"HubSpot is an excellent CRM system. The software is very beneficial for new businesses thanks to its free version."
0 Price
0 Ease Of Use
0 Features
0 Help And Support
Pros
  • Robust functionality
  • Over 500 available integrations
  • Detailed reports
  • Drag-and-drop sales pipeline
Cons
  • Costly service
  • Most effective when combined with other HubSpot services
Company Background

HubSpot is an all-in-one marketing, sales, CRM, and customer service platform aimed at perfecting business operations on all fronts. The software fits all businesses but is primarily recommended to either very small or very large organizations.

Plans & Pricing

Basic HubSpot CRM is free and contains most of the essential CRM features you’d expect. These features include contact management, deals, tasks and activities, Gmail and Outlook integration, custom fields, forms, email tracking and templates, meeting scheduling, 3 reporting dashboards, etc. This set of features can fulfill the needs of many small businesses who are just starting their operations and are short on budget. For companies that require advanced functionality, the brand offers the following plans:

All the plans have a 20% discount if you opt for annual billing. Note that HubSpot offers various cost-efficient software bundles so it makes sense to consider at least some of their other solutions for all the added benefits. 

 

Starter
$40/mo
2 users
Professional
$400/mo
5 users
Enterprise
$1,200/mo
10 users

Starter

The Starter plan is $40/mo and starts with two users. The plan includes all the free features plus deal pipeline, basic automation, custom properties, quotes, calling, live chat, 10 reporting dashboards, conversion routing, etc

Professional

The Professional plan is $400/mo and starts with five users. The plan includes all of the Starter features plus sales analytics, team management, deal stage, task, and lead rotation automation, customizable records, custom reporting, 25 reporting dashboards, smart email send times, one on one videos, calculated properties, etc.

Enterprise

The Enterprise plan is $1200/mo and starts with 10 users. The plan includes all of the Professional features plus user roles, field-level permissions, single sign-on, call transcription, predictive lead scoring, quote-based workflows, recurring revenue tracking, custom reporting, 50 reporting dashboards, etc.

Features & Functionality
General Features

HubSpot CRM offers everything you need to streamline your sales activities and processes. The tool is equipped with robust functionality that is both easy to use and escalate as your business grows. Typical CRM features like contact management, emails, notifications, tasks, collaboration custom fields, forms, and meetings are available via the free version, which is a huge plus. Advanced features like detailed reports, sales pipeline, and customization are well-designed and highly informative, aimed at maximizing productivity and eliminating repeat tasks and friction. Here are some of the most notable features:

Email Templates and Tracking 

Pre-loaded email templates make it easy to draft and send hundreds of emails per day with just a few clicks. Custom email templates can be created with your CRM data and shared with all team members. Email tracking allows you to instantly know whenever a lead opens your email, and construct your follow-up strategy accordingly.

Call Tracking and Recording

With this feature, you can track and record calls directly through your browser, and automatically log all data into the CRM to maximize efficiency and minimize time-loss.

Sales, Deals, and Stage Automation

The whole sales process from assigning tasks, managing lead stages to sending emails, follow-ups and notifications can be automated with a couple of clicks. It’s very easy to set up all the workflows according to your company’s unique processes and make adjust them as you go.

Communication and Collaboration

All lead and customer communications can easily be saved and added to the CRM profile of the corresponding prospect after each subsequent sales touch. This allows all team members to get maximum information on the prospects and personalize communication.

Analytics and Reporting

HubSpot offers both automatically generated and custom sales reports regarding every step of the sales process. All the data is combined in a single place and you get full visibility into the end-to-end sales process.

Features
  • Workflow Capability
  • Document Management
  • Social Network Integration
  • Integration API's
  • Customization
  • Data Import & Export
  • Test Environments
  • Project Management
Marketing Automation
Features
  • Lead Management
  • Email Marketing
  • Campaign Management
Sales Automation
Features
  • Opportunity & Pipeline Management
  • Desktop Integration
  • Contact Management
  • Product & Price Management
  • Customer Contract Management
  • Call Management
  • Channel Management
Analytics & Reports
Reports

The free CRM package includes reporting features. This allows you to track specific activities like notes, emails, calls, and meetings. You are able to build up to 2 free dashboards with standard reports.

Integrations

HubSpot offers over 70 integrations to choose from, all built from HubSpot and 3rd-party vendors. Some of the most popular ones are Gmail, Salesforce, HelloSign, Freshbooks, Outlook, Google Calendar, Zapier, and PandaDoc. Some additional ones include MailChimp, GoToWebinar, SurveyMonkey, and many more.

Features
  • Reporting
  • Forecasting
  • Marketing Analytics
Ease of Use

HubSpot CRM is extremely user-friendly. The neatly designed UI and informative dashboards contain all the information your team needs to improve its communication and collaboration processes. Moreover, HubSpot provides probably the biggest educational library regarding all of its products including articles, videos, and extensive training sessions to help clients get the absolute maximum out of every tool.

Customer Support

Customer support is dependent on your pricing plan. The free version doesn’t feature support from the brand, and the full customer support package is available only to the Professional tier and above.

Additional customer support:
Community
The community forum is very active and friendly, ready to assist you with any queries.

Blog
The blog is updated very frequently and consistently and features topics related to sales processes, email marketing, customer retention, sales prospecting, etc.

24/7 Help & Support
24/7 Help & Support
24/7 via live chat, email, or phone depending on your plan
Phone Support
Phone Support
For Professional tier and above, toll-free in 30+ countries
Live Online Chat
Live Online Chat
Available to the Starter tier and above via brand's website
Email
Email
Available to the Starter tier and above via email address
Video Tutorials
Video Tutorials
Extensive range of video tutorials on their YouTube channel
FAQ
FAQ
Extensive FAQ section covers a vast range of topics
Final Word

Overall, HubSpot is an excellent CRM system. The software is very beneficial for new businesses thanks to its free version. However, the paid plans are rather costly compared to many other products on the market. While the price is somewhat justified considering the number of features and support the brand offers, it may still be too much for many small businesses. In addition, since HubSpot is a multi-dimensional platform, it is highly recommended to consider other services as well, since you will be eligible for various software bundles. On the other hand, if you’re a large enterprise, the tool can be invaluable in terms of streamlining processes and improving your weak points.

Pavel Aramyan
Author: Pavel Aramyan
Pavel is a writer with over 5 years of experience in researching and comparing consumer products from a variety of industries.