About HubSpot CRM

HubSpot CRM has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling. HubSpot CRM takes care of all the little details - logging emails, recording calls, and managing data - in a very intuitive manner therefore freeing up valuable selling time in the process.

Get an up-to-the-minute view of the entire sales funnel on a clean, visual dashboard. Users can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.

HubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call. Sync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes. Sync up with HubSpot Marketing to know which content leads have consumed in order to personalize the approach.

Key benefits of HubSpot CRM

Database - Automatically create company records, associate contacts, de-duplicate leads, and handle details that teams shouldn’t be distracted by. Have the ability to collect & store data on contacts, companies, deals, and tasks with a database that is customizable to match users' needs.

Timeline: Organize every e-mail, note, call and even website visits into one simple and intuitive view. Our current sales process happens across multiple different touch points and dozens of channels so having Timeline allows users to make calls, send emails, set reminders and organize their day in one place.

Templates & Content - Build and save email templates, schedule messages and store sales content in HubSpot CRM.

Company Database & Automatic Enrichment - Instantly see useful and any new information about your contacts or company you add to HubSpot CRM. Browse a database of millions of new companies right from HubSpot CRM. Glimpse behind the scenes of your website traffic to identify companies browsing your site. You can add social profiles, any background information, details on key employees and related companies.

Integrates with tools you already use - HubSpot CRM connects to the tools you already use, keeping itself up to date and surfacing useful details throughout your day (without even logging in to your CRM system.) Integrations include Gmail, Google Calendar, Outlook for Windows, Apple Mail, and Google Drive. It's there when you need it, out of your way when you don't.

Fully integrated with HubSpot Marketing - Bridge the gap between sales and marketing without the hassle of integrations and syncing. HubSpot CRM and HubSpot Marketing run off the same inbound database, meaning every piece of data is always up to date in real time. See existing useful details from your inbox & social media about the contacts you communicate with right inside your inbox.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

Supported Languages

English, French, German, Japanese, Portuguese, Spanish

Images

Hubspot CRM pipeline management
Hubspot CRM automatic sales activity logging
Hubspot CRM lead details
HubSpot CRM dashboard to control content, channels, and marketing performance.
Hubspot CRM deals and tasks view. Use traditional table view, or the intuitive board view. Drag deals from stage to stage as they progress through your pipeline.
HubSpot CRM phone call feature. Log call notes & full recordings of your discussion automatically.
Hubspot CRM tracked email sending from inbox or from the platform. Receive instant notifications when your emails are opened or clicked.
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HubSpot CRM video
HubSpot CRM screenshot: Hubspot CRM pipeline management HubSpot CRM screenshot: Hubspot CRM automatic sales activity logging HubSpot CRM screenshot: Hubspot CRM lead details HubSpot CRM screenshot: HubSpot CRM dashboard to control content, channels, and marketing performance. HubSpot CRM screenshot: Hubspot CRM deals and tasks view. Use traditional table view, or the intuitive board view. Drag deals from stage to stage as they progress through your pipeline. HubSpot CRM screenshot: HubSpot CRM phone call feature. Log call notes & full recordings of your discussion automatically. HubSpot CRM screenshot: Hubspot CRM tracked email sending from inbox or from the platform. Receive instant notifications when your emails are opened or clicked.

Features

Total features of HubSpot CRM: 40

  • API
  • Activity Dashboard
  • Activity Tracking
  • Appointment Management
  • Automated Scheduling
  • Automatic Notifications
  • Availability Management
  • CRM Integration
  • Call Monitoring
  • Client Management
  • Contact Database
  • Contact History
  • Contact Management
  • Content Management
  • Contract Management
  • Customizable Templates
  • Document Management
  • Email Integration
  • Email Templates
  • Email Tracking
  • Filtered Views
  • Follow-up Scheduling
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Pipeline Management
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Records Management
  • Recurring Tasks
  • Social Media Integration
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Visual Analytics

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Odoo

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Salesmate

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Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management,...

ForceManager

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Apollo.io

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Reviews

Overall rating

4.5 /5
(2,705)
Value for Money
4.4/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support
4.5/5

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Showing 5 reviews of 2,705
Kristi A.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Top-quality CRM with excellent features, just make sure everyone is on board

Reviewed on 08/10/2020

Overall, HubSpot has been an INCREDIBLY positive experience for us. I won't lie and say there...

Overall, HubSpot has been an INCREDIBLY positive experience for us. I won't lie and say there haven't been frustrations, but there are always going to be frustrations with switching software or implementing new processes. Ultimately, HubSpot has helped us bring our processes forward in a wonderful way, and their support is truly, truly superior to any other product support I have ever received.

Pros

To HubSpot's credit, their CRM functions really quickly and its basic features have a very short learning curve -- we onboarded our sales teams in multiple parts, with inside first followed several months later by outside reps. The main CRM we used before HubSpot was Microsoft Dynamics, and we are still significantly based there, but I attribute the positive reception of a new (and dramatic) software shift to HubSpot's ease of use and quick accessibility of prospect information.

Cons

We've run into a similar problem several times due to our industry being so niche (and therefore, the information we collect tends to be highly customized). We have needed to organize and implement quite a few custom fields, which GENERALLY HubSpot's CRM is very good about -- however, there are some significantly important fields that cannot be changed at all, even by HubSpot. We also have had some issues with company associations -- if your prospects work in an industry in which one company can have multiple locations (and the distinction matters), HubSpot's CRM does not lend itself well to that at all.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy, adaptable and scalable

Reviewed on 10/02/2021

Overall love it. I have used various CRM's (Sales Force, Netsuite, ActiveCampaign, Piper Drive and...

Overall love it. I have used various CRM's (Sales Force, Netsuite, ActiveCampaign, Piper Drive and Cooper) and hands down I love HubSpot the best.

Pros

Bottom line it can work for a solopreneur all the way to a global enterprise. The ability for it to scale with you as your business grows is a big plus. Don't all CRM's do this? Some do but the difference with HubSpot CRM is it is made simple and built in away that you can use it out of the box without overwhelm but can also scale it to complex scenarios that work for your organization. Many CRM's I personally find are too complex initially and don't enable the user to get the most out of the features they should be using. As my title says "easy, adaptable and scale." HubSpot delivers on these and are the key aspects of what I like the most about the software.

Cons

Let's be clear there is no perfect product out there and they all have their pros and cons. Some of least favorite parts about HubSpot CRM:

- Contacts vs. Company data and not being able to sync information across all properties (I have written many complex workflows to try and solve for this its just a lot of work and you have extra properties that don't make sense to have).
- Not being able to sync data to a dropdown property from a single-text field or vice versa. Here is an example you have an individual that you don't know there Country. You have set up the country property to be a dropdown to use in forms on your site to keep it clean and the naming accurate as you can pull in HubSpot preloaded country list. An individual comes into your database where you don't know the individuals country but based on their domain HubSpot populates their company country. You can cross reference this with the IP country code as well. You can't copy the Company country to the Contact country because they are not the same property type. You go to create a list of contacts from the United States and it becomes a difficult process to keep up to date. The easiest solution is export import which shouldn't be the solution.
- Opt-in and subscriptions for GDPR is a little clunky and could use more work for simplicity

Dona C.
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Better than others I tried

Reviewed on 02/04/2020

It has provided a central place to enter my contacts.
It has helped me somewhat track activities,...

It has provided a central place to enter my contacts.
It has helped me somewhat track activities, IF I remember to mark them correctly.

Pros

I use the free version. It probably has the most ability of any of the free versions I tried, if you can figure it out.
It's easy to load new contacts, fairly easy to upload contacts from a spreadsheet and great for easily loading business cards to your contacts.

Cons

_It is not intuitive to use. You have to hunt and find "how-tos" for most tasks.
_I tried using the marketing mail feature and due to some triggers they have set up am now permanently locked out from ever using that function again; because their system estimated that legitimate emails I had on my list were not valid or would bounce back. Frustrating to put it mildly.
_I am sure there is more I could use this software for but the costs are too high for me to buy and I won't spend that kind of money only to find out it really doesn't work for the purposes I need it for.
_I have not found a way to categorize that will put the potential clients I need to continue to engage with on top of my list. The options offered don't cut it for my business. There may be a way but like I said, you have to hunt around to find how to do most of the options, which I don't have time to do.
_It does NOT auto-save! I have had to re-do entries, notes, etc. more than I care to think about. Otherwise, you snooze - you lose!
_All the instructions I have found so far are videos. I prefer step-by-step instructions so I don't have to search each time I need to do something I don't do every day. If they have them, they are located somewhere that is not clear or intuitive and I haven't found them yet.
_In some areas it is very forgiving, with options to change what you entered, while in others, not so much.
_You have to remember to check the box for auto-posting a follow-up, rather than auto checking.

Joseph P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Nothing compares to HubSpot

Reviewed on 23/01/2021

The overall experience with HubSpot is such that I've tried to get it implemented company-wide! I...

The overall experience with HubSpot is such that I've tried to get it implemented company-wide! I preach HubSpot whenever the opportunity arises! It's all so very smooth, connected and automatic, and it saves me time every day so I can focus on selling and not as much on administrating.

Pros

Aside from the overall ease of use, I love that HubSpot connects with my Outlook and automatically logs and tracks emails. And that I get notifications on my phone when an email is opened. I can then call that person at that time while I'm on their mind, and my HubSpot app automatically logs the call and gives me a chance to jot a few notes too. Or perhaps they open the email and click the link to my HubSpot meeting scheduler...even better! It's all so blessedly interconnected and automatic!

Cons

I wouldn't say the task manager is bad, but sometimes I wish I had the ability to prioritize tasks..

David O.
Overall rating
  • Industry: Medical Devices
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

HubSpot CRM is a Great Entry Level Contact Manager

Reviewed on 14/01/2021

I have had a great experience using HubSpot CRM. The program is very easy to use and is effective...

I have had a great experience using HubSpot CRM. The program is very easy to use and is effective at managing my contacts

Pros

HubSpot CRM is a great entry level option for businesses who need a way to manage their contacts. Not only is the product easy to use but it is also free as well!

Cons

While the features are limited and push you to acquire other HubSpot licenses, this is only a small con when you account for the product being completely free.

Showing 5 reviews of 2,705 Read all reviews

HubSpot CRM FAQs

Below are some frequently asked questions for HubSpot CRM.

HubSpot CRM offers the following pricing plans:

  • Pricing model: Free, Subscription
  • Free Trial: Not Available

HubSpot CRM Free is 100% free. Users can add 1,000,000 contacts and unlimited users. Free access to the CRM has no time limit.

HubSpot CRM offers the following features:

  • CRM integration
  • Call monitoring
  • Contact database
  • Contact history
  • Content management
  • Email archiving
  • Email integration
  • Email monitoring
  • Email tracking
  • Lead timelines
  • Pipeline management
  • Prospect database
  • Recurring tasks
  • Shared history
  • Social media integration
  • Task planning
  • Task scheduling
  • Task tracking

HubSpot CRM has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

HubSpot CRM supports the following languages:

English, French, German, Japanese, Portuguese, Spanish

HubSpot CRM supports the following devices:

iPhone

HubSpot CRM integrates with the following applications:

Anypoint Platform, Cloud Elements, CloudHub, Colabo, Kayako, Mule ESB, PieSync, Repsly, Tidio, Workato

HubSpot CRM offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials

Related categories

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