---
title: HubSpot Sales Hub Reviews
meta_title: 'HubSpot Sales Hub Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 13909 reviews by the users' company size, role or industry
  to find out how HubSpot Sales Hub works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 13909
  scale: '5'
date_modified: '2026-08-14'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# HubSpot Sales Hub Reviews
**Vendor:** HubSpot  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 13,909
## About HubSpot Sales Hub
Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub&#39;s intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.



## HubSpot Sales Hub Pros & Cons
**What users like:**

- Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations. (1216 reviews)
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. (702 reviews)
- Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making. (672 reviews)
- Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes. (571 reviews)
- Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity. (538 reviews)
- Users value the **easy integrations** of HubSpot Sales Hub, enhancing their workflow and overall productivity. (511 reviews)
- Efficiency (493 reviews)
- Time-saving (467 reviews)
- Automation (453 reviews)
- Simple (430 reviews)

**What users dislike:**

- Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating. (435 reviews)
- Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app. (409 reviews)
- Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity. (384 reviews)
- Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations. (318 reviews)
- Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility. (288 reviews)
- Not Intuitive (254 reviews)
- Complexity (223 reviews)
- Integration Issues (188 reviews)
- Limited Functionality (170 reviews)
- Reporting Issues (153 reviews)

## HubSpot Sales Hub Reviews
  ### 1. Onboarding Delays and Billing Issues Undermine Usability & Performance

**Rating:** 2.0/5.0 stars

**Reviewed by:** Nastasia F. | Marketing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 08, 2026

**What do you like best about HubSpot Sales Hub?**

The platform becomes very user-friendly once you have completed onboarding and the automations have been properly customized and set up. Also ease of integration with Air Call.

**What do you dislike about HubSpot Sales Hub?**

Disappointed with this experience. We moved forward with HubSpot CRM and their recommended onboarding partner, but onboarding dragged on for weeks despite constant follow-ups. Billing continued as normal, with only a 10-day grace period, and our account was suspended before we were ever able to fully use the platform. Extremely frustrating when delays are outside the customer’s control. Hoping HubSpot addresses this gap.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Our business is currently very manual and hands-on, which limits our growth.

**Official Response from Jordan Montgomery:**

> Hi Nastasia - thank you for sharing your experience. We are really sorry that the onboarding process dragged on for weeks and that billing continued despite delays outside of your control. That is not the experience we strive for, and we understand how frustrating that must have been, especially when you were eager to get started with the platform. We would appreciate the chance to learn more about what went wrong and how we can do better. If you are open to it, please reach out to customer-reviews@hubspot.com so we can take a closer look and share your feedback with the right teams.

  ### 2. Powerful, Overly Complex , Time Management Destroyer & Not for Small Business Anymore

**Rating:** 1.5/5.0 stars

**Reviewed by:** Annie W. | CMO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2025

**What do you like best about HubSpot Sales Hub?**

Able to manage sales and business development outreach.

**What do you dislike about HubSpot Sales Hub?**

The learning curve for this system is far too steep. No one on our team truly understands how to use it, and we never seem to fully grasp its features. It has evolved into an enterprise-level tool that demands a dedicated team just to manage it. Setting it up and maintaining data quality have both been significant challenges. Instead of being a helpful tool, it feels like we are at the mercy of the system. In 9 months, HubSpot has confused even super admins - confusion exists at every level - including billing structure for the system. They charge by seats, marketing contacts and now credits all at the same time. This is "profit by confusion" at its finest.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Sends our communications for sales teams, identifies active accounts.

**Official Response from Jordan Montgomery:**

> Hi Annie - thank you for your honest feedback. We're sorry to hear that the platform felt overly complex and that the learning curve has been so steep for your team. We understand how frustrating it can be when a tool feels like it's working against you rather than for you, especially around setup and data management. If you're open to sharing additional details, please reach out at customer-reviews@hubspot.com. 

  ### 3. Unintuitive and Clunky, with Limited AI and Interconnectivity

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2026

**What do you like best about HubSpot Sales Hub?**

Interconnected with the other hubs - marketing, CRM etc

**What do you dislike about HubSpot Sales Hub?**

very unintuitive, clunky, limited AI functionality, limited interconnectivity

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

sales sequences - sainvg sales people time

  ### 4. Feature-Rich, but Too Time-Consuming and Difficult to Set Up

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 29, 2026

**What do you like best about HubSpot Sales Hub?**

It has a lot of features and does most of the ones we tried very well.

**What do you dislike about HubSpot Sales Hub?**

Most of the features are time consuming or difficult to set up so we never really used them.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

It aims to be a one-stop shop for sales and customer management along with the other HubSpot tools. This was beneficial when we didn't really know what we needed.

**Official Response from Jordan Montgomery:**

> Thank you for taking the time to share your feedback. We're sorry to hear that many of the features felt time consuming or difficult to set up. We know that when a tool is hard to get started with, it can stand in the way of getting value from it. If you're open to sharing more about what felt most challenging, please reach out at customer-reviews@hubspot.com. 

  ### 5. A lot of repetitiveness that makes the system very complex

**Rating:** 1.5/5.0 stars

**Reviewed by:** Josh Z. | Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 16, 2025

**What do you like best about HubSpot Sales Hub?**

I like the layout of the application makes it very easy to ready.

**What do you dislike about HubSpot Sales Hub?**

It has an over amount of features, I really dislike the contact and company its the same lead but doubles the amount

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

the tracking of the pipeline

**Official Response from Jennifer Leventin:**

> Hi Josh,
Thank you for taking the time to share your feedback. We are sorry to hear that the number of features felt overwhelming and that the separation of contacts and companies created unnecessary duplication in your experience. We understand how this can impact usability, and we would love to learn more.

If you are open to sharing further, please reach out at customer-reviews@hubspot.com. Your input helps us improve.

  ### 6. To complicated

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2025

**What do you like best about HubSpot Sales Hub?**

The tool is clearly impressive by the large possibilities with all its products. 
Marketing → Sales → Support and a CMS module.

**What do you dislike about HubSpot Sales Hub?**

HubSpot Evolves a lot, however, some workflows who were able on a pro Sales Hub are now not able anymore. The "Leads" module is really confusing. It's now evolving for Enterprises and started to be more complicated to use for a small structure.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Connecting marketing and website to sales team.

  ### 7. hmmmm

**Rating:** 1.5/5.0 stars

**Reviewed by:** Aidan R. | Growth, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about HubSpot Sales Hub?**

lots of information, lots of graphs and numbers

**What do you dislike about HubSpot Sales Hub?**

its hard to find what i want quickly, a lot of information seems superfluous and bureracratic, and I feel like with the resources you have you might as well just make the outreach features fully emcompassing

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

keeping track of deals

**Official Response from Jennifer Leventin:**

> Hi Aidan,
Thank you for taking the time to share your feedback. We are sorry to hear that finding what you need has been difficult and that parts of the experience feel overly complex. Whether something felt harder than it should have been or simply did not meet your needs, we would love to learn more. If you are open to sharing, please reach out at customer-reviews@hubspot.com. Your input helps us improve.

  ### 8. Slow, expensive and inflexible

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about HubSpot Sales Hub?**

I like the ability to create custom reports.

**What do you dislike about HubSpot Sales Hub?**

It loads slowly, the UI is not very nice, and the system is not very flexible in terms of visualizing pipelines

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Keeping an overview of our pipeline. More transparency.

  ### 9. Hubspot is clunky

**Rating:** 2.0/5.0 stars

**Reviewed by:** Stephanie H. | Mom, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about HubSpot Sales Hub?**

Using hubspot to store customer intent data, but it is clunky, difficult to understand and difficult to navigate.

**What do you dislike about HubSpot Sales Hub?**

The interface is a little dated, it is slow and clunky,

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

We are using it to store a lot of contact information, but it is difficult to find something when we need it.

  ### 10. Review of Hubspot

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2024

**What do you like best about HubSpot Sales Hub?**

the ability to send mass marketing emails, and a variety of tools

**What do you dislike about HubSpot Sales Hub?**

not user-friendly, the UI is clunky,and no live support for users

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

We changed to hubpost from another platform and I used to to keep track of marketing campaigns. Mass targeting and more customised targeting

  ### 11. Waste of money

**Rating:** 1.5/5.0 stars

**Reviewed by:** Andrew C. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about HubSpot Sales Hub?**

Email marketing,  I guess. PHPMailer does the same thing without cost.

**What do you dislike about HubSpot Sales Hub?**

Unless you buy the most expensive package, you get practically no value. Most open source software does a better job. Also they lock you in for a year. Definitely make sure that you use a card that you can cancel at any time when purchasing anything with this company. Definitely feels illegal and that they know they have an inferior product. They're big. That's their image, and it isn't a good look, especially with a bad product. My guess is they thrive off of buyer's remorse.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

It was supposed to help me solve email automation and create a chat bot. It did a poor job at both, only giving me like, a very mediocre amount of custom emails I can send and a very very mediocre chat bot. But it shows you useful features. It shows those features well... But behind the most expensive paywall which IIRC is $500/month. Ugh, terrible I fell for this.

  ### 12. Good Design, But A Mediocore Email Centric Product

**Rating:** 2.0/5.0 stars

**Reviewed by:** Emiliano G. | Founder &amp; CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2023

**What do you like best about HubSpot Sales Hub?**

Good Design -- Very satisfying design

Great Onboarding -- Makes it super easy to understand the benefits of using Hubspot, as well as their shortcomings

Support -- Their Account Executives and Account Managers are always willing to hop in a call and explain a feature or give a deep dive on areas of their software.

**What do you dislike about HubSpot Sales Hub?**

Email Centric -- Little to no ability to log customer communications from other platforms besides email

Expensive -- For the range of features HubSpot Sales Hub offers, they are definitely on the expensive side

Implementation and Integration -- You are able to import your previous CRM data, but using HubSpot in your org if you're not email-centric is close to impossible.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Used Hubspot Sales Hub to track customer interactions and create my user funnel.

Found it to be extremely good at email automation, but completely lacking outside of email functionality.

Another slightly less aggravating CRM than the last-- they are doing nothing game-changing.

  ### 13. Unclear who this tool is developed for

**Rating:** 2.0/5.0 stars

**Reviewed by:** K C. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2023

**What do you like best about HubSpot Sales Hub?**

Sales Hub keeps all my contacts organized, allows my sales team to work from a common email address, and ensures no inbound conversations slip through the cracks. Support is helpful in finding solutions (although not always elegant) to problems.

**What do you dislike about HubSpot Sales Hub?**

There are so many quirks and non-intuitive behaviors in Sales Hub that it's hard to get it to do what I want.

For example, Sales Hub has a hard time connecting contacts from the same company with the same deal. Our company works with several people from a client company (point of contact, license approver, legal team, billing team, etc), and Sales Hub can't automatically connect these people. It's very difficult to do it manually.

Another example is that Sales Hub shows the last time a 'deal' was contacted. However, if an employee from my company is associated with the deal (e.g. the sales agent), any email sent to my sales agent will update the apparent date that the deal was last contacted - even if the email sent to my sales agent wasn't associated with the deal.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Sales Hub helps me keep track of sales leads and manage a shared email inbox among sales representatives. It also manages booking meetings with availability from shared google calendars.

  ### 14. Good for users, really tough for admins

**Rating:** 1.5/5.0 stars

**Reviewed by:** Elise S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 17, 2023

**What do you like best about HubSpot Sales Hub?**

Really like some of the built-in features such as company roll up properties, playbooks, meeting links, and how you can sort activities for our sales users. The roll-up properties are natively filterable like "Number of Open Deal", "Number of Associated Contacts" which are great filters in reports or in list views. Also really like the Playbooks feature as it makes compiling important data easy to find and populate for end users. Keeping meeting links and activities simple and straightforward also makes it easy for end users to all the prospect activity in a single pane.

**What do you dislike about HubSpot Sales Hub?**

Everything related to being an admin. Some of the toughest challenges presented to admins are to improve data quality and without some of the basic validation functionality available in other CRMs its really hard to enforce certain process or data capture that is hugely helpful to strategic insights.

Also, the most painful integration experiences I've ever had with basic industry leading revtech.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Initially, it solved the challenge that often arises with startups which is overcomplicating the tech stack with tons of tech you think you need. All of the GTM motions were in one place, marketing, sales, quoting. But that was before the org started maturing and asking more of its teams and systems as it relates to data and process.

  ### 15. Could be better, but could be way worse!

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 20, 2023

**What do you like best about HubSpot Sales Hub?**

The idea of tasks to keep you organised is a great idea

**What do you dislike about HubSpot Sales Hub?**

When you get assigned tasks and get a notification, an email and a message reminder :) Don't feel like there's a need for all of them

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

I'm unsure, I've used a lot of other CRM systems and it is very similar to others

  ### 16. HubSpot: There's a Great CRM in here! ...Unfortunately, it's buried under a Lot.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2023

**What do you like best about HubSpot Sales Hub?**

HubSpot makes Useful associations, and offers an incredible amount of Functionality! It has a great number of features that are very useful ...It would be nice if it were more consistent.

**What do you dislike about HubSpot Sales Hub?**

HubSpot has many issues of consistency. Sometimes an association gets made automatically, sometimes it doesn't. Sometimes a Call gets recorded. Sometimes it doesn't.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

HubSpot is helpful in that it's a useful sales tool. The Database feature is excellent, and I like that I can specify what kind of filters I need with almost unlimited versatility.

  ### 17. So much potential- could execute better.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Anna Y. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 16, 2023

**What do you like best about HubSpot Sales Hub?**

Easy to schedule tasks. Simple to manage contacts.

**What do you dislike about HubSpot Sales Hub?**

Email threadding. Often I only want to thread 2-3 emails, but it makes me thread the whole sequence. Dynamic fields/email templates- it constantly forgets to put a space between the greeting and customer name, making emails look awful and automated.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

It's helping me manage my outreach/calls ext. However, it needs to be polished on the email/template front (see previous comments on email threadding and formatting issue with customer names).

  ### 18. Many Thanks to Hubspot

**Rating:** 2.0/5.0 stars

**Reviewed by:** Jenny G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 16, 2023

**What do you like best about HubSpot Sales Hub?**

no need to remind everything once you set a task on HubSpot it will automatically give a reminder to complete that task. Also, we can keep all details related to Prospects so it's easy to access anytime that information whenever we want. We can easily email to prospects using hubspot.

**What do you dislike about HubSpot Sales Hub?**

Nothing but if we have two domains for the company then Hubspot doesn't show that the company already exists when we create a new company that company will again add to the company list and so the same company will add repeatedly.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Nothing

  ### 19. Great idea, weak in reality

**Rating:** 2.0/5.0 stars

**Reviewed by:** Eric B. | Canada/Latin America Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about HubSpot Sales Hub?**

Email tracking, phone calling with note-taking, meeting tracking, reminders, notes, and a more professional quote templates than we had with our prior system.   It's less expensive than other options.

**What do you dislike about HubSpot Sales Hub?**

Inability to integrate well with back-end systems, no ability to import from prior systems (notes, prior purchase history, prior email history, prior communications history, product owned, and some contacts are not pulled over), inability to get meaningful purchase data.  Inability to obtain accurate sales $$ data.  At times inconsistent behavior when calling out of Hubspot.    Also the constant hassle/requirement to justify why you are emailing someone when you have already completed the Hubspot justification previously.  Attachments and email communications end up tied to deals where they don't belong - it is a disaster - which defeats the purpose as Hubspot is supposed to help provide more organization, not less.  Small things that demonstrate a lack of maturity of the product are:  while in a company, you go to add a new contact - but then Hubspot finds that they exist already - so instead of simply adding them, it kicks you out of the company you were in trying to add the contact and takes you to the contact, then makes you add the company.    Another small immature item is that if you select the option to see all of the contacts of a company, you cannot go back to the company.  You are stuck on the contacts so if the contact you are looking for isn't there, you can't just back up.  You have to select a contact you don't need just to get back to the company. Also, they have chosen to use the same ports as MS Teams so if you are using their calling feature and get a Teams call, you lose your communication with the ongoing conversation.  

Hubspot applies a very ridiculously long quote ID number to each quote created.  But, you can't use it to do a general search on and it doesn't show up anywhere on the deal page where the quote resides either.  You can only search them by going into the Sales section and specifically search the number under a specific search option.  Just stupid.  Then there are the simple things - like when completing an order and you need to fill in the country - you can't just start typing and have it populate, as in other areas of Hubspot where you can start typing and the countries come up and populate.  Then there are the odd disconnects that take place between Outlook and Hubspot.  My stats for emails were way low yet I had not received any indicator that my Outlook plugin had disconnected.  Happens off and on, even in the middle of the day sometimes - just leaves you thinking "what the heck"? Also, when you export a report, there is no rhyme or reason to the layout if you export the report with all fields. It's a mess and you have to clean it up and reorder columns to have a semblance of usability.  Some of these things are minor annoyances on their own - but when combined,  they take away from productivity, mis-report our activity and frustrate the user.  

I have come back to edit this review because I find myself getting angry while using Hubspot.  Partially at those in our company who made such a terrible choice for our situation but secondly for the poor quality of the Hubspot product.  

 Some of these things are minor, some major, but added together to me are a real thumbs down.  You get what you pay for.

**Recommendations to others considering HubSpot Sales Hub:**

If you only need a relatively inexpensive product to track phone calls, emails - in short, communications, then Hubspot is a great option.  However, if you need anything such as the ability to enter PO's, track product owned then there are options that actually work for that.  If you need to integrate tech support, or integrate prior CRM data, notes, contact history - then there are other options that will actually work for that.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

The "problems" being solved are in having better call tracking, and better note-taking capabilities.  The other things we thought we would solve, have ended up causing more problems instead by moving to Hubspot due its horrific inability to integrate.

  ### 20. A Platform for reducing Complexity in Marketing

**Rating:** 1.5/5.0 stars

**Reviewed by:** Pradeep K. | Visionary, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2022

**What do you like best about HubSpot Sales Hub?**

I like that the Marketing Hub which is part of HubSpot CRM helps marketers in my team stay focused on data. I like the fact that by using the full CRM platform, marketers can align with sales in a way that helps them prove ROI and validate investments.

**What do you dislike about HubSpot Sales Hub?**

Few features are expensive and only are provided access when the tiers come through

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

It is a big draw for any mid-size company such as us looking for a platform for all customer interactions. Also, It is easily configured, too.

  ### 21. Hubspot

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 24, 2022

**What do you like best about HubSpot Sales Hub?**

Ease of use. It is much simpler to use than SFDC.

**What do you dislike about HubSpot Sales Hub?**

The reporting is absolutely horrible. It's a joke that u can only run a report a few time before it times out. Need real-time dash boarding asap.

**Recommendations to others considering HubSpot Sales Hub:**

N/A

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

CRM and email.

  ### 22. Not the most efficient

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2018

**What do you like best about HubSpot Sales Hub?**

Hubspot makes managing digital marketing tasks a breeze. I enjoy having one platform to send emails, plan social media posts, and edit the website. It was very efficient and user friendly. Easy to train new staff and great training resources

**What do you dislike about HubSpot Sales Hub?**

It's a little pricey for what you get. They are difficult to work with, and require alot of custom html templates. If you are not familiar with html, then there is another fee to purchase email and web page templates. They also recently reduced the amount of free reports, and you have to sign up for an extra fee to receive all the reports. I don't like the idea of being nickled and dimed every year. The CRM and sales side is super difficult and clunky.

**Recommendations to others considering HubSpot Sales Hub:**

Work with a certified agency if you get outside support, and verify it through hubspot. Take the certification courses, but overall an easy platform to use.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

It streamlines our marketing process and makes one tool for our marketing, digital marketing, inside and outside sales to work and communicate within. Makes remote marketing super easy to do and efficiently manage a team.

  ### 23. Hubspot

**Rating:** 1.5/5.0 stars

**Reviewed by:** Emily M. | Director of Customer Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2022

**What do you like best about HubSpot Sales Hub?**

The idea that the dashboards are easy on the eyes.  They LOOK good and make for helpful tools to present to leadership.

**What do you dislike about HubSpot Sales Hub?**

The inflexibility of the product.  You can't clone deals (yes, they have a tool you can buy but this is normal functionality in a CRM).  There is no training or easy way to teach yourself the system.  The support is almost non-existent.

Also, you can build separate pipelines but you can't customize what you see on deal cards.  THAT's the whole point of different pipelines!

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Pipeline Management.

  ### 24. Good for small scale email sequences and contact management

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2022

**What do you like best about HubSpot Sales Hub?**

I like the email sequences
I like the tools to manage customers in one place
I like the templates and snippets

**What do you dislike about HubSpot Sales Hub?**

At least with the plan we have, it's not easy to scale. I have to manually email a lot of people b/c of the 500 email limit.
Why is it to hard to pull data from hubspot?? welp.
I wish it was easier to make lists from sequence lists.
Hard to keep track of everything.
Very manual.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Email sequences are great.
Would love to use for sales analytics but too hard.

  ### 25. Great for marketing, not so great for Sales

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2021

**What do you like best about HubSpot Sales Hub?**

I love that marketing and Sales are on the same platform. It's easy to use, and the support team is always on hand for anything you need help with. The mobile app is far superior to any other CRM systems I've used previously. I like the built-in dialer/call function.

**What do you dislike about HubSpot Sales Hub?**

For me, the platform is more geared to marketers. For sales, the report building functionality poses some restrictions, and there is no customization in terms of sales flow and process. Integrations to other sales software such as Outreach are very basic, and I think the platform really falls short of Salesforce in this area. There is no way to track the performance of sequences on a template level; this is really important for sales, as we need to make sure wording and messaging is right, luckily we have Outreach for this, but no having proper two-way sync for tasks, calls, and notes is a real issue.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Again having data quickly to view across sales and marketing teams is excellent. Where I have worked previously, the two teams lived in two different systems.

  ### 26. SDR

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 25, 2021

**What do you like best about HubSpot Sales Hub?**

I like that I can create sequences easily.

**What do you dislike about HubSpot Sales Hub?**

I have been having a lot of issues lately with it dropping my calls. Logging me out. And overall not working properly

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

I can track email opens! :)

  ### 27. One of my least favorite CRM's

**Rating:** 1.5/5.0 stars

**Reviewed by:** Spencer L. | Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2021

**What do you like best about HubSpot Sales Hub?**

The cost is nice for small sales teams and start ups.

**What do you dislike about HubSpot Sales Hub?**

I think it's difficult to navigate, difficult to parse out leads, contacts, organizations, etc.  I much prefer SalesForce

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Looking for an inexpensive CRM for a small start up.

  ### 28. Improve your abilities

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 25, 2021

**What do you like best about HubSpot Sales Hub?**

Crm and outbound engine mix.  Strong interface.

**What do you dislike about HubSpot Sales Hub?**

Lack of flexibility, too many manual tasks

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Tracking from start to close but too many hiccups along the way which are burdensome

  ### 29. Missing Sales tools

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2020

**What do you like best about HubSpot Sales Hub?**

positive: Having queues
Being able to send our InMails 
Being able to share queues

**What do you dislike about HubSpot Sales Hub?**

The only way to structure your work in HubSpot as a sales person is through tasks. 
Fine so far. But you cannot filter by tasks ! This is super annoying and uncomprehensive.

Another problem is: You can finally send out InMails through Hubspot. HUGE downside, they are not tracked as an activity! Why? This should be tracked as an email - so that we can see, who has been contacted, and who not...

Queues are a great addition, but unfortunately you cannot organize them in different orders once you've created them. Also : You cannot filter tasks by queues to be able to see what tasks have no queue so far - which is also very frustrating, if you have hundreds of tasks as you have no visibility.

You cannot create a workflow by tasks neither, let's for instance say you want to reassign tasks after a certain amount of time to another user, if no sales activity is tracked: It's impossible.

Also negative: Creating notes, when going through your queues always closes a task. Creating notes is part of research and prospecting - and not a sales activity. Unfortunately one always has to uncheck the 'done' task again, once gone through the queue - which is super time consuming in the end

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Organizing outreach, inbound and outbound

It took a huge amount of time though to find workarounds to actually create a pipeline for outreach (and not for Deals)

  ### 30. Great tool for Marketing but challenging as a CRM

**Rating:** 2.0/5.0 stars

**Reviewed by:** Edynn S. | Executive Director , Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2020

**What do you like best about HubSpot Sales Hub?**

The thing that I like best with HUbspot is the ease of email use and campaigns. It is really easy to set up sequences for emails to go out. Work flows are easy to set up as well making template creation a breeze. The program integrates easily with other 3rd party tools such as calendly making it easy for prospects to book right on the calendar and receive email reminders before appointments. I also that it provides transparency on when emails are read and when documents are downloaded.  IT is a great tool for our marketing team, we can see what emails have the higher open and click through rates.

**What do you dislike about HubSpot Sales Hub?**

Things that I dislike most with in the HUbspot CRM are that you have to work through contacts versus companies and when you have groups the concepts of parent companies doesn't exist, instead you have to create multiple contacts and associate them with one another. Hubspot also does not integrate easily for billing purposes with Zoura or docusign to complete the check out processes. There are a lot of work arounds that need to be implemented to use as a complete CRM system.

**Recommendations to others considering HubSpot Sales Hub:**

IF you are a new organization with a small amount of leads this is a great place to start. Or if you do a lot of email campaigns this is a great CRM for your organization.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

With Hubspot we were solving the problem of lead generation and organization. IT was put in to place to make prospecting easier for the SDR team. It also allows our team to see when emails are opened, read, and downloaded so we can see how effect our marketing campaigns are and when a prospect has opened an email.

**Official Response from Lucy Alexander:**

> Hi Edynn,

Thank you for taking the time to share your thoughts on Sales Hub!

I'm really glad you're enjoying our email, workflow, sequence, template, and calendar functionality. I love what you said about not just you, but also your prospects having a great experience booking meetings.

You're correct that there isn't currently a 1:1 integration between Docusign and HubSpot, but we have a PieSync integration between the two in the works (linked below). Zapier, Workato, and other integrators allow you to integrate Docusign and HubSpot today. 

Thank you for your thoughtful feedback around CRM associations. I'll be passing your feedback along to our CRM product manager.

All the best,
Lucy | Customer Communications

  ### 31. Review

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2021

**What do you like best about HubSpot Sales Hub?**

Lists, static and active. I am able to segment easily

**What do you dislike about HubSpot Sales Hub?**

There's too many useless features that up the price. a more streamlined product that cost less would be better

**Recommendations to others considering HubSpot Sales Hub:**

Start to give more streamlined options

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Getting colleagues on board and willing to use Sales Hub, or atleast buy in to what I'm trying to do

  ### 32. sdr

**Rating:** 2.0/5.0 stars

**Reviewed by:** Joe F. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2020

**What do you like best about HubSpot Sales Hub?**

the sequences are very useful and probably the best thing on hubspot

**What do you dislike about HubSpot Sales Hub?**

I dislike the fact that we use it as a crm as it isnt very powerful and can be slow sometimes

**Recommendations to others considering HubSpot Sales Hub:**

think at times as a platform it can be slow but for me as a sdr I have found it very useful once putting potentialy prosepects into a sequence it has really allowed me to stay on top of my workload and not forget about certain tasks

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

I have realised that it has saved me time and allows me not to forget about task

  ### 33. Hubspot is great but...

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2020

**What do you like best about HubSpot Sales Hub?**

Hubspot is great for marketing but not a great sales tool. I'm hoping the Sales Hub will change this.

**What do you dislike about HubSpot Sales Hub?**

Recently but sequences data has been disrupted, templates have been wonky and phone calls have been dropped.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Analytics and content evaluation. I'm learning what  I should pivot my attention to.

  ### 34. Looked great to start, but after using it it is slowly showing its flaws

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 31, 2020

**What do you like best about HubSpot Sales Hub?**

Workflows are nice, lists, and the kb articles. The ability to create automatic messages is nice and we use this frequently. The kb editing and publishing is easy and does make it easier for our customers to see our content.

**What do you dislike about HubSpot Sales Hub?**

What is lacking is the connectivity of objects. Calling it a CRM is a stretch in my opinion, it works well as a marketing tool but that's really it. Inability to let customers log in to see current tickets. This truly impedes our ability to use 'self serve'. Each time a customer needs to see something they worked on in the past, it's a new ticket and completely new discussion. This reduces the ROI of the system, taking more time than necessary from our teams to accomplish the same work.

**Recommendations to others considering HubSpot Sales Hub:**

Make sure to ask for a trial period. We were told all of the functionality we needed was there, only to find that it wasn't when we already purchased and could not go back. We are told that these features are "being considered", but I see they are still posted on their community as requests for 2+ years.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Providing our customers a way to log tickets and support concerns. Only the ability to communicate through email has this benefited us.

  ### 35. Current User 

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 01, 2019

**What do you like best about HubSpot Sales Hub?**

I like the ability to see reports in real time. Whether it's sales related or tracking calls and call times its nice to be able to see what is going on at any given time within the company. The app is also a good add on and easy to use on your phone.

**What do you dislike about HubSpot Sales Hub?**

The software is very glitchy - there are times when calls will not complete or get stuck in dead air - other times that notes will not log and all data is lost. The app can sometimes be hard to use and time out. Using the mobile version online is most of the time easiest. Would also be nice to have the ability to call a number out of hubspot that you can just type in and not have to save 

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Great place to track daily production when working right

  ### 36. Good idea, needs some fine tuning

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 02, 2019

**What do you like best about HubSpot Sales Hub?**

I appreciate how integrated Hubspot is in my emails, making it easy for me to track and find contacts and conversations.

**What do you dislike about HubSpot Sales Hub?**

Many aspects of Hubspot seem to not be flushed out. For example, the deal stage process has lots of little problems that we've had to develop work arounds for (such as not tracking the date for when deals change stages and not having full gateways when moving deals). Additionally, the task and follow up features are complicated and not entirely useful. Furthermore, the sequencing feature is bulky, challenging, and not intuitive. One example of this is the inability to enroll contacts in multiple sequences. Another example is that contacts can only be automatically unenrolled if they reply, not if they open or click through. You also cannot view who has opened emails in the sequence page, you have to go contact by contact. There are many other little issues with Hubspot that don't seem too bad, but added up, cause lots of workarounds and issues. Lastly, randomly, some of our contacts are not sent emails for sequences they're enrolled in and even though we're working with Hubspot, we can't seem to get to the root of the problem.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Hubspot helps us organize our contacts and helps us facilitate our outreach even though we've had to create workarounds for some of the issues. Ultimately, Hubspot has shown us the value a CRM offers

  ### 37. Good for marketing, not the best for sales.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Jonathan K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2020

**What do you like best about HubSpot Sales Hub?**

Task management and calling, I wish it would recognize where people are, not just their area code of their phone though.

**What do you dislike about HubSpot Sales Hub?**

If there is a call task, and someone does not have a phone number it should indicate that.

**Recommendations to others considering HubSpot Sales Hub:**

I would say it is far more useful for marketers, than it is for sales.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Planning out my tasks for the day/week is helpful.

  ### 38. Hubspot is a great concept, but not as user friendly as other services that I have used

**Rating:** 1.5/5.0 stars

**Reviewed by:** Grace K. | Marketing Intern, Enterprise (> 1000 emp.)

**Reviewed Date:** June 12, 2019

**What do you like best about HubSpot Sales Hub?**

I think Hubspot is great in the sense that it syncs contacts and email networking quickly, and I also like the blog feature as well. I receive email notifications linked to my work gmail account whenever an internal email throughout the company is sent. I think the service is great in hindsight, I just need to learn more of the features so that I can utilize the process as effectively as possible. 

**What do you dislike about HubSpot Sales Hub?**

I think that Hubspot needs to make their service much more user accessible/friendly. The marketing department of the company I am working for often struggles with fully grasping and utilizing all of the features Hubspot has to offer because of a lack of understanding. We are hoping that within the next few months, we will become better acquainted with the tools and services available through Hubspot. 

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

I don't quite understand how to use it. The benefits seem like they are leaning towards the connection side, but I also feel as though it's not simply laid out. 

**Official Response from Grainne O'Sullivan:**

> Thank you Grace for leaving this review although I'm sorry to hear that you don't find the platform as user friendly as you'd expect. If you're willing to share more specific feedback I would love to hear from you so we know how we can improve. You can reach me at grainne@hubspot.com.

Thank you,
Grainne | Voice of Customer

  ### 39. Not the best CRM-- probably cheapest so my company went with iut

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 27, 2020

**What do you like best about HubSpot Sales Hub?**

I like the colors.
Hubspot is not my first choice-- my company has to use it

**What do you dislike about HubSpot Sales Hub?**

filters
dashboards
everything is extremely difficult to navigate
You cant save your spot  because everything keeps resetting

**Recommendations to others considering HubSpot Sales Hub:**

I've had easier and simple CRMs

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

I'm not solving any problems. I'm always having to ask someone how to do certain things which still comes unsolved.

  ### 40. Very limited features

**Rating:** 2.0/5.0 stars

**Reviewed by:** Nabras M. | Enterprise Sales Director - ASEAN, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 12, 2019

**What do you like best about HubSpot Sales Hub?**

Email templates and tracking, Also logging features as well

**What do you dislike about HubSpot Sales Hub?**

Can't customize most of the things, dashboards are really bad

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Emails can be tracked and everything will be logged in the CRM

  ### 41. Works well enough, I guess, as a wholly integrated set of functions and features

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 21, 2019

**What do you like best about HubSpot Sales Hub?**

The fact that web reporting functions are integrated and they partner with good name companies of features is a plus. For example, they've released a new embedded video player through Vidyard.

**What do you dislike about HubSpot Sales Hub?**

Pricing is very unfriendly. In the example above for video, it is great to have but then I need to pay extra for it to be embedded in emails.
Also, their pricing on contacts is really not useful considering growth companies can acquire contacts but need to plan over quarters on how best to utilize in outbounds yet I have to pay for those contacts in the CRM.

**Recommendations to others considering HubSpot Sales Hub:**

Fine enough tool to get your startup off the ground with a CRM as long as you can afford the steep price.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Needed a fast and easy CRM to get going when the company started. We've been using it for twenty months and it's fulfilled what we needed it to do up to now. We will grow and change out of it in the next year.

  ### 42. A little confusing at times.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 02, 2019

**What do you like best about HubSpot Sales Hub?**

Recording the calls is a good feature. Parent/child company is good as well. I like how we can see when people open emails. 

**What do you dislike about HubSpot Sales Hub?**

I don't like how it sometimes creates 5 different accounts for the same company. Makes it hard to keep track of who you've called and who you haven't.

**Recommendations to others considering HubSpot Sales Hub:**

Make sure you know to keep only one company account per company.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

I have kept track of who has opened my emails which is good.

  ### 43. Nice software to connect your teams together

**Rating:** 2.0/5.0 stars

**Reviewed by:** Aleksandra N. | Support Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2019

**What do you like best about HubSpot Sales Hub?**

I enjoy seeing all teams in our company (success managers, sales, support, etc) working together, as I can easily escalate a user request to an appropriate team. All information about our clients and prospects is also stored in one place, so each member of a team can easily find and use that information for his/her own needs.

**What do you dislike about HubSpot Sales Hub?**

Our team has been having some issues with the software like there is no clear SLA (no timer to display time left to respond to a client / no timer to display over time when failed to respond to a client in time), search doesn't work properly (it's possible to find something that you need but it takes a lot of effort to sort out all irrelevant information that search provides for you), inability to see if another support agent is looking at a support request to avoid duplicate replies to the request, and some others issues we've encountered.
Those who read this review, please take in account that the customer service feature in the software was implemented just recently, so HubSpot continuously improving the feature based on each company's needs.

**Recommendations to others considering HubSpot Sales Hub:**

If you goal is in improving customer service of your company I suggest you use another software, otherwise it's a great CRM to store your clients' data.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

xxxx

**Official Response from Eugenia Pirotsky:**

> Thank you for your review, Aleksandra. Great to hear HubSpot helps your organization create alignment between customer success, sales and support. I'll forward your feedback on our customer service feature to our product team - we really appreciate your feedback!

Sincerely,
Eugenia | Customer Advocacy

  ### 44. lots of features but confusing and hard to navigate

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2019

**What do you like best about HubSpot Sales Hub?**

there are many things you can do with hubspot crm, not many things you cant, i liked that it can be linked to many accounts 

**What do you dislike about HubSpot Sales Hub?**

there are so many features that it is hard to find where things are sometimes, and sometimes things you think would be in one place you have to find in a complicated way

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

it tracked everything so we could stay organized and on top of things when clients called in 

  ### 45. Hubspot is not great for sales

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 27, 2019

**What do you like best about HubSpot Sales Hub?**

I like that campaign features of it. But, it’s more for marketing material. I don’t like their features for the sales industry. 

**What do you dislike about HubSpot Sales Hub?**

I use both the chat feature, as well as the campaign/sequence features. Sometimes it won’t recognize that you’ve already been in contact with a person, and it will still send them automated emails. There’s no explanation for this, as sometimes it does and sometimes it chooses not to. 

**Recommendations to others considering HubSpot Sales Hub:**

If you’re using it for marketing, it’s probably a great tool. However, if your company doesn’t care about GDPR or doesn’t need to be compliant, I would recommend other software for sales. 

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

We are able to chat with customers who come onto our site. However, we’ve had issues with the sound not being on randomly. Sometimes it makes a sound to alert you that someone has written in, and sometimes it chooses not to.

**Official Response from Eugenia Pirotsky:**

> Thank you for your review! Sorry to hear that our Sales tools don't meet your expectations. We're constantly working on improving the experience our customers have with our tools to make sure our software is reliable and remarkable. We appreciate your feedback - it helps us get better.

Sincerely,
Eugenia | Customer Advocacy

  ### 46. HubSpot CRM integrated with SFDC for large org

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 10, 2019

**What do you like best about HubSpot Sales Hub?**

It makes the lead process easier and more efficient.

**What do you dislike about HubSpot Sales Hub?**

The "contacts" are all pooled into one category and it would be better if there was separate groups of leads vs customers.

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Funneling leads, to nurture and eventually turn into customers

  ### 47. Still has a ways to go as a CRM for Sales People

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 18, 2019

**What do you like best about HubSpot Sales Hub?**

I can't say I was a big fan of Hubspot.  Maybe the best thing was you could have an awareness of the campaigns that marketing was running concurrently with your sales outreach efforts.  

**What do you dislike about HubSpot Sales Hub?**

Overall, I found it unwieldy, and not very well geared towards the day to day of a busy sales rep.  We ended up keeping it for marketing and switching back to Salesforce for our sale's teams CRM.  I would say the initial view of the opportunities in the GUI didn't fit enough of my opps.  Also we had virtually no training, and the system for getting answers from Hubspot's customer service was lame.  I think we didn't opt for the white glove implementation, so maybe there is a better way to do the initial setup but I'm sure it costs a bit of money.  

**Recommendations to others considering HubSpot Sales Hub:**

Do your due diligence.  There are a lot of CRM programs out there.  Even though Salesforce is a bit behind on their R&D, it has a whole ecosystem of integrated products to help enhance the experience (ie DocuSign, and a million others), whereas I know of no other software programs that integrate with and help enhance the CRM experience with Hubspot (maybe there are, but definitely not anywhere near as many as with Salesforce)  Also, all of your sales reps have used Salesforce in the past, why make them learn another system that is less effective, just to save a buck?  

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

We were trying to do an all in one CRM/Marketing database, and it just didn't work out.  Marketing was able to utilize the program, but it fell short for the sale team, so we switched back to SFDC.

**Official Response from Eugenia Pirotsky:**

> Thank you for your review! Sorry to hear HubSpot wasn't a good fit for your sales team. We recognize there's a lot to learn to start using HubSpot products to their full potential. We're working on improving our onboarding for all customers. In terms of integrations, HubSpot has an ecosystem of integrated products called Connect (https://www.hubspot.com/integrations). We're constantly working on adding new integrations and enhancing the existing ones.

Sincerely,
Eugenia | Customer Advocacy

  ### 48. Below average

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 21, 2019

**What do you like best about HubSpot Sales Hub?**

I know when a contact opens my emails.  This allows me to contact them on the phone.

**What do you dislike about HubSpot Sales Hub?**

The systems I am trying to use are not working properly.  I have been trying to get the correct email count from the Leaderboard but it does not work.  
Also, apparently we create contacts that we don't use.  We were billed extra because we created over 1000 contacts which we don't really use for a CRM at all.
We are trying to reach our account manager but she is very busy and hard to get on the phone.


**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

It helps us know when a contact opens an email.

  ### 49. Not so good

**Rating:** 1.5/5.0 stars

**Reviewed by:** Nikita K. | Senior Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 03, 2019

**What do you like best about HubSpot Sales Hub?**

Simplicity and navigation. Easy to track collegue's progress 

**What do you dislike about HubSpot Sales Hub?**

The platform fails quite often and its impossible to use it (happened 3 times in the past month)

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Its quite easy to see all the deals - for sales people

  ### 50. Okay for free software

**Rating:** 1.5/5.0 stars

**Reviewed by:** Darlene M. | Director of Event & Publishing Sales, Information Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about HubSpot Sales Hub?**

It's similar to other CRMs I've used in the past so easy learning curve

**What do you dislike about HubSpot Sales Hub?**

It's very cumbersome. You definitely get what you pay for. 

**What problems is HubSpot Sales Hub solving and how is that benefiting you?**

Sequences are helpful, but a pain to set up. 


## HubSpot Sales Hub Discussions
  - [Are there plans to increase the functionality of the mobile app?    The Outlook integrated logging sales tool is also limiting in that it only logs comms in the last 5 open deals attached to a client.](https://www.g2.com/discussions/32538-are-there-plans-to-increase-the-functionality-of-the-mobile-app-the-outlook-integrated-logging-sales-tool-is-also-limiting-in-that-it-only-logs-comms-in-the-last-5-open-deals-attached-to-a-client) - 2 comments, 3 upvotes
  - [Will Hubspot connect well with variety of accounting softwares?](https://www.g2.com/discussions/will-hubspot-connect-well-with-variety-of-accounting-softwares) - 5 comments, 2 upvotes
  - [How can I help HubSpot process my tasks faster and more smoothly?](https://www.g2.com/discussions/how-can-i-help-hubspot-process-my-tasks-faster-and-more-smoothly) - 1 comment, 1 upvote
  - [How can you best utilize the email function without getting kicked out of Microsoft?](https://www.g2.com/discussions/how-can-you-best-utilize-the-email-function-without-getting-kicked-out-of-microsoft) - 1 comment, 1 upvote
  - [Phone](https://www.g2.com/discussions/hubspot-sales-hub-phone) - 1 comment, 1 upvote

- [View HubSpot Sales Hub pricing details and edition comparison](https://www.g2.com/products/hubspot-sales-hub/reviews?filters%5Bnps_score%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-14+10%3A32%3A06+-0500&secure%5Bsession_id%5D=2bfcd71f-bf9a-48a0-b123-a8b86bfeb8a4&secure%5Btoken%5D=d1ae2c1c722753716159335da922a9478db69c3054b87e14bd6e0f47b59699b7&format=llm_user)
## HubSpot Sales Hub Integrations
  - [3CX](https://www.g2.com/products/3cx/reviews)
  - [Absorb LMS](https://www.g2.com/products/absorb-software-absorb-lms/reviews)
  - [Adobe Commerce (formerly Magento Commerce)](https://www.g2.com/products/adobe-commerce-formerly-magento-commerce/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Aircall](https://www.g2.com/products/aircall/reviews)
  - [Airtable](https://www.g2.com/products/airtable/reviews)
  - [Aloware](https://www.g2.com/products/aloware/reviews)
  - [Amazon QuickSight](https://www.g2.com/products/amazon-quicksight/reviews)
  - [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
  - [Arrows](https://www.g2.com/products/arrows/reviews)
  - [Asana](https://www.g2.com/products/asana/reviews)
  - [Asana for Gmail for G Suite](https://www.g2.com/products/asana-for-gmail-for-g-suite/reviews)
  - [AskElephant](https://www.g2.com/products/askelephant/reviews)
  - [Avoma](https://www.g2.com/products/avoma/reviews)
  - [Bird](https://www.g2.com/products/messagebird-bird/reviews)
  - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews)
  - [Boomerang for Outlook](https://www.g2.com/products/boomerang-for-outlook/reviews)
  - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews)
  - [BRIX](https://www.g2.com/products/hyphen-solutions-brix/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [CallRail](https://www.g2.com/products/callrail/reviews)
  - [ChatGPT](https://www.g2.com/products/chatgpt/reviews)
  - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews)
  - [Cin7 Core](https://www.g2.com/products/cin7-core/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews)
  - [Clay](https://www.g2.com/products/clay-com-clay/reviews)
  - [ClickUp](https://www.g2.com/products/clickup/reviews)
  - [CloudTalk](https://www.g2.com/products/cloudtalk/reviews)
  - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)
  - [Creditsafe](https://www.g2.com/products/creditsafe/reviews)
  - [CRM Assistant for Gmail™](https://www.g2.com/products/crm-assistant-for-gmail/reviews)
  - [Customer.io](https://www.g2.com/products/customer-io/reviews)
  - [Cyberimpact](https://www.g2.com/products/cyberimpact/reviews)
  - [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)
  - [Demandbase One](https://www.g2.com/products/demandbase-one/reviews)
  - [Dialpad Connect](https://www.g2.com/products/dialpad-connect/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Domo](https://www.g2.com/products/domo/reviews)
  - [Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews)
  - [Factors.AI](https://www.g2.com/products/factors-ai/reviews)
  - [Fathom](https://www.g2.com/products/fathom-video/reviews)
  - [Fathom](https://www.g2.com/products/fathom/reviews)
  - [Fin](https://www.g2.com/products/fin/reviews)
  - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews)
  - [Firmable](https://www.g2.com/products/firmable/reviews)
  - [Formaloo](https://www.g2.com/products/formaloo/reviews)
  - [Freshdesk and Freshservice](https://www.g2.com/products/freshdesk-and-freshservice/reviews)
  - [Front](https://www.g2.com/products/front/reviews)
  - [GGGolf](https://www.g2.com/products/gggolf/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Ads](https://www.g2.com/products/google-ads/reviews)
  - [Google Analytics](https://www.g2.com/products/google-analytics/reviews)
  - [Google Cloud Console](https://www.g2.com/products/google-cloud-console/reviews)
  - [Google Meet](https://www.g2.com/products/google-meet/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Granola](https://www.g2.com/products/granola/reviews)
  - [Grata](https://www.g2.com/products/grata/reviews)
  - [Gravity Forms](https://www.g2.com/products/gravity-forms/reviews)
  - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  - [HCL Notes](https://www.g2.com/products/hcl-notes/reviews)
  - [Healthie](https://www.g2.com/products/healthie/reviews)
  - [Heymarket](https://www.g2.com/products/heymarket/reviews)
  - [HighLevel](https://www.g2.com/products/highlevel/reviews)
  - [Hightouch](https://www.g2.com/products/hightouch/reviews)
  - [Hilo](https://www.g2.com/products/aktiia-hilo/reviews)
  - [Hostinger](https://www.g2.com/products/hostinger/reviews)
  - [Hublead](https://www.g2.com/products/hublead/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Hunter](https://www.g2.com/products/hunter/reviews)
  - [Instantly](https://www.g2.com/products/instantly/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Jiminny](https://www.g2.com/products/jiminny/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Jotform](https://www.g2.com/products/jotform/reviews)
  - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews)
  - [Kixie PowerCall &amp; SMS](https://www.g2.com/products/kixie-powercall-sms/reviews)
  - [Krisp](https://www.g2.com/products/krisp/reviews)
  - [Lead Forensics](https://www.g2.com/products/lead-forensics/reviews)
  - [lemlist](https://www.g2.com/products/lemlist/reviews)
  - [Lexion](https://www.g2.com/products/lexion/reviews)
  - [LinkedIn Marketing Solutions](https://www.g2.com/products/linkedin-marketing-solutions/reviews)
  - [LinkedIn Premium](https://www.g2.com/products/linkedin-premium/reviews)
  - [LinkedIn Recruiter](https://www.g2.com/products/linkedin-recruiter/reviews)
  - [LinkedIn Sales Insights](https://www.g2.com/products/linkedin-sales-insights/reviews)
  - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews)
  - [Lusha](https://www.g2.com/products/lusha/reviews)
  - [Macola](https://www.g2.com/products/eci-software-solutions-inc-macola/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Map My Customers](https://www.g2.com/products/map-my-customers/reviews)
  - [Maxio](https://www.g2.com/products/maxio/reviews)
  - [Meta](https://www.g2.com/products/meta-ai-meta/reviews)
  - [Meta Audience Network](https://www.g2.com/products/meta-audience-network/reviews)
  - [Metabase](https://www.g2.com/products/metabase/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Microsoft Teams Room](https://www.g2.com/products/microsoft-teams-room/reviews)
  - [MightyCall](https://www.g2.com/products/mightycall/reviews)
  - [Mindtickle](https://www.g2.com/products/mindtickle/reviews)
  - [Mixpanel](https://www.g2.com/products/mixpanel/reviews)
  - [Moxo](https://www.g2.com/products/moxo-g2/reviews)
  - [n8n](https://www.g2.com/products/n8n/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Nooks](https://www.g2.com/products/nooks/reviews)
  - [Notion](https://www.g2.com/products/notion/reviews)
  - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews)
  - [Office 365 Reports](https://www.g2.com/products/office-365-reports/reviews)
  - [OpenSolar](https://www.g2.com/products/opensolar/reviews)
  - [Ortto](https://www.g2.com/products/ortto/reviews)
  - [Orum](https://www.g2.com/products/orum/reviews)
  - [Outreach](https://www.g2.com/products/outreach/reviews)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  - [PartnerStack](https://www.g2.com/products/partnerstack/reviews)
  - [Perplexity](https://www.g2.com/products/perplexity/reviews)
  - [Producer Pro](https://www.g2.com/products/producer-pro/reviews)
  - [Progress Podio](https://www.g2.com/products/progress-podio/reviews)
  - [PSOHUB.](https://www.g2.com/products/psohub/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Quo](https://www.g2.com/products/quo-quo/reviews)
  - [QuotaPath](https://www.g2.com/products/quotapath/reviews)
  - [Qwilr](https://www.g2.com/products/qwilr/reviews)
  - [Rasayel](https://www.g2.com/products/rasayel/reviews)
  - [Reachdesk](https://www.g2.com/products/reachdesk/reviews)
  - [Read AI](https://www.g2.com/products/read-ai-read-ai/reviews)
  - [RevenueHero](https://www.g2.com/products/revenuehero-revenuehero/reviews)
  - [RevOps](https://www.g2.com/products/revops-inc-revops/reviews)
  - [RingCentral Events](https://www.g2.com/products/ringcentral-events/reviews)
  - [RingCX](https://www.g2.com/products/ringcx/reviews)
  - [RingEX](https://www.g2.com/products/ringex/reviews)
  - [Ringover](https://www.g2.com/products/ringover/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Sakari](https://www.g2.com/products/sakari/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [SalesIntel](https://www.g2.com/products/salesintel/reviews)
  - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)
  - [SAP HANA Cloud](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews)
  - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews)
  - [Shared Contacts for Gmail](https://www.g2.com/products/shared-contacts-for-gmail/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Sopro](https://www.g2.com/products/sopro/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Supply Vision](https://www.g2.com/products/supply-vision/reviews)
  - [Svb](https://www.g2.com/products/svb/reviews)
  - [Tableau](https://www.g2.com/products/tableau/reviews)
  - [Tamtam](https://www.g2.com/products/tamtam/reviews)
  - [TeleCMI](https://www.g2.com/products/telecmi/reviews)
  - [tl;dv](https://www.g2.com/products/tl-dv/reviews)
  - [Trafft](https://www.g2.com/products/trafft/reviews)
  - [treble.ai](https://www.g2.com/products/treble-ai/reviews)
  - [Trello](https://www.g2.com/products/trello/reviews)
  - [Triple Session](https://www.g2.com/products/triple-session/reviews)
  - [Typeform](https://www.g2.com/products/typeform/reviews)
  - [Visma Retail](https://www.g2.com/products/visma-retail/reviews)
  - [Web Discovery](https://www.g2.com/products/web-discovery/reviews)
  - [Webex Calling](https://www.g2.com/products/webex-calling/reviews)
  - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews)
  - [WhiteWhale](https://www.g2.com/products/whitewhale/reviews)
  - [Wistia](https://www.g2.com/products/wistia/reviews)
  - [Wix](https://www.g2.com/products/wix/reviews)
  - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews)
  - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews)
  - [Workato](https://www.g2.com/products/workato/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)
  - [WRITER](https://www.g2.com/products/writer/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [XMS: eXchange Management System](https://www.g2.com/products/xms-exchange-management-system/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)
  - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews)
  - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews)
  - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)
  - [Zuper](https://www.g2.com/products/zuper/reviews)

## HubSpot Sales Hub Features
**Sales Force Automation**
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Call Analytics**
- Call Recording
- Machine Learning
- Call Analysis
- Trend Analysis
- Real-Time Data
- AI/Machine Learning

**Responses**
- Personalization
- Route To Human
- Natural Language Understanding (NLU)
- Multi-Language

**Integrations**
- MS Teams Integration
- Email Integration
- Zoom Integration
- Google Meet Integration
- Salesforce Integration
- Third-Party Integrations

**Automation - AI Agents**
- Sales Follow-Up
- Customer Interaction Automation
- Lead Generation
- Document Processing
- Feedback Collection
- Natural Language Processing
- Simulation and Scenario Generation

**Agentic AI - Visitor Identification**
- Cross-system Integration
- Third-Party Integrations
- Social Media Integration

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Relationship Management - Insurance CRM**
- Renewal Management
- Client Communication Tools
- Lead Tracking
- Contact Management
- Winbacks
- Communication History
- Activity Management
- Reputation Management
- Template Management
- Interaction Tracking
- Activity Tracking
- Lead Management
- Task Management
- Email Management
- Sales Pipeline Management
- Workflow Management
- Insurance Management

**Additional Functionality**
- Conversion Rate Optimization
- SEO Management
- Drag & Drop
- Visual Analytics
- API
- Surveys & Feedback
- Data Import/Export
- Reporting & Statistics
- Real-Time Reporting
- Customizable Templates
- Real-Time Data
- A/B Testing
- Screen Activity Recording
- Site Search Tracking
- Trend Analysis
- Visitor Tracking
- Customer Segmentation
- Engagement Tracking
- Activity Tracking
- Sales Trend Analysis
- Funnel Analysis
- Widgets
- Alerts/Escalation
- Real-Time Analytics
- Heatmaps
- Search/Filter
- Conversion Tracking
- Reporting/Analytics
- Referral Tracking
- Real-Time Monitoring
- Generative AI
- Data Visualization
- Behavior Tracking
- Keyword Tracking
- Pageview Tracking
- Customizable Reports
- Charting
- Visualization
- Activity Dashboard
- Real-Time Notifications
- Access Controls/Permissions
- Time on Site Tracking
- Web Traffic Reporting
- Monitoring
- Tagging
- Dashboard Creation
- Campaign Management
- Campaign Analytics
- Customizable Branding
- Alerts/Notifications
- User Interaction Tracking
- AI Copilot
- Customer Journey Mapping
- Goal Setting/Tracking
- Multiple Site Management
- Website Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Content Management**
- Content Import
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights

**Artificial Intelligence - Conversation Intelligence**
- Speech-to-Text
- Sentiment Analysis

**Platform**
- Conversation Editor
- Integration
- Human-In-The-Loop
- Drag & Drop Editor
- Human-in-the-loop (HITL)

**Branding & Customizatio**
- Custom Booking Page
- Personalized Links
- Personalized Web Embed
- Online Booking
- Room Booking

**Autonomy -  AI Agents**
- Independent Decision Making
- Adaptive Responses
- Task Execution
- Problem Solving

**Follow up Automation - Insurance CRM**
- Automated Follow-Ups
- Marketing Campaigns

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data
- Contact Management

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Automatic Rules & Configurations**
- Set Working Hours
- Automatic Updates
- Buffer Times
- Real-Time Updates

**Generative AI**
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- Generative AI

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Document Management - Insurance CRM**
- Documentation handling

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Additional Functionality**
- Agent Collaboration
- Data Governance
- Prompt Engineering
- Feedback Management
- For No-Code Development
- Version Control
- Role-Based Permissions
- Dynamic Modeling
- API
- Memory Management
- Monitoring
- Scalability
- Cost Management
- Scheduling
- Natural Language Interface
- Access Controls/Permissions
- Multiple LLM Models
- Integration Management
- Customizable Frameworks
- Pre-built Templates
- Analytics
- Intent Recognition
- Contextual Guidance
- Rules-Based Workflow
- Attended Automation
- Drag & Drop
- For Sales/Marketing
- Generative AI
- Business Process Automation
- AI Copilot
- Third-Party Integrations
- Multi-Channel Communication
- Sentiment Analysis
- Deep Learning
- Code-free Development
- Compliance Management
- Automated Responses
- Knowledge Management
- Transfers/Routing
- Personalization
- Activity Dashboard
- Customer Experience Management
- Virtual Personal Assistant (VPA)
- Chatbot
- Speech Recognition
- Reporting/Analytics
- Task Management
- Customer Engagement
- AI/Machine Learning
- Configurable Workflow
- Unattended Automation
- Conversation Intelligence
- Workflow Automation
- Proactive Error Detection

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Insights**
- Notes
- Daily Summary
- Sorts Prospects
- Automated Note Taking
- AI/Machine Learning

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- Sales Forecasting 

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Agentic AI - Conversation Intelligence**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Forecasting

**Agentic AI - Business Scheduling**
- Autonomous Task Execution
- Multi-step Planning

**Integrations & Reports - Insurance CRM**
- Integrations
- Reporting & Analytics

**Additional Functionality**
- Performance Metrics
- Keyword Filtering
- Natural Language Processing
- For Contact Centers
- Reporting & Statistics
- Call Tracking
- Alerts/Notifications
- AI Copilot
- Automatic Transcription
- Playbooks
- Employee Coaching Tools
- Text Mining
- Trend/Problem Indicators
- Notes Management
- Retention Tracking
- Feedback Management
- Recommendations
- Dashboard
- Multi-Channel Communication
- Access Controls/Permissions
- Compliance Tracking
- API
- Rules-Based Workflow
- Intent Recognition
- Tagging
- Collaboration Tools
- Prioritization

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Additional Functionality**
- Task Scheduling
- Customizable Branding
- Customizable Fields
- Reminders
- Shift Swapping
- Automated Scheduling
- Drag & Drop
- Mobile Access
- Real-time Scheduling
- Multi-Location
- Personalization and Recommendation
- Access Controls/Permissions
- Resource Scheduling
- Activity Tracking
- Timesheet Management
- Availability Management
- API
- Absence Management
- Self Service Portal
- Generative AI
- Calendar Management
- Real-Time Notifications
- Class Scheduling
- Employee Scheduling
- Facility Scheduling
- Booking Management
- User Management
- Employee Management
- Alerts/Notifications
- Reporting & Statistics
- Group Scheduling
- Customer Database
- Appointment Scheduling
- Time Zone Tracking
- AI Copilot
- Calendar Sync

**Additional Functionality**
- Sales Reports
- Customer Database
- Email Templates
- Alerts/Notifications
- Mobile Access
- Calendar/Reminder System
- Task Scheduling
- API
- Access Controls/Permissions
- Activity Dashboard
- Data Import/Export
- Customizable Reports
- Forecasting
- Generative AI
- Marketing Automation
- For Insurance Industry
- AI Copilot
- Quotes/Estimates
- Lead Capture

**Additional Functionality**
- Meeting Management
- AI Copilot
- Reminders
- Recommendations
- Lead Distribution
- Workflow Management
- Performance Management
- Dashboard
- Email Management
- Lead Management
- Activity Tracking
- Email Templates
- Third-Party Integrations
- Customizable Fields
- Sales Pipeline Management
- Generative AI
- Automatic Call Distribution
- Call Monitoring
- Lead Capture
- Deal Management
- Call List Management
- Multi-Channel Communication
- Call Recording
- For Contact Centers
- CRM
- Data Management
- Calendar Management
- Chat/Messaging
- Lead Qualification
- API
- Task Management
- Interaction Tracking
- Reporting & Statistics

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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