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#5

HubSpot CRM is ranked #5 in the Mortgage CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

HubSpot CRM Pricing

Based on our most recent analysis, HubSpot CRM pricing starts at $1,080 (Monthly).

Price
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Starting From
$1,080
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

HubSpot CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for HubSpot CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

HubSpot CRM Benefits and Insights

Why use HubSpot CRM?

Key differentiators & advantages of HubSpot CRM

  • Free Version: Provides a free forever edition that eases the budget concerns for small businesses and has robust features that can be used by companies of all sizes. 
  • Growth Platform: Analyze and keep track of employee performance, facilitate coaching and improve team productivity. Helps work on individual performance and team outcomes. 
  • Data Insights: Track team activity, productivity and individual performance with an up-to-the-minute view of the sales pipeline. 
  • Bulk Email: Save time and effort by sending bulk emails automatically optimized for different devices. 
  • Bulk Storage: Store and access up to 1 million contacts with no expiration date, eliminating incurring costs due to hitting storage limits. 
  • Workflow Automation: Streamline lead rotation and task creation. Attract visitors with a free form filling tool and automatically organize, enrich and track contacts in a structured timeline to facilitate easy connections. 
  • Built-in Analytics: Monitor pages, offers and traffic sources that drive communications. Leverage bulk emailing and gain customer intent insights. Track opened emails, clicks and visitor website navigation. 

Industry Expertise

HubSpot CRM caters to all sizes of businesses across various domains such as finance, e-commerce, consumer services, healthcare, manufacturing, real estate and many more. It supports over 73,400 customers in more than 120 countries and is known as a leader in the inbound marketing methodology that offers tools and resources to help companies grow.

HubSpot CRM Reviews

Average customer reviews & user sentiment summary for HubSpot CRM:

User satisfaction level icon: great

10690 reviews

87%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of HubSpot CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.

Cons

  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Researcher's Summary:

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 

Limitations

At the time of this writing, HubSpot CRM has the following limitations according to user reviews:

  •  Doesn’t provide a feed forum for sharing announcements, creation of team groups or sharing attachments and collaterals. 
  •  Doesn’t provide a user-centric audit trail for tracking user activities. 

Suite Support

Phone support is only offered to paid users. Subscribers on the free plan can raise a ticket using the contact form on the website, connect with existing users or visit the community of partners and employees.

mail_outlineEmail: Available for paying users.
phonePhone: Paid users can call 1-888-HUBSPOTx3. Users calling from outside of the U.S. can choose their country and can connect through alternate numbers.
schoolTraining: Provides reference materials such as reports, research papers, ebooks, guides, free courses and certifications.
local_offerTickets: Managing tickets via the account portal is only offered for paid plans.
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Pricing for Mortgage CRM Software

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