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…
Use it everyday in my job, very straightforward tool.
HubSpot is GREAT!
Ease of use and sales team visibility makes HubSpot the best solution.
HubSpot CRM - An Efficient, Effective, Revenue-Boosting and Time-Saving CRM
HubSpot is THE sales excellence tool
Good for Quantifiable Data.
HubSpot CRM Review.
SImple but effective CRM software.
Great tech
Sales director
HubSpot Review.
A Seller's Insight into HubSpot
If there is something I don't …
Does what it says, easy interface.
New Opportunities.
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
- Customer data management / contact management (1452)8.787%
- Integration with email client (e.g., Outlook or Gmail) (1458)8.585%
- Interaction tracking (1407)8.484%
- Workflow management (1415)8.383%
Reviewer Pros & Cons
Video Reviews
3 videos
Pricing
Free Forever
$0
CRM Bundle
$50
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.7Customer data management / contact management(1452) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(1415) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.7Territory management(184) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(1354) Ratings
Users can track deals and create quotes.
- 8.5Integration with email client (e.g., Outlook or Gmail)(1458) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8Contract management(185) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.4Quote & order management(980) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.4Interaction tracking(1407) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.7Channel / partner relationship management(186) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.4Case management(924) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.7Call center management(798) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.4Help desk management(848) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.5Lead management(1250) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.6Email marketing(1259) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8Task management(1313) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.1Billing and invoicing management(677) Ratings
This includes automated invoice creation and billing.
- 7.7Reporting(1214) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.6Forecasting(1053) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.3Pipeline visualization(1270) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.8Customizable reports(1238) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.1Custom fields(1258) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.8Custom objects(1088) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 6.3Scripting environment(132) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 7.6API for custom integration(881) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.4Single sign-on capability(1100) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.5Role-based user permissions(1179) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.5Social data(829) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.4Social engagement(819) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.8Marketing automation(947) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.6Compensation management(613) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.9Mobile access(1127) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is HubSpot CRM?
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
HubSpot CRM Competitors
- Sugar Sell (SugarCRM)
- Zoho
- Zendesk
HubSpot CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Supported Languages | English, French, Spanish, Portuguese, Japanese, German, Italian, Dutch |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(4649)Attribute Ratings
Reviews
(1-25 of 1545)Hubspot feedback from 2years old user
- manage contacts
- keep the record
- show your progress
- interface
- easy to filter out the contracts
- improve the contact customisation
Use it everyday in my job, very straightforward tool.
- Deal Tracking.
- KPI Indicators.
- Reminders of tasks on outlook.
- Outlook Extension.
- Associating contacts with companies.
HubSpot is GREAT!
- 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.
- 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.
- 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 is THE sales excellence tool
- 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
Good for Quantifiable Data.
- 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.
HubSpot CRM Review.
- 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.
SImple but effective CRM software.
- 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.
Can sometimes miss things like SMS reminders for meetings.
Great tech
- 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.
Sales director
- Manage contacts
- Track deals
- Manage projects
- Interface
- Report for basic user also
- More automation
HubSpot Review.
- 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.
A Seller's Insight into HubSpot
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 honestly can't think of any scenarios where it's less appropriate.
Does what it says, easy interface.
- 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.
New Opportunities.
- 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.
- 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
Hubspot CRM Review.
- Organized
- User Friendly.
- Customizable
- Trouble with importing.
- Problems with multiple companies that are identical.
- Can't use it when the server is down.
HubSpot for the win!
- 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.
BentleJordan_HubSpot CRM Review
- 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.
HubSpot CRM Review
- 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
HubSpot is the best, very intuitive and easy to use
- Captures emails sent to a customer/client
- Keeps track of the deal stage
- Tracks what organization a customer is based on their email address
- 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.
The Best CRM You Can Work With This Decade
- 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
HubSpot, a balance of coordination and versatility
- 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
9/10 would recommend
- 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.