HubSpot is a feature-rich yet easy-to-use customer relationship management (CRM) platform that helps teams work more efficiently. With a generous free tier, extensive customization options, and a long list of sales, marketing, and customer service tools, it's an excellent choice for small to mid-sized businesses looking to align their teams and accelerate growth.
HubSpot CRM stands out from its competitors by offering a powerful free tier with essential features like contact management, deal tracking, and team email. It rolls together sales, marketing, customer service, operations, commerce, and content management into an impressively complete package, all for one monthly fee.
HubSpot is flexible, and you can tailor it to align with your company's unique sales process, data requirements, and reporting needs. With useful productivity tools like email templates and meeting scheduling, HubSpot CRM helps your teams work more efficiently.
HubSpot CRM is an excellent fit for small to mid-sized businesses looking to centralize their customer data, streamline their sales processes, and foster collaboration between marketing, sales, and service teams.
The platform's free tier and user-friendly interface make it accessible to businesses with limited budgets or technical expertise. Still, the higher-tier plans have great features like sales forecasting and predictive lead scoring that are perfect for larger businesses. Unlocking these does entail a significant price increase, though.
HubSpot CRM offers an impressive range of features designed to streamline sales, marketing, and customer service processes, from automating email marketing to processing online payments.
The CRM provides sales teams with tools that simplify and accelerate the sales process. The platform offers a real-time view of the sales pipeline on a visual dashboard, making it easy to track progress and identify opportunities.
An AI email writer and email template builder can help sales reps craft compelling and personalized emails quickly. Meanwhile, email tracking and contact management features ensure that no lead falls through the cracks.
HubSpot's meeting scheduler and live chat software can further streamline communication with prospects.
HubSpot helps customer support teams deliver exceptional service by centralizing customer communications and data.
The help desk and support ticketing features allow your teams to efficiently manage and resolve customer issues, and customer feedback surveys can provide valuable insights for continuous improvement.
A universal inbox consolidates customer inquiries from channels such as email and social media contact, while customer profiles provide a comprehensive view of each customer's history and preferences.
Marketing teams can also benefit from a suite of tools to create targeted, personalized campaigns that drive results. The platform enables contact segmentation and personalization, ensuring the right message reaches the right audience.
Email marketing and automation features make it easy to create and send engaging campaigns, while the landing page and form builder help capture leads.
Finally, ad management, social media integration, and A/B testing features allow marketers to optimize their efforts and maximize return on investment.
HubSpot’s ability to connect with other applications is one of its biggest strengths. Its extensive app marketplace has over 1,500 integrations that include marketing automation, lead generation, accounting, merchandising, employee engagement, and video creation tools, to name but a few.
With HubSpot, you can create custom properties to track specific data points that are relevant to your company, such as lead source, product interests, or customer preferences. You can define your own deal stages that align with your sales pipeline, too.
The CRM has a variety of reporting and dashboard features that give you insights into your sales performance and customer interactions. You can create custom reports and dashboards focusing on the data that matters most to your business.
The platform also includes pre-made report templates to help you get started quickly. Additionally, you can schedule reports to be automatically generated and shared with your team members, keeping everyone informed and on the same page.
HubSpot has mobile apps for iOS and Android devices, allowing users to access and update their CRM data easily on the go. The mobile apps provide key features like contact management, deal updates, task tracking, and call logging. You can also receive push notifications for important updates and events.
HubSpot prioritizes security and privacy with features like 2-factor authentication, single sign-on (SSO), and granular user permissions. The platform is GDPR compliant and offers tools for managing consent and data privacy. HubSpot also maintains industry-standard security certifications, including ISO 27001, SOC 2 Type II, and HIPAA.
HubSpot CRM fosters collaboration by providing a centralized platform for sales, marketing, and customer service teams to work together. Features like team email, shared calendars, and task assignments allow for seamless communication and coordination. The platform also offers native integrations with popular team chat tools your company may already be using.
HubSpot has a generous free tier that includes limited versions of its many features. For example, the free tier allows you to live chat with customers, but it includes HubSpot branding.
Most small to mid-sized businesses should be looking at the Starter plan. This costs $20 per user per month or $15 per user per month if you pay annually. This unlocks a solid level of functionality across each of HubSpot's modules:
Some of the more advanced features are locked behind upgrades. You can upgrade any of these modules to the Professional or Enterprise level, creating your own specific bundle of features.
For example, if you need to upgrade the Marketing module, the Professional tier upgrade starts at $800 per month for 3 users and includes additional features like custom reporting and omnichannel marketing automation. The Enterprise level starts at $3,600 per month for 5 users and includes 10,000 marketing contacts per month instead of 2,000.
|
|
Professional |
Enterprise |
|
Marketing |
From $800/month |
From $3,600/month |
|
Sales |
From $90/month/user |
From $150/month/user |
|
Service |
From $90/month/user |
From $130/month/user |
|
Content |
From $450/month |
From $1,500/month |
|
Operations |
From $720/month |
From $2,000/month |
Each of these modules has its own add-ons that can adjust your service even further. This highly customizable, module-based pricing can take some time to navigate when you’re choosing what’s right for your company, but it does allow you to focus on the features important to your business rather than paying for features you don't need.
As a cloud-based solution, HubSpot CRM requires no downloads or complex setups. Its clean, intuitive interface allows users to quickly navigate and access key features with minimal training.
HubSpot provides extensive onboarding resources, including a setup wizard, in-app guidance, and a comprehensive knowledge base. The platform also offers how-to guides, troubleshooting tips, and free online training and certification through the HubSpot Academy. What’s more, you’ll be able to access peer-to-peer support and best practices via the HubSpot Community forum.
HubSpot's support team has high customer satisfaction ratings and offers different levels of customer service for paying users. With the Starter plan, you get live chat and email support, with agents immediately available to answer your queries. If you have a Professional subscription or above, 24/7 phone support is available via a toll-free United States number and local numbers in numerous countries worldwide.
HubSpot CRM is a powerful, user-friendly platform that offers a wealth of features for sales, marketing, and customer service teams. With a generous free tier and flexible paid options, the platform is accessible to businesses of all sizes and budgets.
The platform's seamless integration between marketing, sales, and service hubs and its extensive app marketplace allows you to build a set of tools tailored to your unique needs.
HubSpot's intuitive interface, extensive onboarding resources, and responsive customer support make it easy for teams to adopt and leverage the CRM to its full potential.