HubSpot CRM Reviews

HubSpot CRM is a leading CRM software provider for small to medium-scale businesses. It offers a generous free plan with tons of features to explore, helping users to grow their business using 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.

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. 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.

How to use HubSpot CRM?

A CRM system, in general, provides multiple benefits, including:

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 must first register for an account. Another pre-requisite is to know how CRM works. The steps required to set up your account are as follows:

1. Go to the Homepage and then click on Get HubSpot CRM.
2. From there, do a Hubspot CRM log-in. If you do not have an account, you need to create one.
3. Once done, you must go to the dashboard and 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.
4. If contacts are created successfully or imported correctly, you will now have contacts in your contact list.
5. You can also edit the contacts by clicking on the edit icon and adding other information such as date of birth or degree.
6. Contacts can also be permanently deleted or assigned to a new owner.
7. You can also edit filters, add a company or invite teammates to join the process.
8. Next, you can create deals and generate lead Ads.

To know more about each step, it is best to check out the official documentation.

Details of 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’s 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, customer information should always be safe 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. You can always find popular apps and services in the sea of HubSpot integrations, including Google Ads, Slack, LinkedIn 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, so 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. You can also track, schedule & 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 the HubSpot drag-and-drop editor.

Furthermore, you can also take advantage of the ROI analytics provided within HubSpot to learn how your business grows. With 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 allows businesses to gauge their marketing activities. As a plus, you can also create a custom report from the analytics, 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. In addition, 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.

HubSpot CRM Review Conclusions

In conclusion, HubSpot CRM is a great first CRM solution for business. If you are a small or medium-scale business looking for a CRM that suits your needs, then you should try HubSpot. 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. Moreover, 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 to buy 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.