HubSpot CRM Review
HubSpot CRM is a leading CRM software provider for small to medium-scale businesses. It offers a generous free plan that offers tons of features to explore and grow their business using the CRM. Also, the CRM is easy to use and offers extensive documentation — meaning anyone just starting with CRMs can also use HubSpot without much difficulty. It is truly a feature-rich CRM service and can even meet the requirement of an enterprise environment. Let’s explore more in our HubSpot CRM review.
Ease of use
Value for Money
Starting from: $50/month
Pricing Model: Subscription
Yes, has free trial
Yes, has free version
- Excellent Free plan
- Flexible pricing
- Easy to use
- Modular and scalable solution
- Good Customer support
- Easy to create
- Tons of free tools
- The free plan doesn’t have customer support
- Complicated pricing tiers
- The free plan can be maxed out easily
- Small business
- Medium business
- Large enterprises
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
HubSpot CRM system
HubSpot CRM is at the top of the CRM pyramid. It is a world-class product that provides great value to its customers. It is very popular, and its popularity is primarily linked to its feature-rich free edition and its ability to work effectively across the business, including sales, marketing, and customer service department.
What is HubSpot CRM?
HubSpot CRM is a popular customer relationship management(CRM) solution that enables businesses to manage their relationship with customers. With HubSpot CRM, businesses can manage their customers without creating or managing their tools. Using CRM is beneficial as they help businesses to improve conversations and bring profits by using customers’ important information analyzing them to get a better understanding.
This tool is no different. It lets businesses analyze customers’ data and get insights through data relations. In addition, companies can use the data to improve sales funnels. HubSpot CRM provides a free version that lets anyone try them before moving to paid plans(if needed). Here, you get tons of features that let you create strong customer relationships and boost conversations — resulting in improved revenue for the business. They also offer other software that integrates well, including marketing, sales, and customer service.
How to use HubSpot CRM?
A CRM system, in general, provides multiple benefits, including:
- Great insights
- Increased collaboration
- Higher productivity
- Better customer experience
How to start working with this CRM
As HubSpot CRM offers a generous free plan where you can start using it. To use this CRM system, you need to first register for an account. Another pre-requisite is to know about how CRM works. The steps required to set up your account are as follows:
- Go to the Homepage and then click on Get HubSpot CRM.
- From there, do a Hubspot CRM log-in. If you do not have an account, you need to create one.
- Once done, you now need to go to the dashboard and then add contacts to the CRM. For example, you need to click on the “Create Contact” button to add a new contract. You can also import or do other tasks such as filter generation.
- If contacts are created successfully or imported correctly, you will now have contacts in your contact list.
- You can also edit the contacts by clicking on the edit icon and adding other information such as date of birth or degree.
- Contacts can also be permanently deleted or assigned to a new owner.
- You can also edit filters, add a company or invite teammates to join the process.
- Next, you can create deals and generate lead Ads.
To know more about doing each step, it is best to check out the official documentation.
HubSpot CRM Features
This CRM system is a feature-rich content relationship management solution. It is loaded with basic and advanced features that enable businesses to manage customers in an organized way, improving customer relationships and increasing revenue. Let’s look at its features below:
When you first log into your HubSpot CRM account, you will be greeted with an organized dashboard that offers an overview of the entire pipeline from an eagle point of view. The administrator can manage their project and analyze the information to make decisions.
For example, the admin can learn about the current number of deals active in the pipeline and easily assign them to team members or automate the process if needed. He can also check pipeline performance and learn about the progress. The sales information also helps to gauge the progress. Finally, the admin can move to the respective section for detailed information and get detailed reports.
In the current market, businesses grow very fast. That’s why CRM solutions need to offer scalable customer databases that store large amounts of customer information with the ability to add, remove or edit information seamlessly when needed. Also, the customer information should be safe at all times with no expiration date!
HubSpot provides an excellent CRM database to add easily, search entries, and edit them. HubSpot gives you access to a powerful CRM database that stores key information such as Customer name, email address, and title. The other things that people can do include:
- Past information about customers, including interactions
- Lead source
- Money spent by customers and the number of orders created by them
- Other vital personal customer information
HubSpot CRM offers tons of integrations for its users. They are also categorized well so that anyone can find them easily. In the sea of HubSpot integrations, you can always find popular apps and services, including Google Ads, Slack, Linkedln Sales Navigator, Zoho, Freshdesk, Salesforce, and so on! For communication, it offers Outlook and Gmail integrations. Moreover, HubSpot also offers access to productivity tools with easy HubSpot integrations.
CRM can be complex, and that’s why you need task management to manage your team’s tasks. HubSpot CRM lets you monitor your pipeline and assign tasks when needed. You can also set task reminders for better results. Apart from that, you can track tasks, schedule tasks, align tasks, create notes, and communicate with customers via emails and calls. The task management feature lets you streamline the sales process and ensure that you can enrich customer relationships.
HubSpot CRM provides email marketing directly from the software. Email marketing is one of the best ways to communicate and create customer trust. With HubSpot, you can create a personalized email journey for your customers with predefined emails which are completely customizable with the help of HubSpot drag and drop editor.
ROI Analytics and Built-in Analytics
To learn how your business is growing, you can also take advantage of the ROI analytics provided within HubSpot. With the analytics, businesses can keep a tab on their growth and see where they can change to improve and bring more profit. In addition, the ROI analytics tool ensures that they do not fall prey to data complexities.
On the other hand, in-built analytics gives businesses the ability to gauge their marketing activities. From the analytics, you can also create a custom report, see the system’s bottleneck, and improve it using reports.
HubSpot CRM offers audience segmentation. You can segment the audience based on behavior, demographic data, and responses. It also lets you segment the audience on other criteria, including professional, industry, location, and gender.
HubSpot provides good API support that lets you easily connect incompatible tools to integrate with the HubSpot CRM. As a result, you can integrate and transfer data across the solutions while ensuring that other software aspects work as intended.
Other HubSpot features
HubSpot comes with tons of other key features. Let’s list them below.
- Customer support
- Ticketing system
- Mobile support
- Live chat and meeting scheduling
- SEO advisor
- Reporting dashboard
- Deal tracking
- Pipeline management
- Contact management
- Company insights
- Call tracking
- Form builder
- Lead generation
- Landing page builder
- Ad management
- Live chat and chatbots
- Team email
- Data sync
- Prospect tracking
- Productivity tools
HubSpot CRM Pricing
HubSpot CRM takes a freemium approach. However, it is not like other freemium programs run by other tools or services. Instead, they take a different path by allowing businesses to access the majority of the core CRM features with the option of add-on features. The approach brings in SMBs and has the scope of enterprises. Here, the business is in complete control as they are free to choose how long they will use the free edition while adding any paid add-ons along the way.
Starter CRM Suite
- Marketing Hub Starter
- Starts at 1,000 marketing contacts
- Sales Hub Starter
- Starts at 2 paid users
- Service Hub Starter
- Starts at 2 paid users
- CMS Hub Starter
- Operations Hub Starter
Professional CRM Suite
- Marketing Hub Professional
- Starts at 2,000 marketing contacts
- Sales Hub Professional
- Starts at 5 paid users
- Service Hub Professional
- Starts at 5 paid users
- CMS Hub Professional
- Operations Hub Professional
Enterprise CRM Suite
- Marketing Hub Enterprise
- Starts at 10,000 marketing contacts
- Sales Hub Enterprise
- Starts at 10 paid users
- Service Hub Enterprise
- Starts at 10 paid users
- CMS Hub Enterprise
- Operations Hub Enterprise
See all Features
HubSpot aims to provide businesses with a solid base to get started without the need to pay anything. That benefits both businesses and HubSpot as they can enable their customers to understand the platform before committing. However, this can lead to tons of business options that make it a little confusing. Additionally, you get a 14-days trial on the paid options.
How to choose the plan you need?
It depends on your business needs. You can start using the CRM with almost no restriction with the free version. However, if the need arises, you can always buy the package that you need. For example, if you want to use their Marketing Hub, you can get it by just investing $45/mo(if you go for an annual subscription), which gives you access to 1000 marketing contacts and all the marketing features with no branding. The same applies to Sales, Customer Service, CMS, and Operations.
However, you also need to look at the bundles that provide more value. The Starter Bundle gives you access to essential sales, marketing, CMS, operations, and customer service features for just $45/mo if you commit annually. The bundle solutions also include Professional and Enterprise solutions priced at $1600/mo and $5000/mo., respectively. By purchasing the bundle, you get a better overall deal. With Bundle, you get access to many tools that you can later use to grow your business.
Currently, HubSpot offers tons of free CRM tools to its customers. The list is as below:
- Contact management
- Contact website activity
- Tasks & activities
- Gmail and Outlook integrations
- Company insights
- Custom support form fields
- Ad management
- Reporting dashboard
- Shared inbox
- Email templates
- Email tracking & notifications
- Canned snippets
- Meeting scheduling
- Custom properties
- Facebook Messenger integration
All these features are free to access for anyone who registers a free account. However, if you need to access advanced features, you need to check paid options.
HubSpot is the king when it comes to CRM solutions in the market. However, it doesn’t mean that it is the right pick for your business. Despite a generous free plan, businesses can easily exhaust-free plan limitations and are left with no option to move to paid plans which can be costly! On top of that, the complicated pricing doesn’t help — confusing companies on which one to pick.
So what other HubSpot alternatives are there in the market? Let’s list the potential ones below.
ZohoCRM provides all-in-one marketing solutions for businesses just like HubSpot. You get access to proper customer relationship management software, website creator, and email hosting with it. Moreover, you also get access to other advanced features such as customer service, accounting, and project management software. However, ZohoCRM doesn’t offer a generous free plan like HubSpot.
But, you will get access to reasonably priced plans. Zoho’s approach to HubSpot is also different as it offers three different views, including tubular, canvas, and Kanban, for accessing different sections, including deals, accounts, leads, and contacts. In comparison, HubSpot only offers access to 2 views. As for HubSpot defense, it offers a better interface that is easy to navigate and also comes with features that ZohoCRM lacks. The pricing plans of ZohoCRM start at $20 per user per month.
ActiveCampaign is a great marketing solution that offers excellent reporting and automation within a powerful marketing solution. With it, you can manage your customers with the help of excellent automation features. For example, you can manage different campaigns and use their drag-and-drop flowchart-style editor to edit the automation workflows. Additionally, you also get access to top email marketing tools.
The CRM aspect of ActiveCampaign is also great as it embodies well with marketing and sales automation. To help you in the quest to capture leads, it also comes with a landing page editor. ActiveCampaign pricing starts at $9. However, you need to get their higher plans if you want access to more features. Unlike HubSpot, ActiveCampaign doesn’t offer any free plans and is best suited for eCommerce businesses who want to do email marketing.
EngageBay is an affordable alternative to HubSpot while offering a good set of features. It is best suited for small and medium scale businesses as it offers one of the best CRM solutions out there. EngageBay comes with access to unified CRM and provides access to sales, marketing, and customer support software.
It is currently used by more than 50K businesses globally. Like HubSpot, you also get access to different hubs/bays, including Sales Bay, Marketing Bay, and Service Bay. Moreover, it also offers a free tier with pricing plans starting as low as $14.99 per user per month. The only thing that it lacks is the lack of more integrations.
Another big player in the CRM landscape is Salesforce. It is a leading CRM solution that provides stand-out solutions for businesses with tons of automation. Salesforce is well-known among businesses as it is customizable and has over 20 years of experience in the industry. Moreover, it also offers extensive reporting with a wide range of integrations from 1,000 other platforms. However, it is expensive and can be complicated to set up, but once set up, it can yield great results for the business.
Its pricing starts at $25 per user per month and gives lead management and analytics access. The higher-tier plans give more advanced features, including lead scoring, advanced reporting, workflow automation, and 24/7 reporting. In addition, the Salesforce ecosystem is huge as it offers other marketing and sales tools that can seamlessly integrate with the CRM. This way, businesses can automate customer journeys and manage high-performing email marketing campaigns.
HubSpot CRM vs. Salesforce
HubSpot and Salesforce are behemoths in providing business solutions to the market players. Their CRM solutions are excellent, with an extensive feature-set and the ability to integrate with hundreds of apps and services. Let’s compare both of them below.
User Interface and Setup
HubSpot is fairly easy to use when compared to Salesforce. However, if your business decides to use Salesforce, you need to hire people experienced in Salesforce to set up and manage it. A similar is true for HubSpot, but the requirements are not as stringent as Salesforce.
However, both platforms offer an easy way to work with CRM features, including managing client data, contacts, leads, and so on. The dashboard plays a crucial role in how you use both platforms. The good news is that both offer a highly-navigational dashboard with all the important information at your disposal.
Dashboard and reporting
When it comes to reporting, Salesforce comes at the top. It offers better insightful reporting and gives you more in-depth information about forecasting, sales activities, and pipelines. So as an analyst, you can take advantage of the information and use it to make necessary changes. For example, you can use Salesforce and HubSpot to do the following:
- Find opportunities using geographical territory
- Customer segmentation based on different metrics
- Figuring out the valuable deals
HubSpot seems to offer good customization and reporting features but lacks compared to Salesforce. Salesforce, for example, offers more visualization options, including the ability to create pie charts, funnels, and more on the dashboard. HubSpot is a good pick if you are looking for pre-configured reports.
As for pricing, both HubSpot and Salesforce are priced neatly for their respective target audience. HubSpot is mainly aimed at small businesses and has a clear pricing model. On the other hand, Salesforce is an ideal pick for enterprises or businesses that want long-term investment and are looking for advanced features.
However, the biggest difference is how their pricing model is structured. The cheapest pricing plan for Salesforce is $25 per user per month, which follows a SaaS model charging companies monthly subscription fees based on the total number of users. Then, other subscription fees can add on top of that, including other features such as customization options, contact storage, etc.
On the maximum, Salesforce can cost as much as $300 per user per month with access to advanced features. But what about HubSpot? HubSpot’s biggest advantage is that it is free to use and offers a decent feature-set for free users. HubSpot also doesn’t have any limitations on users. But, that’s where the pricing advantages end as users need to unlock more features and services on a la carte basis which makes the arrangement more expensive.
If your business heavily relies on complex sales processes, you need to choose Salesforce as it is capable of handling it better than HubSpot. Hubr5Spot, on the other hand, is ideal for small businesses that do not require to set up complex sales processes and can do well with basic sales cycles.
That’s because Salesforce offers more customizability and can be configured to manage complex sales processes. HubSpot is also good in this aspect and lets you configure different sales pipeline stages but is limited to one pipeline per organization. If you want to overcome the restriction, you need to buy a premium or add-on bundle, which will add more cost to your package.
Lead Capture, Management, and Generation
Both platforms offer a seamless way to capture leads and provide great value for your investment. In addition, Salesforce offers extensive customization options while HubSpot content marketing excels at content marketing and inbound.
Workflow and documentation
You need to create extensive documentation to keep your workflow understandable and meaningful as a business. Both HubSpot and Salesforce provide good tools for documentation and workflow.
In conclusion, both HubSpot and Salesforce offer an excellent solution to businesses. But, they are not aimed at a similar type of user. HubSpot is a great pick if you are a small to medium-scale business as it provides a cost-effective yet feature-rich CRM solution. On the other hand, Salesforce is more focused on solving enterprise problems and provides solutions for the complex sales process. Salesforce also offers great analytics and reporting.
HubSpot CRM Review Conclusions
HubSpot CRM is a great first CRM solution for business. If you are a small or medium-scale business and are looking for a CRM that suits your needs, then you should give HubSpot a try. Its generous free version is unique as no other CRM providers in the market offer so much for free. However, if you are a rapidly growing company, you can expect to exhaust the free plan limitations.
Besides providing a generous free plan, HubSpot provides a smooth onboarding process with good customer support. The simplicity also stands out as new users will find it much easier to use the CRM. It offers great navigation and usability through its different tools, including shared inbox, email optimization, and team workflows. Anyone starting can also take advantage of their excellent Knowledge Base and Community, which provides pointers when you get stuck or pointers for someone just getting started with CRM.
The pricing model, however, is somewhat confusing. Apart from the free plan, it would help if you bought add-ons or service bundles to get the most out of HubSpot. Yet, if you are not sure which HubSpot software to subscribe to, you can choose the CRM suite Starter bundle that gives enough access to tools and features for small businesses. Larger businesses, on the other hand, need to get higher-priced bundles.
Overall, HubSpot is a great CRM for marketers, sales reps, customer service solutions, or businesses who want to get the most out of a well-functioning and feature-rich CRM solution.