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HubSpot Sales Hub

HubSpot Sales Hub

Overview

What is HubSpot Sales Hub?

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.

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Recent Reviews

Easy to use

9 out of 10
December 02, 2022
Incentivized
I use HubSpot everyday from beginning of my shift to the end of it. It allows me to easily manage all my tasks for the day as well as …
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What is HubSpot Sales Hub?

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.

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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is HubSpot Sales Hub?

HubSpot Sales Hub Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.

Reviewers rate Usability highest, with a score of 8.8.

The most common users of HubSpot Sales Hub are from Small Businesses (1-50 employees).
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Reviews and Ratings

(509)

Attribute Ratings

Reviews

(1-23 of 23)
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Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use this CRM to cold call prospects and keep track of all deals. Our system before HubSpot was not up to par and the company invested in better tools for the sales team. The use of this CRM in our system relays better organization and communication to increase the progression of deals.
  • Account Organization
  • Import/Export of Contact/Company Data
  • Integrations with other tools
  • Disjointed integration among calls, company info and contacts
  • Call history is extremely hard to read compared to Salesforce
  • No auto-save feature and sometimes information gets lost
I really like HubSpot as a cheaper option compared to Salesforce. Saving that money allows for the implementation of other tools. Everything I've asked for in terms of deal progression features has been answered by HubSpot. On the flip side, Salesforce has more features I look for in a CRM software overall. The interface is much better but I'm ok with settling on features to save some money for more tools.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot allows me the ability to view many contacts and track the engagements I or others in my company have had with potential clients as well as current customers we manage. I'm capable of assigning tasks to myself or others to keep up with leads and engage.
  • Tracking Engagement
  • Developing workflows
  • Tracking current status on leads
  • Sequences can be improved a bit from being a bit rigid
HubSpot is great in any sales situation and is a capable tool in improving any companies organization of clients. Only thing I dislike is those internally need to be on the same page for note taking otherwise the notes on clients can be very disorganized.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We manage sales, support, customer profiles, and warranty tickets through HubSpot Sales Hub. It's a great way to have all of our parameters in one spot to report on trends and allows us to make more educated decisions on how to improve our front-end systems! Additionally, it's been a great tool for back-end communication between employees as well to make sure we're all on the same page!
  • Reports
  • Ticket management
  • Task organization
  • Sometimes HubSpot Sales Hub has some speed problems
  • Contact merging could be easier
  • Ticket view filter UI is a bit unintuitive - specifically, the ticket properties aren't alphabetized but laid out in somewhat random order, and there doesn't seem to be an option to change that
We use HubSpot Sales Hub to keep a tally of our in-house warranty tickets, and it is particularly good at managing and organizing them so that we can thoughtfully plan out our weekly warranty/repair schedule. Additionally, Hubspot's comment and inbox system are incredibly useful for having multiple team members work through a singular inbox without stepping over each other. One thing I think should be worked on though would be the performance of the site as it stutters and freezes fairly consistently.
Score 8 out of 10
Vetted Review
Verified User
I mainly use this software for its central use, which is to track and close sales. I use this software to keep track of information, implement data, streamline outreach and keep track of history on many accounts. The biggest business problem it addresses is the lack of organization for individual sales representatives. My scope of use case is to make more sales!
  • Integration of other outreach software
  • Easy and user friendly landing page and functionality design
  • Customer service and training
  • Glitchy aspects where some things aren’t saved the first time around
  • Some integrations can not work the best
  • I would like to see more base cases of other users that are using the platform to its fullest capability
This software is well suited if you’re looking for an all-in, easy-to-use, and streamlined sales database for your team. Someone can pick up where someone else left off and not skip a beat. One of the best things about the software is how easy it is to use and get people up to speed.
Joey Harman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Hubspot Sales Hub is the primary tool of our Sales Team and also marries nicely to our Marketing Team which is using the Marketing Hub. Hubspot Sales Hub gives us the tools to manage our entire Lead database, leverage our communications with them, track their progress through the sales process, and build detailed reports we use to make big decisions on the direction of the company. In terms of problems it addresses, we would be incapable of doing what we do now without Hubspot. The communication tools, workflow automation, email tracking, templates/snippets/sequences, etc. All of that stuff makes us able to compete in this challenging industry with less worry or stress.
  • Communications - Chat, Emails, Tracking, Snippets, Templates, etc. These tools keep our team connected to the clients and make our team more connected to each other at the same time.
  • Automation - Sequences, Workflows, Meetings, etc. TIME SAVINGS! Data entry and follow-up tasks BEFORE our transition to Hubspot were abysmal compared to what we have now.
  • Customizations - Deals, Contacts, Reports, etc. Being able to Co-Create these helps tremendously!
  • DAYS OF THE WEEK/TIME:
  • Few things in Hubspot can be categorized by the DAY OF THE WEEK. It's always just the numbered date. In terms of automating a Sales team where someone gets leads on a specific DAY of the week, "Monday", this could improve. Does that make sense?
  • TICKETS:
  • Maybe it's just me... but after 2 years of using Hubspot, I still don't understand this Ticket structure versus just using TASKS.
  • Again, maybe it's me. We do not use Tickets EVER and I don't see how things would be different if we did.
  • ACTIVITY FEED:
  • This seems to be glitchy and often gives notification of, "Someone Click, Opened" blank... I understand this often happens because more than one person is on that email thread... Could this be fixed that if we do not know who "Someone" is, that instead it at least would list the EMAIL ADDRESS if not the name?
  • CONTACTS PAGE:
  • I love this page, but this has nothing compared to using LISTS. Using the Lists feature is likely the best way to really find a detailed list of clients. I wish the Contacts page was able to have some more Filtering Functionality across other properties such as Deals or Activities as the LISTS feature can do.
In my humble opinion, everything that Buildertrend and Salesforce can do is inferior compared to HUBSPOT. Sales, Service, Marketing, etc. are all better in Hubspot. Hubspot is not cheap though. That is the kicker. I suppose Hubspot is more well suited to larger businesses with larger budgets and the smaller businesses could be more willing to pay for something else...
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our Sales Department uses it to organize our valuable customers, manage daily tasks and follow-ups including calls, texts, emails, and meetings. They can communicate with the team by tagging them in HubSpot Sales Hub. They can track all the calls and minutes of calls as well as connected time. It helps streamline the workflow and create and modify the templates and send it out to our leads all at once.
  • Simple and easy to use.
  • Email automation&Sequencing feature is convenient.
  • Easy to keep track of record of every leads contact info email open and clicks.
  • Takes some getting used to.
If you want to have a powerful and intuitive CRM tool that includes sales engagement functionality and sales analytics for ever-growing teams. The platform enables our sales team to get richer insights and warmer leads, and always on top of communications with customers and our own team. It significantly increased efficiency and effectiveness.
Arcoma L. Lambert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The HubSpot Sales [Hub] FREE version is available to all the realtors and is highly encouraged by our Board Association. The paid version is a significant upgrade in services, which I wouldn't be able to live without for my business. My pipeline is diverse, both my own acquisitions, for my own investment, plus my retail deals that I list for clients.
  • CRM is very well integrated
  • Dashboard is simple and helpful
  • Knowing page views, contacts, etc is integral
  • Email templates are not as robust as competitor, kvCORE
Absolutely recommend [HubSpot Sales Hub]. The email integration, the call tracking, all of it are key to a realtor who is busy and is not detail-oriented. Those of us who are People People...as most salespeople are...we don't do details so much. This software keeps everything under one dashboard and you can get everything done in an integrated way.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
This is used by our sales team and senior managers to report and manage our sales pipeline across different areas of our business, tailored to different sectors. We have advanced features and use multiple pipelines for different sales teams.
  • Linked with Marketing and our website, it helps us identify hot leads.
  • We can easily customize the pipelines of work to collect the information we are interested in.
  • The reporting dashboards are a really neat feature to see the current state of play.
  • When our finance teams want some detailed reporting, HubSpot can lack the functionality. We, therefore, export the data to alternate reporting platforms.
  • The flexibility is not there (as it is an online tool), to easily output into our preferred format for our management board pack.
  • It is sometimes difficult to see all the prospects in a pipeline when we have many based upon the standard formatting of the web pages.
Hubspot delivers really good functionality for the price. Although it cannot do everything, it does the basics really well and helps out team manage prospective clients. When linked to the marketing tools, it becomes a very powerful sales resource to help us identify hot prospects from our website and website campaigns.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Hubspot Sales for my own prospecting and lead management. One of my colleagues was using it, and I was attracted to it due to the email and document tracking options it provides. HubSpot Sales also overcomes one of the things that has kept me away from other CRM's. It syncs with Gmail, which allows me to do what I was doing before, but now I have additional data that Hubspot collects for me, which has proven influential in my sales process.
  • DETAILED document tracking
  • Lets you organize timelines for outreach to prospects.
  • It's quite complex, I'd like to see a training video that starts from ZERO.
  • Would be good if it integrated with LinkedIn.
If you are sending out documents for prospects to review, HubSpot Sales is excellent because it provides detailed info about not only whether or not the document was viewed. Details about which pages, and even how long per page! It also provides tracking info for emails, allowing you to see how many times, and when, and even WHO is opening them. I'm sure there are MANY things I'm missing. I hope to learn more about it and find new ways to utilize it.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is a tool that we use to manage communication with customers and with our sales team. It is very easy to use and is adaptable to the needs of our team.
  • Easy to navigate.
  • Excellent customer service.
  • Ability to merge deals.
  • More user-friendly landing page.
HubSpot does it all, when it comes to sales customer relationship management system.

With HubSpot Sales, I have been able to manage my sales leads. I can keep track of every email and phone call I have had with a prospect and pull up all my notes in one place. This CRM allows me to pick up right where I left off with clients.
Ayo Bamgbose, Assoc CIPD, MSc | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have known of HubSpot for years and mainly read their articles until I was sent a link to try out HubSpot sales web tool. I learned that they provided a CRM web-host software that helped small businesses like me to automate the sales process, create lead capture forms, and helped me create personalized emails and reminders. It is a free tool that’s suitable for any SME’s ready to fast-track their sales process.
  • A free tool for any small business and with options to upgrade for those needing more advanced features.
  • One of my favorite features is being able to get real-time engagement updates that send me a notification as soon as my email is sent and opened by a customer.
  • Another cool feature is that it can automatically record clients' contact details, actions, and it integrates with my Gmail. So, after syncing my Gmail account, it can automatically save all contact details used with that email account into my own little database.
  • When I first started using HubSpot, I just didn’t understand the tool and how it could benefit my business. I feel HubSpot is not the greatest in explaining the true impact it can have on a small business.
  • Although a I love that it can sync with Google Calendar, unfortunately it doesn’t sync with any other calendar tool.
  • I dislike the restrictions on the form fields when creating signup forms for your email newsletter or digital resource opt-in forms.
  • The integrations I found to be very limited, and when you can connect particular tools it only works with very well known ones, so it can be hard to make the lead generation and sales process work seamlessly.
I would and I have recommended HubSpot to a lot of small businesses that are now ready to scale and are looking to set up their systems and processes in order to save them time and frustration. The fact that it’s primarily by feel and has features that help to create landing pages, automate communications and alert you on potential leads is fantastic.
The only downside with HubSpot is when you want to grow beyond the free tool. The steep cost from the free to the paid plan is a major expense, and that may push others to look for an alternative that are more cost-effective.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot Sales in our sales organization. It is our CRM, we track all contacts and deals as well as KPIs for sales performance in HubSpot. I use it to track how our sales people are performing and report on it weekly. The team uses it to make sure none of our leads slip through the cracks. Their task lists keep them on the right track. We also use the marketing automation and the service hub.
  • The integration of the platform is seamless. I've used HubSpot's marketing automation with another CRM and the integration was always a work in progress.
  • I like to compare it to Apple in the sense that it comes out of the box pretty user-friendly and does not take a ton of configuration to get it working (this is relative, of course-I'm comparing mostly to Salesforce).
  • HubSpot does have great and easy integration with many third-party apps. A lot of them are just a click of a button to turn on.
  • Part of what makes HubSpot easy to use, also makes it frustrating. There are some things I would like to be able to configure, or to be able to make certain fields dependent, etc. and I cannot.
  • The system does seem to lag when trying to pull up reports, moving from one page to another, searching for contacts, and searching for deals.
  • The reporting functions are not fully baked. Like I should be able to easily build a report on close rate of contacts, but I'm not able to.
HubSpot works great for smaller teams that are perhaps adopting marketing automation for the first time, especially since the CRM is free and integrates so well. They offer a lot of education to help users figure things out on their own. The videos and tutorials are great.

There are some limitations to tracking recurring revenue, so if you have a membership/subscription model where people pay monthly for things, it is hard to track that. If you want a super robust reporting business intelligence type of system, you will not get it with HubSpot. You can probably add on a third party that would help get you there.
Score 8 out of 10
Vetted Review
ResellerIncentivized
We use Hubspot Sales to run all of our deal sourcing and business development. Our team is divided into a Sales team (finding clients and partners) and a Strategy team (professional services with clients and partners). Hubspot Sales is used mostly by our Sales team.

The pipeline features align our team. Hubspot Sales has been most valuable as the single source of truth for our client and partner sales pipeline. Our teams can instantly see what deals are in the pipeline, how much revenue we expect in the next month(s), and where the bottlenecks in our sales process are.

We get huge efficiency gains from communication features. Every part of our sales process is templatized, using the Hubspot Sale Templates and Sequences features. This allows us to send around 10x the number of emails and communication to clients and partners in our pipeline, and rapidly move them through the pipeline to closed deals.
  • Automatic tracking and logging of email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal.
  • Enables our team to share best practices through testing and measuring the performance of templates, then refining and sharing email templates that work well across the whole team.
  • We get most of our business from referrals. Hubspot makes it easy to run reports to see which of our referring partners are the highest-value, so we can take action to nurture those referring partners.
  • The workflow features seem cool but are actually fairly clunky and hard to implement.
  • I really wish there were easier ways to automate communication tied to the deal stage in our sales pipeline. E.g., if I move a deal forward to a new deal stage, I wish Hubspot could automatically send an email template to the contact associated with the deal.
  • The landing pages look like crap and are somewhat hard to deploy. I use Unbounce instead.
Great use case: If you have multiple salespeople, Hubspot makes it really easy to share and hand off email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal. Bad use case: We tried to use Hubspot as a tool to track our fundraising round. I don't recommend it, it ended up being too much work to manage.
Score 10 out of 10
Vetted Review
Verified User
HubSpot Sales is used by our sales and marketing staff as well as our director to keep track of sales opportunities and contacts. It helps us to keep everyone aligned on the same page, with the same objectives and understanding of what tasks are being carried out to push deals through the sales pipeline.
  • The email tracking tool is my favourite feature of HubSpot Sales. It gives us good insight into who is reading our emails, when they are reading them, and whether they are visiting our website as a result.
  • The Sales Pipeline gives us a good overview of deals that are being worked on, by whom, and when they are expected to conclude.
  • The Tasks tool is useful for scheduling calls, emails, and other CRM activities to nurture leads or address customer needs.
  • Nothing immediately comes to mind. So far, HubSpot Sales performs excellently.
HubSpot Sales is best suited for SMEs but should be scaleable for even larger businesses. The Sales Pro subscription provides additional functionality (e.g. Meetings) that are extremely useful for a small team in which each member has many leads and customers to juggle. HubSpot Sales works particularly well if you are also a user of HubSpot Marketing.
Mike Rizzo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales is being used across Sales and Marketing to align our two departments on the contacts and deals we are going after. The software helps our management and department managers have more visibility into how the business is performing. We use the entire suite of HubSpot Sales to enable our sales reps and make their lives just a little bit easier.
  • HubSpot Sales tracks emails really easily. It makes logging those emails even easier with auto logging and the option to forward your thread to the tracker as well (in case you forgot to track it the first time).
  • HubSpot Sales also allows users to easily schedule meetings with contacts. Their meetings functionality rivals it's competition and looks stunning.
  • HubSpot Sales document tracking is also awesome, though we need to use it more often.
  • I think the meetings links need to be more customizable than they are... they should allow us to change the domain to match our own domain if possible. This would create a fully branded experience for the company.
HubSpot sales is useful for both small and mid size companies up to enterprise. This means you can be a 1 man/woman shop or have tons of reps. The pricing is affordable and the value at scale is unsurpassed in the industry. If you need to track emails sent via your inbox and schedule meetings you're already in need of HubSpot Sales.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our sales and marketing departments use Hubspot Sales to help measure the success of both our marketing team (to help funnel leads to our sales department) and the success of our sales team (to see to ROI and close rate). Hubspot Sales helps keep our team organized as we can track who has reached out to a specific lead and where that lead is at in the sales funnel.
  • Sequences
  • Templetes
  • It gives you the ability to track the sales process/funnel
  • It would be nice if you could limit user uses based on landing pages or how they came in
  • HubSpot's company information can be incorrect at times
It is great if you are needing to manage multiple people on your sales team or are needing to track your sales funnel. If you are a one person sales team or have a short sales cycle it might not be for you (however it is a free tool so I would still recommend checking it out.
Elizabeth Bottomley | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It is used across the business but in particular with the new business teams. HubSpot sales offers the business clear goals, management, and administrations of the sales process and provides transparency and ease of sharing and involvement for the whole team. HubSpot is used across the business and HubSpot integrates with all the other services that HubSpot offers simply.
  • Ease of use
  • Ease of setup
  • Easy to manage and maintain
  • Repetitive naming
  • Internal navigation can be confusing as lots of pages are available to get to from multiple areas
  • Appropriate for medium sized businesses with lots of prospects and a need to have clear procedures in the sales pipeline in order for the business to understand what it going on and when.
  • Not ideal for a company that requires a lot of other systems to be integrated with it as HubSpot are still developing their integration APIs.
Danielle A. Pingitore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Everyone in our organization uses HubSpot Sales in some form. My department (Creative Solutions) uses HubSpot Sales, and Marketing, Our Development Department uses HubSpot Sales, our Support Department uses HubSpot Sales, and our Administration Department uses HubSpot Sales and Marketing.
HubSpot is an amazing tool - as it allows our company to communicate with each other and make updates across the board, but also is very customizable for our organization as a whole. It keeps us organized, accountable, and efficient... which are three HUGE attributes every company would like to have.
  • The Sales CRM is extremely customizable so that we are able to customize every piece of it for our company/lingo/needs/wants/etc.
  • It saves us time, and money because of it's automation capabilities.
  • It is extremely user-friendly which allows our entire staff to learn how to use it quickly without frustration.
  • I would like to see a drag and drop menu included in the contacts like it is in creating the newsletters.
HubSpot Sales would be great to use in any organization with a sales and/or marketing team. Because it is so customizable, it allows companies in any industry to take advantage of its platform; whether they are a small, mid-sized, or large corporate company. I don't see a situation in which it would be inappropriate for any business.
Emily Clayden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
At my agency we use HubSpot sales on a daily basis to keep clients and their specific deals organised, all in one database. HubSpot sales allows us to keep track of all leads and provides a logical pipeline system which allows us to follow up with clients easily. You are also able to call leads and current clients directly from the CRM and save the audio to refer back to it later. HubSpot sales definitely helps to align the sales and marketing teams at my agency.
  • The HubSpot sales tool is very easy to use and an intuitive CRM.
  • It's very helpful to keep track of clients and helps to automate inbound sales processes - making your life a whole lot easier!
  • I like that you can add notes to clients to remind you to take action.
  • Provides an excellent space for lead management and nurture - pipeline management.
  • I like that you can make and record phone calls straight from the CRM.
  • There isn't a lot of training on how to use HubSpot sales, but it is an intuitive tool so once you get the hang of it, there isn't really an issue.
  • Sometimes the system is a bit laggy.
  • Needs better integrations.
HubSpot sales is a simple and intuitive CRM for sales reps. I think it would work in small and also larger sales teams - it definitely helps to align sales and marketing teams and allows everyone to be on the same page.
Mara Gordon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Currently, HubSpot Sales is used by one of our sales teams, and we're thinking about adding another sales team to the platform. What I like about HubSpot Sales is that it keeps all of the leads contact info and where they are in the pipeline in one place, but it also makes it easy for the marketing team to follow along as well.
  • I like that HubSpot Sales is a part of the HubSpot Marketing platform. It keeps everyone on both teams on the same page.
  • I like the individual timeline for each contact or company. It's like a newsfeed and gives you the whole picture of their story with your compant.
  • The Deals area is super easy to use and to see how each deal is moving through the funnel
  • What's great about HubSpot is that they're always updating and adding new features but I think they could use more improvement on what can be reported. Sometimes they don't have a way for us to see specific data we need.
  • They have a Predictive Lead Scoring feature. I would like this to be useful but for us it doesn't seem to really work. I think it could use improvement.
HubSpot is great for a sales team and marketing team to be on the same page and to share information on the sales cycle/funnel synchronously. It's amazing for keeping everything you need to know about a contact in one central database, especially if you need to look back on something that was from awhile ago. Team members can collaborate and see each other's progress and productivity. I like that a lot of other programs can connect to HubSpot, making it even more so a one-stop shop for all your sales needs.
Arun Sinha | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Hubspot Sales is being used by our Sales Team, which consists of approximately 10 Outside Sales and 2 Inside Sales/Applications-Engineers. Our Marketing Department uses Hubspot Marketing and leads generated by Marketing are assigned to the sales team...as well as leads that come in organically. The Sales team uses the tools to manage their contacts, create Deals, etc. The business problem the sales CRM addressed was getting quality, pre-qualified leads to a team with limited bandwidth. The main goal was the CRM should help them and not be a burden to them.
  • The most powerful thing about Hubspot Sales is the Contact Timeline. This in some sense "automatically" does some pre-qualification. If and when the time is right for a sales rep to reach out to a contact...they are already armed with info on what their interests might be and where they are on their buyer journey.
  • Filters are very powerful in Hubspot Sales. The sales rep can filter their contacts by any contact property, which can help them with things like looking at contacts that are engaged on our site, by geography, by industry, etc.
  • We have implemented a custom scoring model ("Hubspot Score") that is very powerful. The sales reps are alerted via email when a contact's Hubspot Score goes above a certain threshold, and are required to go into that contact, further qualify if necessary, and close the loop by adjusting their "Lead Status" property. We also have some workflow ties between Hubspot Score and contact LifeCycle Stage.
  • The Deals section of Hubspot Sales is also very important and works well. It is fairly simple to use and not overwhelming to busy sales reps.
  • There are some minor things. A few that I can think of off the top of my head:
  • In "Sales Pro" tools, when you email a contact, it automatically re-assigns that contact to you (if it previously had an owner). This should be an option via a checkbox. If a contact is owned by a Sales Rep, and say someone in another department that is not supposed to "own" contacts (say tech support) emails them, there should be a checkbox that they can leave unchecked that asks "assign this contact to you?"
  • When you get a Hubspot Sales (Sidekick) Notification, it would be great to be able to click on that contact and have it take you to their record in Hubspot.
  • It would be nice if the Column Headings did not disappear when you scroll down. For example, in the Sales CRM, in Contacts, you see the headings for the first page of records. Then, if you scroll down, you can't see the column headings any more. "Pin" the column headings.
  • When Logging an Activity, the Automatic Heading in the Timeline can be misleading. When you log an email, the timeline shows "Roger Sent an Email to Fred". If I'm logging a received email or if it wasn't actually to Fred or if Roger didn't send it, this automatic heading is incorrect. It would be better if the heading simply said "Roger Logged an Email."
  • After a Deal has been created, it is not possible to edit/change the Deal Name. Please make the Deal Name able to be edited after the fact.
  • It would be nice to have a secondary email for contacts.
  • When importing Contacts, if you are importing contact properties...fields are overwritten (if data already exists in that property). This is a problem if the contact property is a multiple pick list. You should be able to "add-to" a contact property if that property can have multiple values.
  • This one is very important: Be Able to Relate an Email to a Contact to a Specific Deal. When I email a specific contact, I want to be able to tie that email to a specific one of the contact's Deals. Salesforce has this functionality. Presently, when I go into a Deal, the timeline shows all the activities (e.g. emails etc.) I sent to that contact...not just the ones that are related to that specific deal.
As a standalone CRM, it is fine. But, in combination with Hubspot's Marketing Automation, it is SUPER powerful. So if the "marketing department" is going to fully adopt and implement the "inbound philosophy" (generate quality content, do good targeted email campaigns, adopt social, etc.), then the CRM becomes great.
Ted Bennett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Hubspot Sales is used across the organization here at Appcues. It is a really great tool because not only does it serve our sales team with opportunity and contact tracking, but it also provides a tightly knit back-end for our marketing activities, landing pages etc. I've now used the tool for over 2 years at two different companies and it just keeps getting better. Unlike Salesforce, Hubspot has built a lot of third party tools right into the CRM itself, like a calendar tool, sequencing for emailing outbound, and many more features. They are constantly improving the product and I'm really excited to see where it goes!
  • Contact management
  • Deal organization
  • Emails (it is HubSpot at the end of the day!)
  • "Meetings" which is just a feature like Calendly that provides a calendar link to your clients to book times
  • I would like to see more statistics (if possible) on my emails.
  • More deal analytics. Right now it tracks well along my process but where are my deals spending the longest time in stages? How can I better tell which deals are going to close?
  • More consistent link tracking, sometimes it does not register that a user clicked the link in my email.
  • Well suited for teams looking to better organize their growth and better align marketing and sales.
  • Less appropriate for teams looking to keep marketing and sales separate, although you could do it with Hubspot.
March 08, 2017

HubSpot Sales works.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Across the whole org.

It is primarily used to track sales activity and marketing motions.
  • Pipeline management
  • Page performance
  • E-mail marketing tracking
  • Segmenting target audiences
  • None at the moment that need work - it is relatively intuitive
  • Being able to track multiple websites - independently not in aggregate
It does everything I need to manage sales and operations.
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