If you're a SME, HubSpot makes the most sense.
It's used as main CRM on a daily basis for adding accounts and general CRM hygiene. We used it as well for direct sequencing and outreach …
Starting at $0 Per Month [Unlimited Users]
View PricingOverview
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…
Recent 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
- Customer data management / contact management (1495)8.686%
- Integration with email client (e.g., Outlook or Gmail) (1504)8.484%
- Interaction tracking (1450)8.383%
- Workflow management (1461)8.383%
Reviewer Pros & Cons
Sales Manager
Granite Technology Solutions (Information Technology & Services, 11-50 employees)
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
Pricing
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
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
HubSpot CRM Integrations
- WordPress
- Zapier
- Zoom Workplace
- Slack
- Shopify
- Gmail
- Outlook
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
Sugar Sell (SugarCRM) are common alternatives for HubSpot CRM.
Reviewers rate Customer data management / contact management highest, with a score of 8.6.
The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(4748)Attribute Ratings
Reviews
(126-150 of 1591)Companies can't remove reviews or game the system. Here's why
December 18, 2023
HubSpot is my "must-to-check" before the calls with prospects
My workday begins with reviewing Hubspot notifications to monitor our qualified leads. Throughout the day, I rely heavily on Hubspot for various critical tasks. These include reaching out to inbound leads, following up with potential clients, and reviewing the SDRs reports on the Sales Dashboard. Additionally, we use it extensively for reporting month-over-month (MoM) and year-over-year (YoY) statistics, which is vital for tracking our performance and identifying trends. This platform is central to my daily operations, serving as an indispensable tool for managing customer interactions, tracking sales progress, and ensuring a comprehensive overview of our sales activities. Hubspot effectively streamlines our workflow and is the backbone of our sales and customer relationship management strategies.
- It keeps you organized with its straightforward flow; I don't know if it is just me but with the automation, we set on HubSpot and it makes my job a lot easier to track everything rather that checking all the customer lists (the highly qualified, product qualified, semi-qualified, etc).
- It's great to have such a detailed user profile - it allows associating every detail with the specific customer, so it is great for our technical teams as well to see the notes (like feature requests, bug reports, etc) under the user profile page.
- The graphs we created under the dashboards are making my job quite easy. I can find every little filter I need for creating monthly reports. The graphs are transparent, and easy to understand; no need to highlight a particular part.
- Our Hubspot expert is setting up everything for us; so I don't specifically have a problem with HubSpot CRM; however, I know that sometimes there are some issues with changing the assigned attributes - because it is hard to find where to do it. It's a bit complicated to set some new rules for the attributes or change them.
- The main use of the Hubspot integration for our use case is ProfitWell. When checking monthly, sometimes the profit well data and the data on Hubspot do not match. Somehow, Hubspot is not counting some new users as "new" and does not represent their MRR on the dashboard.
December 16, 2023
HubSpot CRM is good for starters
I use HubSpot CRM on a daily business. Originally my boss gave me access to a list of people he wanted me to reach out to but now I create contacts regularly that I share with him. This is helpful because as I set up an appointment he can access all the information he needs from my notes.
- Sharing with others
- Templates
- Easy to organize
- training needs to be updated
- easier to update contacts
- easier to navigate through
December 15, 2023
Out of the Box: The best and easiest to use
The contacts management is suburb. Super easy to find the right person at the right time, and you do have to go super deep into a record to find the important information. It surfaces really fast. We also use for our deals in motion and pipeline management. Easy to see what deals with what activity are in process.
- Contact Management
- Deals Review
- Email Templates and Sequence
- Auto generate order forms on accounts
- Not have every function behind a paywall
- More out of the box reporting
December 15, 2023
Amazing
We use it to organize or sales flow and operation, along training structure.
- Automates Sales process
- Keeps Tasks organized
- Allows for Easy Tracking of Transactional/Document Flows
- Its cross functionality with other platforms sometimes gets sticky
- Ability to keep track of text threads would be nice
- have had issues with large number of bounced emails recently
December 15, 2023
10/10 would recommend!
I use HubSpot to call the existing clients and contact them to welcome them onboard and see if they have any questions. I also use HubSpot to send out emails efficiently.
The only problem I have experienced is when sending an email directly from HubSpot, I found that copy&pasting different texts from docs or notes changes the font size and style.
- Organization. Great way to add notes.
- The ability to record calls, for professionalism
- How I can save email drafts for quick use
- Keeping the font the same when using copy and paste for emails
- A way to manage incoming calls better. If I’m already in a call and receive an incoming call, it cancels it and do not have the option to hold the current call.
- Dark mode interface would be nice.
December 15, 2023
HubSpot: The place to be.
HubSpot has made my work more efficient and I am fully able to keep track of the customers I am working with in a streamlined way.
- Streamlines communication processes
- Tracks data on customer behavior to outreach to ensure I am communicating effectively
- Provides reports on customer verticals so I am able to keep track of which customers need more support, etc.
- Messaging/tracking via social media like Instagram and Twitter
December 15, 2023
Bringing Sales and Marketing Together Like Peanut Butter and Jelly!
We use HubSpot CRM to keep our outreach in order, as a motion graphics and 3d animation studio the opportunities are endless and we need a place to wrangle that potential.
- Reminders
- Emails
- Organization
- Merging Leads
December 12, 2023
The BEST CRM Out There!
HubSpot CRM helps us keep everything in a neat way! It helps me stay on track with day-to-day tasks and is super clean!
- Sets tasks
- Alerts when needed
- Holds a ton of contact info
- Logging correctly
December 07, 2023
Great product, but you have to take the time to learn it.
We use HubSpot CRM for current customer relations, and for sales leads relations. We've been able to create several workflows for our success team, Sales team, and marketing team.
- Workflows
- List creation
- Matching audiences on Ad platforms
- It requires a good amount of self on-boarding
- In my opinion, sometimes it's hard to figure out, or remember, what contact parameters are under.
December 05, 2023
objective review
Great tool for sales & marketing professional. I use it for diverse things and it is very useful, it helps me to organized and execute the sales with more eficiency. It also helps to have all the data in the same place, so you can look at it saving a lot of time. Very recommended
- sales
- marketing
- clients management
- communications
- sales
- marketing
- client management
December 04, 2023
Reliable but not perfect
HubSpot CRM is used predominantly as a Sales CRM but also as a support ticketing customer frontface to establish better relationships and communications with our customers
- Ability to log details
- Support via Email forwarding / tracking
- Sales follow ups
- Easy of API integration
- Ease of Ticket Management
- Form Design
December 01, 2023
HubSpot is a great option for both a free and paid CRM system
We use HubSpot as our CRM to store client information, track sales and monitor deals. The customer database part of the system is very impressive, it pulls in live data from numerous sources and keeps everything in one, easy-to-access part of the CRM. The dashboard also provides a great overview of all sales, deals, customer acquisitions and other key metrics.
- Sales tracking - The platform is easy to manage and provides various ways to track and analyse sales data
- Customer database - The system pulls in information from various data points adding incremental knowledge and value to customer records automatically
- Deal monitoring - The deals section of the system makes it easy to review all stages of deals along with customisable stages
- Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
- The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.
November 29, 2023
Why to work with Hubspot
I love Hubspot! As an avid user, I utilize it on a daily basis at work and have witnessed firsthand the immense benefits it brings to our organization. It has undoubtedly played a crucial role in our leads and marketing strategy, propelling us to new heights.One of the standout features of Hubspot is its exceptional organization capabilities. The system allows us to streamline our processes, ensuring everything is in its rightful place. This not only saves us time but also provides a clear overview of our entire customer journey. As a result, we are better equipped to nurture and convert leads effectively. Furthermore, I am genuinely impressed by how user-friendly Hubspot is. Unlike other CRMs I have used in the past, Hubspot manages to strike the perfect balance between functionality and simplicity. Its intuitive interface makes it a breeze to navigate, and the learning curve is virtually non-existent. I appreciate how Hubspot's design prioritizes usability, allowing our team to focus on what truly matters - delivering exceptional customer experiences.In conclusion, Hubspot has consistently exceeded my expectations. It has become an integral part of my daily work routine, and I cannot imagine working without it.
- Managing our clients info
- Marketing Email
- Data and Analytics
- Managing duplicates
- Cleaning storage
November 24, 2023
The Simple and Intuitive CRM for Businesses
HubSpot CRM is a great tool that my organization uses to track deals and keep track of contacts and deals. Without its easy user interface, my job would be immensely harder. I highly recommend their platform.
- Deal Review
- Analytics
- Reporting
- Phone integration
- User access triggers
- Integration abilities
November 24, 2023
Make Money Moves with Hubspot.
For the last 6 months we have been using Hubspot to track deals from pre-bid all the way through the project wrap and even after - it's great that we can link companies and contacts to bids because when we have a repeat customer reach out for help with a project, we can see right in their contact card that we've worked on projects with them before. I love the pipelines feature in deals too, because our company has multiple channels of income managed by separate departments - organizationally it really simplifies things. The last thing I'll mention is tasks, sometimes all you need is a simple reminder to follow up with someone and hubspot makes it really easy, once again!
- Deal tracking: all info you need is in one place and even integrates with other platforms you may be using, such as QuickBooks, panda docs, monday.com, and Apollo.io. You can view contracts, external documents, associated contacts and companies, and all relevant deal info right in one spot. If you click on any of those associated contacts or companies, you'll be able to see any associated deals in one spot as well.
- Pipelines, my company, sells post-production finishing services such as color grading and sound effects editing. We also rent office space. We have two different people taking care of each of these streams of revenue, and keeping them in two separate pipelines in HubSpot ensures that these employees only have to look at information relevant to them.
- The other day, I spoke to our wonderful customer service rep, Lexie, about this. Hubspot, the way we use it, is pretty much perfect and meets all of our needs. The only thing that would be the icing on the cake would be a prospecting tool like Apollo.io uses. It seems like Hubspot and Apollo are super similar. However, we really don't like Apollo. The ease of use and customer support that Hubspot provides is just not there. Hubspot doesn't have the same intensive prospecting tool that Apollo does, though, so alas, we're stuck. If Hubspot kicks off a prospecting tool, I've expressed interest to Lexie in testing something like that.
November 22, 2023
HubSpot CRM: A great CRM
I use HubSpot CRM to prospect and identify leads. It helps me to categorize my prospects and existing clients to ensure I am organized when it comes to outreach and account management. It helps me maintain a clean workflow. It also helps me to see when an email has been opened or viewed by a prosepct.
- Categorize prospects and existing clients through filtering
- Identify lead statuses
- Manage delas in the pipeline
- Tracking people who leave companies
- Tracking stale contacts
- Outlook integration
November 21, 2023
HubSpot Superior
HubSpot CRM's Sales and Prospecting tab is a fantastic tool for teams in Business Development. It’s designed to be super user-friendly, making it easy for anyone in your team to get the hang of it quickly. Imagine it like a friendly guide that helps you through each step. What's cool about it is that it works well with other programs and tools you might already be using, so you won't have to change everything you're familiar with. Plus, you can tweak and adjust its features to match exactly how your team likes to work. This means you can make it your own, ensuring it fits perfectly with your team's unique style and methods.
- Lead Scoring and Prioritization: Review the CRM’s capabilities in scoring leads and helping prioritize efforts for higher conversion rates.
- Lead Identification and Segmentation: Analyze how the CRM helps in identifying and segmenting potential leads for outbound efforts.
- Outreach Tools and Automation: templates and pre-loaded playbooks are dated from the .com era
- Return on Investment (ROI) - As a small team that is scaling, there is functionality that could help long term, but too much time in setup and not driving revenue requires a dedicated position just to CRM management
- Specific use case for healthcare - a bit challenging to get the proper custom fields aligned for our scoring and segmentation
November 21, 2023
Good and Bad
HubSpot is part of my everyday use. We use HubSpot to track all of our contacts, deals and emails that help keep everyone informed . We are also able to keep important details pinned as notes for different companies. I am able to pull up all the information I need by simply entering the phone number, company name or an email address.
- tracking emails
- tracking all info and deals related to a company
- also pulls info from the web and enters it in so i do not have to
- Better ways to associate documents and customers and deals
- also if we track a deal to an email the email should automatically get put into HubSpot
November 21, 2023
HubSpot is easy to customize and implement
Organice and measure the results
- Effective Secuences
- Record Calls and transcription
- Dashboards
- Personalized Conversion's Dashboards
- Enterprise tools
November 21, 2023
HubSpot is great for Real Estate!
We use HubSpot for managing our client database and tracking their contact status. It allows us to call leads, automate emails, book meetings, track profits and more.
- Automation
- Reports
- Contact Organization
- Calling Leads
- Task management
- Templates
- More specific email logging settings
- Easier to edit report dashboards
- The phone app version could be more user friendly when calling contacts / completing tasks
November 21, 2023
HubSpot CRM for Startups
My team uses HubSpot CRM to keep track of contacts, book demos, and follow the progress of deals. We use the dashboards for reporting on both engagement and to keep track of the financial health of the organization. I am the sole member of the business development team, so I use HubSpot CRM for most of my daily tasks. I send sequences and track outreach that needs to be followed up on, make phone calls, tag coworkers into contacts that require their review, and manage deals in discovery.
- allows follow up tasks to be created for a future date while executing a current outreach
- makes filtering my tasks super clean and easy
- tracks communication for contacts across a variety of platforms, and allows those comms to be filtered in or out of the view
- incredibly customizable contact/deal/company pages & properties
- sometimes the navigation makes no sense - why, when I delete a deal, doesn't it take me back to the last page, usually the contact I came to the deal from?
- when I am working in a sequence, say I make a phone call and decide to unenroll the person on the other end. Even if I unenroll them before "save and complete"ing the call, it will still generate the next step even though they're removed. Makes for some confused (and occasionally angry) contacts.
- I would love to see parent account abilities.
November 21, 2023
All - in. An Endless possibility of success
I use Hubspot CRM for profiling the accounts of all of our drivers. It's a great help in updating the profiles, and an easy way to keep the accounts in detail. It's very communicative and keeps the record in real time. Integration is flexible with the other apps, especially automating information directly making the work faster and more productive. HubSpot CRM has a lot of features to offer that address the business problems of intermittent tickets from the drivers. It is also universal and shared by other employees which is a good collaboration to help each other.
- Contacts
- Services
- Conversations
- Reporting
- Automation
- Sales
- Marketing
- Automation - Sequences
- Tickets - duplicated
November 21, 2023
HubSpot CRM- One stop solution for every need
We use HubSpot CRM for maintain the bids and it is very helpful tool considering that we can have all the access in one place. It's an excellent option for every business looking to improve customer relationship management. Earlier, we used to have difficulty in maintaining the data, we used to manage in excel which is tedious to use. But with HubSpot CRM, we save lot of time and also get accurate data and information.
- Stores all information about potential and existing customers
- Helps creating templates
- All in one tool
- there should be a point wherein we can make the some points as priority means the ones which are used frequently for example rather than mentioning US everytime, it could be set at preference.
- customer support could be better
- option of copy so that we don't have to manually enter each thing everytime in case of recurring bids
November 21, 2023
Organized to a fault!
We use HubSpot CRM to field our clients and keep good track and care of them. We use it to remind us of payments, to place orders and to update a client. I Use HubSpot CRM to keep track of the clients that need reviews and set up many task reminders to keep myself and others in my company on task. HubSpot CRM is an optimizing program, allowing all our clients in one spot with very detailed notes and call information. I am able to email our clients straight from their folio, keeping very precise info on the client right where I need it. Keeps me alerted on past due and most current also allows for specified days in the far future. I don't know honestly what I would do with-out this program, it is the most optimizing program I have ever used.
- Able to move client to the next order of progress keeping the client up to date in the process.
- The call log is great to keep an eye on whether the client has been contacted. Keeps our crew on point with not calling enough or calling too much.
- When clients are moved in the system it can be automated to automatically generate tasks that keep us on point.
- Allows us to send and receive email in the clients folio - keeping very handy detail on the individuals order.
- There's this really annoying pop up (Says HubSpot) that occurs to the right side of my screen. It always pops up when I am typing and sometimes I don't notice it right off. It basically stops you from being able to type anything.
- My workmate and I have had this discussion several times, it would be nice to be able to pin more than one item to the top 2 would be great 3 would extra optimize!
Utilizing Hubspot CRM allows me to analyze, sort, track and prioritize my sales leads. Supports the sales team in closing deals ahead of deadline and helps our marketing team keep new leads engaged.
- allows me to collaborate with departments in the organization
- integrated with our zoom so all notes, calls, and sms are tracked
- filter qualified leads
- helps sales team target different audiences
- accurately forecasts sales cycles
- currently I do not see any room for improvement with HubSpot CRM,