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I use HubSpot to schedule manual and auto emails (sequences), save templates, call prospects, save notes on calls, schedule meetings, …
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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 (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
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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
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- 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 and Email marketing highest, with a score of 8.6.
The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(4740)Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
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.
91.66666666666666%
9.2
100%
10.0
95%
9.5
96.66666666666666%
9.7
96.66666666666666%
9.7
83.33333333333334%
8.3
90%
9.0
100%
10.0
95%
9.5
100%
10.0
- Positive all the way!
- Before I came on board here and integrated HubSpot into our daily work, we did not follow up on leads, deals, past customers, etc.
- We now can track out new agents performance.
The biggest and most notable reason for using HubSpot was price. We don't have a big budget so this was a viable option for us to use for our new and growing sales department. I had used HubSpot previously for a brief time and thought it was a good CRM but liked Salesforce better. Although, after using HubSpot and getting to know the ins and outs, I have changed my opinion and prefer HubSpot!
4
Myself as Director of Sales, an account manager who is strictly a sales agent. Marketing director who uses it tracking customers as well.
1
I am the director of sales, and I help and train our new sales agents. I am also getting the rest of the company on HubSpot soon.
- Sales
- Customer engagement.
- tracking productivity.
- Complete start to finish sales cycle.
- Customer management. Tracking deals.
- unsure
No
- Ease of Use
- Other
Cost. The price was our biggest factor in making a decision to buy a CRM.
I wouldn't.
- Implemented in-house
No
Change management was a minor issue with the implementation
Customer support was really able to help while integrating this to our company.
- Loading lead lists.
- Assigning contacts.
- Building a team.
No
No
I needed help with uploading a spreadsheet of businesses and contacts and the agent who helped me was the best. She answered my questions and solved my problem quickly.
- Prospecting customers.
- Tracking engagement.
- Customer engagement.
- So many records.
- Assigning contacts and companies to one agent, sometimes multiple people will own the same company but have different contacts.
Yes
It provides updates on my deals and customer engagement to my phone.
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.
53.33333333333333%
5.3
N/A
N/A
35%
3.5
53.33333333333333%
5.3
60%
6.0
N/A
N/A
N/A
N/A
N/A
N/A
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- Shorter deal cycles - because of the easy task tracking system (seeing email opens, tracking the links that the prospects clicked)
- Sales rep adoption cycle is a bit longer than expected but HubSpot offers great trainings, so the reps get started using it right away.
- All the analytics dashboards make it easier to track and refer
I did not personally select Hubspot over Zoho. I was using Zoho in my previous job. Now, we use HubSpot in my new company. HubSpot is more comprehensive when compared with Zoho; it offers more integration, and more room for customization (in terms of prospect profiles). With Zoho, I was just seeing the notes about the users, if their payment is due if they canceled their subscriptions. But with HubSpot CRM it is possible to track everything we need in an easy way. I never join demos with prospects without checking their HubSpot profiles. It is a must for me.
7
Our sales team utilizes Hubspot for managing their leads and deals. Hubspot serves as more than just a CRM; it's a primary tool where our sales team invests a significant amount of time engaging with leads, organizing pipeline stages, and closing deals. Additionally, our support team employs Hubspot to access lead profiles and review past interactions, enabling them to provide the most effective support possible.
2
Two of our team members are dedicated to generating Hubspot reports and integrating them into dashboards to monitor various sales metrics, such as demos booked, emails sent, deals closed, deals lost, and monthly, quarterly, and yearly comparisons. They also set up automation and sequences to ensure a seamless Hubspot workflow. One of these individuals is part of our growth team, while the other handles sales operations.
- An automation is in place to assign Product Qualified Leads (PQLs) and Highly Qualified Leads (HQLs) to the sales team, ensuring that they make the first contact and consistently follow up with every lead without fail.
- Following a product demonstration, the sales team initiates a deal in Hubspot and oversees the sales cycle, including the various pipeline stages, until the deal is successfully closed.
- Hubspot reports assist us in monitoring the individual performance of each sales team member and their contribution to the total Monthly Recurring Revenue (MRR). These reports play a crucial role in determining the bonuses for the sales team.
- By using Hubspot as a central repository for information, different departments (our sales, marketing, customer service) collaborate more effectively, leading to a more cohesive strategy and better customer experience.
- Utilizing customer data and interaction histories from Hubspot to inform new product development or service enhancements, ensuring that new offerings are closely aligned with customer needs.
- Using Hubspot to automate highly personalized customer journeys based on interaction history, purchasing behavior, or engagement levels, creating a more individualized customer experience.
- We have yet to fully explore several features in Hubspot, including the "Target Accounts" function. While we have activated this feature, we haven't made full use of it yet. The Target Account feature has the potential to help us view the total new Monthly Recurring Revenue (MRR) opportunities in our pipelines and develop a strategy to effectively close these opportunities.
- Prospecting Feature: This can be used to identify and qualify leads from a variety of sources, including website forms, landing pages, and social media engagements.
- Utilizing HubSpot’s capabilities to engage with prospects on social media and through targeted content marketing strategies.
Not Sure
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
HubSpot's ability to seamlessly integrate with other tools and software we use was essential for maintaining a cohesive workflow.
I'd seek out more feedback from current users of the CRM systems, especially from businesses similar to ours in size and industry. Their insights on long-term usage and any challenges faced would be invaluable. Also, I'd rigorously evaluate the quality of customer support offered by the CRM providers, as effective support is critical for troubleshooting and maximizing the value of the CRM.
- Implemented in-house
No
Change management was a big part of the implementation and was well-handled
We understood that a comprehensive training program is essential for using hubspot. Ensuring that all users are comfortable with the new system and understand how to use it effectively is key to successful implementation. Also, Implementing hubspot in phases, rather than all at once, helped us in managing the change better.
- Deciding which software to integrate first posed a challenge for us, given that we were utilizing a variety of different platforms for pipeline management, payment tracking, and data analytics.
- The sales team encountered difficulties in navigating HubSpot's interface due to its multitude of features, resulting in a steep learning curve. This complexity led to some resistance in adopting HubSpot over the previously used software systems.
- Customizing HubSpot to align with our specific needs and processes proved to be a challenge, primarily because we were uncertain about which features to utilize and which to disregard.
We opted not to invest in premium support as our usage typically doesn't necessitate extensive assistance. However, we've encountered challenges, particularly during the process of setting up new elements, like generating reports on specific attributes. In these instances, we've noticed a lack of immediate support, which has been a hurdle in our operations.
No
In November; I asked this question: "We're interested in tracking the open and click-through rates for the emails our account managers send individually to their respective contacts. These are standalone sales emails, not part of any automated sequence. Can you advise if there's a method to assess and compare the performance of these emails on a monthly basis?" Your support agent Karen, helped me by explaining the sales analytics tool to create a report step by step. It did not solve our issue, we ended up creating some sequences to solve it, but it was a great explanation, and now we know how to utilize the sales email activities attribute.
- The seamless integration with gmail and the ability to track email opens and clicks is particularly streamlined.
- The visual representation and management of the sales pipeline in Hubspot are intuitive.
- Setting up automated marketing and sales workflows in Hubspot is straightforward and powerful.
- Creating customized reports are challenging
- Some features like sales forecasting have a steeper learning curve, especially for sales team members who are not as tech-savvy.
- Grasping how different lists feed into various automations is somewhat challenging due to the user interface's complexity.
Yes
The app is quite complex and can feel overwhelming, as HubSpot attempts to incorporate nearly all the features available on its web application. My primary use for it is simply to receive notifications for email opens, replies, and similar activities. A more simplified or user-friendly design that focuses on core functionalities for on-the-go use could significantly enhance the app's usability.
July 22, 2016
Hubspot Is the Goto Marketing Management Tool
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
90%
9.0
N/A
N/A
100%
10.0
95%
9.5
95%
9.5
100%
10.0
100%
10.0
100%
10.0
100%
10.0
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
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.
No
The company paid for basic support.
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.
May 10, 2016
HubSpot CRM is a great tool
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
75.71428571428571%
7.6
N/A
N/A
90%
9.0
80%
8.0
83.33333333333334%
8.3
33.333333333333336%
3.3
90%
9.0
100%
10.0
100%
10.0
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
No
March 18, 2016
HubSpot Partner who loves HubSpot CRM!
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.
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.
67.77777777777777%
6.8
N/A
N/A
100%
10.0
60%
6.0
35%
3.5
100%
10.0
80%
8.0
90%
9.0
100%
10.0
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.
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.
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.