Hubspot : Full Review, Testing, and Presentation (2024)

What is Hubspot?

HubSpot CRM is a CRM tool popular for contact and sales management (HubSpot Sales), offering a complete solution for prospecting and your inbound marketing. But is it the ideal tool for all businesses?

Here are the important facts you need to know:

• Founded in 2006, HubSpot is an American inbound marketing, sales, and customer service software company.
• HubSpot CRM is completely free with unlimited users and up to 1,000,000 contacts.
• It is particularly suitable for small businesses, start-ups, and entrepreneurs with a limited budget.
• Compared to competitors like Pipedrive and Salesforce, HubSpot offers fewer customization options.
• You can combine HubSpot CRM with Hubspot marketing services and sales strategies for a complete solution.
• It was listed on the stock exchange in 2014.
• It revolutionized inbound marketing strategies
• Offers a solution to follow prospects or customers at each stage and more easily
• In 2020, the company generated sales of 883 million dollars, up from 31% compared to the previous year.
• In 2021, the company generated sales of $1.3 billion, up from 47% compared to the previous year (even faster)
• HubSpot's free CRM platform, launched in 2014, allowed the company to expand its service offering and reach a wider audience.

HubSpot CRM is a free, user-friendly option for small businesses and start-ups looking for a simple CRM solution to manage all customer data.

HubSpot is a comprehensive and intuitive CRM platform for managing contacts and sales, suitable for users of all skill levels. The interface is simple and easy to use, with a checklist of tasks to guide users.

The CRM platform dashboards are organized and clutter-free, with the same layout for smooth navigation. HubSpot also has a mobile version for convenient use on the go.

Features

1. Dashboard: Sales Funnel

In the sales world, using a CRM platform is crucial to creating an effective sales funnel.

• HubSpot offers a clear and easy to use dashboard, which connects all of your salespeople and allows you to track potential customers through the sales funnel more quickly.
• The dashboard includes options to track performance and appointments, as well as to sort transactions by name, amount, owner, and funnel stage.
• HubSpot is essential for managing all users, even for e-commerce businesses that are in direct contact with customers.

HubSpot offers a handy dashboard for follow performances and manage users in order to have an effective sales funnel.

2. Automated registration of commercial activities

HubSpot offers some interesting features in order to visualize each stage of the customer process:

• HubSpot automatically records all customer interactions, including calls, emails, and meetings, as well as social media interactions.
• The CRM platform syncs with Gmail, G Suite, and Outlook accounts to easily see the history of customer interactions.
• This facilitates collaboration and ensures better communication with customers more quickly.

Thus, HubSpot allows businesses to better understand the needs of their customers and improve their customer service.

3. Centralization of leads

Having a complete view of the history of interactions with a prospect is essential to better understand their needs and personalize communications:

• All interactions with prospects are recorded in one place, including emails, phone calls, meetings, and notes.
• Salespeople can record information about a potential customer that other sales team members can also see. This avoids unnecessary redundancies.
• Sales teams can easily retrieve the complete history of communications with a lead, without having to go through numerous email threads.
• The HubSpot Sales Sales Hub syncs with the HubSpot Marketing program to provide a comprehensive view of all content sent to prospects.

HubSpot's interaction history tracking feature is extremely useful for sales teams and allows them to do better understand the needs of their prospects while avoiding redundancies.

4. Contact Management

HubSpot is an easy to use tool for storing customer contact information:

• HubSpot accepts CSV, XLS, or XSLX files with relevant data.
• You can exclude certain users from receiving emails by downloading an exclusion list.
• You can categorize contacts with additional views.
• The lists function allows you to create contact or business lists.
• The dashboard offers a call management module.
• AI helps you improve your negotiation skills and gain insights into customer engagement.

HubSpot is an easy to use tool for store and manage customer contact information, with practical features such as categorizing contacts and creating lists, as well as a call management module and the use ofartificial intelligence to improve negotiation skills and gain insights into customer engagement.

5. Conversation Management

In this article, we're going to talk about HubSpot's communication features.

• HubSpot consolidates all of your communications into a single multi-channel inbox.
• You can connect channels like email, live chat, forms, and Facebook Messenger.
• HubSpot offers the possibility of creating canned extracts and setting up chat flows.
• You can personalize the chat experience for visitors to your website or Facebook page.
• HubSpot automation saves time while providing a personalized experience for your customers.

With its multi-channel communication and automation features, HubSpot is an effective tool for manage communications with your customers and respond quickly to their needs.

6. Monitoring transactions, quotes and payments

The sales pipeline is an essential step in running a business and HubSpot CRM software offers a solution to streamline it.

• HubSpot allows you to create sales process levels that are tailored to the size of your business, ranging from two steps to 20.
• Import existing transactions or create individual cards to record relevant information such as name, amount, closing date, and assigned owner.
• The sales pipeline allows you to indicate the stage of each deal, such as a scheduled appointment, a scheduled presentation, or a contract sent or closed won.
• HubSpot offers a standard sales pipeline in the free plan, but you can also create a custom pipeline with the premium versions.

HubSpot gives you an easy and organized way to streamline your pipeline and track all stages of your sales process.

HubSpot's CRM tool makes it easy to create quotes for your deals and send them to your potential customers using a ready-to-use template. You can add the following information to it:

• Transaction information
• Buyer and seller details
• Duration of quotes
• Execution articles
• Signature and payment

You can also collect payments using integrated payment channels. However, this feature is not only available in paid versions of HubSpot.

7. The Meeting Planner

HubSpot has a meeting planner free that automatically syncs with your Google or Office 365 calendar. So your potential and existing customers can meet your salespeople at the ideal time.

And the great thing is that it automatically adapts to the user's time zone. Scheduling meetings with international participants does not require any time overlap.

You can set up the scheduling pages for three types of meetings:

• One-on-One - contacts can schedule a meeting with only one person on your team.
• Group - contacts can participate in a group meeting
• Round Robin - you can create meetings that are automatically assigned to a team member based on certain criteria.

8. Task Management

Besides the contact management and business, the delegation of tasks is another significant addition to HubSpot's CRM tools. On the CMS Sales Hub, you can add and assign tasks to your team and set parameters such as priority, due date, queue, and associated registrations.

You can also add notes and set a reminder for the task - from 30 minutes to one day before the due date.

And for monitor the progress of each task or the overall productivity of your teams, there is an analysis table on the side.

This section shows your weekly activity report as well as your complete daily schedule.

9. Ticket Management

You want improve your technical support ? HubSpot is software that you can use to improve customer satisfaction. With ticket management, you can easily track all issues with your customers - on a single dashboard.

You can create tickets individually and assign them to a member of your customer service team. You can edit fields such as name, status, description, source, and priority.

And just like importing a contact database, you can also download files containing support tickets from your computer. You can also sync data between HubSpot and numerous other applications that you can use.

10. The Knowledge Base, GED, and Surveys

In this program, assistance takes the form of a knowledge base. You can create a library of guides and articles so that customers can solve their problems themselves.

You can customize your database to match your brand, categorize content, and preview how it will look on different devices. Note that this feature is exclusive to premium versions.

The survey tool is also included in the paid HubSpot CRM suite.

Thanks to it, you will be able to send online questionnaires to obtain the information your business needs. There are customizable survey templates with multiple question types. This includes multiple choice questions, rating scales, ranking or dropdown questions, etc.

On the same Hub, you can create a content library (GED tool) that you can easily share and follow. You are free to download a Word document, a Powerpoint presentation, or a PDF file and send them to your contacts. Just use your connected inbox!

However, that's where some of the limitations of HubSpot's free CRM platform come in. You can only download five documents with the free plan. It's pretty limited, especially if your business involves a lot of paperwork.

11. The Marketing Center

In addition to its basic features, HubSpot CRM gives you access to its Marketing Hub for free, which gives you access to several additional marketing features, including:

• adverts : You can connect your ad platforms, like Facebook, LinkedIn, or Google, and manage all of your ads and campaigns in one place.
• Email : you can use its simple email marketing tool to launch your email campaigns.
• Social networks : On the paid versions, you can publish your marketing content directly to social media, and connect your social accounts to your blog to automatically share new content. This feature is ideal for engaging your marketing team and maximizing related HubSpot features.

12. The Landing Pages

On the same HubSpot user interface, you can create up to 20 for free Landing pages.

This tool opens a drag-n-drop constructor to edit content:

There are a large number of customizable templates that are categorized according to their use. From event registrations to asset downloads, it's all covered!

13. HubSpot CRM Analytics

The program's reporting style comes in the form of a dashboard library. Thanks to it, you will be able to design the way in which data is transmitted to you based on the customer experience.

You can start with a blank dashboard and add any reports you need. For example, you can include metrics like ad clicks, sales performance, blog post views, and more.

If you prefer ease, you can choose from analysis models for quick set-up. Here are a few examples:

• Chat Overview - contains six reports showing the type of requests received by the cat
• Lead generation - presents eight reports that help you understand the source, volume, and quality of the tracks.
• Marketing channel performance - focuses on metrics that oversee your marketing channels like online ads, social media, etc.
• Sales Manager - provides eight reports detailing the performance of your sales team

Ease of use

HubSpot is a comprehensive tool for managing contacts and sales. With its advanced features and intuitive interface, it is easy to use for all users.

• HubSpot combines multiple contact and sales management centers into one comprehensive solution.
• The interface is simple and easy to use, with a checklist of tasks to guide users despite its complexity.
• The dashboards for the different centers are organized and clutter-free, with the same layout for smooth navigation.
• The display of contact forms allows teams to have a simplified central point of information for better organization.
• HubSpot also has a mobile version for convenient use on the go.

HubSpot is a complete and intuitive tool for managing contacts and sales, suitable for users of all skill levels.

Customer Support

HubSpot's customer service is highly appreciated by customers according to reviews the author has read on the website:

• HubSpot provides a list of phone numbers by region for customers, but it's not clear if the lines are available 24/7.
• Live chat is a convenient option for getting help in real time and is available 24/7.
• The company representatives are friendly and offer solutions tailored to customer needs.
• At the end of the conversation, customers can choose the paid option that works best for them.
• HubSpot sends a follow-up email with a transcript of the conversation, as well as links to the company's knowledge base and FAQ to help customers resolve issues.

HubSpot offers an sResponsive and generally useful support. Live chat is particularly handy for getting quick help in real time.

Available integrations

Thousands of integrations are available on the HubSpot app marketplace. The selection covers all areas - from marketing automation to workflow management.

For example, HubSpot Hubspot CMS offers an integration of Mailchimp that allows you to track and manage your email campaigns and close deals on the interface.

Other popular integrations include:

• zoom
• WordPress
• Outlook contacts
• JotForm
• eWebinar
• Asana
• Trello
• Gmail (or other email address)

And with theZapier integration, you'll unlock thousands more that can help you enable marketing workflow automation!

Security

Data security is essential for customer relationship management software like HubSpot.

Here, we are going to look at the security measures taken by HubSpot to protect data of its users.

• HubSpot CMS takes advanced security measures, including 256-bit AES encryption and two-factor authentication, to protect its users' data and passwords.
• Important files are subject to access restrictions and the company uses single sign-on (SSO) credentials.

With stringent security measures, HubSpot protects its users' data by using a end-to-end approach to ensure total data protection.

Pricing

HubSpot is a popular CRM and marketing platform that offers a DIY approach to sales and marketing, where business owners can pay exclusively for the tools they want.

• All prices are monthly.
• Any plan that costs more than $400 is generally billed on an annual basis.
• There are seven currencies available: AUD, SGD, COP, GBP, USD, JAP, EUR.
• More expensive plans give you more features, as well as additional “users.”
• To personalize your purchase, you can add extras to your HubSpot price, such as additional users, custom reports, or an API package.
• HubSpot also offers the option to “build your own offering” to create a unique offer that meets your needs.

In summary, HubSpot offers a range of packages for different needs and budgets, and also offers customization options to meet specific business needs.

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FREE VERSION

HubSpot is a company that offers CRM and marketing solutions.

Although some aspects of its pricing strategy can be expensive, it offers a free CRM to launch a basic campaign.

• HubSpot's free CRM provides access to all the marketing, sales, and customer service solutions needed to launch a basic campaign.
• You can create personalized marketing sequences, track the performance of your email campaigns, record crucial conversations with customers and co-workers with HubSpot CRM.
• HubSpot's free CRM is a great introduction to what you can do with sales and marketing tools before you start investing in paid tools.

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HUBSPOT MARKETING HUB

HubSpot Marketing Hub is a content marketing solution designed for businesses that want to focus on their promotional efforts, especially your inbound marketing.

• Create a customizable website without coding.
• Optimize your blog for SEO, use ads, and share your content on social media.
• Nurture your prospects with customizable emails and automated campaigns.
• Increase the reach of your content with real-time SEO suggestions and social media publishing options.
• Create custom landing pages and A/B tests to improve conversions.
• Track important customer details with customizable reports.

HubSpot Marketing Hub is a comprehensive content marketing solution, with features for creating websites, blogs, emails, and social media. Prices vary depending on the size of your business and the features you need, such as using the HubSpot CMS.

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HUBSPOT SALES HUB

Here are the different offers offered by HubSpot Sales Hub for sales teams with the features included:

Starter : 1 paid user, $50 per month

• Follow-up and contact with prospects, notifications, and email sequences
• Call prospects, live chat, schedule meetings
• Business pipeline monitoring and productivity performance analysis of Rep

Professional : 5 paying users, $400 per month

• Everything you got with the HubSpot Starter price
• 1:1 video, more automated sales processes
• Sequence queues, quotes, Salesforce integrations
• Multi-currency support and team management

Enterprise : 10 paying users, $1,200 per month

• Everything you got with the Professional package
• Call transcription, predictive lead scoring
• Electronic signature support, recurring revenue tracking
• Quote approval, better user management, and single sign-on
• The most advanced HubSpot Sales Hub formula

HubSpot Sales allows businesses to track and manage leads and leads, track their company's business activity, automate time-consuming tasks like lead management and task creation, and facilitate customer meetings through calendar integrations.

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HUBSPOT SERVICE HUB

The HubSpot Service Hub is an all-in-one solution for customer service. It allows businesses to manage all customer interactions on a single platform, using features like the Conversations inbox, live-chat contact, service tickets, and surveys. Some of the most important features include:

• Universal inbox to manage emails, chats, and social media contacts
• Service tickets to track and manage customer issues
• Feedback support to assess customer satisfaction
• Automation and routing for sales and marketing campaigns
• Knowledge base full of useful articles and documents
• Team email to automatically forward incoming emails as tickets
• Live chat functionality to engage in more immersive conversations with customers

All in all, the HubSpot CMS Hub Service is a convenient and comprehensive solution for improving customer service and optimizing the customer experience, with a range of features and flexible pricing plans.

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HUBSPOT GROWTH SUITE

The HubSpot Growth Suite is a convenient option for those who want to combine multiple aspects of marketing, sales, and customer service in a single environment.

In addition to a convenient 25% discount on standalone product prices, the Growth Suite allows you to customize your own package by combining different aspects of each “Hub” for customers. The three pricing options for the Growth Suite include:

• The Starter Growth Suite : This suite is priced at $113 per month and offers all sales, service, and marketing starter packs as well as the free HubSpot CRM.
• The Professional Growth Suite : For those who want to go the extra mile with their sales, marketing, and service offerings, this deal is offered at $1,200 per month and includes all the features of the professional sales, marketing, and service suites, as well as HubSpot's free CRM.
• The Enterprise Growth Suite : This high-end deal costs $4,200 per month and offers all the features of the Enterprise Sales, Marketing, and Service Hubs.

The HubSpot Growth Suite is therefore a complete and customizable solution for businesses that havewant to optimize their marketing strategy, of sales and customer service.

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ONBOARDING (OPTIONAL)

If you're a Marketing Hub Professional or Enterprise user, you'll need to purchase onboarding services to ensure you're getting the most out of HubSpot's marketing tools. Onboarding costs around $600 for the basic offer and can be monitored remotely.You can also choose to work with an implementation specialist for 90 days for $2,450.HubSpot also offers training and consulting services for additional support, such as:

• Prospecting advice (monthly): $350 per month
• Reception advice (ongoing): $650 per month
• Technical advice (ongoing): $650 per month
• Premium tip: $1,200 per month
• Basic marketing training: $1,000 for a one-time 3-day training course.

It's important to consider these additional costs when evaluating HubSpot options.

HubSpot vs. Pipedrive

HubSpot and Pipedrive are two popular CRM tools. Overall, both offer basic CRM features like a database for contact management, transaction tracking, and pipeline management, as well as nearly equivalent workflow automation capabilities. However, there are differences:

• Pipedrive is more focused on sales, while HubSpot's tools are more versatile, offering marketing, sales, customer service, and operations hubs.
• Pipedrive does not have a free version, only a 14-day trial period, while HubSpot tools are available in a freemium model.
• Pipedrive is a cheaper option if you only focus on sales and can't afford HubSpot's paid plans.

Ultimately, choosing between the two depends on your specific CRM needs.

If you want a sales-oriented and cheaper tool, Pipedrive may be the best option from the standpoint of view. But if you prefer combined features and a more comprehensive platform, HubSpot may be a better fit.

Final Verdict

Investing in Hubspot marketing tools are crucial for the growth of modern businesses.

CRM functions are particularly important for combining add-ons like Google Analytics and reporting with things like sales strategies (hubspot sales) and marketing automation.

• Hubspot CRM is one of the most popular SaaS offerings for prospecting, inbound marketing, and real-time sales.
• Hubspot combines ease of use with a series of practical features. Even if you decide to only use the free version, you will have a great experience.
• You can add capacity to your CRM over time, as new members join your team, and you need to share your tools with your sales representatives (HubSpot Sales).

If you are looking for an easy to use, practical, and scalable tool to manage your marketing and sales activities, the Hubspot CRM could be the ideal option for you.