HubSpot Review
Simple yet highly efficient CRMAll-in-1 AI-powered customer platform
Visualize & customize your sales funnel
Designed to deal with multiple operations at once
100% free. Forever.
Pros & Cons
- Great intuitive design
- Easy to understand and use
- All features available, completely free
- Limited support
- Premium versions can be quite pricey
Plans & Pricing
HubSpot currently offers an all-in-one customer solution, bringing your marketing, sales and service team together onto one single platform.
Additionally, you can use the HubSpot CRM is completely free, no strings attached, and without any limitations. It’s great for companies of any size and industry, and there are minimal locked features that require additional payment. In terms of usage, it includes unlimited users, and as many as 1 million contacts and companies can be stored. The other products (Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub, & Commerce Hub) can be used together with the CRM for a more optimized and effective marketing strategy.
The Marketing Hub has 5 packages. The free package includes a lead analytics board, lead flows, collected forms, contact activity, contact management, and contact and company insights. The other four packages – Starter, Basic, Professional, and Enterprise – range in price per month and features. Except for the starter package, all of the plans are billed annually. You can also purchase additional add-ons and premium services, such as building a website, consulting, marketing training, etc.
The Sales Hub has 3 packages: Free, Starter, Professional & Enterprise. The free package comes with many features, such as Gmail and Outlook integration, contact management, insights, and many more. Every package offers more and more features with Enterprise offering comprehensive analytic tools.
When compared to other products, all the hubs and tools are very useful and are priced reasonably. The CRM is incomparable to other leading products in price since it is completely free, with all features included and no limitations. Users can create a free account and start using the CRM within minutes, without having to provide any sensitive data or payment info.
Overview
Founded in 2004 by MIT graduate students, HubSpot is one of the leading global companies for inbound marketing and sales tools. The company offers tools and software that help companies with their inbound marketing and sales efforts, manage and optimize campaigns that attract visitors, convert leads, and close customers. HubSpot offers an AI-powered customer hub for an all-in-one front officer customer platform solution. This includes a hub for marketing, sales, service, content, operations and commerce, all in one service.
Features and Functionality
Because HubSpot specializes in inbound marketing tools, their CRM includes both basic CRM features as well as other useful marketing, sales and operations features to help streamline your business.
Contact and Company Management
Import and manage contacts and companies in a spreadsheet with filters and customizable views. You can create entries manually, or upload with your own spreadsheet. To edit a contact or company, simply click the name and you’ll get a nicely designed page with all of the relevant information to review and edit.
Deals
The Deals feature can be accessed from the main menu once you’re logged in, and allows you to track how you’re turning prospects into customers, and how much you’re earning over a certain period of time. This is presented in a very visual page that makes it easy to understand and get a quick “big picture” of your activity and success.
Tasks
Accessible from the main menu, the Task feature allows you to create reminders and tasks for yourself and team members so that you don’t miss out on important opportunities.
Direct Mail System
You can connect your email (either Gmail or Outlook) to HubSpot and install a Chrome extension in order to log emails directly into your CRM, track your email activity, and even send emails. As with other CRMs, you also have an analytics dashboard to review reports and monitor all activity.
HubSpot can be accessed and used on any browser and device, however certain things (like the Chrome extension) require Chrome. HubSpot also has mobile apps for iPhone and Android devices.
Ease of Use
The basic CRM features are pretty easy to understand, and when you start out there is a walkthrough and tutorials to ensure that everything is clear and you can make the most out of every feature. If you need any additional assistance, you can use the HubSpot Community to ask questions or search for your query.
Contacts & Users
Managing contacts is very simple and straightforward, and is very much like using a spreadsheet, which is common with most CRMs. The design is intuitive, and it is easy to understand how to upload a new contact or import contacts, and how to create and edit filters for the main contacts view. Editing individual contacts is extremely easy, and the design makes it a more pleasant experience than other, more complicated, CRMs.
Reporting & Integrations
Reports
The free CRM package includes reporting features that allow you to track activities like notes, emails, calls, and meetings. You can build up to 2 free dashboards with standard reports. This feature allows for easy tracking and analzying.
Integrations
HubSpot offers over 1,500 integrations to choose from, all built from HubSpot and 3rd-party vendors. The most popular ones according to HubSpot are Gmail, Salesforce, HelloSign, Freshbooks, Outlook, Google Calendar, Zapier, and PandaDoc. Others include MailChimp, GoToWebinar, SurveyMonkey, and many more.
Customer support
The level of support you receive varies depending on the package you choose. The CRM is always free, and includes only HubSpot Community access for support. The Community is very active however, and users will usually find the answers they need there. There is a learning center in the CRM where you can take mini courses and achieve HubSpot certificates.
There is also a pop-up help center in the bottom right corner where you can search for solutions to your questions. If you need additional help you can go to the HubSpot Community, which has hundreds of posts about various issues you might run into. There is also the option to schedule a talk with a User Success agent from HubSpot. Additional support via phone, email, and chat, is available only for users who purchase the paid Marketing Hub or Sales Hub packages.
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Video Tutorials
While the tool is extremely easy to understand and use, there are a few video tutorials on YouTube. -
FAQ
There is a comprehensive, highly detailed FAQ section that will help answer pretty much anything you want to know about the tool. -
Community Forum
The community is vast and very active. Users can be almost certain that they can quickly resolve their issue here. -
Blog
The blog is updated regularly and covers a wide variety of topics concerning everything marketing, sales, design and how to improve your processes and efficiency.
Final Word
To summarize, HubSpot is a very advanced all-in-one customer platform a ton of different handy feature, and includes a completely free CRM that is easy to use and includes all major CRM features. Companies can benefit from the CRM without any limitations on the number of users, and can upload up to 1 million contacts, all without any obligation or cost. It’s a great tool for companies of all sizes, and is a very popular choice among organizations around the world, especially if you’re already using or plan to use one of HubSpot’s other platforms for sales or marketing.
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Was trying to open an account but I don’t have a domain name. Do I have to have this to create an account for trial use?
Hi Kathy,
No, you don’t necessarily need a domain name to create a HubSpot trial account.
While HubSpot uses your domain for some features, it’s not a requirement during the trial period.
Will HobSpot CRM link to Trello?
Hi Rick,
You can effortlessly integrate HubSpot workflows with Trello to streamline project management, enhance team collaboration, and keep your reps organized.
Automatically create Trello cards and update fields such as selecting the Trello board and modifying the list name (typically the status) through workflow actions.