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 decision we ever made!
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!
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.
- 8.2Pipeline 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.
- 8Custom 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.
- 7.1Social 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 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
Comparisons
Compare with
Reviews and Ratings
(4748)Attribute Ratings
Reviews
(251-275 of 1591)Great CRM for a small to medium business
- All client data is tracked
- Easy to use
- Simple to review past calls
- A little more customization on the clients profile
- Ability to change colors / themes of the CRM
Sales Vet Review On HubSpot
- Intuitive
- Fast
- customizable
- Stages of leads
- setting tasks
- number of clicks too high
HubSpot is been THE spot for our Sales Organization!
- Sales Pipeline Tracking
- Quote Creation
- Document Management
- Sales Activity
- Goals Tracking
- There is nothing I think that needs improved at the moment.
Great
- Inbound marketing
- Content management
- Sales automation
- Creating lists for mass text blasting
- Email marketing
- Social media management
Out of the 6 CRMs I have used in the past, HubSpot CRM is a Head and Shoulders Above the Rest!
- User-friendly - I basically taught myself!
- I love the tasks.
- I would like to have a bit more insight into the things I don't know, I know what I use it for, but I am sure it can do so much more.
My First Time Review!
- It's very easy to search for records.
- It's easy to learn the functionalities.
- It can greatly help you monitor your numbers.
- It would be great if we can integrate a phone dialer here.
CRM Revolutionized: Unveiling the Game-Changing App That Transforms Customer Relationships!
- Seamless Integration with Other Tools
- Seamless Contact Management
- Powerful Reporting and Analytics
- Efficient Task and Activity Management
- SOME FEATURES SIMILAR TO 'IF's in SHEETS/EXCEL
HubSpot CRM 9/10
- Calendar facility is effective for my needs
- Lead management is great
- Content creation is made easy
- Integration with LinkedIn has faltered in the last few months and links on posts do not publish so I have to go to LinkedIn itself, delete the post and redo it through LinkedIn with the link.
This is my only gripe with HubSpot CRM, it's a great system that supports our team with lead management and content planning.
Easy customization and adoption
- Organization
- CRM
- Integrations
- CMS
When HubSpot made workflow easier!
- It tracks emails and email threads like no other CRM.
- It has automated sequences so we have to do nothing and just enrol a lead and HubSpot takes care of the rest.
- It can be linked to the calendar so meetings can be automatically booked.
- HubSpot will be better if there were more integrations.
- From the price point of view, i Think it could be more reasonable.
Review of HS
- organization
- tasks
- call log
- bugs every now and then
- Help you in maintaining a healthy sales funnel
- Remind you of any task you might have missed
- Create personalized but templated email copies which you can reuse
- Record your productivity in emailing, calling, and setting meetings
- With the GMail extension, all emails are tracked and you can see if the email is reaching your client
- Improve clickability of templates through the tips that they give when drafting a template
- Importing items from other CRMs or local files is easy as it is, but it will be great if it can be more straightforward
- Regarding importing, it will be great if you can import your deals more easily which already has the contact details of the client
- Templates & Sequences
- Tasks & Client follow-up
- Reporting
- Sales document organization
- Reporting on which templates are most successful, company-wide, rather than just sequences
- More control over in-email formatting, addition of web fonts
- Area where multiple employees can collaborate on CRM projects
Highly Recommend
- Sequences
- 3rd party app integrations
- Automation
- When cloning contacts would be good to enter the contact name instead of having to go back and edit.
- Using the business card scanner doesn't pull all necessary information, you have to go back in and edit to add the info.
Would definitely recommend!
- Being able to see which stage a potential client is in
- Having ability to see employees completed tasks/calls by day, week, etc.
- Having ability to see track record with potential clients from the beginning, all in one place
- I think the call pop ups on tasks would be better to pop up in bottom corner vs top left of screen.
Good for Tracking Deals
- Categorize Deals in Deals Pipelines
- Track Emails and Email Opens
- Sort Documents
- Be able to easily pull date from contracts
- It could be more user-friendly - it is a learning curve to understand the CRM
- Greater real estate specific templates for Deals Pipelines
Room for improvement but does the job
- Calling
- Emailing
- Sequence Building
- Prospect list creation
- Better integration with LI Sales Nav
- Tagging prospects when adding to the CRM
First time HubSpot user
- Sequences
- Templates
- Merging accounts
- Reducing duplicate contacts
- Integration
HubSpot: Empowering Sales Success!
- sequences
- deals creations
- automations
- contact storage
- more marketing options for the sales hub
Where HubSpot CRM May Be Less Appropriate:Large Enterprises with Complex Needs, Advanced Sales Automation, Industry-Specific CRM Needs Limited Customization
SDR review
- Love the fact that I am able to see an organized client profile with every interaction across each department whether through intercom, marketing, whatsapp, salesmsg, gmail. Allows me to come to the table with every bit of information pertinent to the client.
- The visual ease of each client parameter we have created. Allows the ability to see clear and concise numbers in relation to sales, lost sales, warm sales, etc.
- data tracking in regards to my sales compensation. Allows me to easily track and hit my numbers each month.
- I thoroughly enjoy the CRM platform for my SDR role.
Great product and easy to learn and use!
- Calendar Linking
- Tracking of Leads
- Reporting
- Learning guides available to learn how to use HubSpot
- Support has been a challenge and takes a long time at points for resolution.
Easy to operate!
- Organizing lead flow
- tracking lead journey
- keeping track of booked calls
- Simplify sorting contacts into certain criteria
HubSpot from a sales POV
- Log calls
- New prospecting feature
- tasks
- Queues
- Dashboard
- Queues in prospecting
- enrolling companies on sequencers rather than contacts
- combining contact + company data in filters
HubSpot CRM from a team that wants you to succeed
- It is incredibly easy to configure, teach, and use.
- The email templates and snippets save lots of time and help maintain a consistent message regardless of the user.
- Email sequences are a nice way to make sure your message gets out on time and appropriately.
- The visibility of what documents and information is being consumed and what isn't making an impact.
- The mobile app is good but could be better. Being able to see what clients and prospects are near you on a map so you can drop in on someone if time becomes available would be nice.
- When I want to write a quick follow up email from the app after an appointment I do not have access to the documents that are stored in HubSpot within the email portion of their mobile app. They have access to meeting links, documents on my phone, and templates. However, if I want to send a tracked price list or product brochure I have to wait until I get back to the office or bust out the laptop. This should be an easy fix but it hasn't been corrected yet.
- Prospecting
- Sales Sequences
- Admin
- Outreach
- It would be helpful if i were able to click back on certain records or tasks I have completed
- The speciality or profession of a certain HubSpot contact within my sales sequence