HubSpot CRM Review For 2025

HubSpot CRM offers an immense selection of features to boost sales and improve customer retention. Here’s a list of what you can expect. I’ll go into detail about these features below.

• Analytic tools
• Data management
• Custom dashboards
• Custom field mappings
• Omnichannel communication
• Ticket pipelines
• Ticket routing
• Contact management
• Forecasting
• Meeting scheduling
• Deal pipelines
• Email templates
• Email marketing
• Forms
• Invoices
• Stripe payment processing
• E-signature
• HubSpot Payments
• Automated reports
• Marketing automation
• Sales pipeline automation
• Sales forecasting automation
• Automated emails

Analytic Tools

Hubspot offers expansive analytics features covering sales, traffic, sales content, contacts, and custom behavioral events. The sales analytics tool shows completed activities, deals created, lead response time, meeting outcomes, tasks completed, team activity timeline, and time spent in a deal stage. You’ll also find the measurement of other sales activities such as forecasting, pipeline funnels, and snapshots. The sales content analytics covers sequences, templates, and documents to be shared. In addition, the contact analytics feature shows your contacts, lifecycle stage, and how leads found your website. Using Hubspot, you can be confident that all your important metrics will be accurately measured.

Data Management

Hubspot has effective data management tools that help you store, protect, collect, and process data so you can make better business decisions. It cuts across data integration across different platforms that allow your information in a single platform. This platform also assists you in tracking the quality of the data you upload, identifying duplicates, unused data, and formatting issues.

Custom Dashboards

HubSpot CRM allows you to create up to 10 customizable dashboards, each tailored to display key business metrics that matter most to you. With these dashboards, you can track performance across sales, marketing, and service in a single view. The flexibility to add up to 10 reports per dashboard enables you to monitor trends, analyze data, and make informed decisions at a glance. This feature ensures that all your critical information is organized and accessible, saving time and improving efficiency when reviewing team progress and strategic goals.

Custom Field Mappings

The custom field mappings feature in HubSpot enables you to align your CRM data with your specific business processes. This tool allows you to create custom fields and map them across your workflows, ensuring that all data is correctly categorized and easily retrievable. It’s particularly valuable for businesses with unique data requirements, as it simplifies data management and ensures consistency across platforms. With accurate, customized data at your fingertips, you can make better-informed decisions and enhance your operational efficiency.

Omnichannel Communication

HubSpot’s omnichannel communication capabilities integrate seamlessly with email, live chat, social media platforms, and other messaging tools, consolidating all your client interactions in one place. This ensures that no conversation slips through the cracks, enabling you to deliver a unified and consistent customer experience. Whether responding to emails, engaging with social media messages, or chatting in real-time, the centralized platform streamlines communication and strengthens client relationships. By reducing the need to switch between platforms, this feature enhances productivity and keeps your team focused on building meaningful connections.

Ticket Pipelines

HubSpot’s ticket pipelines let you organize and manage customer service requests by creating multiple pipelines tailored to your processes. This feature ensures seamless tracking of tickets from submission to resolution, improving efficiency and enhancing the customer experience.

Ticket Routing

With HubSpot’s ticket routing, you can assign service tickets to specific team workflows or AI chatbots automatically. This ensures tickets reach the right person or system quickly, reducing response times and maintaining high levels of customer satisfaction.

Email Marketing

HubSpot CRM’s email marketing feature allows you to create and send up to 2,000 branded emails per month, or more with advanced plans that remove HubSpot branding. This CRM tool provides a variety of customizable templates and options to design professional, engaging emails that resonate with your audience.

You can also connect and authenticate your email domain for seamless branding, track email performance with analytics, and schedule emails for optimal delivery times. By automating email campaigns and analyzing their effectiveness, you can nurture leads, improve engagement, and drive conversions without the hassle of manual outreach.

Forms

HubSpot CRM includes customizable lead capture forms that allow you to collect valuable data from prospects effortlessly. These forms can be tailored to fit your brand and integrated into your website or landing pages, making it easy to gather contact details, preferences, and other key information. By streamlining data collection, this feature helps you build your contact database, qualify leads, and drive targeted marketing efforts.

Contact Management

Hubspot has a contact management feature that covers companies, target accounts, and even call activity. This tool allows you to manage contacts, including contact details, and track the various companies you work with. This way, you can easily find the necessary contact information and avoid dealing with multiple spreadsheets simultaneously. With this feature, you can filter the data you need and hide the ones you don’t to make your work more organized.

Forecasting

The forecasting tool on Hubspot predicts what your business is likely to sell within a specific timeframe. You can structure it monthly, weekly, quarterly, or annually. Either way, this tool assists you with an in-depth report that shows your team’s progress toward achieving the set goals. This way, you will never lose track of your position in the sales process. First, you need to create a goal, then select the appropriate template for goal setting. Then, you define the goal and complete the process.

Meeting Scheduling

HubSpot’s meeting scheduling feature lets you create and share personal or team meeting links, streamlining appointment booking for clients. With options to customize branding and sync with your calendar, it eliminates back-and-forth scheduling and keeps your meetings organized and professional.

Deal Pipelines

HubSpot’s deal pipelines allow you to manage multiple sales processes by creating separate, customizable pipelines. This feature helps you track deal progress, organize workflows, and gain clear visibility into every stage of your sales journey, ensuring nothing falls through the cracks.

Email Templates

With HubSpot’s email templates, you can save and reuse up to 5,000 personalized emails for efficient outreach. These templates allow you to maintain consistency, save time, and enhance communication with prospects and clients, all while tracking their performance for continuous improvement.

Commerce Hub

• Invoices: Generate and manage professional invoices directly within HubSpot to streamline your billing process.
• Stripe Payment Processing: Seamlessly integrate with Stripe to enable secure and efficient payment collection.
• E-signature: Facilitate quick approvals with the e-signature feature, allowing clients to digitally sign quotes and contracts.
• HubSpot Payments: For U.S.-based users, HubSpot Payments offers a built-in solution for easy, streamlined payment collection.

Automated Reports

HubSpot CRM’s automated reporting feature generates detailed reports on key metrics such as sales performance, lead activity, and marketing effectiveness without manual effort. These reports provide actionable insights in real-time, helping you track progress and make informed decisions quickly and efficiently.

Marketing Automation

HubSpot’s marketing automation tools streamline repetitive tasks such as email campaigns, lead nurturing, and workflow management. With drag-and-drop workflows, you can set triggers and conditions to automate personalized interactions, improving lead engagement and conversion rates.

Sales Pipeline Automation

Sales pipeline automation in HubSpot optimizes the management of deals by automatically advancing them through pipeline stages based on defined triggers or actions. This reduces manual input, keeps pipelines accurate, and ensures your sales process runs smoothly and efficiently.

Sales Forecasting Automation

HubSpot’s sales forecasting automation uses your pipeline data to predict future revenue trends and sales outcomes. With clear forecasts, you can identify potential gaps, allocate resources strategically, and stay on track to meet your sales goals.

Automated Emails

HubSpot’s automated email feature enables you to send personalized, behavior-triggered emails to leads and customers at scale. By automating follow-ups, nurturing campaigns, and transactional emails, you save time while maintaining consistent, meaningful communication.