HubSpot CRM Review & Ratings In 2023

HubSpot is a popular Customer Relationship Management (CRM) software that is designed for small to medium-sized businesses. HubSpot offers a free plan as well as paid plans that include marketing automation, sales automation, and customer service tools.

In this HubSpot CRM review, I will explore the features, costs, and other aspects of HubSpot CRM.

I’ll also provide my opinions on the companies I believe will gain the most from implementing the HubSpot CRM system.

What Is HubSpot CRM?

HubSpot CRM is a customer relationship management (CRM) software that is designed to help businesses manage their sales, marketing, and customer service activities in one platform. The software is easy to use, customizable, and integrates seamlessly with other HubSpot tools, making it an ideal solution for businesses of all sizes and industries.

One of the key features of HubSpot CRM is to allow sales and marketing teams to manage all customer interactions in one place. The software provides a unified view of all customer data, including contact information, communication history, and activity tracking. This allows businesses to understand their customers better and tailor their interactions to meet their specific needs.

Another significant feature of HubSpot CRM is its sales automation capabilities. The software automates repetitive tasks such as data entry and follow-up emails, allowing sales and marketing teams to focus on more critical tasks such as lead nurturing and closing deals. The software also provides real-time notifications and insights, enabling sales teams to identify and act on opportunities quickly.

In conclusion, HubSpot CRM is a powerful customer relationship management software that offers a range of features to help businesses manage their sales, marketing, and customer service activities effectively. The software is easy to use, scalable, and integrates seamlessly with other HubSpot tools, making it an ideal solution for businesses looking to streamline their operations and improve their customer engagement.

HubSpot CRM Key Features

Sales Pipeline Management

Sales Pipeline Management is an essential feature of HubSpot CRM that helps businesses organize their sales process efficiently. It is a systematic approach to allow your sales team to manage their sales process, from lead generation to closing the deal.

With HubSpot CRM’s Sales Pipeline Management, you can track every stage of the sales process, including lead generation, lead nurturing, lead qualification, and closing the deal. You can easily visualize your sales pipeline, which enables you to forecast your sales revenue accurately.

The Sales Pipeline Management feature allows your sales team to create custom sales stages that fit your sales process, making it easy to manage your sales team’s progress. You can also assign deals to specific team members and set reminders for follow-ups, ensuring that no opportunity falls through the cracks.

HubSpot CRM’s Sales Pipeline Management feature enables your sales team to generate reports, which helps you analyze your sales performance and identify areas that need improvement. You can track important metrics, such as deal size, win rate, and sales cycle length, to make data-driven decisions that will help your business grow.

Contact Management

Contact Management is a crucial feature of HubSpot CRM that enables businesses to keep track of their contacts and their interactions with them. It is a powerful tool that helps businesses to manage their customer relationships effectively.

HubSpot CRM’s Contact Management feature allows you to store and manage all your contacts in one place. You can easily add, edit, and delete contact information, including their names, email addresses, phone numbers, and social media profiles. The contact database also allows you to segment your contacts based on different criteria, such as their interests, location, and behavior.

With HubSpot CRM’s Contact Management feature, you can also track your interactions with your contacts, such as emails, calls, and meetings. This helps you to stay organized and avoid missing any important follow-up tasks.

The Contact Management feature allows you to create custom fields to store additional information about your contacts, such as their job titles, company size, and industry. This enables you to personalize your interactions with them and provide them with relevant information.

The Contact Management feature integrates seamlessly with other HubSpot CRM features, such as Marketing and Sales, enabling you to leverage the full power of the CRM.

Sales Reporting

Sales Reporting is an essential feature of HubSpot CRM that helps businesses measure and analyze their sales performance. It provides businesses with the insights they need to make data-driven decisions that will drive revenue growth.

HubSpot CRM’s Sales Reporting feature allows you to generate reports that provide a comprehensive view of your sales pipeline. You can track important metrics, such as deal size, win rate, and sales cycle length, and use this data to identify areas that need improvement. The reporting feature also enables you to analyze your sales performance over time, giving you a clear understanding of your sales trends.

The Sales Reporting feature allows you to create custom reports that fit your business needs. You can choose the data you want to include in your reports and customize the report’s format and layout. This enables you to create reports that are easy to understand and share with your team members.

HubSpot CRM’s Sales Reporting feature integrates seamlessly with other HubSpot CRM features, such as Sales Pipeline Management and Contact Management, allowing you to leverage the full power of the CRM.

The Sales Reporting feature provides businesses with real-time insights into their sales performance. This enables businesses to identify opportunities and make data-driven decisions that will drive revenue growth.

Marketing Automation

Marketing Automation is a powerful feature of HubSpot CRM that enables businesses to automate their marketing tasks and workflows. It is a systematic approach to managing marketing campaigns that save businesses time and resources.

HubSpot CRM’s Marketing features allow your sales and marketing team to create personalized marketing campaigns that are tailored to your audience’s needs and interests. You can create email campaigns, social media posts, and other types of content that will engage your audience and drive conversions.

With HubSpot CRM’s Marketing Automation feature, you can also segment your audience based on different criteria, such as their interests, behavior, and location. This enables you to target your audience with relevant content that resonates with them.

The Marketing features allow you to track your audience’s interactions with your content, such as email opens, clicks, and website visits. This enables you to measure the effectiveness of your marketing campaigns and optimize them for better results.

Furthermore, HubSpot CRM’s Marketing Automation feature integrates seamlessly with other HubSpot CRM features, such as Contact Management and Sales Pipeline Management, allowing you to leverage the full power of the CRM.

Customer Service

The Customer Service feature of HubSpot CRM is a powerful tool that enables businesses to deliver exceptional customer service to their customers. It provides businesses with the tools they need to manage customer inquiries and support requests efficiently.

With HubSpot CRM’s Customer Service feature, businesses can create a ticketing system that allows them to track and manage customer inquiries and support requests. The feature also enables businesses to automate responses to common inquiries, which saves time and resources.

The Customer Service feature allows businesses to collaborate effectively with their team members to resolve customer issues quickly. Team members can leave notes and comments on tickets, which enables them to share information and provide updates to each other.

The feature enables businesses to create a knowledge base that provides customers with self-service support. The knowledge base can include articles, videos, and other types of content that answer common customer inquiries.

Additionally, the Customer Service feature integrates seamlessly with other HubSpot CRM features, such as Contact Management and Marketing Automation, allowing businesses to leverage the full power of the CRM.

HubSpot CRM User Interface

One of the key factors that contribute to the success of any software solution is its user interface (UI). The user interface of a CRM tool must be intuitive, easy to navigate, and enable users to perform tasks quickly and efficiently. HubSpot CRM’s user interface has been designed with these factors in mind, and here’s what you need to know about it:

Dashboard

The HubSpot CRM dashboard provides a comprehensive overview of a business’s sales pipeline, marketing activities, and customer service metrics. The dashboard is customizable, allowing users to add or remove widgets and rearrange them to fit their needs.

Navigation

HubSpot CRM’s navigation is straightforward and user-friendly, with a clear menu structure that makes it easy to find and access different features and tools. The software’s search function also enables users to quickly find contacts, deals, or other data.

Customization

HubSpot CRM’s UI can be customized to fit a business’s branding and preferences. Users can change the colors, fonts, and layout of the UI to match their company’s branding or personal preferences.

Drag-and-Drop

HubSpot CRM’s drag-and-drop functionality allows users to move deals, tasks, and other elements across the sales pipeline quickly. This makes it easy to manage the sales process and keeps everyone on the same page.

Mobile App

HubSpot CRM’s mobile app has a responsive design that makes it easy to access and use the software on a mobile device. The app offers most of the functionality available on the desktop version, enabling users to manage their contacts, deals, and tasks on the go.

Overall, HubSpot CRM’s UI is user-friendly and easy to navigate. The software’s dashboard, navigation, customization options, drag-and-drop functionality, and mobile app make it easy for users to manage their sales, marketing, and customer service activities efficiently.

HubSpot CRM Setup & Getting Started

Getting started with a new CRM tools can be a daunting task, but HubSpot CRM has made the setup process straightforward. Here’s what you need to know about setting up HubSpot CRM and getting your business up and running quickly:

1. Sign up for a free account: HubSpot CRM offers a free version of its software that businesses can use to get started. Businesses can sign up for a free account on the HubSpot website by providing their email address and a few other details and use HubSpot as a free CRM tool.

2. Connect your email and other accounts: Once signed up, businesses can connect their email accounts, calendar, and other accounts to HubSpot CRM. This allows the software to import contact information and other data automatically, making it easy to get started quickly.

3. Customize your sales pipeline: HubSpot CRM’s sales pipeline can be customized to fit a business’s sales process. Users can add or remove stages, rename them, and move deals across the pipeline using drag-and-drop functionality.

4. Import contacts and deals: HubSpot CRM allows businesses to import contacts and deals from other software solutions, such as Excel or Google Sheets. This can save businesses time and effort, enabling them to get up and running with the software quickly.

5. Set up workflows and automation: HubSpot CRM’s automation capabilities can help businesses streamline their sales and marketing activities. Workflows can be set up to automate repetitive tasks, such as sending follow-up emails or updating contact information.

6. Train your team: Finally, it’s important to train your team on how to use HubSpot CRM effectively. The software offers a range of resources, such as tutorials, webinars, and a knowledge base, to help businesses get the most out of the software.

Overall, the setup process for HubSpot CRM is simple. Businesses can get up and running quickly by signing up for a free account, connecting their email and other accounts, customizing their sales pipeline, importing contacts and deals, setting up workflows and automation, and training their team. With HubSpot CRM, businesses can start managing their sales, marketing, and customer service activities efficiently in no time.

HubSpot CRM Customization

One of the significant advantages of HubSpot CRM is its flexibility and customizability. The software can be customized to fit the specific needs of a business, regardless of the size or industry. Here’s how HubSpot CRM can be customized:

Sales Pipeline

HubSpot CRM’s sales pipeline can be customized to fit a business’s unique sales process. Users can add or remove stages, rename them, and move deals across the pipeline using drag-and-drop functionality. This enables businesses to manage their sales process more effectively and improve their conversion rates.

Contact Fields

HubSpot CRM allows businesses to create custom fields for their contacts, such as industry, job title, or product interest. This helps businesses organize their contacts and better understand their needs and preferences.

Deal Stages

HubSpot CRM enables businesses to create custom deal stages for their sales pipeline. This helps businesses align their sales process with their business goals and track their progress more effectively.

Templates

HubSpot CRM provides a range of templates for emails, documents, and other communications. Users can customize these templates with their branding and content to create professional-looking communications quickly.

Reports

HubSpot CRM’s reporting tool can be customized to fit a business’s specific needs. Users can create custom reports, set up dashboards, and choose the metrics they want to track.

Integrations

HubSpot CRM integrates with a wide range of third-party applications, such as email marketing tools, social media platforms, and e-commerce solutions. This enables businesses to customize their CRM solution further and streamline their operations.

Overall, HubSpot CRM’s customizability is one of its most significant strengths. The software can be tailored to fit a business’s unique needs and processes, enabling them to manage its sales, marketing, and customer service activities more effectively. Whether a business is just starting or looking to switch to a new CRM solution, HubSpot CRM’s customizability can help them achieve their goals.

HubSpot CRM Integrations

One of the significant advantages of HubSpot CRM is its ability to integrate with a wide range of third-party applications. Integrations can enhance the software’s capabilities, streamline business operations, and provide a more comprehensive view of customer data. Here are some of the different integrations available with HubSpot CRM:

Email Integrations: HubSpot CRM integrates with a range of email applications, such as Gmail, Outlook, and Apple Mail. This enables businesses to track and manage their email communications within the software, ensuring that all customer interactions are in one place.

Marketing Automation Integrations: HubSpot CRM integrates with a range of marketing automation tools, such as Mailchimp, Hootsuite, and Facebook Ads. These integrations allow businesses to create and manage campaigns across multiple channels, automate repetitive tasks, and analyze the performance of their marketing activities.

Project Management Integrations: HubSpot CRM integrates with project management tools such as Trello and Asana, enabling businesses to manage their projects and tasks within the software. This helps businesses streamline their operations and keep everyone on the same page.

E-commerce Integrations: HubSpot CRM integrates with e-commerce platforms such as Shopify and Magento, enabling businesses to manage their e-commerce operations more efficiently. The integration allows businesses to track sales, monitor inventory, and manage customer data in one place.

Customer Service Integrations: HubSpot CRM integrates with customer service tools such as Zendesk and LiveChat, enabling businesses to manage their customer inquiries and support tickets within the software. This helps businesses provide quick and personalized responses, improving customer satisfaction and loyalty.

Overall, HubSpot CRM’s integrations with a wide range of applications enable businesses to tailor the software to fit their specific needs and streamline their operations. The integrations can enhance the software’s capabilities, provide a more comprehensive view of customer data, and improve overall efficiency.

HubSpot CRM Pricing

HubSpot CRM offers three pricing plans: Free, Starter, and Professional. Here’s what you need to know about each plan and what features are included:

1. Free Plan: The Free Plan offers basic CRM features, such as contact management, deal management, and task management. This plan includes up to 1 million contacts and users, making it an excellent option for small businesses or those just starting with CRM software.

2. Starter Plan: Starts at $18/user/month and offers more advanced features, such as email tracking, email templates, and basic marketing automation. This plan includes up to 1,000 marketing contacts and users, making it an excellent option for small businesses looking to scale their marketing activities.

3. Professional Plan: Starts at $792/month and offers advanced features, such as custom reporting, advanced marketing automation, and Salesforce integration. This plan includes up to 10,000 marketing contacts and users, making it an excellent option for mid-sized businesses or those with more extensive marketing and sales operations.

Here’s a breakdown of the different features included at each pricing level:

• Free Plan: Contact management, deal management, task management, up to 1 million contacts and users.

• Starter Plan: All features in the Free Plan, email tracking, email templates, basic marketing automation, and up to 1,000 marketing contacts and users.

• Professional Plan: All features in the Starter Plan, custom reporting, advanced marketing automation, Salesforce integration, and up to 10,000 marketing contacts, and users.

It’s important to note that HubSpot CRM offers additional features, such as e-commerce integrations and advanced reporting, that can be added on to any plan for an additional fee. Additionally, businesses can also choose to upgrade to HubSpot’s Marketing, Sales, or Service Hub for more comprehensive features and functionalities.

Overall, HubSpot CRM’s pricing plans are flexible and scalable, making it an excellent option for businesses of all sizes and needs. Whether a business is just starting or looking to upgrade its CRM solution, HubSpot CRM offers a range of features and pricing plans to fit their specific needs.

HubSpot CRM Customer Support

Phone Support: HubSpot CRM offers phone support for its customers, allowing them to speak with a customer support representative directly. Phone support is available during business hours and can be an excellent option for businesses with urgent issues or complex questions.

Email Support: HubSpot CRM’s email support is available 24/7, providing customers with a quick and convenient way to get their questions answered. Customers can expect a response within 24 hours of submitting their query.

Live Chat: HubSpot CRM’s live chat feature enables customers to connect with a customer support representative in real time. Live chat is available during business hours and is an excellent option for customers who need immediate assistance.

Knowledge Base: HubSpot CRM’s knowledge base provides a comprehensive library of articles, tutorials, and guides to help customers troubleshoot issues and learn more about the software’s features and functionalities. The knowledge base is available 24/7 and can be an excellent resource for businesses looking to get the most out of their software.

Community Forum: HubSpot CRM’s community forum allows customers to connect with other users, share best practices, and ask questions. The forum is an excellent resource for businesses looking to learn from other’s experiences and get answers to their questions from a broader community.

Overall, HubSpot CRM’s customer support options provide businesses with several ways to get help and support when they need it. Whether a business prefers phone support, email support, live chat, or self-help resources, HubSpot CRM offers a range of options to fit their specific needs.

HubSpot CRM Pros And Cons

What I Like

1. Intuitive Interface: HubSpot CRM has an intuitive and user-friendly interface that makes it easy for businesses to navigate and use. The software’s dashboard, navigation, customization options, drag-and-drop functionality, and mobile app make it easy for users to manage their sales, marketing, and customer service activities efficiently.

2. Customizable Features: HubSpot CRM’s features are customizable, allowing businesses to tailor the software to fit their specific needs and processes. Users can customize the sales pipeline, contact fields, deal stages, templates, reports, and integrations to match their business requirements.

3. Integrations: HubSpot CRM integrates with a wide range of third-party applications, enabling businesses to tailor the software to fit their specific needs and streamline their operations. The integrations can enhance the software’s capabilities, provide a more comprehensive view of customer data, and improve overall efficiency.

4. Pricing Plans: HubSpot CRM offers flexible and scalable pricing plans, making it an excellent option for businesses of all sizes and needs. The free plan offers basic CRM features, while the Starter and Professional plans offer more advanced features and functionalities.

5. Customer Support: HubSpot CRM offers several customer support options, including phone, email, live chat, knowledge base, and community forum, providing businesses with several ways to get help and support when they need it.

Overall, HubSpot CRM’s intuitive interface, customizable features, integrations, pricing plans, and customer support make it an excellent option for businesses looking for a comprehensive CRM software solution.

What I Don’t Like

1. Limited Integrations: While HubSpot CRM offers integrations with many third-party applications, it may not have as many integrations compared to other CRM software. This could be a potential drawback for businesses that rely heavily on specific integrations to streamline their operations.

2. Learning Curve: Although HubSpot CRM’s interface is intuitive and user-friendly, there may still be a learning curve for businesses that are new to the software. Businesses may need to invest time and resources into training their employees to use the software effectively.

3. Pricing: While HubSpot CRM’s pricing plans are flexible and scalable, the cost can add up if businesses need to add additional features or integrations. Some businesses may find that the cost of upgrading to more advanced plans is prohibitive.

4. Limited Customization: While HubSpot CRM does offer customization options, some businesses may find that the level of customization is limited compared to other CRM software. Businesses with unique sales processes or specific needs may need to look for a more customizable solution.

5. Limited Reporting: While HubSpot CRM’s reporting tool is customizable, some businesses may find that the level of reporting is limited compared to other CRM software. Businesses with complex reporting needs may need to look for a more robust reporting solution.

Overall, while there are potential drawbacks to using HubSpot CRM, many businesses find that the advantages outweigh the disadvantages. Businesses need to evaluate their specific needs and requirements before choosing a CRM software solution.

Which Businesses Are Best Suited For HubSpot CRM?

1. Small Businesses: HubSpot CRM’s free plan is an excellent option for small businesses looking for a basic CRM software solution. The software’s pricing plans are also flexible and scalable, making it easy for businesses to upgrade as they grow.

2. B2B Companies: HubSpot CRM is a great option for B2B companies looking to manage their sales and marketing activities effectively. The software’s integrations with marketing automation tools, such as Mailchimp and Hootsuite, make it easy for businesses to manage their campaigns across multiple channels.

3. Service-Based Businesses: HubSpot CRM is an excellent option for service-based businesses, such as consulting firms or agencies, that rely on building relationships with clients. The software’s contact management features and customer support options make it easy for businesses to provide personalized service to their clients.

4. E-commerce Businesses: HubSpot CRM’s integrations with e-commerce platforms, such as Shopify and Magento, make it an excellent option for e-commerce businesses. The software can help businesses manage their sales, marketing, and customer service activities in one place.

5. Non-Profit Organizations: HubSpot CRM’s free plan and integrations with fundraising platforms, such as Givebutter and Donorbox, make it an excellent option for non-profit organizations looking to manage their donor relationships effectively.

Overall, HubSpot CRM is a versatile software that can benefit a wide range of businesses. However, businesses that are looking for a customizable solution that can integrate with specific third-party applications may need to evaluate their needs carefully before choosing HubSpot CRM.

Final Recommendation

After evaluating the features, advantages, and potential drawbacks in this HubSpot CRM review, it’s clear that it’s a powerful and flexible Customer Relationship Management (CRM) software solution. Here’s our final recommendation for businesses considering using HubSpot CRM:

If you’re a small to mid-sized business or a service-based organization that needs to manage your sales, marketing, and customer service activities efficiently, then HubSpot CRM is an excellent option. The software’s intuitive interface, customizable features, integrations, and customer support make it easy to get up and running quickly and efficiently.

However, if you’re a business that relies heavily on specific third-party integrations or requires a high level of customization, you may need to evaluate your needs carefully before choosing HubSpot CRM.

Overall, HubSpot CRM offers businesses a powerful and flexible CRM software solution that can help them streamline their operations, improve customer relationships, and grow their business. With its versatile pricing plans, integrations, and customizability, HubSpot CRM is a top choice for businesses looking to enhance their sales, marketing, and customer service activities.

Get started with HubSpot CRM.

What Are The HubSpot CRM Alternatives?

1. Salesforce CRM: A cloud-based CRM platform that offers a wide range of features and functionalities, including sales, marketing, customer service, and analytics. It is a popular choice for enterprise-level businesses. Read the full review.

2. Zoho CRM: A cloud-based CRM system that offers a range of features, including sales automation, marketing automation, and customer support. It is known for its affordable pricing and ease of use. Read the full review.

3. Pipedrive: A sales-focused CRM platform that offers features such as pipeline management, activity tracking, and sales forecasting. It is a good option for businesses that prioritize sales pipeline management. Read the full review.

4. Insightly: A CRM system that offers features such as contact management, project management, and lead tracking. It is a good option for small businesses and startups.

5. Freshsales: A cloud-based CRM platform that offers features such as lead scoring, deal management, and email tracking. It is a good option for businesses that prioritize sales automation.

6. Agile CRM: A cloud-based CRM platform that offers features such as contact management, marketing automation, and helpdesk support. It is known for its affordable pricing and all-in-one solution.

7. Copper (formerly ProsperWorks): A cloud-based CRM platform that offers features such as contact management, sales automation, and email tracking. It is a good option for businesses that use G Suite.

8. Bitrix24: A cloud-based CRM platform that offers features such as contact management, project management, and team collaboration. It is known for its affordable pricing and all-in-one solution.

9. Microsoft Dynamics 365: A cloud-based CRM platform that offers features such as sales automation, marketing automation, and customer service. It is a good option for businesses that use Microsoft products.

10. Nimble: A social CRM platform that offers features such as contact management, social listening, and email tracking. It is a good option for businesses that prioritize social media engagement.