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HubSpot CRM

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

HubSpot CRM Review

9 out of 10
April 24, 2024
Incentivized
I use HubSpot CRM on a daily basis to keep track of all of my prospects, to create tasks, sequences, and email templates among others. It …
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I LOVE HUBSPOT

9 out of 10
April 01, 2024
Incentivized
I enjoy using HubSpot at work. It helps me to stay on task and keeps me organized. Its very easy to use and keeps important communication …
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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 (1495)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (1504)
    8.4
    84%
  • Interaction tracking (1450)
    8.3
    83%
  • Workflow management (1461)
    8.3
    83%

Reviewer Pros & Cons

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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

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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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Features

Sales Force Automation

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

7.9
Avg 7.7

Customer Service & Support

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

7.4
Avg 7.5

Marketing Automation

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

8.4
Avg 7.6

CRM Project Management

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

7.5
Avg 7.6

CRM Reporting & Analytics

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

7.8
Avg 7.6

Customization

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

7.4
Avg 7.6

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.

8.4
Avg 8.3

Social CRM

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

7.2
Avg 7.3

Integrations with 3rd-party Software

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

7.6
Avg 7.2

Platform

7.9
Avg 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 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 8.6.

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

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Reviews and Ratings

(4767)

Attribute Ratings

Reviews

(1-25 of 1591)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Tasks: nothing gets lost based on memory alone.
  • Streamlined communication: each step of the process is captured in a single interface.
  • Email: I would like to see the message I am replying to on the same screen. Often I would like to comment directly on points of the email prior, but I currently cannot do that.
  • Merge: the OLDER first/last name properties should be kept, not newer as that is often just an alternative phone number. Very annoying to have to re-complete a profile.
Koen Van Hamme | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • E-mail marketing
  • Price offers
  • Sequences
  • Follow-up
  • Tasks
  • Tracking
  • Reporting
  • Segmenting
  • Organisations of the menu: more overview, eg. 'feed' is many clicks away
  • Status Lead and Leads is confusing
  • The Marketing Hub is a bit too expensive for our small team if we would like to have it on top of Sales Hub
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Great support - quick feedback - very helpful.
  • Records information accurately.
  • The calendar tool works well.
  • You should allow threading to not be all or none - there should be the ability to thread some emails in a sequence and not others.
  • You should have the ability to mass change the date that tasks are due on the task plane.
  • You should have a parallel dialer built into mass cold calls.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Consolidates Sales and Marketing in one place, with everything updating in real time
  • Reporting is exceptional
  • The platform is continuously being improved and has changed a lot in 5 years!
  • I would like to see more put into the Campaign tool. I find it difficult to find value from it for reporting purposes, particularly with tracking URLs. Forms were recently made trackable at campaign level which really helped
  • Needs to be made clear when bulk updating deals to closed lost that it will NOT change the close date as it would if you did an individual deal. Bulk update is very useful, but not if if doesn't mimic what happens when you edit something individually
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Keep contact activity organized
  • Schedule and send email campaigns
  • Receive insights when prospects open or click emails
  • Detailed reports of activity
  • Ability to create lists for later follow ups
  • Creating lists of contacts that opened or clicked on an email for further follow up
  • Adding tags to contacts for organization purposes
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
April 01, 2024

I LOVE HUBSPOT

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Keeping up with task reminders
  • Email tracking
  • organization
  • 1 stop shop
  • multiple ways to use it
  • writing notes under 1,3 and 6 month checkin can be easier to find
  • i dont like if an email is stored somewhere else, you have to find it and erase it, in order to save it where you need it to be.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Integrating with multiple platforms.
  • Showing all activity with a customer.
  • Providing ways for us to learn how to best use it.
  • A user friendly interface that is easy and intuitive to navigate.
  • The only thing I would say, which isn't a major thing, is that editing emails in workflows would be better. I'd like to see it have more formatting options, like creating an email from the email options.
March 30, 2024

Ted's Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • "Scrapes" all the Customer's information from email and website.
  • Sequences to automate my continued outreach.
  • Pipeline reporting to know where I stand for the month.
  • Quoting system allows me to working within HubSpot.
  • Calling & emailing directly through HubSpot automatically tracking my activity.
  • Email Sequences NOT starting a new thread, but rather continuing a thread to help Prospects review the history of our discussion to jar their memory.
  • Email Sequences allowing me to re engage MULTIPLE Contacts (not just one).
  • If a payment is required on the quote, do not let the Customer leave the page (many forget to click the "Pay now" button, causing me to email the link back to their quote and instruct them to continue in the process).
  • 2-way texting.
March 30, 2024

Hubspot works well!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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 30, 2024

Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Task queue.
  • Prompt notification.
  • Ease of use.
  • Sometimes, it takes a while for a quote to be published.
  • Automation for calculating charity proceeds.
  • Editing invoices after they are created.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Contact Owner.
  • Activity Tracking.
  • Sometimes, tracking isn't fully coherent. E.g., you send an email, and it says that tracking data is not available because the user chose not to track this email when, in reality, the user never clicked anything to not track the email.
  • Emails look 10/10 prior to sending, then you send it and line breaks aren't incorporated. Makes emails (especially important for sequencing) look extremely messy and unprofessional.
March 30, 2024

HubSpot CRM review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • HubSpot CRM stops sequences once the prospect has responded, which helps avoid confusion.
  • HubSpot CRM also tracks the number of sequences completed by each team member, motivating users to always strive for the top.
  • HubSpot CRM also keeps track of how many meetings you achieve, which is a great advantage.
  • HubSpot CRM could update the prospect positions through their responses to avoid confusion.
  • HubSpot CRM has the capacity to track the number of meetings your team members are accomplishing, but it is not very accurate.
  • HubSpot CRM could also automatically remove a potential prospect from receiving sequences when they clearly state it in their responses.
March 29, 2024

HubSpot CRM Review.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Collects data from leads.
  • Creates tailored content suggestions.
  • Follow up reminders.
  • Too many features, layout is not very clear.
  • Templates section for emails is hard to access.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Conversation templates to make emailing easier to write and track.
  • Pipelines to manage and oversee business development.
  • Tasks synced to contacts and deals.
  • Tickets to manage client delivery.
  • Reporting and dashboards are difficult to use and get the information that's most important to me, so I'm still manually tracking.
  • I can't afford/don't need all the functionality offered in the different subscriptions. Still, there are one or two things that I would find helpful - the ability to sub-out certain features would be great (as I don't need or use everything in my current subscription).
  • Better booking system - I'm still using Calendly as it has so much more flexibility.
March 29, 2024

My Thoughts.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Saves all emails.
  • Saves all contact information.
  • Links all clients together when needed.
  • Pulls in the customers company logo.
  • I feel that the task alerts could be a bit better.
  • Alerts to be more prominent.
  • It would be nice to know exactly what the customer looks at while on the website.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
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