HubSpot Sales Hub Features

Platform (11)

Customization: Based on 2901 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability: Based on 2520 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management: Based on 2974 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization: Based on 2275 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments: As reported in 1969 HubSpot Sales Hub reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.: Based on 2569 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability: Based on 2973 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation: Based on 1658 HubSpot Sales Hub reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Conversation Editor: Allows business to edit conversations to meet the unique needs of one's business.
Integration: Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop: Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Sales Force Automation (8)

Contact & Account Management: Based on 6043 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Opportunity & Pipeline Mgmt.: Based on 5896 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management: Based on 6087 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management: Based on 4187 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration: Based on 5052 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management: Based on 3244 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management: Based on 3150 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 2443 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Marketing Automation (4)

Email Marketing: Based on 5373 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management: Based on 5039 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management: Based on 5184 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics: Based on 4428 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Customer Support (5)

Case Management: Based on 3622 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 2451 HubSpot Sales Hub reviews.
Knowledge Base: Based on 3284 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features: Based on 3266 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics: Based on 3499 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Integration (3)

Data Import & Export Tools: Based on 2259 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs: Based on 2363 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications: Based on 2222 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Mobile & Social (3)

Social Collaboration Features: Based on 3794 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration: Based on 2446 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support: Based on 4114 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Reporting & Analytics (3)

Reporting: Based on 5752 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards: Based on 6100 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting: Based on 4275 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Data Sourcing (5)

Data Sourcing: Compiles data from a breadth of either internal or external sources. This feature was mentioned in 1350 HubSpot Sales Hub reviews.
Exporting & Sharing Data: Based on 1420 HubSpot Sales Hub reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization: Allows users to view data visualizations on several devices. This feature was mentioned in 1288 HubSpot Sales Hub reviews.
Interactive Dashboards: Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 1538 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Data Segmentation: Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 1383 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Predictive Analytics (4)

Lead Scoring: As reported in 1341 HubSpot Sales Hub reviews. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring: Provides insights to determine which deals already in the pipeline have the best chance of closing. 1299 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Risk Analysis: Based on 1127 HubSpot Sales Hub reviews. Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting: Based on 1258 HubSpot Sales Hub reviews. Provides live customer data so that sales organizations forecasts stay current.

Sales Management (4)

Live Pipeline Management: Based on 1547 HubSpot Sales Hub reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Sales Gamification: Enables competition between a sales team by providing things like challenges and scoreboards. This feature was mentioned in 1240 HubSpot Sales Hub reviews.
Account-Based Analytics: As reported in 1402 HubSpot Sales Hub reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking: Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 1613 HubSpot Sales Hub reviews.

Content Management (3)

Content Import: Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 804 HubSpot Sales Hub reviews.
Advanced Search: Able to easily search, locate, and retrieve relevant content. This feature was mentioned in 813 HubSpot Sales Hub reviews.
Content Storage: As reported in 799 HubSpot Sales Hub reviews. Provides the ability to store and organize content.

Analytics (6)

Reporting: Based on 883 HubSpot Sales Hub reviews. Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts: Sends a notification when a prospect engages or interacts with content. This feature was mentioned in 884 HubSpot Sales Hub reviews.
Account-Based Engagement: Tracks the level of engagement for a specific account based on the presented content. This feature was mentioned in 828 HubSpot Sales Hub reviews.
Content Utilization: Tracks how frequently a particular piece of content is being used and monitors its effectiveness. This feature was mentioned in 802 HubSpot Sales Hub reviews.
Open Rates: As reported in 2090 HubSpot Sales Hub reviews. Records the rate at which emails are opened.
Link Activity: Records the rate at which links in emails are followed. This feature was mentioned in 2078 HubSpot Sales Hub reviews.

Calling (5)

Record Calls: As reported in 1192 HubSpot Sales Hub reviews. Records calls for future reference.
Generate Location: Generates an area code local to where the user is calling to increase likelihood of pick-up. This feature was mentioned in 984 HubSpot Sales Hub reviews.
Call Types: Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. This feature was mentioned in 1151 HubSpot Sales Hub reviews.
Click-to-Call: Based on 1183 HubSpot Sales Hub reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer: Has auto-dialing or predictive dialing functionality. 71 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Contacts (3)

Personalization: As reported in 1258 HubSpot Sales Hub reviews. Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater: Based on 1100 HubSpot Sales Hub reviews. Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data: Allows users to denote which contacts they believe are prospective customers. 1160 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Insights (4)

Notes: Allows users to take notes during or after the call for future reference. This feature was mentioned in 1347 HubSpot Sales Hub reviews.
Daily Summary: Delivers users a daily summary of activity. This feature was mentioned in 1188 HubSpot Sales Hub reviews.
Sorts Prospects: Based on 1092 HubSpot Sales Hub reviews. Organizes contacts based on probability of success.
Automated Note Taking: As reported in 67 HubSpot Sales Hub reviews. Automatically transcribes and summarizes meeting discussions.

Customizations (4)

Email Platform Integration: Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 2130 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Email Scheduling: As reported in 2129 HubSpot Sales Hub reviews. Allows administrators to schedule out emails in advance.
Notifications: Based on 2224 HubSpot Sales Hub reviews. Reminds administrators to follow-up on emails based on pre-set reminders.
Templates: Allows for the creation of templates for frequently-sent emails. 2202 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Incentives (4)

Badges: Based on 768 HubSpot Sales Hub reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers: Based on 845 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator: Based on 716 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.
Leaderboards: As reported in 941 HubSpot Sales Hub reviews. Highlights top-performing employees to publicly reward their achievements.

Personalization (4)

Profiles: As reported in 966 HubSpot Sales Hub reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports: Based on 1096 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
Dashboards: Based on 1194 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting: Based on 986 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.

Administrative (3)

Integration: Based on 1020 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure: Based on 900 HubSpot Sales Hub reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring: Based on 856 HubSpot Sales Hub reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Lead Facilitation (4)

Customer-facing Chatbot: As reported in 526 HubSpot Sales Hub reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification: Automatically calculates which leads are the most likely to become a customer. 623 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Lead Follow-up: Based on 650 HubSpot Sales Hub reviews. Automatically contacts all leads.
Meeting Scheduling: As reported in 657 HubSpot Sales Hub reviews. Utilizes natural language processing to set up meetings.

Organization (3)

Opportunity and Pipeline Management: As reported in 679 HubSpot Sales Hub reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry: Based on 665 HubSpot Sales Hub reviews. Automates the entry of collected data.
Integrations / APIs: As reported in 603 HubSpot Sales Hub reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Performance Analysis (2)

Sales Analysis (2)

Integrated Workflows (7)

Task Management: As reported in 1627 HubSpot Sales Hub reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation: As reported in 1673 HubSpot Sales Hub reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice: Based on 1434 HubSpot Sales Hub reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options: Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 1334 HubSpot Sales Hub reviews.
CRM Integration: Based on 1518 HubSpot Sales Hub reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar: Integrates with calendar software so users can seamlessly schedule calls. 1380 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Shared Records: Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 1301 HubSpot Sales Hub reviews.

Repeatability and Reportability (4)

Content Management: As reported in 1475 HubSpot Sales Hub reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management: As reported in 1543 HubSpot Sales Hub reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance: Based on 1515 HubSpot Sales Hub reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights: Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 1391 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Call Analytics (3)

Agent Performance Management (2)

Responses (3)

AI and Automation (5)

Lead Prioritization: Based on 1241 HubSpot Sales Hub reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring: Based on 1209 HubSpot Sales Hub reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling: Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 1200 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Buyer Intelligence: Based on 1080 HubSpot Sales Hub reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning: Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 1027 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Integrations (5)

MS Teams Integration: Based on 522 HubSpot Sales Hub reviews. This software integrates with Microsoft Teams.
Email Integration: This software integrates with popular email providers. 718 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Zoom Integration: This software integrates with Zoom. This feature was mentioned in 587 HubSpot Sales Hub reviews.
Google Meet Integration: This software integrates with Google Meet. 576 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Salesforce Integration: As reported in 487 HubSpot Sales Hub reviews. This software integrates with Salesforce.

Branding & Customizatio (3)

Custom Booking Page: Provide the ability to create a custom booking page. 627 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Personalized Links: Provide the ability to create custom scheduling URLs. This feature was mentioned in 647 HubSpot Sales Hub reviews.
Personalized Web Embed: Provide the ability to create a personalized web embed. 569 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Automatic Rules & Configurations (3)

Set Working Hours: Allow users to set automatic working hours. This feature was mentioned in 621 HubSpot Sales Hub reviews.
Automatic Updates: Automatically update calendars after a meeting has been booked. 630 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Buffer Times: As reported in 587 HubSpot Sales Hub reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings.

Generative AI (8)

AI Text Generation: Based on 157 HubSpot Sales Hub reviews. Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary. 157 reviewers of HubSpot Sales Hub have provided feedback on this feature.
AI Text Summarization: Condenses long documents or text into a brief summary. 112 reviewers of HubSpot Sales Hub have provided feedback on this feature.
AI Text Generation: As reported in 670 HubSpot Sales Hub reviews. Allows users to generate text based on a text prompt.
AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.
AI Text Generation: Allows users to generate text based on a text prompt. 482 reviewers of HubSpot Sales Hub have provided feedback on this feature.
AI Text Generation: Based on 492 HubSpot Sales Hub reviews. Allows users to generate text based on a text prompt.

Automation - AI Agents (5)

Sales Follow-Up: Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation: Allows users to automate responses to customer inquiries across various channels.
Lead Generation: Allows users to automate the process of generating and qualifying sales leads.
Document Processing: Allows users to automate the handling, processing, and management of documents.
Feedback Collection: Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Autonomy - AI Agents (4)

Independent Decision Making: Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses: Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution: Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving: Allows the AI agent to identify and resolve issues without user intervention.

Agentic AI - Visitor Identification (1)

Agentic AI - CRM (7)

Autonomous Task Execution: As reported in 208 HubSpot Sales Hub reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: As reported in 206 HubSpot Sales Hub reviews. Ability to break down and plan multi-step processes
Cross-system Integration: As reported in 204 HubSpot Sales Hub reviews. Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience 207 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Natural Language Interaction: As reported in 206 HubSpot Sales Hub reviews. Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting 206 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Decision Making: As reported in 206 HubSpot Sales Hub reviews. Makes informed choices based on available data and objectives

Agentic AI - Sales Performance Management (3)

Autonomous Task Execution: Capability to perform complex tasks without constant human input This feature was mentioned in 78 HubSpot Sales Hub reviews.
Natural Language Interaction: Engages in human-like conversation for task delegation 78 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Proactive Assistance: Anticipates needs and offers suggestions without prompting 78 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Agentic AI - Email Tracking (7)

Autonomous Task Execution: Capability to perform complex tasks without constant human input 115 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Multi-step Planning: Ability to break down and plan multi-step processes This feature was mentioned in 115 HubSpot Sales Hub reviews.
Cross-system Integration: Works across multiple software systems or databases This feature was mentioned in 115 HubSpot Sales Hub reviews.
Adaptive Learning: Based on 115 HubSpot Sales Hub reviews. Improves performance based on feedback and experience
Natural Language Interaction: As reported in 114 HubSpot Sales Hub reviews. Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting This feature was mentioned in 115 HubSpot Sales Hub reviews.
Decision Making: As reported in 116 HubSpot Sales Hub reviews. Makes informed choices based on available data and objectives

Agentic AI - Sales Analytics (5)

Autonomous Task Execution: Capability to perform complex tasks without constant human input This feature was mentioned in 101 HubSpot Sales Hub reviews.
Cross-system Integration: Works across multiple software systems or databases This feature was mentioned in 100 HubSpot Sales Hub reviews.
Adaptive Learning: Based on 98 HubSpot Sales Hub reviews. Improves performance based on feedback and experience
Natural Language Interaction: As reported in 100 HubSpot Sales Hub reviews. Engages in human-like conversation for task delegation
Proactive Assistance: As reported in 99 HubSpot Sales Hub reviews. Anticipates needs and offers suggestions without prompting

Agentic AI - Outbound Call Tracking (2)

Agentic AI - Sales Enablement (3)

Autonomous Task Execution: Capability to perform complex tasks without constant human input 64 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Natural Language Interaction: Based on 63 HubSpot Sales Hub reviews. Engages in human-like conversation for task delegation
Proactive Assistance: As reported in 62 HubSpot Sales Hub reviews. Anticipates needs and offers suggestions without prompting

Agentic AI - Sales Engagement (7)

Autonomous Task Execution: Based on 176 HubSpot Sales Hub reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes 177 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Cross-system Integration: Works across multiple software systems or databases 178 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Adaptive Learning: As reported in 177 HubSpot Sales Hub reviews. Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation 178 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Proactive Assistance: Anticipates needs and offers suggestions without prompting 178 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Decision Making: Based on 179 HubSpot Sales Hub reviews. Makes informed choices based on available data and objectives

Agentic AI - AI Sales Assistant (7)

Autonomous Task Execution: Based on 21 HubSpot Sales Hub reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes 20 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Cross-system Integration: Works across multiple software systems or databases This feature was mentioned in 21 HubSpot Sales Hub reviews.
Adaptive Learning: As reported in 21 HubSpot Sales Hub reviews. Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation This feature was mentioned in 21 HubSpot Sales Hub reviews.
Proactive Assistance: As reported in 21 HubSpot Sales Hub reviews. Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives 21 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Agentic AI - Conversation Intelligence (7)

Autonomous Task Execution: Capability to perform complex tasks without constant human input 25 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Multi-step Planning: As reported in 25 HubSpot Sales Hub reviews. Ability to break down and plan multi-step processes
Cross-system Integration: Based on 25 HubSpot Sales Hub reviews. Works across multiple software systems or databases
Adaptive Learning: Based on 25 HubSpot Sales Hub reviews. Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation 24 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Proactive Assistance: Anticipates needs and offers suggestions without prompting This feature was mentioned in 24 HubSpot Sales Hub reviews.
Decision Making: As reported in 24 HubSpot Sales Hub reviews. Makes informed choices based on available data and objectives

Agentic AI - Business Scheduling (2)

Learning Management - Sales Enablement (3)

Sales Training: Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc. This feature was mentioned in 39 HubSpot Sales Hub reviews.
Sales Coaching: Based on 38 HubSpot Sales Hub reviews. Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding: Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. This feature was mentioned in 40 HubSpot Sales Hub reviews.

Revenue Enablement - Sales Enablement (3)

Cross-Functional Alignment: Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way 38 reviewers of HubSpot Sales Hub have provided feedback on this feature.
AI and Automation: Based on 38 HubSpot Sales Hub reviews. Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights: Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth 39 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Relationship Management - Insurance CRM (8)

Renewal Management: Connects clients to their policies, monitors renewal dates and automates reminders.
Client Communication Tools: Enables automated communication through email, calls or messages.
Lead Tracking: Manages leads from initial inquiry through the sales pipeline to conversion.
Contact Management: Stores and organizes client and prospect details.
Winbacks: Recycles unconverted leads and opportunities for you to win back the next renewal cycle.
Communication History: Keeps a centralized record of emails, calls, and notes for every client.
Activity Management: Schedules and tracks calls, meetings and follow-ups.
Reputation Management: Collects and manages client reviews and feedback.

Follow up Automation - Insurance CRM (2)

Document Management - Insurance CRM (1)

Integrations & Reports - Insurance CRM (2)

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Technology Glossary Features

View definitions of the features and discover new technology terms.

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Machine Learning

What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.

Call Recording

What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features.

Case Management

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

HubSpot Sales Hub Comparisons