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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

GREAT SOFTWARE

8 out of 10
March 25, 2024
Incentivized
It helps with organization, priority, and deal tracking. It literally has all forms of contact methods, including LinkedIn. It also allows …
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Hubspot feedback from 2years old user

8 out of 10
March 09, 2024
We use HubSpot CRM to store all our contact details and what is ongoing with that specific contact, what deal is in process, whether it …
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HubSpot is GREAT!

9 out of 10
March 09, 2024
Incentivized
We use HubSpot CRM to record all forms of communications with the customers as well as use it for any sort of internal communications …
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Great tech

10 out of 10
March 06, 2024
Incentivized
We use it to automate and streamline the sales process. We can add prospects into sequences that automatically create follow-up tasks when …
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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 (1457)
    8.7
    87%
  • Integration with email client (e.g., Outlook or Gmail) (1463)
    8.5
    85%
  • Interaction tracking (1411)
    8.4
    84%
  • Workflow management (1420)
    8.3
    83%

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

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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.

8
Avg 7.7

Customer Service & Support

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

7.5
Avg 7.5

Marketing Automation

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

8.5
Avg 7.5

CRM Project Management

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

7.6
Avg 7.6

CRM Reporting & Analytics

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

7.9
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.

7.4
Avg 7.2

Integrations with 3rd-party Software

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

7.7
Avg 7.1

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 8.7.

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

View all alternatives
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Reviews and Ratings

(4737)

Attribute Ratings

Reviews

(76-100 of 1550)
Companies can't remove reviews or game the system. Here's why
December 18, 2023

Enabling me do better

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Email sequences
  • Tasks
  • Calendar Plug in
  • When you want to send an email to a specific contact, once in the company It should only initially recommend contacts in the contact. For example if I want to send an email to Lucy and I am already in Lucy's company. It should initially only offer me the lucy's within the company not all the lucy's we have on record
  • When you need to add a company to a deal, it only offers the name and the url in the search function. As our customers have similar names, it means you need to know the url as well.. which is usually not the case
Julian Gutierrez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Being able to segment the prospect based on where he/she is in the sales funnel
  • Organizing communications between our team and clients or prospects
  • Reporting for analytics
  • More flexibility (I might need some Marketing Hub features soon. Marketing Hub is a lot more costly yet I won't need all the features anytime soon)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Amazing

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Automates Sales process
  • Keeps Tasks organized
  • Allows for Easy Tracking of Transactional/Document Flows
  • Its cross functionality with other platforms sometimes gets sticky
  • Ability to keep track of text threads would be nice
  • have had issues with large number of bounced emails recently
December 15, 2023

10/10 would recommend!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
December 15, 2023

HubSpot: The place to be.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Streamlines communication processes
  • Tracks data on customer behavior to outreach to ensure I am communicating effectively
  • Provides reports on customer verticals so I am able to keep track of which customers need more support, etc.
  • Messaging/tracking via social media like Instagram and Twitter
December 04, 2023

Reliable but not perfect

Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • Ability to log details
  • Support via Email forwarding / tracking
  • Sales follow ups
  • Easy of API integration
  • Ease of Ticket Management
  • Form Design
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Sales tracking - The platform is easy to manage and provides various ways to track and analyse sales data
  • Customer database - The system pulls in information from various data points adding incremental knowledge and value to customer records automatically
  • Deal monitoring - The deals section of the system makes it easy to review all stages of deals along with customisable stages
  • Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
  • The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Deal tracking: all info you need is in one place and even integrates with other platforms you may be using, such as QuickBooks, panda docs, monday.com, and Apollo.io. You can view contracts, external documents, associated contacts and companies, and all relevant deal info right in one spot. If you click on any of those associated contacts or companies, you'll be able to see any associated deals in one spot as well.
  • Pipelines, my company, sells post-production finishing services such as color grading and sound effects editing. We also rent office space. We have two different people taking care of each of these streams of revenue, and keeping them in two separate pipelines in HubSpot ensures that these employees only have to look at information relevant to them.
  • The other day, I spoke to our wonderful customer service rep, Lexie, about this. Hubspot, the way we use it, is pretty much perfect and meets all of our needs. The only thing that would be the icing on the cake would be a prospecting tool like Apollo.io uses. It seems like Hubspot and Apollo are super similar. However, we really don't like Apollo. The ease of use and customer support that Hubspot provides is just not there. Hubspot doesn't have the same intensive prospecting tool that Apollo does, though, so alas, we're stuck. If Hubspot kicks off a prospecting tool, I've expressed interest to Lexie in testing something like that.
November 22, 2023

HubSpot CRM: A great CRM

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Categorize prospects and existing clients through filtering
  • Identify lead statuses
  • Manage delas in the pipeline
  • Tracking people who leave companies
  • Tracking stale contacts
  • Outlook integration
November 21, 2023

HubSpot Superior

Kyle vanArtsen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Lead Scoring and Prioritization: Review the CRM’s capabilities in scoring leads and helping prioritize efforts for higher conversion rates.
  • Lead Identification and Segmentation: Analyze how the CRM helps in identifying and segmenting potential leads for outbound efforts.
  • Outreach Tools and Automation: templates and pre-loaded playbooks are dated from the .com era
  • Return on Investment (ROI) - As a small team that is scaling, there is functionality that could help long term, but too much time in setup and not driving revenue requires a dedicated position just to CRM management
  • Specific use case for healthcare - a bit challenging to get the proper custom fields aligned for our scoring and segmentation
November 21, 2023

Good and Bad

Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • tracking emails
  • tracking all info and deals related to a company
  • also pulls info from the web and enters it in so i do not have to
  • Better ways to associate documents and customers and deals
  • also if we track a deal to an email the email should automatically get put into HubSpot
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