What does the HubSpot CRM do? Features and Benefits of a Free CRM Software

What does the HubSpot CRM do? CRM platforms are all about customers, and HubSpot CRM excels in empowering businesses to build engaging, enduring relationships with their customers and promote productive conversations with them. This capability in turn helps those businesses improve their revenues using crucial information provided by customer data flowing in from such communication channels as phone calls, website visits and social media interactions.

HubSpot CRM gives companies the means to process and analyze customer information, extract relations from disparate data items to reveal insights and depict opportunities, generate sales funnels and implement loyalty campaigns.

Longtime HubSpot CRM users prize the software for the way it allows them to categorize customers according to their expectations and commit time to prospective buyers—capabilities that convert to more tangible values especially in tandem with their sales and marketing systems.

The CRM market is enjoying some of the most prolific years it has seen in a while, allowing it to leapfrog the database management market by some margin in the latest round of industry reviews. This breakthrough leads us to one obvious maxim: investing in CRM is one of the most crucial decisions your organization could ever make.

In more concrete terms, companies that recognize that the customer is at the heart of their business naturally see that the most potent window to customers is an excellent CRM software. More than that, they also figure out quickly that sitting the CRM at the core of their customer-focused activities—their sales, marketing and support systems—directly makes sense. And that’s what HubSpot effectively see—and essentially do—in their tightly integrated CRM, marketing, sales, and customer support platforms.

In the past, companies consider CRM software as nothing but a fancy tool for contact management. But customer relationship management software has largely evolved through the years, led by industry stalwarts like HubSpot CRM. So what does the HubSpot CRM do?  A survey by TechNewsWorld of more than 500 organizations gives us a rough idea: it reveals that CRM does a lot more than contact management: it virtually pushes the entire organization to realize more goals than before its adoption.

What is HubSpot CRM?

HubSpot CRM is a completely free implementation of a customer relationship management platform noted for its powerful features that enable customers to relate stronger with their customers, boost conversations, and improve revenues based on multiple interaction channels. As mentioned above, HubSpot CRM is a critical part of the HubSpot ecosystem that seamlessly integrates sales, marketing and service capabilities.

The anticipation surrounding HubSpot CRM cost was settled in 2014 when HubSpot released it at no expense to both existing clients and the public at large. Its intriguingly rich features also generated a lot of discussions, typically culminating in comparisons with similar offerings from other vendors. An example of this is the lively forums that compare HubSpot CRM vs. Salesforce.

HubSpot Marketing is HubSpot’s advanced marketing system that focuses on helping companies grow traffic and increase conversions through dazzling landing pages, customizable workflows, content editing, and great distribution outreach.

HubSpot Sales is HubSpot’s intelligent sales automation solution that offers powerful automation and consolidating features so sales can manage their tasks more efficiently and close more deals, ultimately improving the bottom line month to month.

The vendor is offering the CRM platform for free forever, a great reason to try out the key features at no cost.

HubSpot CRM

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Features of HubSpot CRM

Core Features of HubSpot CRM

  1. Contact Management
  2. Contact & Company Insights
  3. Companies
  4. Gmail & Outlook Integration
  5. Deals
  6. Tasks

Features for Marketers

  1. Forms
  2. Lead Analytics Dashboard
  3. Contact Activity

Features for Salespeople

  1. Email Templates
  2. Email Scheduling
  3. Email Tracking
  4. Documents
  5. Calling
  6. Meetings
  7. Canned Snippets

What does HubSpot CRM do?

Add notes and tasks on HubSpot CRM

So what does HubSpot CRM do for you and your company? We noted the following highlights:

The Core: Associates or links contacts, tasks, deals

Your official journey with HubSpot CRM starts when you have populated your database with contacts. Once that is done, HubSpot takes over by managing how you want to connect specific contacts with companies, tasks, or deals: you can segment your records by defining customizable filters to limit what you see on the screen as you see fit.

Nudges contacts to a lead funnel

Paying customers are the life of any business, and those contacts are virtual junks in your database unless you managed to pique their interest in whatever you offer, nudged them to take action, routed them to the ablest from your sales or marketing teams, used such tools as ads and campaigns until you finally turned contact who merely looks at your stuff to someone who pays for it. You have generated business for your company, and HubSpot CRM initiated the creation of that lead funnel that your marketing and sales people turned into buying customer.

Places you on the front view of your sales pipeline

HubSpot gives a quick snapshot of your sales pipeline

You’ve generated a lead funnel, and HubSpot CRM gives you quick visuals of your entire sales pipeline on a clean intuitive dashboard. You can sort deals won and lost, appointments scheduled, contracts sent over any time period, and track performance against quotas you set. You can sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.

The Engine that drives your marketing and sales with insights

HubSpot CRM prods your contact into the sales funnel but it does not stop there: it stays active feeding the sales or marketing people with insights gleaned from multiple elements of your accumulated contact database, from tracking customer interactions automatically, providing valuable information out of customer behavior, intimate information that ensures your sales funnel looks good from the bottom.

Syncs and integrates with Gmail and Outlook seamlessly

Set up Gmail or Outlook integration with HubSpot CRM instantly

HubSpot CRM gives a new dimension to email syncing and email integration: sending emails is well executed and the editor itself is well adapted to sales emails. It also allows you to send CCs and BCCs, or reply directly, among others. While easy enough to use, it strongly supports signature blocks. Emails can be associated with contacts, companies and deals, great if you’re into B2B sales and working with multiple in a specific deal.

Tracks and shares documents

HubSpot CRM lets you load documents and share them as needed, then you can conveniently track them whenever they are opened by a recipient. For more control, you can lock down a document and require an email address from anyone other than the email recipient, allowing you to track everyone who views the document.

Gives you unlimited customization

Most CRMs have annoying customization limits, but HubSpot lets you to customize everything to your brand and your specific sales process.

It gets along well with your other systems

Although HubSpot CRM is part of the tight HubSpot ecosystem, nothing stops it from embracing other platforms. As it would with its in-house partners, HubSpot CRM works just as well with such platforms as Pipedrive CRM, SugarCRM, Bigcommerce, Gravity Forms, Base CRM, Google Chrome, Google Dynamics, Snapengage, Dropbox, and many more. And such platform-agnostic design has proven a hit to many adaptors.

Lets you hold live chat sessions

Conduct live chat sessions with HubSpot CRM—for free

Great capability for negotiating sales, responding to inquiries, accommodating service requests, HubSpot CRM’s live chat, really called Messages, is a feature you typically have to purchase elsewhere but not here.

While in session, it is “aware” of the people visiting your site so you can change tact for known and unknown people.

Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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