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…
Best CRM tool I ever used in my 20+ years in Sales!
Unlocking Sales Success
HubSpot CRM Review
HubSpot CRM is a great platform, a little bit expensive, but worth it
Let us have black email default color!
HubSpot is the glue holding together everything we do (in Marketing and Sales) at GFS
HubSpot CRM For The Win!
HubSpot is a very Powerful Sales & Marketing Tool.
I LOVE HUBSPOT
HubSpot CRM Review
HubSpot is all you need.
Ted's Review
Hubspot works well!
Review
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
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.
- 8.6Customer data management / contact management(1495) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(1461) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.4Territory management(184) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(1398) Ratings
Users can track deals and create quotes.
- 8.4Integration with email client (e.g., Outlook or Gmail)(1504) 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(1014) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.3Interaction tracking(1450) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.8Channel / 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.
- 7.3Case management(955) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.6Call center management(823) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.3Help desk management(875) 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.
- 8.4Lead management(1286) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.5Email marketing(1296) 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(1355) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 6.9Billing and invoicing management(699) Ratings
This includes automated invoice creation and billing.
- 7.7Reporting(1250) 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.
- 7.5Forecasting(1082) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.3Pipeline visualization(1308) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.8Customizable reports(1271) 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(1291) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.8Custom objects(1119) 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(912) 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(1139) 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(1214) 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.
- 7.3Social data(852) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.2Social engagement(841) 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.
- 7.7Marketing automation(970) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.5Compensation management(632) 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(1162) 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
(4748)Attribute Ratings
Reviews
(26-50 of 1591)HubSpot CRM is the Best CRM Platform!
- User friendly experience
- Integration with other applications
- all in one CRM
- When operating tasks, the overdue ones get jumbled it would be nice to be able to go back to specific days instead of it be put in an overdue pile
A great partner in scaling quickly.
- Lead generation.
- Automation
- Outreach
- Chat functions.
- Whatsapp Integration could be better.
- Layout for smaller screens can get tricky.
Managers perspective.
- Automation of workflow.
- Task reminder on mail.
- Integration with google calendar to give visibility of daily meetings.
- Custom views to save filters.
- Certain restrictions such as not allowing everyone to change the deal owner.
- Making some fields mandatory so that no one misses the entry on those .
Honest review of HubSpot from an SDR's perspective.
- Filtering data based on custom properties.
- Storing all kinds of data I need.
- Creating and managing different types of tasks.
- Integrating with my other software.
- Better filtering using multiple objects.
- Better sequences with time delay.
- Bulk adding leads to deals.
HubSpot CRM is a game changer
- Contacts
- Email tracking
- Task reminders
- Calendar within Hubspot
- Ease of finding things
- Better access to see associations with a company
Esports and HubSpot - A synergistic team.
- Tracking emails.
- Recording calls.
- Generating lists.
- Creating quotes and proposals.
- Targeted forecasting.
- Easier domain configuration.
- Easier campaign list creation.
- Better customization.
HubSpot CRM review
- Well organized
- Easy to use
- Intuitive design
- Goes down sometimes for prolonged periods
- Is slow at times
- Is difficult to to use at the beginning
A strong, user friendly CRM for SME Sales orgs
- Easy to navigate, user friendly.
- Sequences make automating outbound outreach easy.
- Tracking email opens, clicks and other metrics for engagement.
- Makes it easy to keep on top of future tasks.
- Relatively fast and powerful.
- The Deals page is awful, and the layout is not customizable. On a small laptop screen, you can barely even see one line of text on a deal because of the ridiculously oversized banner message above the pipeline stages containing info such as "total deal amount," "weighted deal amount," etc. I should be able to move that.
- Some of the integrations could be a bit more intelligent. For example, sometimes, calling an existing contact from HubSpot using the same number will automatically create a new contact because the number dialed is (+44)776... instead of the local format of 0776.
- Email replies to automated meeting reminders should be logged in HubSpot. Prospective customers most commonly reply when they are unable to attend and include important info about why and when to speak instead. They shouldn't have to copy and paste into Log Email from Outlook every time.
If you need a good follow up CRM, HubSpot is your CRM!
- Task reminders.
- Workflows
- Email tracking.
- Sequences
- Customizable colors.
Making client and prospect outreach easy!
- Email sequences to active clients and prospects.
- Email templates for making emailing quickly to common questions from clients.
- Tracking engagement across every email that I send.
- I would love a report that shows who engages with a sequence from most to least, not just the top engagers.
- I wish I could enroll more than 50 contacts into a sequence at a time. This would save me time when enrolling in a list and prevent me from having to go page by page.
Hubspotting
- Sequencing
- Tasks
- Deal management.
- If you could tie certain products together for a quote, for example, if I were to select a product, it would automatically attach other products that need to go with it rather than selecting each one separately.
- When you select sequences, I had to find that you need to click All and then go up to see created by "Me." If you click the drop-down button, the user isn't first.
- When different users are in the account, maybe separate it by Account manager, support, etc. so everything isn't lumped together in the same middle area. I have to search a lot for things that pertain to just me.
- BIG- With Marketing, they are separate and send out emails. There should be a way to click something that says you're engaged with them so they don't receive any marketing emails while you're working with them. To me, it's annoying, and to the potential, I'm sure it's also irritating.
HubSpot CRM review.
- Track progress, see how many opens an email have.
- Saves and suggest sales templates.
- Easy to add notes to particular customer.
- Our entire team can log in an edit and add contacts.
- There are probably email softwares that prevents Hubspot emails from reaching them. There is always some bounce rate.
- I am using Hubspot with Gmail. I am not a fan of Gmail, and perhaps HubSpot could suggest other better email platforms.
Hubspot CRM is great
- Ease of use— navigating around the platform is very intuitive. You can get a hang of the tool by playing around with it for a few minutes
- Analytics. Sequence analytics to see what stage of a sequence yields the best results, allowing us to reiterate and keep fine-tuning our processes and outbound strategies.
- Dashboards. Great to understand person-level team performance, and filter month over month or by rep
- Some tracking issues with integrations, like failure to log calls with Aircall
- Some tasks are quite tedious. Need to manually track a lot of things. Would be great to see some automation on this front.
- Emails. Great to have this feature built into the CRM, however, sometimes when clicking CC; sometimes the whole bubble disappears. Might be a bug
HubSpot for Sales!
- Workflows
- Email Templates
- Notes
- Tasks Tracking
- The task process
- The ability to create lists of leads
HubSpot For Life!
- Customer service
- Tracking all the tasks and sending me notifications
- Email intergration
- KPI tracking, better KPI dashboard
- Better filter system
- Maybe more education on organizing leads
Hubspot Success!
- Organize templated responses
- Create business campaigns
- Marketing Emails
- Integrate with Commonsku
HubSpot - Your own Sales Domain
- Calling directly from web platform and call recording features
- Email integration with organization emails
- Tracking activity and integration with quoting and invoicing tools
- Account management and various report building to track progress
- Personalized Dashboards to collect, track and improve overall progress
- Microsoft Email integration
- Tracking of sub and parent companies
- Archiving contacts and building and uploading list fields.
As mentioned, Microsoft integration is just not that great. Having to manually log emails for a team the size of ours is troubling. Especially working in a fast paced environment where tracking should be seamless, its nothing short of annoying.
Amazing CRM but don't forget the smaller details
- Automation
- Segmentation
- Target Companies
- Allowing to embed polls / surveys into sales emails would help
- Software to easily host webinars in the portal via marketing dashboard
- Alert you when you haven't reached out to a 'prospect' after a certain amount of time
The limit of marketing contacts 2,000 a small company doesn't have the budget to allow the purchases needed which enterprise level has and it limits us to be able to bring in more opportunites to create that budget to spend
HubSpot CRM Review
- Sequences
- Organization
- Central hub for client information
- Be able to breakdown $ amount of deals differently
- Customizing templates can be tedious
HubSpot for Prospecting and Sales Management.
- Manage outreach to prospects.
- Manage my prospect client and current client pipelines.
- Keep all of my documents stored and easily accessible.
- Email Templates.
- I would love to see more options for buying calling minutes.
- Sometimes my data imports do not line up properly.
HubSpot CRM just works
- reporting of tickets
- communication externally
- reporting on our stats
- remove email threads and just use the latest reply
- highlight notes better
GREAT SOFTWARE
- Love that you can customize to fit your always changing goals.
- Very User Friendly
- Helpful to stay organized
- It took along time to get used to set up.
- Allow Mass sending of templates to different emails.
- Allow place to save Instagram Handle as well.
HubSpot CRM - user friendly and productive CRM
- Creates an opportunity to keep all necessary data at one place
- Gives a great opportunity to nurture leads and generate Deals
- Has plenty of integrational options
- Prospecting page has to provide bulk addition and assigning options
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.