They can also create automatic emails that recipients get after filling out the form. Landing pages and forms – This feature lets marketers add pop-up, embedded or collected forms to any web page on their site that are then used for gathering contact information. HubSpot CRM also has a list segmentation feature for creating up to 25 static lists or up to five smart contact lists. While they can send bulk emails, there’s a limit of 2,000 sends per month and they must use the HubSpot branding. With this feature, small IT teams won’t need to purchase a separate ticketing system.Įmail marketing and list segmentation – Marketers can create personalized, mobile-optimized emails with the drag-and-drop editor. All tickets are then organized and tracked in a single place. Ticketing – Customer service managers can create incoming support emails as tickets that are then prioritized and assigned to the right rep. Note that there’s a limit of up to 15 minutes of each call per user, per month. There’s also a universal Conversations inbox that stores emails and live chats from multiple sources so that any rep can quickly respond to a customer’s message.Ĭalls – HubSpot CRM lets users call customers through the VoIP interface and automatically record and log calls to the contact record. Note that this feature is limited to creating tickets, qualifying leads and booking meetings. Users can track emails and get notifications on email opens and click throughs.Ĭompanies can enable live chat on their site as well as add a chatbot that guides site visitors to specific pages or routes them to the appropriate rep. HubSpot CRM integrates to Gmail, Outlook and Facebook Messenger, so messages can be sent or received directly in the software. Sales managers can also track the health of the entire pipeline.Įmail and live chat management – Users can create up to five email templates.
#HUBSPOT CRM REVIEW SOFTWARE#
The software stores notes, emails and call records for easier access, so reps can find important information quickly. Pipeline management – Sales reps can track each stage of the deal within their pipeline, prioritize certain deals and create task reminders. They can also track the contact’s site activity, such as page views or form submissions. Users can view all the relevant information about each contact (e.g., company name, email address, communication history) in one place. We’ve listed HubSpot CRM’s key features below.Ĭontact management – HubSpot CRM stores up to one million contacts that are automatically populated with data from over 20 million businesses. For example, operation managers can set up automated workflows and integration to third-party applications, and small business owners can successfully manage their contacts and sales and marketing activities. Marketers can generate new leads and send bulk emails, and the customer service team can manage all customer conversations and respond to them quickly.Īs mentioned, HubSpot CRM isn’t just limited to sales, marketing and customer service teams. Sales managers can monitor pipelines and reps’ performance in real time, and reps can track all correspondences involved with deals. The software’s tools can be used companywide.
#HUBSPOT CRM REVIEW UPGRADE#
HubSpot CRM doesn’t have a time limit and has a lot of basic features, so companies can opt to use it long term or upgrade to the Sales, Marketing or Service Hub paid plans if they need advanced functionality. It supports an unlimited number of users and stores up to one million contacts in the database.
#HUBSPOT CRM REVIEW FREE#
HubSpot CRM is a free plan that guides sales, marketing and customer service teams in tracking their tasks and communicating with customers more efficiently. If you’re looking for advanced marketing automation features, check out our HubSpot review here.
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