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HubSpot CRM

HubSpot CRM

Overview

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy…

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Recent Reviews

Hubspot feedback from 2years old user

8 out of 10
March 09, 2024
We use HubSpot CRM to store all our contact details and what is ongoing with that specific contact, what deal is in process, whether it …
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HubSpot is GREAT!

9 out of 10
March 09, 2024
Incentivized
We use HubSpot CRM to record all forms of communications with the customers as well as use it for any sort of internal communications …
Continue reading

Great tech

10 out of 10
March 06, 2024
Incentivized
We use it to automate and streamline the sales process. We can add prospects into sequences that automatically create follow-up tasks when …
Continue reading

Sales director

7 out of 10
March 06, 2024
Incentivized
The major objective is sales: both deal creation and closing deals. Then I manage contacts, track deals through various stages, and …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (1452)
    8.7
    87%
  • Integration with email client (e.g., Outlook or Gmail) (1458)
    8.5
    85%
  • Interaction tracking (1407)
    8.4
    84%
  • Workflow management (1415)
    8.3
    83%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

3 videos

User Review: Managers Easily Track Customers Through Phases of Contact with HubSpot CRM
01:45
HubSpot CRM Keeps Efficiency On Track with It's Ability to Keep Tasks Organized: User Review
02:47
User Review: HubSpot CRM Aids in Business Tasking & Management
02:26
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Pricing

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Free Forever

$0

Cloud
Per Month [Unlimited Users]

CRM Bundle

$50

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.hubspot.com/crm

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.5
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.5
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.6
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.9
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.4
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.4
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7
Avg 7.2

Platform

7.9
Avg 7.5
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Product Details

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work. HubSpot is presented as an ideal solution to help scale a business, for small to enterprise-level businesses alike.

HubSpot CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

HubSpot CRM Screenshots

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

HubSpot CRM Integrations

HubSpot CRM Competitors

HubSpot CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, French, Spanish, Portuguese, Japanese, German, Italian, Dutch

Frequently Asked Questions

Sugar Sell (SugarCRM) are common alternatives for HubSpot CRM.

Reviewers rate Customer data management / contact management highest, with a score of 8.7.

The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(4649)

Attribute Ratings

Reviews

(1-25 of 1545)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
We use HubSpot CRM to store all our contact details and what is ongoing with that specific contact, what deal is in process, whether it was done or not, what is the revenue, reach out to new people, keep a record of the conversation that happens with that contact and many more.
  • manage contacts
  • keep the record
  • show your progress
  • interface
  • easy to filter out the contracts
  • improve the contact customisation
When you have a lot of incoming and outgoing projects and you need to manage all the deals and keep a record of them and also want to save the conversation with that specific client. You need Hubspot CRM kind of software which helps you track all the stuff related to that contact.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it as part of my business development job to stay on top of deals, track my KPIs, and see which prospects/clients I should contact. I also have it as an extension on Outlook to make logging my work easier.
  • Deal Tracking.
  • KPI Indicators.
  • Reminders of tasks on outlook.
  • Outlook Extension.
  • Associating contacts with companies.
It's appropriate for the business development side and marketing, but I feel it can't easily track what's happening with client services.
March 09, 2024

HubSpot is GREAT!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot CRM to record all forms of communications with the customers as well as use it for any sort of internal communications related to the clients. HubSpot makes it easy for us to keep consistency throughout the business and helps in accountability as well.
  • Record client communications.
  • Sales Analytics is a useful tab to keep track of your performance.
  • HubSpot tasks be filtered (e.g. Due today , overdue , due soon).
  • 'Search box' could show more options, which consist of letters being put into the search box.
  • Data put into a company's profile does not automatically sync with the 'ticket' created against the same company. For example, we deal with customers.
Whether I need to record client communication, set up meetings, internal handovers, or track my performance over time, HubSpot has everything I need and when I need it. HubSpot can be trusted with creating Dashboards that best relate to you. However, HubSpot (and rightly so) is not appropriate for informal colleague talks or plans.
Travis Swan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot as our main customer database. Our sales team runs their business through HubSpot. We monitor sales activity, pipeline metrics, and closed won revenue through HubSpot dashboards. HubSpot is the lifeline of our sales team. Each day, reps log in to HubSpot, and the CRM runs our day, tells us who to call and who to email, shows us deal progress, etc. Without HubSpot, our team would be lost and unable to function at a high level.
  • Tracks activity metrics.
  • Delivers information regarding inbound leads.
  • Presents quota attainment and closed won/lost revenue in a meaningful way.
  • Advanced reporting and exporting capabilities.
  • Dashboard creation could be easier.
  • Use of AI could be enhanced.
HubSpot is the ideal CRM for a small to mid-size sales team. HubSpot is the most accessible CRM to use and easy to learn, train, and develop skills over time. The activity timeline of a contact makes it easy for a manager to see where a deal is currently at or how a new deal came to life.
Krista Zahtila | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot CRM stands out for its effective sales tools, particularly in logging customer data and history. This feature equips sales teams with insights into customer preferences and engagement, enabling personalized approaches and improved relationships. Its user-friendly interface and seamless integration with other platforms enhance its utility, making it a go-to for businesses aiming to streamline their sales processes and boost company revenue. In summary, HubSpot CRM's focus on detailed customer insights and ease of use makes it a vital tool for optimizing sales strategies and achieving better outcomes.
  • Communication history
  • Tracking progress
  • To Do reminders
  • Should be able to clone a deal for repeated business in an effort to continuously track revenue.
  • One-click access to most common features, such as adding a new contact
Hubspot CRM has helped me numerous times in following up with customers if they are not immediately ready to secure services. The reminder allows me to revisit our past conversations and follow up to see if the timing is more accurate for them to sign an agreement. The ability to log all attachments under a customer or a deal is convenient and minimizes my search time in my database of customer or company files.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it to receive leads and call them in a easy way. We can also record the conversations, asking people if they allow it. It is the fastest way to do sales conversations at the phone, without passing from google calendar or other typeforms that are more professional for companies but they are not for privates
  • Recording calls
  • Showing list of leads
  • Analysing report activities
  • ordering tasks in an easier way
  • notifications could be done better
  • call phone status could be automatic
It is appropriated if you have to do analysis about sales activities of your team, even though they work remotely, you can see what they are doing during their whole workday without the sensation of being spied. Instead, I would not recommend HubSpot if you simply want to organise calls with people because they are not listed
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot to track who opens my emails and documents. I can see how long people are viewing individual pages on my papers. This allows me to workshop specific pages to increase sales. Without measurable data, I would never be able to see what was working and what needed fixing.
  • Quantifiable Data.
  • Quick Emails with Templates.
  • Clarity in who is viewing my emails.
  • When I open an email I sent with my iPhone, HubSpot sends me a notification saying, "Someone has opened your email."
  • I wish it were easier to see viewership data on sent documents through the Chrome extension.
Good for email tracking and data.
March 06, 2024

HubSpot CRM Review.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot to manage and track our leads, as well as HubSpot's different marketing channels, to reach out and communicate to our potential customers effectively. We use automation and sequences and thorough tracking of where we are in the sales cycle. We also use HubSpot to track our sales reps' productivity throughout the day to make sure we are hitting the metrics needed to stay effective as a sales department. We just started to use HubSpot to track our sales numbers on a day-to-day basis to show leadership the numbers that are coming directly from the team.
  • keeps our lead on track for our sales cycle.
  • manages our employees productivity.
  • reminds us of what to do next without thinking.
  • Its probably just me but I get contacts and companies confused and for lead assignment, if I assign a contact, it wont assign the company.
  • Texting, I wish we could text through the CRM.
I love HubSpot! I think it's better than Salesforce, and it's priced so that our small business can afford to use a CRM with so many features. I used Salesforce at a previous company where I was leading a team, and I find that HubSpot is easier to use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Hub Spot to allow potential clients to book product demos. We log all our calls, SMS, and email communications, then arrange lists, tickets, and deals to move them through the sales pipeline from prospect to lead to a deal and then pay customers.
  • Tracking workflows.
  • Automation of emails.
  • Meeting links.
  • Logging activity.
  • No SMS reminders for meetings.
  • You aren't able to use fields within emails if you want to create one-off emails; always has to be a template.
Great to track customer journeys through the sales pipeline.

Can sometimes miss things like SMS reminders for meetings.
March 06, 2024

Great tech

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it to automate and streamline the sales process. We can add prospects into sequences that automatically create follow-up tasks when we engage with them. We can also connect our email and LinkedIn accounts to streamline processes. It saves a lot of time and cuts down manual processes.
  • Automating tasks.
  • Saving time on manual tasks.
  • Making calls.
  • Sending emails.
  • Dialling back numbers that aren't saved as contacts.
  • Being able to call Middle East numbers.
When trying to prospect and reach prospects with content, information, and sales content, it is good as it always creates follow-up tasks for you to make sure that you don't forget to try and reach them. It can also automate your outreach and keep them in a sequence so you can easily jump from prospect to prospect.
March 06, 2024

Sales director

Score 7 out of 10
Vetted Review
Verified User
Incentivized
The major objective is sales: both deal creation and closing deals. Then I manage contacts, track deals through various stages, and automate follow-up emails and tasks. Unfortunately, I do not yet use the comprehensive reporting tools and dashboards that allow businesses to measure the effectiveness of their sales. The major plus is that it offers clear visibility into the sales pipeline, enabling me and my sales teams to track the status of deals, forecast revenue, and prioritize efforts on the most promising opportunities.
  • Manage contacts
  • Track deals
  • Manage projects
  • Interface
  • Report for basic user also
  • More automation
It's a plus for accessing real-time reports and dashboards for insights into sales performance, marketing ROI, customer service efficiency, and overall business health, aiding in strategic planning and resource allocation.
March 05, 2024

HubSpot Review.

Isaac Levitt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot to consolidate information about and contacts within companies we've reached out to. HubSpot makes it easy to find out everything I need to know about a company, such as the people who work there, what property they've been reached out to for, where the company is located, when they were last contacted, etc. I also use it to track other people's activity on emails I've sent them, such as opens, link clicks, etc. This makes it easy to know whether or not a person or brand is interested in what I am offering them and whether or not they are worth a continued pursuit. One more thing HubSpot is used for is the email templates available. This makes it easy to send better emails faster.
  • Consolidation of company information.
  • Tracking of recipient activity.
  • Streamlining sales emails.
  • Consistency of information input in templates (sometimes what I want automatically put into an info isn't).
  • It is difficult and confusing to navigate different report types.
  • Hard to view templates in gmail.
HubSpot is great for companies that heavily rely on communication both within the company itself and between other companies, but it is not as effective when the focus of a company is more research-based. Its communication tracking tools are advanced and incredibly helpful, but it is hard to consolidate non-communication information.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a seller, I find HubSpot to be the most intuitive and easy to use CRM solution that I have ever utilized.
If there is something I don't know how to do, I go to HubSpot Academy and research it and watch the on-demand tutorial. If I can't find something, I will chat with the AI bot and if necessary, I will reach out to support.
  • Intuitive
  • Helps me stay organized
  • Easy to use
  • prioritization of tasks
  • see how many times I've contact a client without digging through activities
I create my own email templates and share with others on my team and even train them. I love that I get feedback on what I might need to add/delete from my template to increase it's effectiveness.

I honestly can't think of any scenarios where it's less appropriate.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is the main CRM for our agency, that we use to track email openings, store deals. We did try competitors that are either buggy (Pipedrive) or too difficult to use (Salesforce). It is an easy-to-use interface and lots of integrations with other software we use are also of essential importance to us.
  • Email tracking.
  • Deals stages.
  • CRM
  • Gap between Start and Professional Plan is massive.
  • Call booking is not even close to Calendly.
  • Email opening not tracking unique and self openings.
HubSpot CRM excels in scenarios where our businesses seek to streamline our sales and marketing processes, offering intuitive interfaces and robust automation capabilities that enhance lead management and customer engagement. It's particularly well-suited for small to medium-sized enterprises looking for an all-in-one solution to manage their customer relationships effectively. However, for huge organizations with highly complex sales cycles or those requiring extensive customization, HubSpot CRM might be less appropriate due to potential scalability limitations and the cost associated with unlocking its full suite of features.
March 05, 2024

New Opportunities.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I currently use HubSpot to follow up on my leads and send quotations. I miss the possibility of contacting them directly by WhatsApp, inside of HubSpot. HubSpot is an easy system that allows me to organize the sales routine and take care of my clients and potential contracts efficiently.
  • Create task.
  • Send emails.
  • Calls
  • Filter potential clients.
  • Button to WhatsApp with possibility of send message direct.
  • Possibility of create templates to WhatsApp.
  • Possibility of create a quotation direct in HubSpot.
When I have potential clients, Hubspot can create tasks, and I can follow these clients, increasing the chances of closing a contract. But, contacting these clients by WhatsApp is more complicated, because I should save this person in my cellphone and send a message by WhatsApp Web. It would be more straightforward if I had a button in Hubspot.
Claire O'Sullivan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot to keep track of interactions with prospects and existing clients. It's great for creating tasks and providing me with a list of tasks each day. There is a field for notes which is very helpful to jog memory in between meetings. For each call that I log, I can make notes, select who I reached and select an outcome from a drop down menu. It allows flexibility and customization in the fields that you see for your contacts. It's easy to use as well.
  • Set tasks
  • Log phone calls
  • Customize visible fields
  • Add an "unsubscribe" link in an email
  • Make it easier to switch between accounts
  • Set an alarm for specific tasks
As a volunteer I recently suggested HubSpot to keep track of all of the people showing interest in our organization. It's a great way for our team to have a centralized location for details about each person and also assign tasks to each other.
March 05, 2024

Hubspot CRM Review.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it to create deals and track potential clients. We also use the platform to track the continual progress of conversations between us and clients as well as potential clients. I use the platform to import potential clients and track the data and communication between us and our clients.
  • Organized
  • User Friendly.
  • Customizable
  • Trouble with importing.
  • Problems with multiple companies that are identical.
  • Can't use it when the server is down.
Hubspot is very refined, and you can customize a lot of it to create a more personal platform that you can utilize.
March 05, 2024

HubSpot for the win!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
It organizes all of our leads versus prospects versus applicants and students, while ensuring that no one gets missed. It also helps communicate amongst everyone in the department on who has been contacted and who has not been by logging all activity. This way everyone is on the same page. It helps for a much easier and smoother system!
  • Logging calls and emails with accurate time stamps
  • Connecting the text messaging function
  • Organizing and keeping track of where everyone is in, in their sequence
  • I wish for the calling aspect, we could add the outcome of the call if we connected with them. We can select connected, busy, no answer, etc. but if they answer, were they interested in the product, did they book a tour, are they no longer interested, etc. We typically put these in the notes, but our department loves to track calls, so for now we have to use a separate service
  • Now that the texts are automatically logged, that has been so wonderful! It'd be nice if on the activity log I can filter to just show texts, like I could for emails and calls.
I don't have a specific scenario. I typically always recommend it, I think it's a extremely useful computer system. I used to work at a leasing office and that would have been so simple to use it this way. While, someone who does not have to make marketing emails or more, it may not be as useful. My father runs a golf course pro shop and we have talked about the function of Hubspot, but they don't send a ton of emails/need everyone in their system besides those who have played and those who are members. They more or so need it as a function to scan their items for purchasing and know how to charge them. Maybe if HubSpot had their own billing system/invoice creator like QuickBooks?
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is essential in helping me be the most productive as possible. Being able to track my leads, opportunities, and deals has sharpened my focus and allowed me to focus only on what's most important for bringing in more clients and revenue. It helps me keep track of regular calls and emails I need to send once a client decides to use our marketing services.
  • Track Leads and Opportunities
  • Provide Easy Ways To Send Sequences to Clients and Prospects
  • Providing an in-depth look of sales and call stats.
  • Many of the template emails get sent straight to spam
  • Provide 100% accurate reports/lists when sending emails - active clients were included with inactive clients on an email campaign.
  • When emails are sent through outlook but tracked with the HubSpot email address, it would be nice to see if those were opened.
For tracking and managing a sales funnel, HubSpot is hands down the best service to help people accomplish this. Whether you are in more of an operations or back office role and need visibility into what the sales team is working on, or keeping track of essential info for backend work in building out campaigns, its crucial.
March 05, 2024

HubSpot CRM Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot for lead routing through round robin feature and for email marketing via the sequences feature. We use it to track the way we nurture our leads and for our client lifecycle as well. Furthermore, it serves as our historical record and log for customer interactions which are used in quality assurance at the firm. Additionally we also use it to track the productivity and performance of the sales team through the activity logs which are available in HubSpot. It helps us ensure our efficiency and tracks if we are spending our marketing budget in all the right places. Furthermore the email tracking and logging systems also help us to reach out to customers during times when they are most engaged.
  • Lead routing through round robin
  • Productivity tracking for team activities
  • Email marketing through sequences
  • More detailed options for selecting employee and team access levels like differentiating which deal pipeline which team has access to
  • Being able to duplicate deals instead of creating new ones in case customers are sold more/new products
  • Availability for using contact properties like original sources in deals for better tracking
It is very well suited for organizations which are involved in providing services such as legal consultancies etc where the customer lifecycle and lead nurturing is very important. It is also highly effective when trying to narrow down customers based on filters and other criteria. Additionally it is well suited for companies with big sales teams that need lead routing softwares
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use HubSpot to track deals, sales, potential deals, as well as all my contacts and communication with them.
  • Captures emails sent to a customer/client
  • Keeps track of the deal stage
  • Tracks what organization a customer is based on their email address
Love how it tracks communication, like emails, with attachments, so you can see all the communication between a specific client.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
I use Hubspot to manage leads, contact information, tasks, notes, deals, deal status. I do full cycle sales meaning that I act as both the SDR and AE in my current roll. I also have been in charge of developing and managing partnerships; tho we just got a new partnership team member to who this will be transitioning to.
  • Contacts
  • Pipeline status.
  • Tasks and the ease of updating.
  • In application dialer.
  • Text messaging.
  • Opportunity/Current customers: it's tough to see a list of current clients and the opportunity to sell. Salesforce was so much better for this.
  • Reports for prospecting/ re engagements with close lost deals.
Hubspot is good if you don't have funding and need basic CRM capabilities for small teams. It's great for simple outreach and activity logging. I do feel that if a team gets larger for the department of sales Salesforce reporting, layout out, and opportunity records are so much cleaner.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it to log and process orders that our clients purchase from our website. I am able to locate their main contact information, as well as to map accordingly the client's order data, such as invoice number, and link that into our in-house CSR database so it can be properly linked to the contact's information based on the order that the clients place on a daily basis. This allows me to also get in touch with them easier, by linking their phone number and email address, and either call them or chat with them directly.
  • Their UI is one of the friendliest I've ever worked with
  • The UX makes it impecable to work with several channels of third-party apps
  • Increase automation of linked apps to the CRM
It can let you to view better the way you organize your contacts per any other record attach to it; whether that's a company or target accounts that you can be able to customize.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the HubSpot CRM to be out single source of data truth, and to help keep our notes and collaborations centralized in one place. It also acts as a source of information for data analysis, and progress monitoring. Most importantly we specifically use it to manage our pacing and full sales pipeline, along with some plugins to track emails and log/make phone calls.
  • Hierarchy of attributes is logical and intuitive
  • Logging integration with Gmail runs smoothly
  • Highly customizable fields
  • The back button in a browser does not take you to where you just came from, which feel disjointed
  • No obvious native functionality to keep data records clean
  • Sometimes logging doesn't include all areas that you expect it to automatically
HubSpot is a highly versatile tool, and is best suited for organizations that maintain good data practices and that have relatively good data health. It's customizable to a fault if you are a new organization who doesn't have established practices to save you from yourself!
March 05, 2024

9/10 would recommend

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I live by my tasks. It helps me make sure I follow up when I say I will (both time and date). I'm able to segregate my tasks by time zone which helps me being more efficient at calling at the right times. This also is huge for reporting and creating dashboards to see what works and what doesn't.
  • It tracks emails including opens, clicks, and keeps a great log.
  • I love how they give you options to build your own reports as well as some templated reports as well.
  • It creates an easy way to work with your colleagues even if its remote positions.
  • There are some limitations on report building. They need to have more options to add to the x/y axis
  • There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense.
  • It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job.
I overall really like HubSpot. I think it is very user friendly and easy to learn as you go. I became a manger leading a team of SDR's and really had to figure out the best reports and dashboards to build without any help. I was able to do it without having to google outside of HubSpot on how to accomplish something more than 1-2 times.
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