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Hubspot - opinions, system review

Hubspot - opinions, system review

Hubspot - opinions, system review

What is Hubspot

HubSpot is a CRM system that enables effective automation of processes related to servicing potential customers. It allows you to easily collect, organize and analyze customer contact data, and automate marketing activities and sales processes.

As we read on the CRM developer's website, HubSpot is not only a tool for businesses, it is also a mission to provide every company, regardless of its scale and scope of operations, with the ability to improve communication with customers.

table of contents :

What is Hubspot - CRM with a mission

System functions

Hubspot has a set of modules ie it is dedicated software for :

Marketing automation software

This module allows you to manage contacts and campaigns and use automation tools. Thanks to the module you can measure the effectiveness of campaigns using reporting tools.

The module has functions such as:

  • live chat
  • integration with salesfore
  • forms - generating leads from the website
  • contact management
  • campaign management
  • marketing automation
  • web analytics
  • reporting
  • advanced marketing reporting

Sales

Hubspot Sales is a full-featured sales software that includes: sales engagement tools, deal management functionality, reporting and analysis features, payment, pricing and CPQ capabilities, and coaching tools. It also provides seamless integration with more than 1,500 tools in HubSpot's App Marketplace.

The SalesHub module streamlines your sales process so you can find, track and close deals on one powerful, easy-to-use platform.

The module has functions :

  • message templates
  • call tracking
  • Hubspot AI
  • email tracking
  • lead management and customer prospecting
  • sales automation

Customer Service

The module provides conversation tools, a shared inbox, support automation, knowledge base functionality, customer feedback and custom surveys, reports, a customer portal, manuals and more.

The module has functions such as :

  • Knowledge base
  • Multiple messages
  • customer panel
  • live chat
  • VoIP calls

CMS module

HubSpot CMS has an impressive sales proposal generation feature that works to automate the process of creating and sending proposals to customers. With this feature, you are able to create offer templates that can be instantly customized for each customer.

HubSpot also allows you to collect and store customer information, such as transaction history, preferences or demographics, so you can customize your offerings for each individual customer. You can add products or services to the offer, as well as set prices and discounts.

In addition, with automation, you can send offers to customers in an automated manner, which saves time and reduces the risk of mistakes. The process of generating offers becomes faster and more efficient, resulting in better sales results for your company.

Operations and trade

At HubSpot, you have the ability to customize the system to your own needs through specific settings. You can modify options in various areas, such as:

  • Properties of contacts and companies: Define company data and create links between contacts and companies.
  • Import and export data: View an audit of exported data to keep tabs on the flow of information.
  • Marketing: check advertising settings and data collected from marketing activities.
  • Properties: Make any changes to the properties of specific listings, companies or contacts, customizing them to your needs.
  • Sales: Make changes to sales tools, edit transaction properties or assign tasks to specific stages of completion.
  • Users and Teams: Manage the people who have access to the CRM system and define the scope of their privileges in the system.
  • Account Settings: Customize the account name, language, date, time zone and currency used in transactions.

With these customizations, you can make HubSpot a perfect fit for your individual needs and business processes.

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Interface - usability of the system

On the system's homepage, users will find guides to the system's functions. In the basic version, there are brief guides for each Hub.

HubSpot also offers a maximum 14-day trial of paid modules. Activation of these modules is possible after contacting a company representative. During the active trial version, the home page becomes a guide to configuring these additional modules.

Filters - functionality and capabilities

The system provides a comprehensive panel with a list of contacts that can be filtered by various criteria. Filters can be saved, creating your own personalized views. This is especially useful as the database grows, for example, when you want to find all contacts in a specific phase of the sales funnel.

From the list view, we can also easily add new contacts to the database. Clicking on a contact's name takes us to its individual tab and gives us access to more detailed information. This view is already familiar to users from the tutorial phase.

Hubspot - Marketing HUB employee panel

Monitoring marketing performance - Hubspot

Hubspot system advantages and disadvantages

Hubspot advantages

  • Graphical representation of sales process steps using an interactive kanban view.
  • Adding emails to a client's archive or records.
  • A tool to manage and track the tasks that need to be done.
  • Ability to customize and add custom fields for company information, contacts or potential sales opportunities.
  • Create and organize teams in an orderly and efficient manner.
  • The ability to handle different currencies, allowing transactions and operations in many different monetary units.
  • A repository containing information on available products.
  • Predicting or estimating future sales performance based on the current status of potential deals in the sales process (sales funnel).
  • A tool that allows users to create customized reports and analysis based on their own preferences and needs.
  • Ability to use a programming interface (API)

Hubspot Disadvantages

  • This solution is complex and can be more elaborate than smaller organizations need.
  • Costs can increase significantly if you use additional modules.
  • Monitoring the performance of traders in the system is limited.

Price list and packages

HubSpot CRM offers various subscription plans that allow you to customize the offering to fit your company's needs and budget. Depending on the plan you choose, different features and number of users are available:

  • HubSpot CRM Free - The free plan provides basic features such as contact management, interaction history tracking and lead management. This is an excellent option for small businesses or one-person enterprises.
  • HubSpot CRM Starter - The Starter plan, costing $50/month, offers a wider range of features, including process automation, form creation and report generation. It is a suitable choice for companies that need more advanced capabilities.
  • HubSpot CRM Professional - The Professional plan, costing $800/month, gives access to even more advanced features, such as integration with analytics tools, project management, automated marketing and sales. It is the perfect solution for companies that want to take advantage of the full range of features offered by CRM.
  • HubSpot CRM Enterprise - The Enterprise Plan, priced on a case-by-case basis, provides access to all the features offered by HubSpot CRM, including a dedicated account manager and vendor management solutions. It is ideal for large enterprises that need advanced solutions.

Note, however, that these prices may vary by region, so we recommend checking the HubSpot website for current prices. Before choosing a CRM plan, it's a good idea to carefully analyze the available options to choose the one that will best meet your needs and help optimize your business processes.

Pricing, Hubspot basic packages

External integrations available

Hubspot allows integration with 99% of software available on the market, among others:

  • Google
  • Jira
  • Uber
  • Salesforce
  • Zapier
  • Micosoft Dynamics 365
  • Microsoft Teams
  • Zoho
  • Zoom
  • Survey Monkey

Hubspot - external integrations, APIs

User ratings

Hubspot's customers - small and medium-sized companies appreciate the free version, which provides basic functions, i.e.: contact, lead and sales management.

Another positive aspect is the availability of multiple integrations with other tools.

Reviews we can read about Hubspot tools:

  • I recently started playing with ChatSpot and was impressed by the hint of technology it uses!
  • First of all, its free basic version provides basic functions such as contact, lead and sales management, which is ideal for small and medium-sized businesses that want to start building their database and automate sales processes.
  • HubSpot offers a great many tools that go beyond the functionality of a typical CRM system.
  • This is a very good solution for larger organizations that appreciate the combination of multiple tools in one place and have the budget to match.

Hubspot FAQ - Frequently Asked Questions

Is Hubspot trustworthy?

Your company relies on trust, and that's why it chooses Hubspot. Every Hubspot product comes with tools to help your teams meet trust architecture and security requirements. This comprehensive approach from Hubspot guarantees data security and takes care of privacy, providing peace of mind in managing your company's data.

Is Hubspot a valuable product?

Hubspot stands out as the choice in the CRM category for two main reasons: it offers a free edition that surpasses most paid CRM systems on the market, and it allows marketing, sales and customer service teams to use it. It is an excellent alternative for virtually any company.

How do I find out if Hubspot is right for my company?

Hubspot is suitable for any company that seeks to increase the number of leads, acquire customers, retain customers and increase customer value, and to direct its marketing efforts directly toward achieving these desired goals.

What are Hubspot's most popular features?

Hubspot's platform includes more than 25 integrated applications that allow marketing and sales professionals to attract visitors, convert prospects to customers, service existing customers and measure the impact of each of these key business drivers.