HubSpot CRM - Top 5 Project Management

Our Verdict

To summarize, HubSpot is a very advanced all-in-one customer platform a ton of different handy feature, and includes a completely free CRM that is easy to use and includes all major CRM features. Companies can benefit from the CRM without any limitations on the number of users, and can upload up to 1 million contacts, all without any obligation or cost. It’s a great tool for companies of all sizes, and is a very popular choice among organizations around the world, especially if you’re already using or plan to use one of HubSpot’s other platforms for sales or marketing.

Pros

Includes tools for marketing, sales, service, content, and operations.
Expand seats and marketing contacts as your business grows.
Great tools for automation, analytics, and integrations.
Multiple seats improve teamwork and data sharing.
Commerce tools streamline online transactions.

Cons

The pricing is confusing.
Extra fees for additional seats can add up quickly as teams grow.

Products & Pricing

Professional Customer Platform

Starting at $1,170 per month (billed annually), this plan is designed for growing businesses looking for a comprehensive suite of tools. It includes 5 seats, with additional seats available for $45 per month. The Professional Customer Platform features the Marketing Hub Professional for managing up to 2,000 marketing contacts, as well as the Sales Hub Professional, Service Hub Professional, Content Hub Professional, Operations Hub Professional, and Commerce Hub. These tools enable businesses to streamline marketing, sales, customer service, and operational workflows for efficient growth.

Enterprise Customer Platform

Priced at $4,300 per month (billed annually), this plan is tailored for enterprises requiring advanced capabilities and scalability. It includes 7 seats, with additional seats costing $75 per month. The Enterprise Customer Platform builds on the Professional plan, offering Marketing Hub Enterprise for up to 10,000 marketing contacts. It also includes enterprise-grade features across the Sales Hub, Service Hub, Content Hub, Operations Hub, and Commerce Hub. This plan empowers large teams to manage complex processes, scale efficiently, and deliver exceptional results across all business functions.

Free plan

Professional Customer Platform

$1,170 /mo

Enterprise Customer Platform

$4,300 /mo

In-depth review

Features & Functionality

Because HubSpot specializes in inbound marketing tools, their CRM includes both basic CRM features as well as other useful marketing, sales and operations features to help streamline your business.

Contact and Company Management

Import and manage contacts and companies in a spreadsheet with filters and customizable views. You can create entries manually, or upload with your own spreadsheet. To edit a contact or company, simply click the name and you’ll get a nicely designed page with all of the relevant information to review and edit.

Deals

The Deals feature can be accessed from the main menu once you’re logged in, and allows you to track how you’re turning prospects into customers, and how much you’re earning over a certain period of time. This is presented in a very visual page that makes it easy to understand and get a quick “big picture” of your activity and success.

Tasks

Accessible from the main menu, the Task feature allows you to create reminders and tasks for yourself and team members so that you don’t miss out on important opportunities.

Direct Mail System

You can connect your email (either Gmail or Outlook) to HubSpot and install a Chrome extension in order to log emails directly into your CRM, track your email activity, and even send emails. As with other CRMs, you also have an analytics dashboard to review reports and monitor all activity.

HubSpot can be accessed and used on any browser and device, however certain things (like the Chrome extension) require Chrome. HubSpot also has mobile apps for iPhone and Android devices.

Ease of Use

The basic CRM features are pretty easy to understand, and when you start out there is a walkthrough and tutorials to ensure that everything is clear and you can make the most out of every feature. If you need any additional assistance, you can use the HubSpot Community to ask questions or search for your query.

Contacts & Users

Managing contacts is very simple and straightforward, and is very much like using a spreadsheet, which is common with most CRMs. The design is intuitive, and it is easy to understand how to upload a new contact or import contacts, and how to create and edit filters for the main contacts view. Editing individual contacts is extremely easy, and the design makes it a more pleasant experience than other, more complicated, CRMs.

Reporting & Integration

Reports

The free CRM package includes reporting features that allow you to track activities like notes, emails, calls, and meetings. You can build up to 2 free dashboards with standard reports. This feature allows for easy tracking and analzying.

Integrations

HubSpot offers over 1,500 integrations to choose from, all built from HubSpot and 3rd-party vendors. The most popular ones according to HubSpot are Gmail, Salesforce, HelloSign, Freshbooks, Outlook, Google Calendar, Zapier, and PandaDoc. Others include MailChimp, GoToWebinar, SurveyMonkey, and many more.

Customer Service

HubSpot offers a range of support options, tailored to your plan. Free users have access to a robust knowledge base with how-to articles, the HubSpot Academy for video tutorials and certifications, and a community forum for discussions, tips, and solutions. Additionally, the customer blog shares real-life use cases to guide you.

For those on paid plans, HubSpot Support is available 24/7 through the help button in the bottom right corner of your portal, specializing in technical troubleshooting. Paid plans also include an email ticketing system and phone support via +1-888-482-7768. These resources make it easy to find answers, and the live support options provide peace of mind, especially for technical issues.