HubSpot CRM Features & Capabilities

HubSpot CRM

Fathom

Gong.io

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Calendar Management

Calendar Sync

Calendar/Reminder System

Campaign Management

Client Management

Client Tracking

Collaboration Tools

Communication Management

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Segmentation

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Email Tracking

For Financial Institutions

For Healthcare

For iPad Devices

For Mac Devices

For Startups

Forecasting

Interaction Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Live Chat

Marketing Automation

Mobile Access

Opportunity Management

Performance Metrics

Pipeline Management

Pipeline Reports

Predictive Analytics

Project Management

Prospecting Tools

Quotes/Estimates

Real-time Consumer-facing Chat

Real-Time Data

Real-Time Notifications

Referral Tracking

Relationship Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Forecasting

Sales Pipeline Management

Sales Reports

Scheduling

Search/Filter

Segmentation

Self Service Portal

Social Media Integration

Source Tracking

Task Management

Task Progress Tracking

Task Scheduling

Team Assignments

Template Management

Territory Management

Third-Party Integrations

Web Forms

Workflow Management

Zoho CRM

Salesforce Sales Cloud

Pipedrive

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Dynamics 365

Bitrix24

ActiveCampaign

Freshsales

EngageBay CRM

Close

Keap

Overall, HubSpot CRM has been excellent—intuitive, powerful, and perfect for enhancing CRM messaging and marketing alignment.

Powerful and Intuitive CRM for Marketing Success

Really happy with HubSpot, I have experience with other CRM systems but HubSpot just does it to me

HubSpot enthousiast

Choosing HubSpot over Salesforce was one of the biggest, most damning decisions I've ever made for the growth of my company, Desygner, which boasts 40 million users. We initially moved to HubSpot due to a tempting 90% discount, but what seemed like a cost-saving choice turned into a nightmare that has plagued us for the past three years.

HubSpot's sales team is stellar at their job, perhaps the only good thing about them. Their ability to upsell and ensnare us into buying more and more was phenomenal. Unfortunately, that’s where the positives end. The product itself is a disaster.

Buggy is an understatement. Confusing is far too kind. I love software, but this product makes me want to rip my hair out every time I use it. It’s so problematic and unreliable that my sales team flat-out refuses to use it. Despite investing over $150,000, the real cost isn’t just financial—it’s the lost opportunities and the mess this bloated, dysfunctional system has brought to our operations.

HubSpot’s constant upsells are infuriating. To get anything reasonable done, you’re pressured into buying more features. The product is bloated, and I wouldn’t recommend it to any business, especially if you have more than a few employees. Even then, why bother?

After enduring this chaos for three years, it’s time to escape. HubSpot was supposed to help us grow, but instead, it’s been a massive hindrance. If you value your sanity and business growth, steer clear of this nightmare.



A Nightmare in SaaS: HubSpot's Sales Trap and Operational Chaos

I started working with HubSpot CRM but finally we jumped to Salesforce

It's a great CRM so start your business

I used Hubspot during 2 years when I created my start-up.
It was great for us to manage our prospects, our clients, our contacts & our opportunities

Great CRM, especially the free plan to start a business

HubSpot CRM is the core of all things HubSpot - so anytime you add something here, it shows up in every other aspect of the customer experience. You can organize records in contacts and companies, see everything in one place, and make smart data-driven decisions based on the information you gather.

Simple Yet Capable for Businesses and Grows with You

Positive, especially if you need a cheaper CRM to get your business off the ground!

Great for smaller companies

This is a complete CRM for our heavy client management needs

Good as CRM 

I overall love hubspot. I honestly think it's the best crm.

Best CRM in Internet History

Used this tool as a CRM to capture client correspondence as well as landing portal for web traffic.

Hup Spot Works Well

We are extremely satisfied with HubSpot. We are covered in so many ways with custom properties and features, automation, workflows, internal noting, task assignment and more!

HubSpot CRM is our custom dream home - housing all of the essentials. 

Hubspot CRM, has probably been the best CRM solution I've used to date. Its easy to set up, and although there are some annoyances with teir pricing/addons, the system itself is great for companies big and small. Ive mainly used in a startup and it was one of the best investments we made.

Best CRM for Startups

Overall, it is a great review, and we have been happy since switching from Salesforce. It has been a blessing to have something powerful in our pocket to allow us to grow as a smaller startup.

Perfect for startups and small teams. 

Very successful and easy to use. Greatly increased sales and made it much easier to manage clients and stay ahead of the game with relevant notes and details about each job.

Best CRM for all. Easy and FREE too.

Overall HubSpot CRM is great for SMEs and easy to manage and implement.

Easy to use and setup

This is a great CRM to use across a team. As a manager it is easy to track and see how the team is doing, KPI's can be tracked and recorded, but you can also see the small details of the effort of the team. The software is very intuitive, and easy for people to just make part of their daily routine. Helps to keep everyone on track and make sure that we are performing at our top capabilities.

Great CRM for small business

the company really needed a CRM system, as before we had none and the sales-pipeline follow-up was not centralized and controlled.
We also gave access to our distributros to allow them to work on their customers and make their sales follow-up.

Best online CRM tool for any size organizations

We have climbed the ladder of success in building strong relationships with our customers thanks to the good work by HubSpot CRM. It is very easy to customize which allowed us to achieve the right tool for the job that perfectly suits our needs. HubSpot CRM has helped take every possible opportunity we have to build up on our customer interactions.

HubSpot CRM is a superstar for building strong relations with customers.

My experience with HubSpot has been wonderful. It's one of the best CRM tools that I've used before and really offers all the things you would need for your marketing team.

HubSpot makes automated follow up and outreach easy for every member of your team

HubSpot CRM is an excellent tool for small to medium-sized businesses, providing powerful features for sales and marketing alignment.

Efficient CRM for Small to Mid-Sized Teams

HubSpot CRM has given us an exceptional quality experience working on our clients and customers relationship. It has ensured we have a very efficient communication platform to ensure smooth flow of information with our customers which has allowed us to build up very strong bonds with them. It provides with excellent conversation functions that help meet our commitment to support our customers. 

HubSpot CRM is armed with every necessity for optimizing contacts.

very positive, would highly recommend as a good start up CRM, ideal to move away from Excel or paperbase sales or customer service operations. 

Hubspot Crm & Sales Pipeline

I've used pretty much any module of Hubspot's Marketing Hub, from workflows to reports, and what I like is that the few times I'm in doubt how to do something, it's easy to figure it out.

Great solution, slightly too glorified but still my go to CRM

Overall a great CRM & business automation & data integration tool. Definitely delivers huge value to a business. With the right planning regarding regarding package and users, ROI can be positive.

HubSpot in Review

To date, the Hubspot team has been a great partner in review to implementation.  They are supportive and willing to go the extra mile to help you get what you need to achieve your end goals.

HubSpot CRM Features

Features Summary

Screenshots

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Reviewers who mentioned features said: