HubSpot CRM product overview

HubSpot CRM is everything users need to organize, manage, and track contacts — and ultimately build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales.
The CRM will also let your entire company operate off of one source of truth about the contacts in your database — instead of sharing spreadsheets or finding emails in cluttered inboxes.
It will automatically track customer interactions via email, social media, or phone. And every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Pros of HubSpot CRM

Flexible and Powerful
Email marketing
Live chat and team email

Cons of HubSpot CRM

Adding premium features is pricey
Only 1 email per contact record
Contact filtering lacks features

Breakdown of core features

Contact Management

Organize, track, and build better relationships with leads and customers. Contact management tools include contact insights, deals, and tasks.

Marketing

The HubSpot CRM tools include website forms to collect leads. These leads will be automatically entered in the CRM. Use the lead analytics dashboard to watch the status of potential deals at a glance. Contact activity tools can help you tailor your marketing to recent customer actions on your website. While the HubSpot CRM is free and includes some marketing features, the fully-featured marketing automation tool is recommended for most businesses.

Sales

Get deeper insights into prospects, automate tasks, and close more deals faster using email tracking, meeting scheduling, and email automation. Use the click to call tool to make appointments faster, and website tools help you better understand when clients and prospects are active on your site. More advanced sales tools are available in the Sales Hub plan.

(Last updated on 03/11/2020 by Pam Van Loon)