teams. But, I’d recommend it only if AI features aren’t a priority to your organization, unless you’re willing to spend $50+ per user per month for one of the higher tier plans.

Zoho CRM FAQ

After spending several days exploring its features and capabilities, I've come away impressed with the value Workbooks CRM, a cloud-based platform aimed at midsize businesses, delivers. It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.

What really sets Workbooks CRM apart is its hands-on approach to implementation and support. The vendor works closely with each customer to tailor the system to their unique needs and provides ongoing consulting to ensure they get the most from the platform.

While it may lack the vast third-party app marketplace you find on platforms such as Salesforce CRM, Workbooks more than makes up for it with attentive service and an extensive feature set at a very competitive price point.

At TechRadar Pro, we recognize that choosing a CRM is one of the most critical infrastructure decisions a business can make. Our experts don't just skim feature lists; we perform hands-on, multi-day testing to see how these platforms perform under pressure.

For our Workbooks review, we navigated the entire user journey - from initial setup and data migration to complex workflow automation and financial reporting. We evaluated its unique approach to see if it truly saves businesses money or simply adds administrative complexity

So, let's dive in and examine the platform in more detail.

Workbooks core capabilities

Workbooks CRM offers a centralized database for contact management and account administration. I can easily store and organize detailed information about my customers, including their contact details, communication history, and any relevant notes. The system automatically links contacts to their associated accounts, giving me a clear overview of the relationships between individuals and organizations.

It also makes it easy to log all my customer interactions, including emails, calls, meetings and notes. I especially appreciate the ability to restrict access to sensitive notes, ensuring that private information like contracts and agreements stays secure. The platform also excels at mapping relationships between people and organizations, allowing me to visualize my entire business ecosystem, including customers, partners, suppliers, and even competitors.

When it comes to sales, Workbooks offers a comprehensive set of tools for lead and opportunity management. I can capture leads directly from my website using customizable web-to-lead forms, then track the effectiveness of my marketing campaigns by integrating with Google SEO tools. Workbooks automatically routes new leads to the appropriate sales rep and provides a clear view of my entire sales pipeline. Built-in sales forecasting helps me predict revenue and track quotas.

On the customer service side, Workbooks streamlines case management with its ticketing system. When a customer submits an issue, Workbooks automatically creates a ticket, assigns it a reference number, and routes it to the correct team member based on rules I define. I can set priorities based on urgency and monitor SLA compliance to ensure my team is meeting its commitments to customers.

Workbooks comes with a wide array of pre-built reports covering sales activity, pipeline health, forecasting, and more. Dashboards are fully customizable, so I can put the KPIs that matter most to my business front and center. If you need a report that isn't available out of the box, you can easily create your own using Workbooks' reporting wizard. However, I have found the report-building process to be a bit less user-friendly than some other areas of the system.

For employees in the field, Workbooks CRM offers mobile-optimized versions of all its core features, so I'm never out of touch when I'm away from my desk. I can quickly pull up a contact's information, log a call, or update an opportunity from my smartphone. GPS integration allows me to easily log visits to customer sites, and I can even dictate notes via voice recognition. Workbooks CRM has clearly put a lot of thought into empowering users to enjoy maximum productivity wherever they are.

Finally, while Workbooks CRM covers all the essentials quite well, its extensibility is somewhat limited compared to larger players like Salesforce. It doesn't have the same vast ecosystem of pre-built connectors for third-party apps and integrations. This can be a challenge for data-driven enterprises that rely on multiple sources of business intelligence, but smaller organizations should find it suitable for meeting their needs.

How easy it Workbooks to use?

As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered, clearly inspired by the aesthetic flaunted by an earlier generation of Windows PCs. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training, thanks to the logical organization of menus and features.

The platform offers a high degree of flexibility to tailor the CRM to your specific business needs. I was able to easily modify field names, create custom workflows, and build personalized dashboards to track my key metrics. Workbooks also provides an extensive library of templates and configuration options, allowing me to set up the system to mirror my unique sales process.

In terms of onboarding and training, Workbooks offers a wealth of resources to help new users get acquainted with the platform. The company provides detailed documentation, video tutorials, and regular webinars to guide users through the various features and best practices. I found the step-by-step guides particularly helpful when I was first learning to navigate the system.

Workbooks also offers formal training courses, both online and in-person, for those who want a more structured learning experience. These courses cover everything from basic navigation to advanced administrator functions, and include hands-on exercises to reinforce learning. Every trainee receives a comprehensive manual that serves as a valuable reference guide long after the initial training.

Perhaps most impressive is the level of personalized support Workbooks CRM provides during the implementation process. The vendor assigns a dedicated success manager to work closely with each client, providing guidance on configuration, data migration, and user adoption strategies. This white-glove approach ensures a smooth rollout and helps organizations start realizing value from the CRM as quickly as possible.

Workbooks integrations

Out of the box, Workbooks offers pre-built integrations with several popular applications, such as Google Workspace (formerly G Suite), Microsoft 365, and Mailchimp. Setting up these integrations is a breeze, often requiring just a few clicks and minimal configuration. While the number of pre-built integrations available in Workbooks is nowhere near as vast as Salesforce or HubSpot CRM, it’s still enough to serve the needs of most small-to-medium-sized businesses.

For more specialized needs, Workbooks offers a robust API that allows developers to build custom integrations with other systems. The attached API documentation is comprehensive, with detailed descriptions of endpoints, request and response formats, and code samples. For those of us who need to use custom integrations but aren’t comfortable using the API, Workbooks also integrates with iPaaS vendors like Zapier for seamless no-code automation.

Workbooks also has a pretty unique approach to data synchronization. The platform uses a sophisticated conflict resolution system to ensure that data remains consistent across integrated systems. If a record is updated in multiple places, Workbooks CRM intelligently determines which changes should take precedence based on factors like timestamp and user permissions. This gives me confidence that data is always accurate and up-to-date.

In addition, the 2026 version of the Business Edition now features deeper, real-time sync with cloud accounting platforms like Xero and Sage Intacct, further reducing the gap between the sales quote and the final invoice.

CRM integrations can pile up over time, often leading to unnecessary sprawl. That’s why Workbooks CRM offers tools for monitoring and managing integrations using a single dashboard - so you don’t lose track. The Integration Hub allows administrators to view the status of all integrations, monitor sync logs, and troubleshoot issues. This can be incredibly useful for resolving sync errors or performance bottlenecks.

Overall, I've been quite satisfied with Workbooks' integration capabilities. While it may not have the largest ecosystem of third-party integrations, the platform more than makes up for it with its iPaaS integrations, API, and real-time data synchronization features. The integrations I've used so far have performed well, plus there’s always the option to build your own using iPaaS tools or the API.

How good is Workbooks customer support?

Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. The primary support channel is email, with a dedicated support email address that is monitored during regular business hours. I've found the email support to be highly responsive, with most of my inquiries receiving an initial response within an hour or two.

For more urgent issues, Workbooks also provides telephone support. The support team is available by phone during extended business hours, and I've always found them to be friendly, knowledgeable, and eager to help. On the rare occasions when I've encountered a technical issue with the platform, the support team has worked diligently to diagnose and resolve the problem in a timely manner.

In addition to the live support channels, Workbooks offers a wealth of self-service resources to help users find answers on their own. The online knowledge base is particularly impressive, with a vast library of articles, tutorials, and FAQs covering every aspect of the platform. The articles are well-written, thoroughly illustrated, and frequently updated to reflect the latest features and best practices.

Workbooks also maintains an active user community forum, where users can ask questions, share tips, and learn from each other's experiences. The forum is moderated by Workbooks staff, who often chime in with expert advice and guidance. I've found the community to be a valuable resource for discovering new ways to use the platform and connecting with other users in my industry.

Finally, beyond the usual support channels, every customer is also assigned a dedicated Customer Success Manager who serves as their primary point of contact and advocate within Workbooks. They take the time to understand each customer's unique needs and goals, working closely with them to ensure they are getting the most value from the platform. I really liked this white glove approach to customer service, which is often missing from other small business CRMs.

Workbooks pricing and plans

Workbooks CRM review: Final verdict

When evaluating a CRM platform, it's crucial to consider not just the raw cost, but the value it delivers relative to that cost. In my experience, Workbooks CRM offers exceptional value for the price, thanks to its flexible pricing model, robust feature set, and generous free trial period.

Unlike many competitors that offer complex tiered pricing or charge separately for different modules, Workbooks has just 3 straightforward plans: CRM, Business, and Events.

CRM Edition

- Best for: Small to mid-sized sales and support teams that need a centralized 360-degree view of their customers without complex back-office requirements.

- What you get: This plan provides the core essentials for managing the customer lifecycle. It includes robust tools for contact and account management, lead tracking, and pipeline management. Beyond just sales, it features a full suite for customer service, including helpdesk ticketing and case management. Users also benefit from Google and Office 365 integrations, basic reporting, and the ability to send professional quotations directly from the platform. It is a streamlined choice for businesses focusing primarily on relationship building and service delivery.

Business Edition

- Best for: Organizations that want to bridge the gap between sales and finance by managing the entire quote-to-cash process within a single system.

- What you get: The Business Edition includes every feature found in the CRM Edition but adds powerful commercial and financial capabilities. This plan allows you to manage orders, generate invoices, track supplier contracts, and issue credit notes - all without leaving the CRM. It is specifically designed to integrate with accounting and ERP software, ensuring that your sales team and finance department are looking at the same real-time data. It is the ideal choice for companies that want to eliminate manual data entry between their CRM and their billing systems.

Events Edition

- Best for: Professional event organizers, trade association managers, and marketing teams that run large-scale seminars, conferences, or exhibitions.

- What you get: This plan includes everything in the Business Edition but adds a comprehensive Event Management layer. You can manage every detail of an event from a single dashboard: venue logistics, speaker sessions, sponsor tracking, and registration management. Crucially, it integrates these events directly into your sales pipeline, so a ticket purchase or booth booking automatically updates the customer's financial record and the salesperson’s opportunity view. It’s designed to eliminate the need for separate, disconnected event platforms like Eventbrite or Cvent.

After thoroughly evaluating Workbooks CRM across 6 key categories, I've come away impressed with the platform's capabilities and value proposition. Workbooks excels in its core CRM functionality, providing robust tools for sales, marketing, and customer service. The platform is intuitive and user-friendly, with extensive customization options to tailor the system to unique business needs.

While the third-party app marketplace is not as extensive as some competitors, Workbooks offers seamless integrations with iPaaS vendors and a flexible API for custom development.

But the most striking takeaway from this review is Workbooks' dedication to customer success. The hands-on implementation support, comprehensive training resources, and responsive ongoing service set Workbooks apart in the CRM market. Coupled with transparent and affordable pricing, Workbooks delivers exceptional value for growing businesses.

With a strong track record of innovation and a clear vision for the future, Workbooks is well-positioned for continued success. For mid-market organizations seeking a full-featured CRM with outstanding support, Workbooks CRM is a no-brainer.

Workbooks CRM FAQ

Universal Background Screening, located in Scottsdale, Arizona, operates as a licensed private investigation firm in accordance with state laws. They even provide their license on their website. The company offers a variety of services, starting with employment background checks, and also includes employment physical exams, general physical exams, income verification, and compliance management solutions. Although Universal Background Screening is entirely based in the United States, it offers its services worldwide, covering approximately 200 countries—from Albania to Zimbabwe.

Plans and pricing

Determining the exact pricing for Universal Background Screening can be challenging, as their cost structure is often customized to meet each client’s unique requirements. The pricing for background screening services typically varies due to several key factors influencing the overall scope and complexity of the checks performed.

Depth of the Search: The level of detail in the background check plays a significant role in pricing. For instance, an essential check might include a simple criminal history report, while a more comprehensive search could involve multi-state criminal checks, credit reports, and education verification. The greater the depth of the search, the higher the cost is likely to be.

Types of Checks Conducted: Background screening can encompass a wide range of checks beyond criminal history. Depending on the client’s needs, this could include employment verification, reference checks, drug testing, and social media analysis. Each type of check has its associated costs, which can vary significantly.

Volume of Checks Requested: The number of background checks requested can also impact pricing. Many companies offer bulk pricing discounts for clients requiring multiple checks, which can lead to cost savings for larger organizations or industries with high turnover rates.

Custom Quotes: Given the variability of these factors, Universal Background Screening, like many other companies in the industry, typically provides custom quotes tailored to each client's specific needs. This ensures clients pay for what they require rather than a one-size-fits-all package.

To obtain accurate and detailed pricing information, it’s generally necessary to contact Universal Background Screening directly. Their team can assess your needs and provide a tailored solution for your budget. It's also worth noting that, generally speaking, the costs associated with background check services fluctuate based on the depth and breadth of the checks requested, making it essential to discuss your requirements upfront.

How it works

After you contact Universal Background Screening using the Contact Form, a staff member will create a customized screening program tailored to your specific needs. To develop this program, Universal will consider the specific liabilities related to your industry to determine which screening services are necessary.

Once you and Universal have agreed on the relevant checks and you have subscribed to their services, you'll be able to order background checks whenever you are ready to hire.

Because Universal operates a paperless system and is HR-XML certified, you can place a new order with just one click from within your Applicant Tracking System (ATS) of choice. Alternatively, you can enter a candidate’s details through a portal on Universal’s website.

Features

Universal Background Screening offers a number of services to its clients. One shortcoming is that there are no smartphone apps for Universal Background Screening.

Criminal Record Searches from the cornerstone of the offerings. The most local one is on the county level, the so-called County Court Criminal Record Search. It covers a minimum of 7 years, and encompasses court convictions for both felonies and misdemeanors. It gets conducted on-site at the local court house, with a turnaround time of within 2 days in 97% of cases. When a conviction gets identified, it includes the relevant case number, and the other details of the case such as any prison time or fines that the court ordered, and how the applicant was identified.

Expanding the search takes us to the Statewide Criminal Search that is offered, and covers 42 states. The results vary by the state, but often include the offense, court document number, and other relevant details should a conviction be found. In some cases there is an additional charge for this search, depending on the state, from a low of zero dollars in Alabama, to a high of New York that imposes a $95 search fee.

These county and state searches often get directed based upon the addresses that the individual has lived at, both currently and previously. Sometimes, the approach needs to be more widespread, such as with an individual without accurate prior address info. Universal Background Screening has this covered as well, starting with the USA CriminalSearch, which covers “Criminal history data from statewide court repositories from 22 states and Department of Corrections records from 45 states.” This reportedly covers 94% of the US population. The search can even be expanded further with a USA OffenderSearch that covers a nationwide sex offender registry. Finally, there is USA SecuritySearch, a national security database and antiterrorism database with fourteen sources.

Another differentiation point of Universal Background Screening is that this is verified information. This means that it is not merely the results of a search of a database, which can often be inaccurate due to unconfirmed hits, particularly with a common name. Rather, these searches are a curated result, with confirmed hits that can be trusted, and “Fully compliant with Section 613 of the Fair Credit Reporting Act (FCRA).”

Beyond criminal background checks, there are also additional services available. First is the search of motor vehicle driving records, which captures data going back 36 months, and includes traffic violations, and license suspensions. Then there is the Employment Credit Report, that is tailored for employment purposes. It is a PEER (Pre-Employment Evaluation Report) from TransUnion, and gives a complete credit history to identify applicants that are potentially overextended, or not financially stable. It does not include account numbers, nor adversely affect the applicant’s credit score. Finally, there is drug testing, through a network of over 8,000 sites at SAMHSA-certified labs, that even can meet the stringent Department of Transportation (DOT) requirements.

Support

We can sum up that options for support with Universal Background Screening are direct, but not excessively plentiful. There is a postal address, but it is doubtful how many want to receive their support that way in our modern connected times. There are also direct phone numbers, with extra kudos for being toll free, and dedicated for service, but most folks don’t really pay for long distance these days anyway. We also found a fax number, and a direct email address. The final option we found was a support portal, where you enter the required fields, and you can essentially send a message for contact, although we would criticize the shortcoming that there is no option to include an attachment, which can be useful to send a marked up screenshot to detail the difficulty encountered.

In terms of the more advanced options, there really are not any to be found. We did not find a chat box, whether live nor an automated chatbot. Nor are there any self-serve options such as a FAQ, predone articles, webinars or a community forum.

The competition

Although Universal Background Screening is our top choice for the best employee background check service, it isn’t a great option if you need to order a low volume of screenings quickly. GoodHire is a service that offers pre-made screening packages and which may be worth checking out if you don’t want to waste time setting up a customized screening system, as you have to with Universal.

Sterling is another background check provider that sells custom solutions for clients in certain industries. Depending on your sector, you may find that Sterling has services that fit better with your specific sector than Universal’s screenings do.

Final verdict

Universal Background Screening is a significant contender in the candidate search market, particularly regarding pre-employment screening. The company's extensive search options offer employers a comprehensive approach to vetting potential hires. These searches encompass criminal background checks, employment verifications, education confirmations, and reference checks, providing a well-rounded view of a candidate's qualifications and background.

In addition to its search capabilities, Universal Background Screening offers ancillary drug screening services, which can be vital for organizations looking to maintain a safe and compliant workplace. Their customer support is also commendable, providing direct assistance to clients navigating the screening process.

However, there are notable areas for improvement. The absence of dedicated smartphone applications limits accessibility and convenience for users who prefer managing their screenings on mobile devices. Furthermore, the pricing structure can be opaque; potential clients often face frustration due to hidden fees associated with specific searches and the use of out-of-network centers for lab testing. This lack of pricing transparency can lead to unexpected costs that complicate organizational budgeting.

Despite these concerns, Universal Background Screening remains a solid option for organizations seeking thorough pre-employment screening solutions. Its comprehensive service offerings and customer support make it worth considering, particularly for companies that prioritize a meticulous hiring process. Continual technological improvements and pricing clarity could further enhance its standing in the competitive landscape of background screening services.

We've also highlighted the best background check services for individuals.

US Search is one of the veterans in the people search industry, providing effective background check tools since 1993. Based in Culver City, California, this private company allows users to search for individuals using just a name, phone number, or address.

• Want to try US Search? Check out the website here

However, it's important to note that US Search reports may contain inaccurate information, so they should not be used for official purposes like employment or credit checks, as they are not compliant with the Fair Credit Reporting Act (FCRA). Despite this limitation, the platform can still be a valuable resource for reconnecting with old friends or researching the background of a new acquaintance.

In our review of US Search, we will help you determine whether this people finder is worth your investment.

US Search: plans and pricing

US Search has unclear pricing, as they do not provide an upfront cost or an option to request a custom quote. The absence of a pricing page makes it difficult to determine how much the company charges. After conducting a test search, we discovered only one available plan that offers unlimited reports for $19.86 per month. This plan automatically renews, and canceling requires a phone call. There is no option to purchase just a single report; payment must be made with a major credit card.

There is no free trial available; however, they offer a special trial for $1.99 for five days, including unlimited lookups.

US Search: features

US Search is a popular tool for retrieving information from public records, though its quality may not match that of some higher-end services. The platform utilizes publicly accessible databases to compile various records into a single report, making it convenient for users seeking information about individuals.

One of the key features of US Search is its flexible search capabilities. You can look for individuals by name, phone number, address, or email address. This breadth of search options is particularly useful when trying to track down someone in a crowded database of potential matches. The service allows you to compile a substantial list of results, helping guide you to the specific person you’re looking for. Unlike many similar services, US Search does not impose a paywall to initiate a search; however, accessing the detailed results does require a fee.

When you conduct a search, you'll be presented with a list of individuals that match your query. You can select the correct person based on the available information, and you only pay for the full report of an individual you’re interested in. These reports are quite comprehensive and typically include basic details such as names of family members, previous addresses, property ownership, and any criminal records. Additionally, they provide known phone numbers, email addresses, and social media handles, which are invaluable for reconnecting with old friends or long-lost relatives.

Despite its advantages, US Search has some notable drawbacks, primarily concerning accuracy and completeness. Many users have reported that the information returned in the reports can be inconsistent, with inaccuracies related to family member names and historical addresses often present alongside correct data. This is particularly concerning as US Search does not comply with the Fair Credit Reporting Act, meaning the reports generated cannot be used for activities such as employment or rental screening, where accuracy is critical.

Moreover, while the service promises extensive social media and property data, users frequently find these elements missing from the reports they receive. Unfortunately, there is no preview available to see exactly which data fields will be included in a report prior to purchasing access, leading to potential frustrations for users hoping for specific information.

On a more positive note, the searches are generally completed quickly, taking only a minute or two, which is certainly a plus compared to other services that can be cumbersome and slow. Additionally, US Search offers a relatively streamlined user experience without an overwhelming number of popups that often plague other websites.

Finally, US Search provides an “Information Opt-out” option, allowing individuals to remove their personal details from its database—a feature that highlights the service's awareness of privacy concerns in today’s digital age. Overall, while US Search can be a useful tool for gathering basic information, users should approach it with a critical eye, especially regarding the accuracy and completeness of the data provided.

US Search: interface and in use

The US Search interface is straightforward, although it lacks some streamlining. Upon entering the site, you are presented with options to search for individuals by name, phone number, or address. There are several tabs available for People Search, Criminal Records, Background Check, and more. However, these tabs do not actually change the search parameters or the content of the reports you receive.

US Search requests a full name and an email address during the search process. Before payment, you will only see the name of the person searched (which you presumably already know), their city, and age.

The reports are displayed on a single webpage, making navigation cumbersome, as it often requires extensive scrolling. While this isn’t a significant issue, it would be preferable if the reports were provided as PDFs with a table of contents or if the US Search website included tabs for more straightforward information navigation. Additionally, US Search does not have a mobile app, and the reports retain the same elongated layout when viewed on a smartphone.

Overall, the interface is user-friendly for novices but overly simplistic for more advanced users.

US Search: support

US Search doesn’t offer much in the way of support. There is not even a dedicated support page, a FAQ, nor a support portal. We also did not find a chat option, or a community forum.

You can get in touch with the company by a direct email address or a toll free phone number (between 10 am and 8 pm Eastern Standard Time, Monday to Friday, closed some holidays), but don’t expect a lot of help. The company’s representatives mostly deal with billing and account issues, and cannot assist you in finding someone using the software.

US Search: security

US Search uses 256-bit encryption to keep your search results and account information secure. However, there aren’t any security measures in place, like two-factor authentication (2FA), to protect your account from misuse.

We also thought it was telling that US Search simply requires you to check a box saying that you won’t abuse its reports by stalking or harassing someone. The company doesn’t do anything to verify the identity of people using its service, but then again this is common practice and its competitors don’t vet their users either prior to providing the info.

US Search: the competition

For the price, we believe there are better people search services than US Search. For example, Instant Checkmate costs more, but the quality of its information is significantly higher and more likely to be accurate. This service also offers more comprehensive data, including bankruptcies and weapons permits, which can be particularly useful if you're searching for someone in your neighborhood.

If you need to conduct a background check for employment, you should choose a service that complies with the Fair Credit Reporting Act (FCRA). GoodHire is a solid option, though it is more expensive.

US Search: final verdict

US Search is marketed as an affordable tool that allows users to conduct an unlimited number of person searches each month. This makes it a budget-friendly option for those who need frequent or extensive data on individuals. This can be particularly appealing for casual users or those on a tight budget who want access to public records or basic background information without incurring high costs.

However, a significant drawback of US Search is its tendency to provide incomplete or inaccurate reports. Users often report discrepancies in the information, such as outdated addresses, incorrect phone numbers, or missing details. This inconsistency raises serious concerns about the reliability of the data, especially in situations where accurate information is crucial, such as in legal proceedings, hiring decisions, or personal safety matters.

The information provided is untrustworthy, which can significantly diminish the overall value of US Search’s services. Users who cannot rely on the reports generated may make decisions based on faulty data, potentially leading to adverse outcomes.

Given these concerns, we recommend a more accurate people search tool that can provide more reliable and comprehensive reports, even if it comes at a higher cost. Investing in a service known for its accuracy and up-to-date information can save users from tUS Search is advertised as an affordable tool that allows users to conduct an unlimited number of person searches each month. This makes it a budget-friendly option for those who need frequent or extensive data on individuals. It is particularly appealing to casual users or those on a tight budget who want access to public records or basic background information without incurring high costs.

However, a significant drawback of US Search is its tendency to provide incomplete or inaccurate reports. Users often report discrepancies in the information, such as outdated addresses, incorrect phone numbers, or missing details. This inconsistency raises serious concerns about the reliability of the data, especially in situations where accurate information is crucial, such as legal proceedings, hiring decisions, or matters related to personal safety.

The untrustworthiness of the information can greatly diminish the overall value of US Search’s services. Users who cannot rely on the reports generated may make decisions based on faulty data, potentially leading to negative outcomes.

Given these concerns, we recommend considering a more accurate people search tool that can provide reliable and comprehensive reports, even if it comes at a higher cost. Investing in a service known for its accuracy and up-to-date information can save users from the pitfalls of relying on questionable data, ultimately providing peace of mind and greater confidence in the results.he pitfalls of relying on questionable data, ultimately providing peace of mind and greater confidence in the results.

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Sterling conducts background checks to help businesses verify the identities of prospective employees. These checks can reveal problematic incidents from an applicant's past that might jeopardize the company culture moving forward. Sterling is a well-established company, having been founded in 1975. They serve over 40,000 clients and conduct more than 75 million background checks annually.

• Want to try Sterling? Check out the website here

In this Sterling review, we will evaluate whether it offers one of the best employee background check services available today. We will analyze every aspect of Sterling’s offerings, including pricing, functionality, and features. Lastly, we will compare Sterling to its competitors to help you determine if it is the right choice for your organization.

Sterling: plans and pricing

Unfortunately, Sterling does not publicly disclose their background check pricing, which can be a bit frustrating for those looking to budget for these essential services. The cost of background checks can vary significantly based on several key factors that need to be considered:

1. Types of Checks Required: The kind of background checks you need will largely influence the price. Options may include criminal history screenings, employment verification, education verification, credit checks, and more specialized investigations. Each type of check has its own pricing structure, so understanding your specific requirements will help in estimating costs.

2. Volume of Checks: The number of background checks you plan to conduct is another critical factor. Sterling may offer tiered pricing or discounts for larger volumes, which can significantly reduce the per-check cost. If you're looking for a high volume of background checks, asking about these potential savings is worthwhile.

3. Customizations and Additional Services: If you have specific requirements or need custom services—such as international checks, enhanced criminal searches, or tailored reporting options—these can also affect the overall pricing. Customizations often come with additional fees, so clarifying these needs upfront is wise.

The best course of action is to contact Sterling directly to obtain a precise and tailored quote that reflects your unique background check needs. You can easily do this through their website or by calling their customer service team. This personalized approach will allow you to discuss your requirements in detail, ensuring you receive the most accurate pricing information.

While browsing comparison websites for background check pricing might be tempting, remember that their information may only provide a general overview and not specifically reflect Sterling's pricing structure. Each provider has its own unique pricing model influenced by their service offerings and market strategy.

When considering background check providers, it’s essential to remember that cost is just one piece of the puzzle. Factors such as accuracy of the checks, turnaround times and compliance with local and federal regulations are critical to ensuring you receive reliable and lawful information. Balancing these aspects with your budget will help you choose the right service provider for your needs.

Sterling: how it works

Sterling offers background check services to businesses, assisting them in vetting potential employees. The process typically begins when an employer requests specific background checks based on the position and industry. Sterling then collects information from various sources, which may include criminal databases, court records, educational institutions, and previous employers. They verify this information to ensure its accuracy and to comply with relevant regulations, such as the Fair Credit Reporting Act (FCRA).

After gathering the data, Sterling compiles it into a report, which is delivered to the employer. The employer uses this report to make informed hiring decisions. Throughout the entire process, Sterling strives to provide accurate and timely information while maintaining confidentiality and adhering to legal guidelines. Additionally, they offer various integrations with HR systems to streamline the background check process for employers.

Sterling: features and services

Sterling provides a wide array of background check services specifically designed to address the diverse needs of employers in various industries. Their comprehensive offerings include thorough criminal background checks conducted at local, state, and federal levels. This service encompasses an extensive examination of county court records, state repositories, and national criminal databases, ensuring that employers receive a complete view of a candidate’s criminal history.

In addition to criminal checks, Sterling offers employment verification services that confirm a candidate's past employment history, including job titles, the duration of employment, and the reason for leaving. This ensures that employers can trust the accuracy of the information presented by job applicants.

Education verification is another crucial aspect of Sterling’s services. This allows employers to validate candidates' academic credentials by confirming degrees, diplomas, and attendance records from educational institutions. This is particularly important for positions that require specific qualifications.

Sterling also strongly emphasizes identity verification, ensuring potential employees provide accurate information. They conduct checks against terrorist watchlists and sanction lists to assist organizations in complying with federal regulations and enhancing overall security.

Sterling offers targeted background checks for specialized industries, including drug screening for safety-sensitive positions, healthcare sanction checks to ensure compliance with healthcare regulations, and transportation-specific background checks for roles requiring high responsibility and safety awareness.

Beyond these core services, Sterling provides various compliance tools and resources to help employers navigate the complex legal landscape surrounding background checks. These resources help organizations adhere to essential regulations, such as the Fair Credit Reporting Act (FCRA), reducing the risk of non-compliance.

Furthermore, Sterling’s ongoing monitoring services inform employers of any significant changes in an employee’s background after being hired. This proactive approach allows organizations to take timely action if any issues arise.

Finally, Sterling integrates its background check services with human resources (HR) and applicant tracking systems to streamline the hiring process. This integration facilitates a more efficient recruitment workflow, allowing employers to make informed hiring decisions quickly and effectively.

Sterling: support and customer care

Sterling offers extensive customer support 24 hours a day through a toll-free phone number that covers all American, European, and Asian business time zones, including Pacific Time and Eastern Time for clients in the United States. Clients can also reach support via direct email, which is helpful for asynchronous communication. Additionally, a support portal is available to initiate support requests.

However, those seeking advanced support options like live chat, video tutorials, or a user forum will not find these features available.

Sterling’s customer support teams are trained in specific industries like healthcare, retail, and government. Therefore, when you first speak with a Sterling customer support representative, they are already familiar with your industry’s particular background check requirements.

On the other hand, candidates do not have the same positive experience as business clients when seeking help. They can only submit inquiries through an onsite form, and many candidates often criticize Sterling on review sites for delays in processing documents, poor communication, and last-minute deadlines.

The competition

In contrast with competitor GoodHire, Sterling’s method of conducting background checks seems outdated. Sterling delivers the results of the background check at the close of the process. GoodHire integrates checks into your team’s workflow via your Applicant Tracking System platform, so you can see exactly what stage of the process is ongoing and receive notifications with each update.

Certn is one of Sterling’s leading competitors. Rather than conducting background searches and presenting them to your hiring manager, Certn enables hiring departments to conduct independent background checks using its software. Despite the convenience of inhouse software, outsourcing background checks can be beneficial from a legal standpoint, as it diminishes responsibility in case of civil suits.

Final verdict

Sterling is a highly regarded background check service that specializes in evaluating the character and credentials of potential hires. By conducting comprehensive examinations of candidates' legal and employment histories, Sterling provides valuable insights into their trustworthiness and reliability.

The background checks offered by Sterling are meticulously designed to meet varying demands based on the role being filled. Positions that involve handling sensitive data — such as financial information or personal records — as well as roles that require working with vulnerable individuals, like children or the elderly, necessitate more extensive evaluations. Additionally, positions that involve managing valuable assets may also prompt a deeper dive into a candidate's history. Sterling's thorough approach helps organizations make informed hiring decisions while safeguarding their interests.

Outsourcing background checks to Sterling not only streamlines the process for businesses but also plays a critical role in mitigating potential liabilities. In the event of civil suits related to the hiring process, having a reputable service conduct these checks can provide essential documentation and evidence of due diligence, thus protecting the organization.

We specifically recommend Sterling for small businesses that need to ensure the integrity of their employees. In a competitive landscape, safeguarding company assets and maintaining a positive workplace culture are paramount. Sterling's services can help small organizations build a trustworthy workforce, fostering a secure environment for both employees and clients. With their user-friendly mechanisms and responsive customer support, Sterling ensures that the background check process is efficient and reliable.

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PeopleFinders, headquartered in Sacramento, California, is a powerful and user-friendly online platform designed to help individuals uncover detailed information about others through an extensive compilation of public records. With a robust history dating back to 1999, PeopleFinders has established itself as a trusted resource, tapping into a sprawling network of approximately 43 billion public records across roughly 6,000 distinct databases.

• Want to try PeopleFinders? Check out the website here

This comprehensive people search tool specializes in identifying individuals using a variety of search parameters, including names, phone numbers, email addresses, and physical addresses. Whether you're trying to reconnect with a long-lost friend, verify a potential employee's background, or conduct research for personal reasons, PeopleFinders provides a streamlined process to access crucial information quickly and efficiently.

Users have flexible options when accessing the platform. You can purchase a single report for a one-time search or opt for an unlimited access plan, allowing you to conduct multiple searches without the constraints of additional fees. This versatility makes PeopleFinders an ideal solution for anyone looking to gather important insights and stay informed about the people around them.

Furthermore, PeopleFinders prioritizes user privacy and adheres to legal requirements when it comes to the use of public records, ensuring that the information provided is both accurate and responsible. With its extensive resources and commitment to transparency, PeopleFinders remains a go-to tool for those seeking to navigate the complexities of personal connections in today’s fast-paced world.

PeopleFinders: plans and pricing

PeopleFinders provides a variety of pricing tiers designed to meet different search needs and usage patterns. For users seeking one-time searches, they offer single reports at competitive prices. The basic report is available for just $1.95, which is ideal for quick, straightforward inquiries.

For those needing more detailed information, a comprehensive report is offered at $9.95, giving access to additional data points. If you're in need of a thorough overview, including pertinent background and criminal records, you can opt for a complete report priced at $29.95.

For regular users or those with ongoing search needs, PeopleFinders offers monthly subscription plans that provide more excellent value. The standard membership, which costs $24.95 monthly, grants subscribers unlimited access to people searches and reverses phone lookups. This is an excellent choice for individuals or businesses requiring information on multiple subjects.

For enhanced capabilities, there’s a premium membership priced at $29.95 per month. This option includes everything in the standard membership, with the added benefit of background checks, access to criminal records, and other enriched data. This can be particularly advantageous for real estate, law enforcement, or human resources professionals who require extensive background information.

Furthermore, PeopleFinders regularly promotes trial offers for their monthly subscriptions, allowing potential subscribers to experience the service at a reduced cost before committing to an entire month's plan. This is an excellent opportunity for users to evaluate the platform's features and determine if it meets their needs without a significant upfront financial commitment.

Additionally, PeopleFinders offers a rewards program called CFK*PF Rewards for subscribers. This program can provide various benefits, including discounted reports, free self-background checks, and exclusive promotions.

Pricing is subject to change, so checking the PeopleFinders website for the most current information is always recommended. It’s equally important to review the terms and conditions, particularly regarding trial periods, renewal policies, and cancellation procedures, to avoid unexpected charges.

Choosing the right plan ultimately depends on your search behavior. For occasional searches, single reports may be the most cost-effective route. Conversely, a monthly subscription could offer significant savings and convenience for those who require frequent access to search features. Please carefully examine your usage needs to select the plan that best supports your objectives.

PeopleFinders: features

PeopleFinders provides several methods for searching for someone. While many search services allow you to start with a name or an address, some also include a reverse phone lookup as a search option. What sets PeopleFinders apart is that it offers a fourth search method based on an email address.

When performing a name search that yields multiple potential matches, PeopleFinders lists possible results and details such as age and known family members. This feature is beneficial, as many similar tools require payment before you can see if there are any results for your search.

The reports generated by PeopleFinders offer a comprehensive overview of an individual. You'll receive their name, a history of addresses, phone numbers, and information about relatives in the search report. If you choose to purchase a background report, it will also include court and arrest records, property and bankruptcy information, and a check of the national sex offender registry. However, it's worth noting that PeopleFinders does not include email addresses or social media profiles in its reports nor provides information about whether an individual owns a gun or has a gun license.

All the data used by PeopleFinders is gathered from public databases. The main benefit of purchasing a report instead of conducting your searches is that PeopleFinders efficiently compiles data from various sources in just a few minutes.

PeopleFinders: interface and in use

Using PeopleFinders is a quick and straightforward experience, making it accessible even for those who may not be tech-savvy. The platform allows you to choose the type of search you want, whether it’s a reverse phone lookup, a name search, or even a background check. Simply enter the information you have, and the system does the rest.

For a reverse phone lookup, you’ll typically receive results in under a minute, providing a rapid response to your inquiry. However, if you're searching for a common name in a densely populated area, it may take a bit longer — possibly several minutes — as the system sifts through a wealth of information.

A standout feature of PeopleFinders is its advanced search function. This allows you to refine your searches significantly by adding parameters such as a middle name, age range, and location, helping you narrow down the results to find the specific individual you are looking for.

Additionally, one of the most user-friendly aspects of PeopleFinders is the ability to preview the information available in a report before committing to a purchase. This means you can see whether essential details like the individual’s current address, phone number, and background information are available. This transparency helps you make an informed decision about whether to proceed with the report and ensures that you’re only investing in the information that meets your needs. Overall, PeopleFinders offers a combination of efficiency, precision, and user-oriented features that enhance the search experience.

PeopleFinders offers mobile apps for both iOS and Android, although the app is called IdentityWatch instead of PeopleFinders. This naming can make it a bit challenging to locate the app in the app stores, but you can easily find it by following the link provided at the bottom of the PeopleFinders homepage. Both apps have received high ratings, averaging just over 4 out of 5 stars.

Each version of the app includes a surprising array of features that are not available through the web interface. For instance, the PeopleFinders app can automatically scan incoming phone numbers and conduct a quick reverse phone lookup. If the phone number matches PeopleFinders' proprietary list of spam callers, the app will automatically block the call for you. Additionally, the mobile apps offer report sharing, a feature that is not readily available on the PeopleFinders website.

PeopleFinders: support

PeopleFinders offers several avenues for customer support. Their primary contact method is through their customer service phone line, available Monday through Friday from 7:00 AM to 6:00 PM PST, and on weekends from 7:00 AM to 3:30 PM PST. PeopleFinders also provides a contact form on their website for those who prefer written communication, promising email responses to inquiries. While they maintain a presence on social media platforms like Facebook and Twitter, these channels are not recommended for seeking direct support.

Beyond these options, PeopleFinders features a comprehensive Help Center on their website. This resource is populated with cataloged information and frequently asked questions, potentially offering quick answers to common queries. Though not a traditional support feature, PeopleFinders also allows users to remove their information from the site, guiding users through a self-service opt-out process.

Security

PeopleFinders uses standard SSL encryption to keep your account information and searches secure. When you search for someone with this tool, there’s no way for the person you searched to know that you pulled a report.

If you want, you can opt out of PeopleFinders so that your information doesn’t appear in searches. You’ll need to search yourself and copy the URL of your report page in order to request removal from the site.

PeopleFinders: the competition

PeopleFinders competes directly with several people search finders owned by Intelius, including US Search, Instant Checkmate, and BeenVerified. One of the big advantages to PeopleFinders over those services is that it enables you to purchase a single report, whereas the others force you into a monthly subscription. We also much prefer PeopleFinders’ mobile apps since it makes it easy to share reports and automatically runs a search on any unknown number that calls your phone for a bonus spam alert.

PeopleFinders: final verdict

PeopleFinders is a highly accessible and affordable tool for reconnecting with a long-lost friend, screening a new acquaintance, or investigating who might be calling their phone. One of its standout features is its flexible pricing model, which allows users to purchase individual reports less frequently than they would if they committed to a more expensive, unlimited subscription. This approach ensures that users can tailor their experience based on their needs, making it ideal for anyone who might only require occasional access.

The benefits for those who opt for the monthly subscription expand significantly. Subscribers gain access to PeopleFinders’ user-friendly mobile apps, which enhance the service’s overall functionality. These apps streamline information retrieval and provide essential features such as automatic reverse phone lookups. This functionality allows users to identify unknown callers quickly and efficiently. The built-in spam blocking feature also protects users from unwanted calls, creating a safer communication experience.

Overall, PeopleFinders effectively balances affordability and ease of use with valuable features catering to casual users and those requiring more frequent searches. Whether you’re looking to reconnect with someone from your past or want to verify a new contact, PeopleFinders stands out as a reliable and versatile option.

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Peopletrail is a background check service with over two decades of experience in the industry, having been established in 1994. The company operates across various sectors and specializes in pre-employment background checks. They offer a range of services, including verifications, volunteer background screenings, criminal record checks, and drug testing.

• Want to try Peopletrail? Check out the website here

Peopletrail provides its services for a number of top corporations, including Intel, Whirlpool, Office Depot and Amazon. It has headquarters in Draper, Utah and has served over 20,000 businesses, with over 100,000 searches completed, and an impressive customer retention rate of 99.5%.

Peopletrail has a consumer facing division of the company that uses the name Consumer Credentials.

Plans and pricing

Peopletrail's pricing structure varies based on the type of background check and the level of detail required. They offer different packages for personal background checks, categorized as Bronze, Silver, and Gold, each providing increasing levels of detail and corresponding costs. For instance, personal background checks typically range from approximately $19.95 to $59.95.

For more in-depth background checks, such as those used for political candidates, prices can be significantly higher, reaching up to $295. Furthermore, factors like county court record searches, nationwide database searches, and specific verifications (such as employment and education) can influence the final price.

It's also essential to keep in mind that access fees from various data providers, including courts and DMVs, are often passed on to the customer, contributing to the overall expense. As a result, the total cost can vary considerably based on the specific requirements of the background check.

Features

Peopletrail has many options for features, but you get the ones that correspond to the tier chosen. The lowest tier is pretty paltry, so it makes sense to move up to a higher tier, unless the need for the background check is pretty basic.

The social media search is well done. Not only does it identify the social media accounts of the individual, but it also analyzes content via AI to identify things like hate speech, obscene language and bullying.

Interface and in use

Peopletrail offers a range of features tailored to various needs, but the availability of these features is dependent on the subscription tier you select. The lowest tier provides only the most basic capabilities, which could be insufficient for those seeking more comprehensive background checks. It may be more beneficial to upgrade to a higher tier for those who require detailed and nuanced information, especially if the background check isn't just a simple formality.

One standout feature of Peopletrail is its social media search functionality. This service not only identifies the social media accounts associated with the individual but also leverages advanced AI technology to analyze the content found on those platforms. This analysis aims to detect sensitive issues such as hate speech, obscenity, and bullying, providing users with a clearer picture of the individual’s online presence and behavior.

The user interface for Peopletrail is designed with simplicity in mind, favoring a clean and straightforward layout over flashy graphics and complex navigation. For individual users, the process of initiating a background check is seamless: you select the tier that suits your needs, make the payment, and then input the required details about the person you wish to investigate. This can include their name, Social Security Number, address, and phone number. The entire setup process takes just a few minutes, making it accessible even for those who may not be tech-savvy.

Once the search is complete, results are delivered according to the timeline specified in the pricing structure for the chosen tier. Users receive these findings via email, allowing for easy access and review.

However, it's worth noting that Peopletrail currently lacks a mobile app. After searching both the Google Play Store and the iOS App Store, we found no corresponding apps, which might be a drawback for users who prefer to conduct searches or access results on the go. This absence could limit the convenience for users accustomed to mobile solutions in today’s digital age.

Support

Peopletrail is dedicated to offering comprehensive support to its clients and applicants. To guide clients through its platform, it provides multiple avenues for assistance, including phone support, email communication, and screen-sharing sessions. Peopletrail demonstrates its commitment to customer service by having in-house experts available to address inquiries and concerns.

Additionally, the company strongly emphasizes compliance, aiming to educate clients about relevant regulations and provide tailored solutions. This focus on compliance support helps clients navigate the complexities of background screening and minimize potential risks. In summary, Peopletrail strives to create a support system that is both easily accessible and knowledgeable, ensuring a smooth and compliant screening process.

There is one final way to get support from Peopletrail. First, choose the category that best describes your situation. The options include:

1. A business needing a background check

2. An individual looking to order a background check

3. A current client needing assistance

4. An applicant experiencing an issue with the results of a background check

5. A coach needing a background check for USA Football

Once you select the appropriate category, you will be directed to the correct support portal to enter your question.

For those seeking more advanced support options, Peopletrail may not meet your needs. We did not find a chat box or a community forum. However, there are some self-service help options available, including a FAQ and video content. Unfortunately, we noticed that the links to this content were broken on some pages, but they did work when we accessed them from the main page.

Security

According to the business’s privacy policy, Peopletrail keeps its site secure by periodically examining log files for faults or failures. The company states that all confidential information it stores and transmits will be encrypted, but doesn’t go into detail about the precise protocols used.

Although Peopletrail isn’t overly forthcoming regarding security details, there’s no reason to question the company’s credentials as it has a certification from TruSecure, a well-known security and compliance service.

The competition

Instant Checkmate is a background check service that’s in direct competition with Peopletrail. It’s a better option if you need extra information such as vehicle and gun ownership licenses. However, Instant Checkmate does charge a monthly subscription rather than a one-time fee, so it’s not as suitable for single checks.

If you’re looking for a more affordable premium background check provider, you might want to consider ClearChecks. The top-tier ClearChecks ClearHire Complete package is $39.99, nearly $20 cheaper than People Trail’s $59.95 Gold package. Both plans offer many of the same core features such as a 7-year county criminal record search and international watch list sweeps.

Final verdict

Peopletrail is a competitive entry in the background check market. We appreciate that they provide pricing for individual background checks, verify the results at a top tier, and offer a phone number and an email address for customer support. However, several issues prevent us from giving this service a higher rating.

These include the absence of smartphone apps, unclear business pricing, expensive individual rates without a monthly subscription option, a very basic starter tier, and broken links on the website. Overall, this leaves us with the impression that Peopletrail is an average background check service.

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