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.
- 6.5Territory 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.
- 7Billing 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
(4746)Attribute Ratings
Reviews
(1-25 of 229)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.
HubSpot is THE sales excellence tool
- Recording calls
- Showing list of leads
- Analysing report activities
- ordering tasks in an easier way
- notifications could be done better
- call phone status could be automatic
The Best CRM You Can Work With This Decade
- Their UI is one of the friendliest I've ever worked with
- The UX makes it impecable to work with several channels of third-party apps
- Increase automation of linked apps to the CRM
9/10 would recommend
- It tracks emails including opens, clicks, and keeps a great log.
- I love how they give you options to build your own reports as well as some templated reports as well.
- It creates an easy way to work with your colleagues even if its remote positions.
- There are some limitations on report building. They need to have more options to add to the x/y axis
- There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense.
- It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job.
I'm a fan of HubSpot.
- Tailored reporting functions.
- Ease of use.
- Stores data very well.
- When sending emails inside of HubSpot, I would like the ability to use my true email signature with the company logo.
- Sometimes, accounts are duplicated due to multiple email addresses, creating redundant accounts and confusion.
- Connecting to the external email is excellent, but sometimes it populates accounts, that weren't meant to be added into HubSpot.
Great CRM to start your expansion
Also, it makes it a lot easier for us to add or update client's information.
Before we used to do all of this with Google Sheets, now, we have the need to use a CRM since we are growing, also, we can make it work with our phone system to always know who's calling and have the information ready.
- User Friendly
- Straigh forward
- Intuitive
- I've been having issues to add my Payment information and they don't know why this happens.
So far, I haven't encountered any issues using the platform and my team is happy that we switched to this CRM, we are thrilled to have 1 place for all the information we need.
HubSpot is the Best CRM so far!
- Workflow
- Chatflow
- Deals
- Qoutes
- Integration
- Customer Support
- Knowledge Base
- Conversation
- Reporting
Choosing your First CRM should be a No Brainer with HubSpot
- Contacts Management
- Companies Management
- Integrations
- Chatbot
- Mobile App
- Missing Project Management features
HubSpot Review
- Tasks management
- Email sequencing
- Integrations with other solutions
- Sales Hub
- Complexity of advanced features could be improved. It is a bit difficult to use workflows, custom reporting and so on.
- There are limitations in terms of deeply customizing the CRM to fit very specific business needs. Certain fields, workflows, or reporting features cannot be tailored precisely as we need.
- The mobile app version of HubSpot CRM doesn't offer the same level of functionality and ease of use as the desktop version.
Larger enterprises with highly specific or complex CRM requirements may find HubSpot CRM limiting. While it offers customization, it may not accommodate the intricate or unique processes of larger organizations.
HubSpot review
- Great UX - easy to use and customize
- Makes app integrations simple
- Automation helps with outbound sales motions
- Quote integration with NetSuite has proven more difficult than I feel it should be
Service and Support Representative- HubSpot Review
- track support tickets
- automated email sequences
- track key metrics
- enhanced customization options for reports and dashboards
- more sophisticated options within for marketing
- improve mobile app
I love this software
- Automatically gathering customer information
- Easy modifications
- Great automation tools
- I am not familiar enough to offer much in the way of criticism at this point.
HubSpot is my "must-to-check" before the calls with prospects
- 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.
10/10 would recommend!
- 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.
HubSpot is great for Real Estate!
- 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
- Good for sales flow and processes
- Helps to automate contacting people
HubSpot CRM for Startups
- 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.
All - in. An Endless possibility of success
- Contacts
- Services
- Conversations
- Reporting
- Automation
- Sales
- Marketing
- Automation - Sequences
- Tickets - duplicated
Uniting marketing and sales team smoothly and neatly!
- Organise data from company information down to specific scores of engagement of customers.
- Allow me to plan my tasks and be able to prioritise those that matters.
- Gives an understanding of how are we performing when it comes to getting quality leads in.
- Allows me to track how am I doing against my quota.
- Being able to enrol a customer in a sequence through the mobile app version.
- Allowing me to give task prioritisation score rather than just the 3 levels.
- Much filters ability on company, contact and workspace sections.
Better prospecting with HubSpot
- Source of record
- Easy to use
- Allows for marketing capabilities
- The mobile app is not as easy to use as desktop
- Better LinkedIn integration
- Better visibility into the thread content of what’s being sent
Simple and user-friendly!
- HubSpot does a good job with helping our organization easily create and manage our marketing campaigns.
- HubSpot does a good job helping our sales team create automated email sequences and tasks to their leads. It's very user friendly and simple to understand, integration, and inbound marketing leads
- Having the ability to match our CRM with leads and contacts, rather then marking everyone a contact
- Mobile app
Fantastic CRM to boost productivity throughout the entire company!
- Automation through Workflows and Sequences
- User friendly
- Integrations with other applications
- Further integrations and flow
- Desktop Application
- Further develop the mobile app
HubSpot for Startups Looking to Grow Business.
- Sales cycle.
- Daily Task Management.
- Customer Database.
- Prospect Information.
- Calls dropping using the browser.
- IOS App.
Build your perfect pipe with HubSpot.
- Reminders
- Integration with email.
- Integration with calendar.
- Mobile app.
- Picking up phone numbers for inbound call on iOs.
- More tips in overall working profile.
- Suggestions for improving you email outreach.
Very happy HubSpot User.
- Sequences for outreach.
- Reporting on a contact or account level.
- Great for customer service and tracking ticketing.
- Search bar tends to not work sometimes but has been better of late.
- task management can be a bit of a pain to navigate and be quicker with.
- Sharing templated reports.
CRM that works for thee!
- Organizing account lists.
- Tracking interactions between representative and account.
- Setting up future tasks and reminders.
- Tracking of progress of sales and activity.
- Ease of attaching multiple file types within interface.
- Show all contacts related to a company by email address list.