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]
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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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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
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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
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Reviews and Ratings
(4748)Attribute Ratings
Reviews
(326-350 of 1591)Companies can't remove reviews or game the system. Here's why
July 07, 2023
Very good, minor tweaks could help
for sales and customer service. Problem i incur daily is trying to copy and paste from pdf's, word, or excel and the format is off when you paste. No access to lists on phone app either.
- automation
- user friendly/easy to navigate
- app doesnt have all features
- formatting when copy and pasting
July 07, 2023
Great System
We use hubspot to manage almost all of our processes at Eddy. I use it to manage all customer interactions and notes.
- Organization
- Ease of Use
- Automation
- price quotes customization
- texting
- drip sequencing
July 07, 2023
Everyday user, not behind the scenes monitor
I have been using HubSpot for the past four months. I would like the following: 1. Click into the account from a voicemail left. 2. Send an email from the account, there is an option to do so but it doesn't work. 3. Send a text message from the account, there is an option to do so but it doesn't work. 4. More options for calls. 5. If an account has been deemed DO NOT CALL, we should be able to mark it or see it without having to click in the file. 6. Create a filter within a filter ... example, If I want to first filter a program, then the NO ACTION in that program, then last touched. 7. The copy phone or email button does not copy, you have to highlight what your want to copy
- I like the design, it is clean and easy to read
- Calendar appointment scheduling
- Notifications
- Click into the account from a voicemail left.
- Send an email from the account, there is an option to do so but it doesn't work.
- Send a text message from the account, there is an option to do so but it doesn't work.
- More options for calls.
- If an account has been deemed DO NOT CALL, we should be able to mark it or see it without having to click in the file.
- Create a filter within a filter ... example, If I want to first filter a program, then the NO ACTION in that program, then last touched.
- The copy phone or email button does not copy, you have to highlight what your want to copy
July 07, 2023
Why HubSpot should be your preferred choice
My team uses HubSpot as a CRM to both house and track pertinent detail and information for all customers, prospects and 3rd party relationships. We also use HubSpot for sales and marketing performance and forecasting. HubSpot helps our team to maintain the most relevant and up-to-date information keeping us actively engaged with the right folks at the right time.
- Email Campaign & Tracking
- Account Merging
- Snipets
- Setting up custom fields
- sales/marketing campaign automation
- triggered/routing lead mgmt
Probably the most accurate CRM I have ever used. saves me a lot of time in organizing my leads and made it easier for me to connect to my customers.
- Schedule tasks which reminds me which leads to prioritize for follow up
- saves all my contacts
- Connects to gmail and other email platforms which makes it easier to communicate with my leads
- Gives me detailed iformation about our sales
- none
July 07, 2023
Easy to use, easy to learn.
We use HubSpot for reporting and tickets. This helps us to be able to see what is going on with our customers and track what we are doing. We use tickets to track how many calls we are doing with our customers. The reports are used to show us what our customers are doing and what their health score is.
- Reports
- Tickets
- Storing company information
- Nothing that I can think of.
July 07, 2023
HubSpot CRM is Definitely THE Spot!
We deal with many accounts, this can be current customers, new customers, or even new leads. HubSpot CRM allows us to organize all of these brands, companies, accounts, customers, and leads. The Deal Stage feature allows us to see an overview of where our clients are in their process. Staff members and employee emails are grouped together within the company's profile page. HubSpot CRM makes it easy to contact who we need to, and when we need to!
- Set up scheduled tasks to ensure I follow up with customers
- Create Deal Stages to track if leads convert to a signup
- Groups together emails under the company profile page
- The search functionality needs heavy improvement! There are times the search function doesn't even work, and I'll need to refresh the page. There are times that you're required to be so specific with how you type up the customer email or company name that it doesn't recognize or pick up related results based on keywords.
- When I manually create a Deal, if the Deal closes, it will automatically update for me, however, it changes my selected filters (for example, it'll change from 2023 Upsell to Complete Shopify sales pipeline).
- Some things don't get grouped together or suggested to get grouped together as often as they should.
- It'd be nice to have the email thread contained within the Deal, and not in another HubSpot CRM URL.
July 07, 2023
Hubspot is pretty good.
We use it to organize our sales deals. We also use it to record external calls, build usage reports, and we prioritize incoming leads. We also just started using Hubspot to organize our customer success workflows.
- Organizing Deals
- Recording Emails
- Integrating with other essential tools (gmail)
- Reports Dashboards Glitchy
- Clearer organization of data
July 07, 2023
HUB Spot ! i would recomend trying this, once you learn the system you wont ever look back
Sales Tracking - new contact management and lead organization
Sales funnel tracking
Sales funnel tracking
- Sales Tracking - sales funnel
- Lead management
- follow up tracking
- ways too look up other companies using hub spot - that could have a use for specific products
- a spot for companies to put information to let other companies know they are seeking specific items
July 07, 2023
The total package in one spot!
Currently we use hubspot to track all of our sales as well as marketing/sales information that goes out to the public.
- Tracking emails to clients
- Keeping track of sales
- Organizing customer information
- Creating custom reports to provide us great detail
- Speed
- More options for classification
- More user friendly report builder
July 07, 2023
HubSpot excels in many areas!
We're a non-profit working in a business improvement area. We use HubSpot to track all the businesses in our assigned area, organize them into categories and industries that suit our needs, track our communications with the businesses, their locations, and any other additional relevant details. HubSpot allows us to stay up to date on who's communicating with what businesses without having to constantly cc people on emails. We can also map out businesses based on their locations, categories, or industries so we can see where we need to concentrate services, communications, etc.
- Highly customizable to our needs
- Solid analytic tools and reports
- Excellent help centre/customer support
- The mapping feature is based on the company having a primary contact which can be inconvenient when you don't have a contact for a company. This feature is a work in progress, so I don't think it will always be like this.
- If you're company isn't sales focused, you will most likely have a few features that you will have to pay for but not use, unless you creatively re-purpose them.
- The "remember me/stay logged in" features don't always work, and you sometimes have to re-enter your login info.
July 07, 2023
For small organizations, HubSpot does the job
We use it as our CRM and Marketing tool to manage pipelines and engage our users.
- Tasks
- Sequences
- Reports/dashboards
- Business Unit communication
- Being more intuitive
July 07, 2023
Great solution for automation of sales
We use HubSpot CRM to automate our inbound leads from various sources including our website. The automation aspect allows for scaling and for smart data to be utilized by my staff.
- Automation
- Lead tracking
- Email newsletter
- Appropriate tagging of inbound sources
- Separation of market segment
July 07, 2023
Fabulous cold caller
we can customize our properties to what we need with dates, names, whatever your need we can also set up calls emails and they work with Outlook so your emails sync directly calls with Avoxi can be tracked and reported in HubSpot by again syncing i love this CRM user friendly and if you need help they are always right there to help with anything your need
- customer service
- partnering with others
- organization
- never have problems loading anything
- the web page and app are very different to use would be nice to have a better interface
- app needs more user friendly details
- stop logging me out signing in all the time sucks
July 07, 2023
You came to the right HubSpot
I use HubSpot to keep track of all my meeting records, prospective clients, and on-going deal negotiations. This helps simply and consolidate my entire workload.
- Automatically populates new clients from the data on their website
- Sends timed notifications/reminders
- Allows for contacts to be tagged easily in multiple tasks
July 07, 2023
Love using HubSpot
I use HubSpot to track all my customer interactions and lead flow. Great experience and interface.
- lead flow
- intuitive interface
- tasks automation
- adding notes to an opportunity could be easier
July 07, 2023
Helpful
HubSpot is used as a CRM to track customer interaction and follow ups. Also, used to send emails and appointments to new clients. Once a client interacts with our Website then there contact details are saved in HubSpot and as such it's easy to communicate with clients from there. Very easy to track as well once we interact with the client
- Send appointment reminders
- Log telephone or email interactions
- Used to talk on our chatbox
- Send emails to new or existing clients
- HubSpot needs to brush up on their reporting tools
- Need to able to customize certain features like create limits on the meeting links
July 07, 2023
Easiest CRM to learn
I use Hubspot everyday for keeping my sales pipeline in tact and to relay information between Zoominfo. Zoominfo isn't very good at documenting information and meeting so I use Hubspot to keep track of all information as well as call logs.
- reporting - keeping track of emails, calls, and meetings
- identifying information for contacts
- ease of use
- notifications for current tasks could be better
- notes should be searchable
- better forecasting
July 07, 2023
Hubs in for the Win!
HubSpot is our CRM and used throughout the entire customer lifecycle from Lead through customer. It has saved us time and money with the ability to manage a high volume of prospect and customer data. Because of the way it centralizes all activity under the company, we are able to work more effectively.
- Sequences
- Insight on engagement
- Centralizing all activity under the primarily account
- Easy of moving prospects from one sequence to another
- More accurate formatting of company names when entering a domain
July 07, 2023
Basic Review of HubSpot
Tracking sales & leads, along with all communications
- Email Tracking
- Pipeline Tracking
- Reporting
- Custom Fields around $
July 07, 2023
Improved our Sales Efforts 10x
The best thing HubSpot has provided is organization with our growth team. My team has seen drastic improvements in our pipeline. We have full insight in every deal and where they are at in the process. Because of this we are seeing great improvements in both time and volume of closed deals.
- Organization
- Consistency
- Clarity
- Transparency
- Overwhelming at times
July 07, 2023
Straightforward and great for team productivity!
Sales adds prospects. Eventually if the prospect becomes a client the CSM will take over the account and update their profile: attachments, renewals, comments. <br><br>We use emails for everyone to see and to continue conversations without missing gaps of information. <br><br>We also use it to submit support tickets to our dev team.
- Support tickets
- Email tracking
- Attachments
- Invoicing
- Emails dont always log
- renewal field is odd
July 07, 2023
Easy to track
We use HubSpot to track our deals, activities and updates on current and new prospects. The problem it solves is having everything in one place and it being very intuitive. I love how easy it is to navigate. When using it every day, I typically start with tasks and click through all of them as they get put in order. I love this feature!
- Easy to use
- Easy to complete task
- track deals
- make calls
- pipeline could use improvement on where deal is and what stage. Specifically what are they going through in that stage. Its very broad now.
HubSpot allows me to gain an insight into the buying needs and trends for our customer base by utilizing the data to understand why we win deals or can be a fit in their current issues.
- Reporting
- Mobile App
- Tasks Lists
- Reporting
- Mobile App
- Customizations
July 07, 2023
Review for hubspot
We use hubspot to track the businesses we are in contact with
It tracks what part of the sales process the business is in
It provides us a platform to add business information
This saves us using our own notes, or google docs to track the information ourselves
This adds to our productivity and our accountability
It tracks what part of the sales process the business is in
It provides us a platform to add business information
This saves us using our own notes, or google docs to track the information ourselves
This adds to our productivity and our accountability
- Tracks business details
- Tracks where we are in the sale process
- Easy to use app
- Predictive typing
- Deals created automatically and information transferred