HubSpot Sales Hub Features

Platform (11)

Customization: Based on 2899 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 2515 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 2971 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 2274 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: 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. 1968 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Document & Content Mgmt.: Based on 2568 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 2971 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 1657 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 6036 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 5887 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 6079 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 4185 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 5046 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 3241 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 3147 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. 2440 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Marketing Automation (4)

Email Marketing: Based on 5369 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 5036 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 5178 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 4426 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 3619 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. 2449 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Knowledge Base: Based on 3282 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 3264 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 3497 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 2258 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 2362 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 2221 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 3792 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 2444 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 4112 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 5744 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 6097 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 4271 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: As reported in 1419 HubSpot Sales Hub reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization: Based on 1287 HubSpot Sales Hub reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards: As reported in 1537 HubSpot Sales Hub reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation: Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 1381 HubSpot Sales Hub reviews.

Predictive Analytics (4)

Lead Scoring: Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 1338 HubSpot Sales Hub reviews.
Opportunity Scoring: Provides insights to determine which deals already in the pipeline have the best chance of closing. 1298 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Risk Analysis: Based on 1125 HubSpot Sales Hub reviews. Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting: Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 1257 HubSpot Sales Hub reviews.

Sales Management (4)

Live Pipeline Management: As reported in 1546 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. 1239 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Account-Based Analytics: As reported in 1401 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. 1611 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Content Management (3)

Analytics (6)

Reporting: Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l This feature was mentioned in 882 HubSpot Sales Hub reviews.
Alerts: As reported in 883 HubSpot Sales Hub reviews. Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement: As reported in 828 HubSpot Sales Hub reviews. Tracks the level of engagement for a specific account based on the presented content.
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 2089 HubSpot Sales Hub reviews. Records the rate at which emails are opened.
Link Activity: As reported in 2078 HubSpot Sales Hub reviews. Records the rate at which links in emails are followed.

Calling (5)

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

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: As reported in 1160 HubSpot Sales Hub reviews. Allows users to denote which contacts they believe are prospective customers.

Insights (4)

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

Customizations (4)

Email Platform Integration: As reported in 2130 HubSpot Sales Hub reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling: As reported in 2129 HubSpot Sales Hub reviews. Allows administrators to schedule out emails in advance.
Notifications: Based on 2222 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: Assigns achievement badges to high-performing employees based on pre-determined standards. 768 reviewers of HubSpot Sales Hub have provided feedback on this feature.
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: Based on 941 HubSpot Sales Hub reviews. Highlights top-performing employees to publicly reward their achievements.

Personalization (4)

Profiles: Creates user profiles similar to social media pages that display private or public statuses and updates. 966 reviewers of HubSpot Sales Hub have provided feedback on this feature.
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: As reported in 856 HubSpot Sales Hub reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Lead Facilitation (4)

Customer-facing Chatbot: Based on 527 HubSpot Sales Hub reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification: Based on 623 HubSpot Sales Hub reviews. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up: As reported in 651 HubSpot Sales Hub reviews. Automatically contacts all leads.
Meeting Scheduling: Utilizes natural language processing to set up meetings. 658 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Organization (3)

Opportunity and Pipeline Management: 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. This feature was mentioned in 680 HubSpot Sales Hub reviews.
Data Entry: Based on 666 HubSpot Sales Hub reviews. Automates the entry of collected data.
Integrations / APIs: 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. 604 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Performance Analysis (2)

Sales Analysis (2)

Integrated Workflows (7)

Task Management: Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 1628 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Email Tracking/Automation: Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. 1672 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Calls and Voice: Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 1435 HubSpot Sales Hub reviews.
Other Outreach Options: Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 1335 reviewers of HubSpot Sales Hub have provided feedback on this feature.
CRM Integration: 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. 1518 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Calendar: Integrates with calendar software so users can seamlessly schedule calls. 1381 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Shared Records: As reported in 1302 HubSpot Sales Hub reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Repeatability and Reportability (4)

Content Management: Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 1476 HubSpot Sales Hub reviews.
Workflow Management: Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 1544 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Workflow Performance: Based on 1516 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: As reported in 1392 HubSpot Sales Hub reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Call Analytics (3)

Call Recording: Records sales calls and facilitates playback 300 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Machine Learning: Utilizes machine learning technology to analyze recorded sales calls This feature was mentioned in 268 HubSpot Sales Hub reviews.
Call Analysis: Analyzes or facilitates the analysis of recorded and stored sales calls for insight This feature was mentioned in 277 HubSpot Sales Hub reviews.

Agent Performance Management (2)

Responses (3)

AI and Automation (5)

Lead Prioritization: Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 1242 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Lead Scoring: As reported in 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: Based on 1201 HubSpot Sales Hub reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence: Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 1081 reviewers of HubSpot Sales Hub have provided feedback on this feature.
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: This software integrates with Microsoft Teams. This feature was mentioned in 522 HubSpot Sales Hub reviews.
Email Integration: This software integrates with popular email providers. This feature was mentioned in 718 HubSpot Sales Hub reviews.
Zoom Integration: This software integrates with Zoom. This feature was mentioned in 587 HubSpot Sales Hub reviews.
Google Meet Integration: As reported in 576 HubSpot Sales Hub reviews. This software integrates with Google Meet.
Salesforce Integration: Based on 487 HubSpot Sales Hub reviews. This software integrates with Salesforce.

Branding & Customizatio (3)

Automatic Rules & Configurations (3)

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

Generative AI (8)

AI Text Generation: As reported in 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: As reported in 111 HubSpot Sales Hub reviews. Condenses long documents or text into a brief summary.
AI Text Generation: Based on 668 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: Based on 482 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. This feature was mentioned in 492 HubSpot Sales Hub reviews.

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: Based on 207 HubSpot Sales Hub reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: As reported in 205 HubSpot Sales Hub reviews. Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases 203 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Adaptive Learning: Improves performance based on feedback and experience This feature was mentioned in 206 HubSpot Sales Hub reviews.
Natural Language Interaction: Engages in human-like conversation for task delegation This feature was mentioned in 205 HubSpot Sales Hub reviews.
Proactive Assistance: Anticipates needs and offers suggestions without prompting This feature was mentioned in 205 HubSpot Sales Hub reviews.
Decision Making: Makes informed choices based on available data and objectives 205 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Agentic AI - Sales Performance Management (3)

Agentic AI - Email Tracking (7)

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

Agentic AI - Sales Analytics (5)

Autonomous Task Execution: Capability to perform complex tasks without constant human input 101 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Cross-system Integration: Works across multiple software systems or databases 100 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Adaptive Learning: Based on 98 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 100 HubSpot Sales Hub reviews.
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: Based on 64 HubSpot Sales Hub reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction: Engages in human-like conversation for task delegation This feature was mentioned in 63 HubSpot Sales Hub reviews.
Proactive Assistance: Anticipates needs and offers suggestions without prompting 62 reviewers of HubSpot Sales Hub have provided feedback on this feature.

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 This feature was mentioned in 178 HubSpot Sales Hub reviews.
Adaptive Learning: Improves performance based on feedback and experience This feature was mentioned in 177 HubSpot Sales Hub reviews.
Natural Language Interaction: As reported in 178 HubSpot Sales Hub reviews. Engages in human-like conversation for task delegation
Proactive Assistance: As reported in 178 HubSpot Sales Hub reviews. Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives 179 reviewers of HubSpot Sales Hub have provided feedback on this feature.

Agentic AI - AI Sales Assistant (7)

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

Agentic AI - Conversation Intelligence (7)

Autonomous Task Execution: As reported in 25 HubSpot Sales Hub reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: As reported in 25 HubSpot Sales Hub reviews. Ability to break down and plan multi-step processes
Cross-system Integration: As reported in 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 This feature was mentioned in 24 HubSpot Sales Hub reviews.
Proactive Assistance: Based on 24 HubSpot Sales Hub reviews. Anticipates needs and offers suggestions without prompting
Decision Making: Based on 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. 39 reviewers of HubSpot Sales Hub have provided feedback on this feature.
Sales Coaching: As reported in 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 This feature was mentioned in 38 HubSpot Sales Hub reviews.
AI and Automation: Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments This feature was mentioned in 38 HubSpot Sales Hub reviews.
End-to-End Customer Journey Insights: Based on 39 HubSpot Sales Hub reviews. Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth

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.

View Glossary

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.

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.

HubSpot Sales Hub Comparisons