HubSpot CRM is one of the most popular sales management solutions with all the features to manage your contacts and pipeline effectively. So, if you are looking for a tool to manage your business along with your team, HubSpot CRM is undoubtedly one of the best options for you.
No matter how big or small your team is, HubSpot will fulfill your needs perfectly. Be it, 1 member team or 1000 member team, you can use HubSpot and get the best out of this amazing platform.
The best part about HubSpot CRM offers you a completely free plan that you can use to get started and understand the platform better before you signup for a paid plan.
Let’s have a look at the platform in detail.
HubSpot CRM Company Details
Brian Halligan, Dharmesh Shah founded HubSpot in 2005 and the platform has grown over the tears to become one of the most popular business management and sales CRM solutions. HubSpot is a team of over 7000 employees at multiple office locations.
Company Name: HubSpot, Inc.
CEO Name: Yamini Rangan
Est Year: 2005
Employees: 4,000-10,000
HQ Location: Massachusetts, US
Yamini Rangan
Chief Executive Officer
HubSpot CRM Demo & Media
HubSpot CRM Top Features
Free plan option
HubSpot offers a completely free plan that is good for individuals and small businesses.
Manage all your prospects
HubSpot offers you an easy-to-use interface to manage all your prospects from a single dashboard.
Email templates
You can create your own email templates and share them with your team for repeated use.
Email automations
HubSpot gives you to create a series of automated emails to keep your prospects engaged for better conversion.
Email tracking
Track your email and have real-time data on email openings so that you can reach them again at the right time.
Call Tracking
Complete call tracking and logs on your CRM to maximize the efficiency of your team.
Document Management
HubSpot gives you the option to create and save helpful documents in the library so that your team can refer to them when needed.
Campaign management
You can use HubSpot CRM to manage all your sales campaigns and track everything from a single dashboard.
Pipeline management
The easy HubSpot pipeline management features will make sure that you never miss any potential lead.
Useful free tools
HubSpot comes with a number of amazing free tools that you can use to manage your business effectively.
Pros of HubSpot CRM
Offers completely free version
All-in-one platform for any business
Predictive lead scoring option
Comprehensive contact management
Deal pipeline management
Meeting Scheduling & omnichannel approach
Cons of HubSpot CRM
Gets expensive quickly
Free & lower plans are limited
HubSpot CRM Pricing
HubSpot offers you a completely free plan that you can use as an individual business owner or to manage your small business.
Even the free plan offers you a number of handy features such as Contact management, Deal pipeline, Quotes, Meeting scheduling and more.
HubSpot is a very popular name among CRM solutions that have been around for years. If you are looking for a quality free CRM solution, HubSpot offers one of the most comprehensive free plans with amazing features. With features like contact management, deal management, meetings schedule, live chat, and many other features the free plan is a good option to get started and then upgrade to a paid plan if needed. Overall, a good solution.
Hubspot CRM is an awesome CRM that I have set up for many of my clients with small businesses. It is easy to deploy, implement and maintain. It is also easy to teach to clients and there is low learning time. While not the most powerful CRM, it is surely the best CRM for small businesses. I highly recommend Hubspot CRM to every small business.
PROS
The best thing about Hubspot is that it’s a very popular CRM software so if you run into any problems – you can easily find someone to help you. Also, there are a lot of tutorials available online from where one can easily learn Hubspot CRM. Another thing that I like very much about Hubspot CRM is that it has a free plan which can be highly beneficial for small businesses and startups. Even the free plan is competitive with paid plans of other CRMs. Another pro about Hubspot CRM is its intuitive workflow and user interface that makes it very easy to learn and use. Hubspot CRM is the easiest CRM I have ever used – even someone with below-average knowledge can use Hubspot easily with proper training. Also, there are a lot of integrations available like WordPress integration which is very useful for small businesses.
CONS
There aren’t many advanced features available with Hubspot CRM so it may not be very useful for large businesses. Also, there is a free plan and there is quite an expensive plan – I wish there was something in the middle as not everyone can afford it. However, one can start with a free plan and move to a paid plan when needed so that’s a plus.
REASON FOR CHOOSING HUBSPOT CRM
Hubspot was recommended by many of my co-workers and also has a free plan.
Avash Capterra User
HubSpot CRM Detail
HubSpot is one of the most famous names in the digital industry. From industry favorite digital tools to some of the most amazing and resourceful blogs, HubSpot offers it all.
HubSpot CRM offers a platform that makes customer relationship management a lot easier than ever before.
One of the key features being offered by HubSpot’s CRM software is the ease of integration, at all different levels. You get to integrate a lot of top-notch applications along with this CRM software.
HubSpot CRM is a great alternative option for all those mid-level and low-level companies that are still trying to figure out customer relationship management.
This software has become a go-to option for such companies and has made CRM a possible option for companies with a tight budget.
It’s FREE, it’s easy, and it’s smart. With features like creating beautiful business profiles to third-party app integration, HubSpot CRM is giving a tough time to other CRM providers in the market.
How to Use HubSpot CRM?
One of the few factors that have made HubSpot CRM this famous is the ease of use it offers. HubSpot CRM is one of the easiest to use in the industry and offers some amazing features which are not found in free-to-use CRM software.
To get started with HubSpot CRM, you need to follow these steps:-
1. Setup a HubSpot Account
Just simply create a HubSpot account to get started with using Hubspot services and tools. It’s free and takes just a few minutes.
2. Add Users
The next and most important step in implementing CRM software is the addition of users.
You need to make sure that the salespeople of your company involved in the CRM are clear about the working and goals of the CRM. Make sure the team is on the same page for each different client.
To add a new user, go to Settings > User & Teams and click on create a user.
Add the details of the new user and proceed.
3. Apply Your Custom Settings
The flow of your CRM should reflect your process of sales. You just can’t create anything when the whole team, as well as clients, are involved in the setup.
Take out time to focus on what exactly your sales process looks like. Observe every step of your sales process closely, and outline it briefly.
For example, if your sales process involves stages like “Lead” – “Demo” – “Billing” – “Close”, you should have it all staged in the pipeline of your CRM workflow.
4. Create Custom Fields
Entering data at different levels takes time and a lot of effort. To save your precious time, create custom fields and spaces to enter data into your CRM pipeline.
A common portal of data for all departments and from all the departments is one of the major outcomes of a working CRM software.
5. Add Your Companies, Deals, and Contacts
You need to add the required details of your company, its offerings, and all the contacts you have in the HubSpot CRM.
To do that, just simply upload a CSV file including all the data of the companies, deals, and contacts into the software and make sure every column of it matches the corresponding field in the CRM.
6. Integrate Third-Party Tools
Integrate tools like HubSpot Sales and Hubspot Marketing into your HubSpot CRM and make sure they are working perfectly fine.
HubSpot offers you access to the tools and app marketplace where you will find a number of sales and marketing tools that you can integrate with the HubSpot CRM.
These third-party tools help you increase the functionality of your CRM and make your overall process of sales and working much easier.
7. Create a Dashboard and Enable Reports
You can create your dashboard yourself, as per your needs and requirements. Add those elements that you require on your screen and which can give you better control of your overall process.
This dashboard is your control panel and makes sure you customize it as per your control requirements.
Also, don’t forget to enable reports so that you can get an idea of your progress and losses. Get in-depth and close reports of all your workings and
So this was how you can start using HubSpot CRM. All the mentioned steps are just the basic ones. You can do wonders with HubSpot CRM.
The more you use this CRM software, the easier it becomes to manage your customer relationships.
Major Features
HubSpot CRM is packed with a ton of amazing features. Some of the most amazing features in HubSpot CRM include:-
Social Media Integration
Using HubSpot CRM, managing the overall social media campaign of your own company, as well as of your client becomes much easier.
Drag and Drop Communicator
Using communicator tools becomes much easier with HubSpot CRM. Now just simply drag and drop the required elements into your panel and start using the communicator in a few moments.
Company Database
Database management becomes much easier to handle. One of the most amazing features of HubSpot CRM is the collection of data on a common platform.
All the data from all the departments are gathered at a common platform and are accessible by all users.
HubSpot Sales and HubSpot Marketing Sync
Now, syncing HubSpot tools like HubSpot sales and HubSpot Marketing is possible with
HubSpot CRM. You can simply manage all your sales and marketing strategies, as well as data from a common platform.
Email Management
One of the most appreciated features of HubSpot CRM is the flexibility it offers with emails. HubSpot CRM allows you to nurture your leads, with the feature to send bulk emails.
Creating and sending free emails becomes much easier with HubSpot CRM. You also get built-in analytics of the performance of your emails.
Get all the email, pages, offers, and traffic sources analytics reports in one single place with HubSpot CRM.
You also get features like contact management, website activity, email marketing tracking, and an email reporting dashboard also.
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What Kind of Support HubSpot CRM Offers?
HubSpot offers comprehensive support through multiple channels. You can start with their knowledge base to understand the product well, they have a large number of video tutorials that you can refer to as well. They offer email and chat support to all premium plan users.
HubSpot is an all-in-one business management platform that offers sales CRM, service management, and marketing management tools to make it easier for businesses to manage everything smoothly.
HubSpot offers a completely free plan that you can start using for free. The free plan comes with a number of handy features to manage your sales process.
You may choose the yearly billing option to get a discount on the price. Also, if you are managing a nonprofit organization, you may be eligible for a discount.
Yes, HubSpot is one of the most comprehensive and leading CRM solutions. You can start with the free plan to understand the platform before you sign up for a paid plan.
Platforms Supported
Windows: Supported
MacOS: Supported
Web-Based, Cloud: Supported
iPhone / iPad: Supported
Android: Supported
Review Method
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We check communities for user sentiment
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