HubSpot - Top 5 Project Management

Our Verdict

HubSpot’s Project Management tool offers a straightforward solution that integrates seamlessly with its existing CRM and marketing platforms. Designed with essential features like task creation, assignment, and pre-built templates, it enables teams to manage projects efficiently without unnecessary complexity. However, it lacks some advanced functionalities found in specialized project management software. Additionally, access to the project management tool requires a subscription to HubSpot’s broader marketing suite, which may not suit businesses seeking a standalone solution. This tool provides a cohesive and user-friendly project management experience for small business owners already utilizing HubSpot’s ecosystem.

Pros

Integrates with HubSpot’s CRM, sales, and marketing platforms
User-friendly interface with minimal learning curve
Pre-built templates help streamline project setup
Customizable workflows allow for tailored project management
Centralized data improves team collaboration and efficiency

Cons

Lacks advanced features like Gantt charts and Kanban boards
Requires a HubSpot subscription, which may be costly
May not scale well for larger teams or complex project needs

Products & Pricing

HubSpot’s project management features are part of its Marketing Hub, with different plans designed for businesses of all sizes. Each plan includes task management and collaboration tools, with higher tiers offering advanced automation and reporting.

Free Plan

Up to 2 users

Starter Plan

$15 /mo

Pricing Per User

Professional Plan

$800 /mo

3 Users

Enterprise Plan

$3,600 /mo

5 Users

In-depth review

Task Management

HubSpot’s project management tool offers essential task management capabilities, allowing users to create and assign tasks, set due dates, and monitor progress. The platform includes pre-built project templates designed for recurring workflows, such as marketing campaigns and sales strategies, enabling teams to initiate projects swiftly and maintain consistency. However, it lacks advanced features like Gantt charts and comprehensive resource management found in specialized project management software.

Collaboration & Communication

The tool facilitates essential collaboration through task assignments and commenting features, enabling team members to discuss tasks directly within the platform. Its seamless integration with HubSpot’s CRM and marketing suite provides a unified workspace, ensuring all project-related information is centralized.

Project Tracking & Reporting

HubSpot’s project management includes dashboards that provide a real-time view of task progress and project milestones. These dashboards help teams monitor deadlines and address bottlenecks, improving visibility and ensuring timely task delivery.

Integrations & Addons

As part of HubSpot’s marketing suite, the project management tool integrates with its CRM, sales, and marketing platforms, ensuring all project-related information is centralized and reducing silos. HubSpot’s App Marketplace also offers integrations with various third-party applications, enhancing its functionality. Notable integrations include Asana, Trello, and ClickUp, allowing users to extend HubSpot’s capabilities and create a more feature-rich project management environment.

Automation & AI

HubSpot incorporates automation features to streamline repetitive tasks and improve efficiency. Users can set up customizable workflows to automate processes such as task creation, email notifications, and data updates. However, the tool doesn’t prominently feature advanced AI functionalities that some other project management platforms may offer.

Features & Functionality

HubSpot’s project management tool offers a range of features designed to enhance team productivity and workflows; here are some of its key features:

Pre-Built Project Templates – HubSpot offers ready-made templates for standard business processes like marketing campaigns and sales strategies, making project setup quick and efficient.
Customizable Workflows – Users can create workflows tailored to their specific needs, setting task dependencies and automating sequences to keep projects moving smoothly.
Task Management – Easily create, assign, and track tasks within the platform, ensuring team members stay aligned on priorities.
Integration with HubSpot Ecosystem – Seamless connection with HubSpot’s CRM, sales, and marketing tools for a unified project management experience.
Automation Features – Automate repetitive tasks such as task creation, email notifications, and project updates to improve efficiency.
Collaboration Tools – Comment directly on tasks and assign responsibilities within the platform to streamline team communication.
Basic Project Tracking & Reporting – Dashboards provide an overview of project progress and milestones, though advanced reporting may require third-party integrations.

Ease of Use

HubSpot’s project management tool is built for ease of use, featuring a clean interface that simplifies task organization and tracking. It integrates with HubSpot’s CRM and marketing tools, allowing teams to manage projects within the same ecosystem. Users can streamline workflows with pre-built templates for tasks like campaign planning and content production, reducing setup time and ensuring consistency.

Customer Service

All users, including those on free plans, can access the Knowledge Base and Community Forum for self-service support. Starter, Professional, and Enterprise customers benefit from additional direct support channels, including live chat, email, and phone. Notably, HubSpot’s support operates 24/7, ensuring assistance is available around the clock.