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…
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
My Experience with HS.
HubSpot CRM review
HubSpot CRM Review.
Great for new businesses starting out.
Great solution for CRM!
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 (1490)8.686%
- Integration with email client (e.g., Outlook or Gmail) (1499)8.585%
- Interaction tracking (1445)8.484%
- Workflow management (1456)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(1490) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(1456) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.5Territory management(184) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(1393) Ratings
Users can track deals and create quotes.
- 8.5Integration with email client (e.g., Outlook or Gmail)(1499) 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(1011) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.4Interaction tracking(1445) 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.
- 7.4Case management(952) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.6Call center management(821) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.3Help desk management(873) 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(1281) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.6Email marketing(1291) 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(1350) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.1Billing and invoicing management(696) Ratings
This includes automated invoice creation and billing.
- 7.7Reporting(1245) 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(1078) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.2Pipeline visualization(1303) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.8Customizable reports(1266) 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(1286) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.7Custom objects(1114) 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.
- 7.5API for custom integration(908) 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(1135) 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(1211) 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.
- 7.4Social data(849) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.3Social engagement(838) 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(967) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.5Compensation management(630) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.8Mobile access(1157) 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
(4740)Attribute Ratings
Reviews
(1-25 of 1584)Let us have black email default color!
- Great support - quick feedback - very helpful.
- Records information accurately.
- The calendar tool works well.
- You should allow threading to not be all or none - there should be the ability to thread some emails in a sequence and not others.
- You should have the ability to mass change the date that tasks are due on the task plane.
- You should have a parallel dialer built into mass cold calls.
- Consolidates Sales and Marketing in one place, with everything updating in real time
- Reporting is exceptional
- The platform is continuously being improved and has changed a lot in 5 years!
- I would like to see more put into the Campaign tool. I find it difficult to find value from it for reporting purposes, particularly with tracking URLs. Forms were recently made trackable at campaign level which really helped
- Needs to be made clear when bulk updating deals to closed lost that it will NOT change the close date as it would if you did an individual deal. Bulk update is very useful, but not if if doesn't mimic what happens when you edit something individually
It is suited to any organisation looking to combine Marketing and Sales effectively. It's tracking capabilities are exceptional, and we can make sure a clear history is available on any Company/Contact/Deal record (providing people use it correctly) for anyone in the company to refer to.
I don't know who it wouldn't be suited for
HubSpot CRM For The Win!
- Keep contact activity organized
- Schedule and send email campaigns
- Receive insights when prospects open or click emails
- Detailed reports of activity
- Ability to create lists for later follow ups
- Creating lists of contacts that opened or clicked on an email for further follow up
- Adding tags to contacts for organization purposes
HubSpot is a very Powerful Sales & Marketing Tool.
- Lead tracking with custom stages.
- Communication logging for all calls, website visits, and emails that are sent and received from leads.
- Analytical insights about how deals are progressing in our sales funnel.
- We are linking our renewal and customer success pipelines with sales pipelines after leads move to the won stages.
- Creating custom sales dashboards based on meeting links are not easy or intuitive.
- Reports take a lot of work to set up correctly, and sometimes, it isn't clear how to best generate reports based on how we've designed our funnels.
- Sometimes the email tracking doesn't work for contacts which is frustrating.
I LOVE HUBSPOT
- Keeping up with task reminders
- Email tracking
- organization
- 1 stop shop
- multiple ways to use it
- writing notes under 1,3 and 6 month checkin can be easier to find
- i dont like if an email is stored somewhere else, you have to find it and erase it, in order to save it where you need it to be.
HubSpot CRM Review
- Sequences
- Data Insights
- Automation
- More customization
- More integration with data intelligence platforms
- Hyperlinks as personalization keys
HubSpot is all you need.
- Integrating with multiple platforms.
- Showing all activity with a customer.
- Providing ways for us to learn how to best use it.
- A user friendly interface that is easy and intuitive to navigate.
- The only thing I would say, which isn't a major thing, is that editing emails in workflows would be better. I'd like to see it have more formatting options, like creating an email from the email options.
Ted's Review
- "Scrapes" all the Customer's information from email and website.
- Sequences to automate my continued outreach.
- Pipeline reporting to know where I stand for the month.
- Quoting system allows me to working within HubSpot.
- Calling & emailing directly through HubSpot automatically tracking my activity.
- Email Sequences NOT starting a new thread, but rather continuing a thread to help Prospects review the history of our discussion to jar their memory.
- Email Sequences allowing me to re engage MULTIPLE Contacts (not just one).
- If a payment is required on the quote, do not let the Customer leave the page (many forget to click the "Pay now" button, causing me to email the link back to their quote and instruct them to continue in the process).
- 2-way texting.
Hubspot works well!
- Database Management.
- Email Sender.
- Task List.
- Ways to track % of sales made from emails easily.
- Email pop up not always showing when setting a task.
- Not the easiest to navigate, had to go digging for a lot of things I needed.
Review
- Task queue.
- Prompt notification.
- Ease of use.
- Sometimes, it takes a while for a quote to be published.
- Automation for calculating charity proceeds.
- Editing invoices after they are created.
My Experience with HS.
- Contact Owner.
- Activity Tracking.
- Sometimes, tracking isn't fully coherent. E.g., you send an email, and it says that tracking data is not available because the user chose not to track this email when, in reality, the user never clicked anything to not track the email.
- Emails look 10/10 prior to sending, then you send it and line breaks aren't incorporated. Makes emails (especially important for sequencing) look extremely messy and unprofessional.
HubSpot CRM review
- HubSpot CRM stops sequences once the prospect has responded, which helps avoid confusion.
- HubSpot CRM also tracks the number of sequences completed by each team member, motivating users to always strive for the top.
- HubSpot CRM also keeps track of how many meetings you achieve, which is a great advantage.
- HubSpot CRM could update the prospect positions through their responses to avoid confusion.
- HubSpot CRM has the capacity to track the number of meetings your team members are accomplishing, but it is not very accurate.
- HubSpot CRM could also automatically remove a potential prospect from receiving sequences when they clearly state it in their responses.
HubSpot CRM Review.
- Collects data from leads.
- Creates tailored content suggestions.
- Follow up reminders.
- Too many features, layout is not very clear.
- Templates section for emails is hard to access.
Great for new businesses starting out.
- Conversation templates to make emailing easier to write and track.
- Pipelines to manage and oversee business development.
- Tasks synced to contacts and deals.
- Tickets to manage client delivery.
- Reporting and dashboards are difficult to use and get the information that's most important to me, so I'm still manually tracking.
- I can't afford/don't need all the functionality offered in the different subscriptions. Still, there are one or two things that I would find helpful - the ability to sub-out certain features would be great (as I don't need or use everything in my current subscription).
- Better booking system - I'm still using Calendly as it has so much more flexibility.
Great solution for CRM!
- Easy to save custom lists.
- Easy to design emailers.
- Easy to plan and schedule emails.
- It could have a better UI design.
Hubspot - a rite of passage for marketing folks.
- HubSpot Email.
- Deal View.
- CRM
- Dashboard and reports.
- Integrations with Brevo.
- Email delivery.
- Contact management.
My Thoughts.
- Saves all emails.
- Saves all contact information.
- Links all clients together when needed.
- Pulls in the customers company logo.
- I feel that the task alerts could be a bit better.
- Alerts to be more prominent.
- It would be nice to know exactly what the customer looks at while on the website.
Believe In HubSpot CRM
- Sorts Tasks
- Tracks emails
- Records and tracks call
- Saves templates for easy use
- The new prospecting view is not as detailed as the old view I used to be able to easily see my daily activity now I have to create reports
- The auto generation of company phone numbers it not always accurate
- The hubspot template library could be updated with more/different examples
- Scheduling Meetings
- Tracking customer engagement
- Ticket flows
HubSpot CRM Review!
- Organize contacts
- Ease of access
- works seamlessly with gmail
- more customizable UI
- Easier to use UI for managing contacts
- Allow for easy uploading of photos, media, notes on customer file to add detail and context.
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