HubSpot CRM

HubSpot CRM

Customer Verified
Top Rated
Score 8.5 out of 10
Top Rated
HubSpot CRM

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...
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Recent Reviews

Go HubSpot

7 out of 10
January 27, 2023
Hubspot is a great source to keep communications between coworkers and customers. It helps to keep track on the tasks, activity, meetings, …
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Great product!

10 out of 10
January 25, 2023
HubSpot CRM t is used to organize leads for our company's sales representatives. Our business goal is to sell portable oxygen …
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How HubSpot CRM Differs From Its Competitors

Team Alignment Benefits

By sales reporting leads accurately, marketing can get reports on which customers are most likely to close with us and thus focus on marketing those areas.
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Team Alignment Benefits

Marketing and sales go hand in hand. With HubSpot CRMs integrated process the marketing and sales team has been able to inspect the quality of leads that the marketing campaigns have been generating. This process helps in refining the marketing campaigns even further to gain a better understanding …
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Team Alignment Benefits

Easy to map out targeted financial goals. The platform easily displays all prior, current, and completed deal flows. Cuts on the back and forth of internal employee emails asking about status.
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Team Alignment Benefits

We now have a much better alignment between sales and marketing. We know how a lead came in and what all actions they performed on our website, which form they filled out, defined which team/person will be handling the lead, and go through the sales process.
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Team Alignment Benefits

Since I work with it from a customer success perspective, I can not really share many insides here. We also offer Customer Webinars, and the invitations and conversion into leads work very smoothly, which makes it easy to follow up on them both: automatized and individually via mail or/and phone.
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Team Alignment Benefits

Prior to using the platform, our teams were siloed and had a difficult time working together effectively. With HubSpot CRM, we now have a centralized system for tracking and managing leads and customer interactions, which has allowed for better communication and collaboration between our teams. …
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Team Alignment Benefits

It has done a pretty good job creating a seamless connection between marketing and sales. I have been able to convert several marketing leads into active opportunities and just had one closed won sale. So far, this alignment has helped me greatly and allowed me to modify my sequences between …
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Team Alignment Benefits

Great experiences with tracking leads, email correspondence, workflow, etc. I honestly love Hubspot and am always impressed with how it works and the new things they are coming out with. I do wish there was an SMS feature though so I could text with clients too. So many people don't answer unknown …
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Team Alignment Benefits

Since using HubSpot the marketing team emails are able to focus on similar goals to the sales team - ie particular seasonal categories, or particular sprints to reach certain goals. Before Hubspot, marketing and sales teams essentially worked separately.
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Team Alignment Benefits

Ensuring that both departments have complete visibility over all key metrics has been key for our organization, and HubSpot makes that very easy.
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Team Alignment Benefits

As an SDR manager I tend to bridge the gap between the AE's day to day activity and marketing efforts. Hubspot makes it easy for me to manage my workflows between the two.
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Team Alignment Benefits

HubSpot gives everyone in the system a view into everything a prospect has done or has received. Our marketing team is able to see where they are in a buyer journey; our SDR is able to see if they have had contact of any kind recently, and our Sales team is able to see what conversations have …
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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

View all 31 features
  • Customer data management / contact management (887)
    8.9
    89%
  • Interaction tracking (856)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (886)
    8.5
    85%
  • Workflow management (863)
    8.4
    84%

Reviewer Pros & Cons

View all 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
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Pricing

View all 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
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Product Demos

Have you heard of HubSpot?
02:29
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Features

Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

8.2Avg 7.9

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.8Avg 7.8

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.7Avg 7.9

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.9Avg 7.8

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.1Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.9Avg 7.8

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.

8.7Avg 8.5

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.9Avg 7.5

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.2Avg 7.4

Platform

7.7Avg 7.5
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Product Details

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

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

HubSpot CRM Video

Have you heard of HubSpot?

HubSpot CRM Integrations

HubSpot CRM Competitors

HubSpot CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, 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 8.9.

The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Reaching out to potential clients, creating tasks, managing sequences, and generating appointments.
  • tasks
  • sequences
  • meetings
  • appointments
  • follow-ups
  • none
I love being able to create tasks and have a list of tasks ready for me for that day. Nice to go through a number of prospects for the day, helps set the tone.
Sales Force Automation (6)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support (3)
100%
10.0
Case management
100%
10.0
Call center management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (3)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
100%
10.0
Marketing automation
100%
10.0
Compensation management
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • I don't use this feature.
Very in-depth and extremely user-friendly.
Monitor trends and have access to dashboards.
I cannot recall the CRM I used when I was in banking over a decade ago but from what I remember I loved it!
1000
1000
  • tasks
  • dashboards
  • sequences
  • n/a
  • n/a
No
  • Product Usability
Pretty happy with how everything is currently.
  • Don't know
  • n/a
n/a
The support at HS has been fantastic!
No we did not.
No
HS team is always responsive and they get back to me immediately when there is a problem.
  • dashboard
  • tasks
  • sequences
  • sequences were difficult at first
Yes, but I don't use it
Erin Harris | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Hubspot is being used by the organization for marketing communications and managing/hosting the company blog. It ties directly and seamlessly into the SFDC database and updates automatically. When used for email campaigns, we can pull lists quickly and accurately. Making landing pages to go along with various campaigns that contain forms and CTAs is extremely easy and doesn't require special programming or coding and track the metrics.
  • Tracking metrics for emails
  • Tracking affectiveness of CTAs
  • Ease of building email and landing page templates
  • Creating global modules for email templates is tricky but there is a workaround
  • Creating workflows can be tricky
I wouldn't be the decision marker for this and it would probably be highly discouraged as an option. The company is heavily invested and set up with SFDC as a customer data not only for sales but for accounting, customer service and the product delivery system.
Sales Force Automation (4)
90%
9.0
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
90%
9.0
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
95%
9.5
Task management
90%
9.0
Reporting
100%
10.0
CRM Reporting & Analytics (2)
95%
9.5
Pipeline visualization
90%
9.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • It increased efficiency in creating marketing communication pieces
  • Allowed us to track metrics in one place for campaigns
Hubspot was much easier to integrate into the system and use. Building and managing assets in Hubspot is much more intuitive than in Eloqua.
3
Sales & Marketing
2
Analytical, organizational and problem solving skills, slight coding,
  • Tradeshow and event communications
  • Blog management
  • Produce release accouncements
  • We created a better blogging experience
  • We created a better way to manage tradeshow and event correspondence
  • Website management
  • Sales contact management
I am no longer with this organization and I would expect the management team, in order to save money, will not renew.
Yes
My organization was currently using Eloqua when we switched to Hubspot.
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
  • Analyst Reports
Pricing for Hubspot was going to be about the same as what we were paying for Eloqua but we were going to have much more functionality and reporting features. Hubspot was also going to be easier to use.
We wouldn't.
  • Implemented in-house
No
Implementation was not broken up into official phases but we had to pull data and map our strategy when moving from the Eloqua system into Hubspot. We did the step by step recommended phases that Hubspot provided and handled it ourselves.
  • Salesforce.com is setup weird for our organization and caused a few hiccups
  • Knowledge gaps between using Eloqua and Hubspot
  • Making a seamless transition in email communications from Eloqua pushing stuff out to Hubspot pushing stuff out.
Overall the implementation went quite smoothly. Nothing broke, databases didn't go down. Email deadlines weren't missed.
No
The company paid for basic support.
They were quick to respond to questions we had regarding the Hubspot system and would log in to our account directly to see exactly what we were seeing to help resolve issues. They'd explain the solution so we could learn how and why. If something we were trying to do wasn't possible, they also explained how and why.
Yes
It wasn't a bug but an error in the integration and the database and it was quickly resolved.
We had a problem with the database sync between Hubspot, Salesforce and our advertising agency trying to get a piece of javascript code to work on a landing page. We all worked throughout the weekend and a snow storm to try resolve this issue. I have no javascript knowledge so I wasn't much help but we all worked together to figure it out.
  • Creating and managing contact lists (smart and static)
  • Creating landing pages with modules
  • Creating email communications with modules and templates.
  • Creating workflows was challenging.
  • I had html and css code that didn't agree within some modules and make the final piece look odd
Yes, but I don't use it
It doesn't have all the functionalities of the desktop version so I didn't use it.
It's really easy to get going and creating emails, landing pages and forms. Minimal coding knowledge needed.
Carah Counts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our marketing team uses HubSpot's marketing software, so it was a natural step for us to start using the HubSpot CRM. Our sales team uses Salesforce and integrates with HubSpot Intelligence. The marketing team chooses to use HubSpot CRM rather than SFDC because it is less cumbersome, easily accessible from our HubSpot portal, and there is no learning curve.
  • Easy to use and navigate
  • Matches marketing platform aesthetic
  • Integrates with HubSpot marketing platform
  • Freemium pricing
  • Limited customization (if that is something you value)
  • Not as robust as some CRM tools
A large sales team with sophisticated workflows and processes may find the tool limiting. For most teams, however, the HubSpot CRM is a perfect tool to manage and gain insights about leads and where they are at in the sales process.
Sales Force Automation (7)
75.71428571428571%
7.6
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (2)
80%
8.0
Task management
90%
9.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
70%
7.0
Customization (3)
33.333333333333336%
3.3
Custom fields
100%
10.0
Custom objects
N/A
N/A
API for custom integration
N/A
N/A
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • We don't use the CRM for our full sales team, so I can't speak to the ROI of the tool. I believe it has saved our marketers a lot of time and headache from avoiding a clunky CRM tool!
Our sales team uses Salesforce and integrates with HubSpot Marketing platform. The marketing team uses the HubSpot CRM rather than Salesforce to access lead and pipeline data. Both work in tandem very well.
  • Implemented in-house
No
Change management was minimal
  • None
Because we use the HubSpot marketing platform, implementation was as simple as hitting "Go." The two work seamlessly together.
No
Greg Linnemanstons | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
HubSpot CRM is used primarily for business development, so I and our director of business development probably are the most active users. Other users include everyone on our client services team, since they use it to manage client relationships.
The problems it addresses are primarily process-focused. It helps keep people current on prospect communications, aids in transparency around all current deals, allows people to see how prospect relationships are developing, and makes it easier for everyone to connect the dots regarding the various players involved at any one prospect.
It also allows easy access to email templates and other resources we regularly use in business development, making sales efforts more frictionless.
  • It populates profiles with data pulled from syndicates sources, so we can see company size and industry without having to jump out of the tool.
  • The sidekick tool notifies me when a lead visits, or when they open an email I sent.
  • It allows us to set our own prospect stages, which are changing as we learn more about inbound buyer journeys, and it couldn't be easier to make the changes when we decide it's time.
  • It integrates seamlessly with HubSpot marketing platform, so my users can move back and forth without interrupting their workflow.
  • The only thing that I would add is a reporting function that addresses all the reporting a responsible sales manager would want and need.
I think HubSpot CRM is well suited for businesses that haven't installed a CRM and know they would benefit from the basic functionalities available in most tools. It's not well suited for large enterprises because of the current lack of reporting functionalities. I would ask for examples of businesses that have some complexity in their sales hierarchy, to see how the product can be modified in setup to facilitate managing multiple sales forces, and to learn what people are doing to compensate for the reporting omissions.
Sales Force Automation (9)
67.77777777777777%
6.8
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
80%
8.0
Quote & order management
30%
3.0
Interaction tracking
100%
10.0
Channel / partner relationship management
60%
6.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
60%
6.0
Task management
90%
9.0
Reporting
30%
3.0
CRM Reporting & Analytics (2)
35%
3.5
Pipeline visualization
50%
5.0
Customizable reports
20%
2.0
Customization (3)
100%
10.0
Custom fields
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (1)
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • HubSpot CRM came on the same time as our director of business development, and our results have been incredible, but I couldn't tell you how much is the technology vs the person. She's able to move fast, convert more leads than we did previously, and we have far fewer dropped balls than we had previously.
  • Communication and coordination between team members has improved exponentially, and continues to improve as CRM capabilities become default habits due to the ease of use and the quick ROE (return on effort)
Didn't do any side-by-side comparison. HubSpot CRM came with the HubSpot marketing product, and worked perfectly together right out of the box. And we got Sidekick in addition,making it easy to be happy with what we have in place. Most companies our size (14 FTE) don't have half what we have, so we feel like we're in a really great place.
8
All business functions within Weidert Group have access to HubSpot CRM, and they are encouraged to use it whenever they need background on a prospect or client, or when they have new interactions. Functions using the CRM include client services, content management/creation, project management, business operations, production, and human resources. Everyone on staff has been trained, and all are free to go into it whenever appropriate.
2
Our director of business development and marketing manager support HubSpot CRM. They aren't technology people, they're simply active users who understand the functionality in the context of our business model and their individual responsibilities. We're in the process of expanding our inbound sales engagement capabilities offered to clients, and the CRM will be foundational to our services offerings.
  • Tracking activity from and with active prospects is the most important and most frequent use of the CRM
  • Increasing staff productivity by using templates
  • Improving intelligence regarding prospect companies through Sidekick
  • Managing opportunities, tracking stage progress, feeding opportunities into monthly revenue forecasting
  • Beginning to use it for recruiting, doing inbound campaigns for candidates and tracking them in CRM
  • Probably use it to manage events, and to track partner relationships, which are growing in importance.
Because it's integrated with HubSpot marketing platform, which is indispensable, and works simply and seamlessly with the marketing platform. The CRM is intuitive, never a time burden, and makes doing business development work a whole lot easier and enjoyable. I think at this point it's safe and fair to say we would be somewhat lost without the CRM.
Yes
We had started using Campfire, but that's not really a CRM, so when HubSpot gave us the chance to be part of their beta we jumped at it, and we've been using it ever since. We've gotten so much additional functionality relative to managing leads that I can't even imagine doing without it now. It's fun to us to recommend to clients who have either struggled with fully implementing and utilizing either SalesForce or MS Dynamics, or who have never had any CRM in place.
  • Price
  • Product Usability
  • Prior Experience with the Product
  • Vendor Reputation
  • Existing Relationship with the Vendor
The usability was critical. I love that it's integrated perfectly with HubSpot marketing automation, but even if it wasn't I would still be a fan because it's so bloody easy to use.
Wouldn't change a thing. We dove in, the water was fine, and we've formulated protocols post-decision. That approach wouldn't work for everyone, but it worked fine for us.
  • Implemented in-house
No
Change management was a minor issue with the implementation
You need to quickly examine the creative of a service level agreement (SLA) between sales and marketing so actions taken with leads are deliberate and thoughtful, and optimized for best results. That only happens through careful deliberation of your buyer journey, which is why the process of getting to the primary protocols is so important.
  • No real problems. Just steady encouragement of the benefits of the entire team being on the same page. Didn't take us long to get there with leadership walking the talk.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate.
Because everything gets resolved by smart, well-trained, great attitude people. They're a joy to work with.
Yes
We've been involved in several product betas, and when we report a bug things change almost immediately. Makes you feel directly connected to the development team!
We had a meeting with a prospect last week; got in the car and called HubSpot for advice on a challenge, and they had answers to us immediately. FYI, the prospect is now a client!
  • Logging emails from our gmail account couldn't be easier; click a box and all correspondence is automatically there. And Sidekick helps us monitor what's happening with every email, without needing to open CRM or go to it. Couldn't be easier.
  • Nothing. Everything seems to be intended for ease of use.
Yes
I'm not well versed in it, though I have installed.
Because it's so easy, and without anything but a "Welcome to HubSpot CRM video" . I think my 83 year old mother could figure it out.
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