HubSpot CRM is a great platform, a little bit expensive, but worth it
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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 (1491)8.686%
- Integration with email client (e.g., Outlook or Gmail) (1500)8.484%
- Interaction tracking (1446)8.383%
- Workflow management (1457)8.383%
Reviewer Pros & Cons
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 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).
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Score 8 out of 10
Vetted Review
Verified User
We use the whole suite of HubSpot CRM: sales HUB, service HUB and marketing HUB. All in the professional level.
The sales HUB has scaled a lot in functionalities for Outbound sales, integrating all the chennels you need as a sales rep for contacting the leads.
For us, as a SaaS company, is really great having the sales HUB integrated with the service HUB. Although, the service HUB is not the best, it takes care of the mayority of funcionalities you need to take care of your customers.
The sales HUB has scaled a lot in functionalities for Outbound sales, integrating all the chennels you need as a sales rep for contacting the leads.
For us, as a SaaS company, is really great having the sales HUB integrated with the service HUB. Although, the service HUB is not the best, it takes care of the mayority of funcionalities you need to take care of your customers.
- Sales Sequences
- Managing tasks
- Clasiffication of contacts
- Phone calls
- Service HUB
- Coaching
April 01, 2024
HubSpot is a very Powerful Sales & Marketing Tool.
We use HubSpot to track our sales and renewal pipeline and see what deals are in what stages. We also use this in conjunction with our Marketing, as leads flow from our Hubspot-hosted website into our Sales funnel, and we track communication as the leads progress through the pipeline. We have automation in place that allows us to automatically assign team members tasks and send follow-up material to leads depending on their stage and length in the pipeline.
- 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.
March 30, 2024
Hubspot works well!
I use Hubspot to manage a lot of data and our clients and find its interface very user-friendly. The tracking of emails and notes is very helpful to me and helps me keep everything in one place, compared to making a ton of reminders elsewhere. The product helps a lot of my colleagues as well, but I use it more, and it helps me stay organized.
- 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.
March 29, 2024
Believe In HubSpot CRM
I use HubSpot CRM to create, and complete tasks, load contacts, load and review deals, as well as send out emails. It helps me understand and how and when to follow up with prospects. It also helps send tasks to management for estimate requests, and questions that the prospect has generated by tagging them in the notes.
- 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
March 24, 2024
HubSpot CRM - user friendly and productive CRM
HubSpot CRM is definitely user friendly. I enjoy the opportunities that CRM gives us and all the supporting background that is created as a Community and Knowledge Base.
- 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
March 06, 2024
HubSpot is THE sales excellence tool
I use it to receive leads and call them in a easy way. We can also record the conversations, asking people if they allow it. It is the fastest way to do sales conversations at the phone, without passing from google calendar or other typeforms that are more professional for companies but they are not for privates
- 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
March 06, 2024
HubSpot CRM Review.
We use HubSpot to manage and track our leads, as well as HubSpot's different marketing channels, to reach out and communicate to our potential customers effectively. We use automation and sequences and thorough tracking of where we are in the sales cycle. We also use HubSpot to track our sales reps' productivity throughout the day to make sure we are hitting the metrics needed to stay effective as a sales department. We just started to use HubSpot to track our sales numbers on a day-to-day basis to show leadership the numbers that are coming directly from the team.
- keeps our lead on track for our sales cycle.
- manages our employees productivity.
- reminds us of what to do next without thinking.
- Its probably just me but I get contacts and companies confused and for lead assignment, if I assign a contact, it wont assign the company.
- Texting, I wish we could text through the CRM.
I use HubSpot to keep track of interactions with prospects and existing clients. It's great for creating tasks and providing me with a list of tasks each day. There is a field for notes which is very helpful to jog memory in between meetings. For each call that I log, I can make notes, select who I reached and select an outcome from a drop down menu. It allows flexibility and customization in the fields that you see for your contacts. It's easy to use as well.
- Set tasks
- Log phone calls
- Customize visible fields
- Add an "unsubscribe" link in an email
- Make it easier to switch between accounts
- Set an alarm for specific tasks
March 05, 2024
The Best CRM You Can Work With This Decade
I use it to log and process orders that our clients purchase from our website. I am able to locate their main contact information, as well as to map accordingly the client's order data, such as invoice number, and link that into our in-house CSR database so it can be properly linked to the contact's information based on the order that the clients place on a daily basis. This allows me to also get in touch with them easier, by linking their phone number and email address, and either call them or chat with them directly.
- 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
March 05, 2024
HubSpot, a balance of coordination and versatility
We use the HubSpot CRM to be out single source of data truth, and to help keep our notes and collaborations centralized in one place. It also acts as a source of information for data analysis, and progress monitoring. Most importantly we specifically use it to manage our pacing and full sales pipeline, along with some plugins to track emails and log/make phone calls.
- Hierarchy of attributes is logical and intuitive
- Logging integration with Gmail runs smoothly
- Highly customizable fields
- The back button in a browser does not take you to where you just came from, which feel disjointed
- No obvious native functionality to keep data records clean
- Sometimes logging doesn't include all areas that you expect it to automatically
March 05, 2024
9/10 would recommend
I live by my tasks. It helps me make sure I follow up when I say I will (both time and date). I'm able to segregate my tasks by time zone which helps me being more efficient at calling at the right times. This also is huge for reporting and creating dashboards to see what works and what doesn't.
- 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.
March 05, 2024
Hubspot High Level Review.
The product allows me to track and manage my opportunities. It also automates outbound workflows for me to generate new leads. Overall, it is straightforward to use and very efficient as well. I would say that without it, I would not be able to keep track of all my opportunities in such an organized manner. It allows for everything you need to save the sales pipeline moving and flowing.
- Create and manages tasks.
- Creates follow ups.
- Allows for customizable workflows.
- Allows you to make calls easily and track emails.
- I could use more automation to move noninterested leads out of my prospecting network.
- Sometimes, the program slows down for periods and could use improvement on that end.
- Some phone transcripts aren't accurate as to what is actually said on the call.
March 05, 2024
I'm a fan of HubSpot.
HubSpot is a great CRM tool that easily stores customer information, pipeline data, reporting information, etc. I have only touched the surface of what this tool is capable of. The add-ons and integrations simplify processes and create efficiencies that I didn't even know were possible with today's tools. As a user of the product, I appreciate having both a desktop version and a mobile app to use when I'm on the road.
- 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.
March 04, 2024
Fantastic CRM
We use it as a CRM - we store data about our customers, we call our customers, we send out marketing emails, we set up tasks and pull out records of our employees.
Our business loves using it to create, import and export any kind of lists, to give our managers an insight into our day and what we are doing, to send reminders to do tasks, to call phone numbers abroad, to send bulk emails etc.
Our business loves using it to create, import and export any kind of lists, to give our managers an insight into our day and what we are doing, to send reminders to do tasks, to call phone numbers abroad, to send bulk emails etc.
- Storing customer information
- Easy calling abroad
- HubSpot Academy is a great tool
- Easy importing and exporting lists
- It can look messy when there are a lot of contacts
- The most advanced version is expensive
- It needs constant updating of info etc to record activity
February 19, 2024
Great CRM to start your expansion
CRM HubSpot is a time saver when it comes to collaborate with my team members.
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.
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.
February 09, 2024
HubSpot is the Best CRM so far!
Creating workflows, CRM, chatflows, deals, qoutes and email marketing. HubSpot is our main tool for customer relationship management, automation and creating qoutes. This tool helps us making our processes easier and seamless transaction.
- Workflow
- Chatflow
- Deals
- Qoutes
- Integration
- Customer Support
- Knowledge Base
- Conversation
- Reporting
February 08, 2024
Choosing your First CRM should be a No Brainer with HubSpot
I actually use HubSpot CRM in several organizations I am part of. One use case is getting our leads in there and tracking their conversion along the marketing / sales funnel. Inside you would find all communications like emails and notes from the sales and business development teams on the contacts / companies associated. We no longer need to keep track on a spreadsheet and we setup automations to automatically fill up certain fields in the database. Moreover, we integrate HubSpot with other tools like our WordPress website and other marketing tools as well. Further, reporting is very efficient once you have setup everything in your database and the fields are filled up completely.
- Contacts Management
- Companies Management
- Integrations
- Chatbot
- Mobile App
- Missing Project Management features
February 06, 2024
HubSpot Review
We use HubSpot CRM as a main CRM in our company, which contains data about all the leads that we work with or that we have communicated with. We also use HubSpot for sequencing and marketing emails. Another thing is time-Consuming Administrative Tasks. Automation features reduce the time spent on administrative tasks, allowing teams to focus on more strategic activities. Also, the integration between marketing and sales tools within HubSpot ensures that both departments are aligned in their efforts.
- 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.
February 06, 2024
HubSpot review
HubSpot allows us to manage all of our prospect and client relationships, which helps us capture new business and increase company revenue.
- 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
February 06, 2024
HubSpot
Sales pipeline
Prospects and clients database
Prospects and clients database
- Tasks
- Email tracking
- Logging notes, calls, etc
- Street address needs to be visible in the main company panel
- Map would be even better
- "Companies" should have its own button next to"Contacts" up in the to bar to avoid unnecessary clicks
- To change and save a phone number or email address should have less clicks (currently it opens a little separate window -why?
- Deals overview should be customizable so that one can choose only to see the deal name but not the amount. That way you could see more deals at once
February 06, 2024
Service and Support Representative- HubSpot Review
HubSpot in my organization is used as a comprehensive customer relationship management platform to streamline my sales, marketing, and customer service processes. Hb helps me manage and organize our customers effectively. It allows us to track and nurture leads throughout the sales funnel, ensuring that potential customers are engaged with relevant content and communications. Sometimes we used it to send automated email sequences, task automation, and deal tracking. In my day to day and overall hb helps me manage customer interactions, track support tickets, and ensure a consistent and positive customer experience.
- 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
December 18, 2023
I love this software
We use it to track, and manage accounts from a sales perspective. We use it to send emails and manage lists for marketing. We are just starting to use it for customer support ticketing. Hubspot allows us to manage a sales pipeline effectively while gathering information about our customers to use for marketing purposes.
- 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.
December 18, 2023
HubSpot is my "must-to-check" before the calls with prospects
My workday begins with reviewing Hubspot notifications to monitor our qualified leads. Throughout the day, I rely heavily on Hubspot for various critical tasks. These include reaching out to inbound leads, following up with potential clients, and reviewing the SDRs reports on the Sales Dashboard. Additionally, we use it extensively for reporting month-over-month (MoM) and year-over-year (YoY) statistics, which is vital for tracking our performance and identifying trends. This platform is central to my daily operations, serving as an indispensable tool for managing customer interactions, tracking sales progress, and ensuring a comprehensive overview of our sales activities. Hubspot effectively streamlines our workflow and is the backbone of our sales and customer relationship management strategies.
- 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.
December 15, 2023
10/10 would recommend!
I use HubSpot to call the existing clients and contact them to welcome them onboard and see if they have any questions. I also use HubSpot to send out emails efficiently.
The only problem I have experienced is when sending an email directly from HubSpot, I found that copy&pasting different texts from docs or notes changes the font size and style.
- 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.
November 24, 2023
The Simple and Intuitive CRM for Businesses
HubSpot CRM is a great tool that my organization uses to track deals and keep track of contacts and deals. Without its easy user interface, my job would be immensely harder. I highly recommend their platform.
- Deal Review
- Analytics
- Reporting
- Phone integration
- User access triggers
- Integration abilities