---
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. Worst CRM on the market: overpriced, limited, and completely unsupported

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** August 06, 2026

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

Nothing at all. We initially started on a basic tier, but upgrading to a higher plan was easily the single worst decision our business ever made.

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

The platform constantly restricts your workflow, and the softphone and power dialer features were an unmitigated mess from day one. When critical sales tools failed, HubSpot's support team was completely useles. Their employees lack basic technical knowledge and offered zero actual support.

The biggest dealbreaker was the financial trap. We signed an annual contract, but after just one month of constant friction, we stopped using the platform entirely. Even though we are stuck paying for the remaining 11 months of the contract, cutting our losses immediately was still the better monetary solution than wasting hours trying to work around a broken system where every button forces you to upgrade from Professional to Enterprise although Hubspot's salesforce promised that Professional would be sufficient.

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

We are in financial services and working with a call center where need to dial numbers during the day and my employees participate in meetings with prospects. It stopped benefiting us almost immediately. We migrated to a direct competitor that is significantly cheaper, offers far more functionality, and actually works. Paying out our contract just to get away from HubSpot was still cheaper than staying with the worst CRM on the market.

  ### 2. Underwhelming Sales Tool Experience

**Rating:** 0.5/5.0 stars

**Reviewed by:** Victor C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 09, 2026

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

I like how HubSpot Sales Hub unifies all of our incoming customer data and creates a sales pipeline, allowing our team of sales consultants to work simultaneously. I also value the normal sales pipeline and maybe some data dashboards.

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

Analytics could be better or either we are not using it right. For example, we want to look at conversion rates for deals that came in a certain month and are either already won or lost. Or maybe we're just looking at conversion rates for that month and want to also include deals that are still pending. Making it easier to view and more intuitive would be great.

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

HubSpot Sales Hub unifies our customer data, creates a sales pipeline, and allows sales consultants to work simultaneously.

  ### 3. The HubSpot that once was is dying.

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** January 06, 2026

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

HubSpot has great tools and I've used them for years - but - they're quickly going downhill and are losing the customer alliance they've steadily built over they years.

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

Lately, it seems like everything is going wrong with HubSpot. Transitioning accounts (upgrading) is an absolute nightmare. You have to speak with Sales People to even start an account on their Professional Tier - your first indicator that they are introducing too much friction into the sales process. 

The mid-level managers aren't given any tools to satisfy customer demands/needs quickly. They're rigid, annoying, and frustrating. 

Plenty more to say - but suffice to say, HubSpot as it once was - reliable, communicative, customer-focused - is on the way out. As they scale toward enterprise to take on Salesforce, they're losing who they once were.

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

None at this point in time. It's become too expensive as they've stripped the free features away for paid tiers and the lack of support and consultative selling from their team leaves me want to move away from them as quickly as possible.

  ### 4. Misleading Auto-Renewal Cancellation Flow and Overpriced Plans

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** June 24, 2026

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

Sales Hub has Forecast and Sequence capabilities.

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

Overpriced offering with highly misleading cancellation flow for auto-renewal. We turned off a toggle, gave a reason for cancellation and landed a page that gave us an option for a call. We believed our cancellation was complete, but it was not. And HubSpot's Service team would not honor our intended non-renewal.

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

Forecast by rep

  ### 5. Challenging Adoption, Rigid Contracts, and Disappointing Support

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** December 12, 2025

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

Our company contracted with HubSpot for several years, using the platform primarily for CRM and sales enablement. Despite adoption challenges, we continued with HubSpot because migrating to another CRM is both expensive and operationally disruptive, and the platform can be a strong fit for organizations that are able to invest in ongoing training and process alignment

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

Over time, it became clear that consistent adoption was difficult for our very fluid sales organization, as onboarding and training new team members on HubSpot was time-consuming and often required third-party assistance to build lists, funnels, and campaigns. Integrations with other software were more challenging than expected and sometimes riddled with technical issues, contributing to low long-term utilization of the platform. After deciding to remove HubSpot from our technology stack, we were unable to end our contract early, and HubSpot declined to stop billing for the remaining six months despite having visibility into our minimal usage and more than five years of prior payments, which, in our view, reflects a rigid contract policy and poor customer service for a small business.

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

Our hopes were to organizing our sales teams on lead and next actions. Compiling lists, creating a funnel, and getting alerts. However, HubSpots platform did not work out for our team. We found it cumbersome and required too much time to set up and then routinely use by sales teams. Not a single sales team member liked to use the platform and as a result never (after years) did we run a successful lead gen campaign or follow a sales funnel from top to bottom using HubSpot.  I'd say that HubSpot may be a great platform for some teams but does not suit all teams. To fully use the platform, we would have had to invest in third party providers to assist with set up and utilization. We did do this a couple of times but each time, we ran into difficulty with seats being blocked, features being unclear on how to use, and struggled to set up our own sales funnel stages with our own parameters and were forced to work within HubSpots requirements/definitions which created confusion and frustration.

**Official Response from Jordan Montgomery:**

> Thank you for taking the time to share such detailed feedback. We are truly sorry to hear about your experience with adoption challenges, onboarding difficulties, integration issues, and the frustration you faced with our contract and support teams. That is not the experience we strive to provide, and we understand how disappointing this must have been for your organization.

Your feedback about onboarding complexity, the need for third party assistance, and the rigidity of our contract policies is incredibly valuable. We would really appreciate the opportunity to learn more about your experience and share your input with the right teams internally. If you are open to discussing this further, please reach out at customer-reviews@hubspot.com.

  ### 6. Not for Logistics Operations

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2022

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

 The ability to visualize where things are in process.

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

Agility. In logistics, everything moves too fast for this clunky product

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

It keeps us from forgetting about pending requests - it keeps everything "in your face" every time you log in.

  ### 7. Disappointing Experience with Setup and Transparency

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** May 02, 2026

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

I did not like much about it at all

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

I didn't like the sales team. There wasn't a lot of transparency, and it looked like it was gonna require a lot of development. It was not very easy at all.

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

HubSpot Sales Hub didn't provide me much help with client relation management.

  ### 8. Botched Implementation, Zero Support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Joseph  h. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2026

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

nothing

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

I never got to use HubSpot Sales Hub Pro because the implementation was botched. They just looked at our setup and said 'you're good' without any formal process or workflow. It ended up being a time and money sink, as I was billed for 3 months of usage without getting any actual use. The support wasn't helpful; they pushed us to a 3rd party that didn't care about our success.

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

it didnt we didnt get any usage

  ### 9. HubSpot Sales: HubSpot to Outlook Integration

**Rating:** 1.0/5.0 stars

**Reviewed by:** Tanner S. | Director of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 13, 2025

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

We like HubSpot generally as a CRM. It is dynamic to different selling situations, they've made great changes recently with the sales workspace, lead pipelines, etc. It's a strong tool for the widest number of sales use cases that I have come across. Small and large companies stand to benefit greatly from HubSpot as a CRM. This is the 4th company I have used HubSpot as a CRM at and brought into the business. HubSpot is incredibly intuitive and sales reps who will use it regularly will learn it due to how it's built with common structure, logical processes, etc.

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

The HubSpot to Outlook integration is absolutely terrible. Having ran HubSpot through Google in the past, it was seamless and worked so well. We invested heavily into HubSpot into our new company with 53 paid seats and Sales Hub at the Enterprise level. We get logged out of the Outlook HubSpot integration constantly. If the pin on the ribbon expires (regularly happens), the integration no longer works to log emails to HubSpot. These issues happen often and it's causing major issues with getting our team fully integrated and willing to use the CRM religiously like we need them to. 

When we ask for help solving this core integration issue from the HubSpot team, they point to Microsoft and blame them. For other issues, we're getting articles and videos instead of a Customer Success team member to link arms and help with our issues. The Outlook integration has to be resolved. We love everything else about HubSpot, but if this issue can be resolved, we'll be having to look elsewhere for a CRM.

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

It tracks everything we need it to and makes it easy to do so through the desktop and app version. Our current use case is basic as we are taking sales reps who have never used a CRM and trying to get them running all activities, leads, and opportunities through it to build a clear process to get sales closed.

**Official Response from Jennifer Leventin:**

> Hi Tanner,
Thank you for taking the time to share such detailed feedback. We are sorry to hear that your experience with the Outlook integration has been frustrating, especially after having a smoother experience with Google. We understand how critical reliable integrations are - particularly at the enterprise level with a large team depending on the platform daily.

We would appreciate the opportunity to learn more about the issues you are facing. 
If you are open to sharing further, please reach out at customer-reviews@hubspot.com. Your input helps us improve and better support teams like yours.

  ### 10. Bad Experience

**Rating:** 0.0/5.0 stars

**Reviewed by:** Paloma P. | Contralor, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 19, 2026

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

The tracking of tasks when entering, which shows all the pending items

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

That many things want to be managed entirely through the platform without the support of a specialist, and it can be very confusing if you don't have experience, which was our case. They do not attend to you correctly or cordially in customer service. Difficult to use.

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

The follow-up with the clients

  ### 11. Limited Calling Features, Needs Better Support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Alvaro N.

**Reviewed Date:** November 04, 2025

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

I appreciate using HubSpot Sales Hub for its comprehensive visibility over my current leads, which greatly assists in managing my sales efforts. I particularly like the Reports feature, as it enhances my ability to forecast sales effectively, providing key insights that help guide my decision-making process.

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

I find it frustrating that I can't make calls through HubSpot Sales Hub due to problems with Twilio integration. Additionally, their support team is terrible, making it difficult to resolve these issues effectively.

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

HubSpot Sales Hub provides visibility over my current leads and is useful for forecasting with its Reports feature.

**Official Response from Jordan Montgomery:**

> Hi Alvaro - we're sorry to hear that the calling functionality and your experience with our support team didn't meet expectations. Those are critical parts of the platform, and we understand how frustrating it is when they fall short. We also noticed you mentioned some positives about the Reports feature and lead visibility. If those aspects have been valuable to your team, we'd be grateful if you'd consider reflecting that in your rating as well.  Thank you for taking the time to share your feedback! 

  ### 12. Many functions, but complicated

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** December 09, 2025

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

What I like the most is that it has many things and it would be good if it were easy to use, but it is not.

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

It is very complicated to use because it has too many buttons and too many little things, which really aren't needed in such quantity. The seller's experience is complicated.

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

I really tried, but it was very complicated to implement. That's why I switched to Pipedrive and Active Campaign, and now I'm moving to Kommo.

  ### 13. Buggy, frustrating user experience

**Rating:** 1.0/5.0 stars

**Reviewed by:** Harrison R. | Sales Development Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2024

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

Simple enough to learn quickly with some tutorials.

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

Everyday I feel like I encounter new bugs with the platform. For instance, today I had to refresh my Sales Hub to make each incremental phone call since it would not load. There's always a new bug with the platform, some days worse than others.

Also, not sure why updates (to lists, sequence enrollments etc.) show up 15-30 seconds delayed, but it always makes me second guess if I've done something correctly or not. As someone who is meticulous about organization and outreach procedure, Hubspot is incredibly limited for enriching data with custom fields and using those in outreach efforts. I've been using the platform for just over 2 months, and I have an entire Google doc where I vent about frustrating experiences on the platform. It's fine if it's a one-off thing, but as I'm repetitively prospecting, these tiny details really get annoying. 

Here's the start of the list: 
Sometimes, when I’m going through calls, it brings up the old contact after I’ve completed the task
Always need to switch to Mobile Phone Number
Contacts I’ve unenrolled still are being assigned tasks and appear
To modify a tiny detail in my sequence I need to start all over, unenroll, re-enroll...

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

A platform to stay organized and share results with colleagues

  ### 14. Review of HubSpot’s Support Experience

**Rating:** 1.0/5.0 stars

**Reviewed by:** Gábor H. | Director of Customer Acquisition, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 02, 2024

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

HubSpot's CRM has been a reliable tool for our team.

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

HubSpot's CRM is a solid tool, and the new AI features like HubSpot Breeze are exciting. However, my experience with their customer support has been frustrating.

Twice, calls with their team were canceled last minute after waiting two weeks each time. This isn’t acceptable for a service we pay a significant annual fee for. Timely support is crucial, especially in fast-moving areas like AI and CRM upgrades.

New Users, my 2 cents on HubSpot: It has great features, but consider how important reliable support is for your business needs.

For HubSpot: Please improve customer support. Consistent delays risk losing trust and loyalty.

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

Please see my summary above.

  ### 15. Abusive renewal

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** April 30, 2024

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

The solution is mainstream and quite straightforward.

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

The tool is cheap in the beginning but they trap you in contacts you cannot get out of, worst they add on top of it without your explicit consent.

I was in the negociation with their team, while I was waiting for a counter proposal I have been renewed on a yearly plan with no discount.

Worst ! I have been engaged on add-ons they automatically added to my contract during the year so I am paying even more.
During the year I passed a number of marketing contacts (due to a mistake), they added automatically a bundle of 5000 contacts (for 1000 above threshold) and once the problem was solved they didn't remove it (no symetrical business) and they engaged me yearly on it even though I was below the threshold.

Worst way of doing business. You traped me for an extra year but trust you're gonna lose me and a lot of other businesses.

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

CRM, Dashboarding and sales pipeline.

  ### 16. Now they're just like the other villain tech companies

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** December 26, 2024

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

Capabilities growing so fast from billing all these unused seats!

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

Hubspot as that has now become just like the other hated tech companies with overcomplicated and decieteful pricing, being locked in with empty seats, and having a carousel of sales and support reps who seem to never talk to each other and not know who's on first. 

I brought HubSpot to my company. I have used it other places, and convinced others to use it. You either die a hero, or live long enough to become the vilan exhibit 5000.

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

Capabilities growing so fast from billing all these unused seats!

  ### 17. Hubspot doesn't care about you

**Rating:** 0.0/5.0 stars

**Reviewed by:** Maggie  S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 28, 2024

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

Gmail extension, althought I am unable to filter out my email warming emails so my CRM is a bit messy.

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

Hubspot is a mediocre CRM with a great marketing strategy. No a/b testing directy in the platform, no easy way to download sales reporting like close rate. For a small business, they limit almost every feature/function to try to entice you to 5x your monthly spend. You end up feeling enormously frustrated. 

Hubspot doesn't care about the fact that you are a loyal customer and they certainly don't care about your small business. They launched a new pricing model claiming $100/mo for sales starter, yet they won't give it to current customers who have been with them for 4 years. So my option as a loyal customer is to spend $500/mo on 5 seats on pro, when I only need 1 seat...while a new customer can get in for $100/ MAKES ZERO SENSE.

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

Their lack of features make it hard to benefit from much, other than them being simply a roladex on steroids. I guess I get email tracking and a gmail extension, but I could get that and much more on a CRM for a fraction of the cost (currently demoing Active Campaign).

  ### 18. The most outdated CRM system will slow you down and you will never find support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Serena B. | Head of Partnerships, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2024

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

There is not one feature that helped with the workflow, they are a SEO and media company not a SAAS service. You will have more use out of pen and paper. 
The new rules for GDPR means that the very outdated system that hubspot is using has no leverage for any use in sales workflow. overcomplicated and non-intuitive this clunky and wonky service is frustrating and terrible to use.

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

Support is non-existant and questions will never get answered, there is not one person to reach out to for any questions or answers, the most helpful thing is the ai bot on the homepage and al other sales reps are brainless puppets. I have seen 13 year olds create more advanced and better working Saas models than Hubspot, they are only great at doing their own SEO and purchasing other peoples media. 
Do not waste your time.

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

None, Hubspot will cause you more problems than anything else in your sales pipeline, do not even consider this as an option they are the worst.

  ### 19. Looks promising but ends up being rather limited

**Rating:** 1.0/5.0 stars

**Reviewed by:** Greg B. | CEO &amp; Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 30, 2023

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

Robust for sales teams working together, well thought out pipeline and lead flows, simple to get started  (but not simple to setup).

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

Many features are unavailable or limited even after paying for professional. This has require us paying and integrating other tools to be able to send text messages, emails, phone calls, automations, calendaring, website, email responses to advertising and contact forms, etc. Many of the features or functions we have found included in many competeting solutions aren't available in HubSpot such as automations (workflows) sending webhooks, being triggers off of webhooks, sending auto emails to Paid Ad forms, etc. We found ourselves constantly being disappointed that Hubspot features were unavailable and going off Hubspot to find effective tools to accomplish sales. Our team runs into "upgrade to use this feature" so often, it seems more like a free trial even though we're paying for the Pro level.

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

HubSpot provides a CRM to track most sales activity (after integrating with multiple other tools).

  ### 20. Not user friendly for sales roles.

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** July 25, 2024

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

In comparison to other CRMs, it is very difficult to name any positive or helpful features on HubSpot.

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

HubSpot isn't visually user friendly but also the overlap of contacts on multiple accounts creates so much confusion and duplicate efforts between colleagues.

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

I have used many CRMs both custom and global platforms and HubSpot in comparison provides no benefit or solution to my daily sales needs.

  ### 21. Hubspot has gone too far..

**Rating:** 0.5/5.0 stars

**Reviewed by:** Chris J. | Revenue Operations Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 01, 2022

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

Hubspot has a beautiful synchronicity between marketing and sales funnels in order for us to successfully run our business in what we call our "Single source of truth"

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

In the last 2 years, Hubspot has become notoriously "Gated" in what feels like they're putting features behind paywalls. Some features you can't access, some features have sub features you can't access. Our company already pays nearly $30,000/yr, and I feel like I can't access 30% of Hubspot. 

Truthfully, this company has gotten too greedy.. They went from being a great alternative for SMBs to pricing them out pretty quickly.

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

We are maintaining a coordinated approach on working with prospects across our various funnels. The platform provides us with the information we need, along with a ton of additional data insights.

  ### 22. Hubspot is for marketing teams, but not saas sellers

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** December 08, 2023

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

Its good for marketers, they have nearly every feature a marketer would want. But that does not mean it should be paired with sales at the same time. Hubspot is easy to get started and that ease makes early-stage founders think they should operate their sales teams out of this rubbish platform.

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

HubSpot Sales, while boasting a user-friendly interface and strong marketing integration, falls short in its customization capabilities and overall usability, making it a less compelling option compared to industry leader Salesforce.

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

HubSpot Sales Hub promises automation, organization, and insightful reporting, but unfortunately, its limitations in customization and data management make it unusable for my complex sales process, leaving me stuck with spreadsheets and outdated tactics. Despite its potential benefits, I can't reap them without a platform that adapts to my needs.

  ### 23. Complex set-up, account team more interested in pushing the sale than listening to the -ve feedback

**Rating:** 0.5/5.0 stars

**Reviewed by:** Dariush Z. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2023

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

The sign up proces was simple, offering a free trial, but that was about it. Hubspot is a pretty all encompassing tool, but what I needed it for (sales) needs imrpovement.

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

The set-up process was clunky, didn't focus on understanding my sales workflow, rather having me fit my business process into it. I was contacted by a sales executive who was more interested in making a sale as opposed to understanding my pain points. So I went with Pipedrive which whlist it didn;t have the same level of functionality, was much easier to set up, customize to my business process, automate and integrate with all my other business systems.

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

Well, it's not solving my problem! I was looking for a simple mechanism by which I could customize my B2B sales engagement process and whilse Hubspot can do this, it's set-up proces was very clunky and not "out of the box"

  ### 24. Poor Customer Service

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** December 14, 2023

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

There are unlimited sales and marketing automations that you can create through HubSpot, and the platform makes it easy to track your sales pipeline.

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

It's impossible to get in touch with customer service, which is absurd for the price tag. Our organization was promised a designated customer service representative, but still made us wait several days to get in touch with whoever was available. Tried to cancel our membership and didn't get a response for DAYS, then HubSpot auto renewed it.

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

HubSpot made it easy to track our pipeline and analytics, but impossible to get customer service.

  ### 25. As a BDR, it is much worse than salesloft for user experience, and being able to efficiently called

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** December 15, 2023

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

Email sequences are good and easy to use

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

Everything about the call platform is innefficient

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

The email sequences are good

  ### 26. Pricing is ALWAYS higher than advertised.  Customer support is woefully unhelpful.

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** December 24, 2022

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

Not much really.  
The problems outweigh the benefits so I highly regret that you never start using Hubspot.  It will just bring you heartache and difficulties.

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

Hubspot has great advertised prices.  The problem is that as soon as you sign up or upgrade packages, the actual charge is 3 or 4 times higher, with some excuse given in the 1000 lines of fine print.  It is just deceptive. 

The account managers are pathetic at best and just sent automated message after automated message.  .

I deeply regret starting to use Hubspot

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

The problems outweigh the benefits so I want to leave.
The issue is that I am tied into a 12-month contract.   
This was done when the Account Manager sent me an email asking if I would like to use a higher tier. 
I clicked to agree and that click tied me into the product for the next 12 months.  
DO NOT click to accept anything from an Account Manager, unless you have 30 min to read through every line of the T&Cs.
Hubspot is deceptive.

  ### 27. Highly recommend avoiding

**Rating:** 0.0/5.0 stars

**Reviewed by:** Kenneth S. | Owner/Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2023

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

The reporting although limited did have a unique view.

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

The sales team and billing team overpromised and did not deliver. Integrations are not as promised, the scheduling feature built is way too limiting, and SEO tools are not good.

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

Hubspot sales does not solve the problems in reality, as it is way too limiting.

  ### 28. Not Best tool for business!

**Rating:** 0.0/5.0 stars

**Reviewed by:** Armin M. | Business Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 21, 2022

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

Hubspot keeps my saved contacts updated and properly labeled. It is simple to use and there are so many features of it that would be really helpful for business.

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

The only thing i dont like about it is when you are updating a certain contact and let's say you are in page 10, the moment you clicked again contacts or back button, you will be back on page 1. But overall it is a good platform.

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

Monitor only emails

  ### 29. Email logging does NOT work with Outlook for Mac

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** July 05, 2022

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

User friendly and flexible, however without email logging, the value of the product is severely reduced.

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

One of the main selling points HubSpot used is the ability to automatically log emails in HubSpot. Unfortunately, their add-in for Outlook for Mac is completely broken. When the add-in is activated, Outlook becomes so slow that our team will refuse to use it. This has a severe impact on our adoption and value of Hubspot, as having emails logged is a key feature. Unfortunately, we have been completely stonewalled by support and our CSM, telling us to contact Microsoft even though there is an issue with their add-in as is evident from their support forum, where customers have been complaining about this since 2020 without a response from HubSpot. We're currently spending +€25k annually with HubSpot and they are not willing to help or even acknowledge there is a problem - extremely disappointing.

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

If you are using Outlook for Mac - be aware that email logging is not currently working.

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

We wanted to use HubSpot to have a central repository for all information and communication with our customers. Unfortunately, that is not possible without email logging.

  ### 30. Predatory cancellation practices

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** December 08, 2022

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

It is a pretty good CRM for sales purposes.

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

Predatory design around cancellation with dark spots to make you think that you have cancelled your whole subscription when you have only cancelled one part of the service. They even send you an email mentioning that the Hubspot subscription has been cancelled.

The Hubspot subscription then auto-renews for a full year.

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

Sales CRM

  ### 31. Good functionality but the increase in charges to use the product leaves a bad taste for loyalty

**Rating:** 1.0/5.0 stars

**Reviewed by:** Warren C. | Account Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2023

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

bundle of multiple tools into the same product makes it easy to roll out across the team.

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

The price keeps going up and bundling the marketing hub makes it ridiculously expensive.

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

Tracking customer activity and pipeline management.

  ### 32. Do Not Use

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** May 25, 2022

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

It is a good system but if you go down this route do not expect to be able to get out of it.

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

Once you start and import your leads into Hubspot, the way that they categorize and organize leads, contacts, companies, etc. makes it so you are not able to export. You will NOT be able to use a third party email marketing system easily and you will suddenly be stuck in 'their way' and forced to upgrade to be able to use the category types - but this still does not allow you to easily use other email marketing systems. 

Their system is designed to get you in easily but force you to upgrade and upgrade and I am assuming that is why they are going up in the market - becuase once you are in, unless you want to rebuild your entire sales system, you are stuck.

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

Look at other systems that play better with others and that ensure that your information is your information.

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

Email Marketing, working with other systems, leaving Hubspot. It is a decent enough but pricey system if you fully lean into it.

  ### 33. Horrible experience. Stay away.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 29, 2022

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

Absolutely nothing. This is hands down the worst piece of sales software that I have utilized since I started my sales career 8 years ago. HubSpot should disable their sales module and stick to marketing automation. It's absolutely horrendous and the fact that they change for the sales hub is offensive.

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

Continual service outages (1-2 per week). HubSpot support is brutal and constantly wants to jump on a screen share to see the issue, but they are just buying time and trying to appease me (they know exactly what the issue is).

There is no communication around service outages. I have to reach out to HubSpot for updates and understanding as to what is going on and how they are going to rectify the situation. Never get a solution. It's not their team's fault - the engineering team has to figure it out. I cannot believe a renowned organization of this stature has delivered such a poorly architected product with continual outages.

Additional things that are wildly frustrating:
-No integration into Outreach.io - so we're forced to use HubSpot for outbound selling until we switch over to Salesforce.
-Sequencing is extremely clunky. You are limited to only 6 emails per sequence. You only have two options for sequence workflow - all emails on the same thread with the same subject line or all individual emails (not on the same thread) with different subject lines
-Calls just don't work at times. Super slow call connection and terrible call quality. A ton of difficulty dialing, especially internationally. 
-My team complains about errors and issues in HubSpot daily. It is a nightmare to deal with as a sales leader


I wouldn't tell my worst enemy to use the HubSpot sales hub.

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

Procure a different sales tool

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

Absolutely none. It's creating more problems and headaches than anything else. I cannot wait to fully switch off the tool and never have to deal with HubSpot ever again in my sales leadership career. It's horrendous and offensive that they charge for this tool.

  ### 34. Not User Friendly

**Rating:** 0.0/5.0 stars

**Reviewed by:** Emily C. | Account Exec, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 25, 2021

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

I like the email sequences and ability to customize views. I like that tasks can be implemented.

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

Honestly so much... it's inconsistent, hard to organize contacts, you can only enroll 50 contacts at a time in emails. Can't pull reports easily. I wish templates and snippets were interchangable. I wish that I could have one main template, but for some reason I have so many templates that are the same but in multiple sequences so I can't delete them. When I search an email, a lot of times it won't appear, but a lot of random things will come up - would love an improved search feature.

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

Great for email sequences (ish - you can only enroll 50/time, only 5 emails total per sequence, etc), but it's good for that. Wouldn't recommend it if you want to see what your data is - it's all in there but really frustrating to report on.

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

Email follow up automation, snippet tool, and A / B testing. We are financially benefitting from the product in a way. I'm more productive, but I also find that troubleshooting Hubspot issues also make me less productive.

  ### 35. Not my favorite CRM

**Rating:** 1.0/5.0 stars

**Reviewed by:** Jamie A. | SDR Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2022

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

I like the process of moving leads through the process and into a deal status. I like that you can connect a document signer like Panda doc to the program. I like how marketing and sales are segmented.

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

I have to continually ask the admin for permission to do different actions like exporting a list, the cold outreach email limitations are bad, and I have to use another tech stack in order to send out my cold email outreach.

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

I am not. I really need a sales enablement program and I also have to purchase more to send out my email sequences. I don't like moving between so many different programs.

  ### 36. if you run the free version it will be very frustrating

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** August 25, 2022

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

the free version has the essential features to run a CRM, but is nothing more than a spreadsheet would provide,

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

everything that is interesting is in the paid version, I can see why anybody would use the system in the free version.

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

the idea here is to work with the sales funnel, but it has a lack of features, when you work with the gsuite, from google

  ### 37. Hubspot is criminal

**Rating:** 0.0/5.0 stars

**Reviewed by:** Sean A. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 10, 2021

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

Nothing, Hubspot has very limited functionality

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

The sales team lied through their teeth about what Hubspot can do to get the sale.  After discovering in onboarding that it does nothing I asked for, they responded by locking me into a $17,000 contract.  This company is disgusting.  The main reason I bought it was to build a math tutoring program for low income youth in San Francisco.  After over 100 hours of fighting with them, I broke the contract, but they pocketed $3000 in onboarding and subscription fees.   This company treats its customers terribly.

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

I didn't use it at all, it has very limited functionality

  ### 38. Not Great for sales insights

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** April 29, 2022

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

There aren't So many features and lead assessment matrices that you may spend a year using it and still never get used to it

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

The UI and visual ques are something that needs getting used to. Especially if you have been using other CRM that focus heavily on visual elements.

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

No

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

Using it for sales as a CRM. Integrated with our cloud dialler, it works amazingly. 
Benefits include but aren't limited to 
1. None

  ### 39. Hubspot is pretty cool

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** April 28, 2022

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

how easy it is for potential clients to book appointments on my calendar and how it syncs direclty with my outlook calendar.

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

there is nothing i dislike about it currently.

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

saving time and allowing ease of use for my SDR team to book appointments on my calendar

  ### 40. Hubspot has security issues, avoid the email integration!!

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** April 19, 2022

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

The sales pipeline function was pretty good.

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

The email integration is terrible! A hacking group found a back door method through Hubspot to get into our servers. Fortunately, we found the issue before there was major damage but no thanks to Hubspot. This is why I would NEVER recommend using the email integration with this software.

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

Avoid if possible. There are much better apps out there that have a similar functionality.

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

We needed a pipeline management tool and the free version was good enough.

  ### 41. Extremely unreliable

**Rating:** 1.0/5.0 stars

**Reviewed by:** Marcus J. | Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2020

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

Deal structures are good for organization

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

Multiple times a day I have to log out and log back in, or refresh my browser, or just hope that calls start working again. Too many times, I have finally gotten ahold of a prospect and then they can't hear me, or the call drops, or I can't hear them. Then when I try to call back either through my browser or phone Hubspot just doesn't work.

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

It keeps us organized and sticking to a process. We frequently run into hiccups with reliability, though, as mentioned above.

**Official Response from Lucy Alexander:**

> Hi Marcus,

Thank you so much for taking the time to leave a review and providing specific feedback on reporting and sequences. 

Leveling up our reporting is a big area of focus for our Product Team this year. I do want to clarify that we rolled out cross-object reporting around 2 years ago (resource on that linked below!), but I certainly understand your point about wanting to be able to pull together different data points as easily as possible. I'll pass along your feedback about the "OR" operators, too. If you'd like to provide any specific feedback on usability and the learning curve of our reporting tools, please feel free to reach out to me at lucya@hubspot.com.

I appreciate your clear points around how we can improve Sequences, too. Sending it along to the team.

Thank you for being a HubSpot customer,
Lucy | Customer Communications

  ### 42. Too basic

**Rating:** 1.0/5.0 stars

**Reviewed by:** Marten F. | Business Development Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 28, 2021

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

All main sales activities can be done in one place.

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

Functionality is lacking. 
Sequences have only basic functions. 
A lot of bugs and errors make it difficult to work with the tool daily. 
Prioritizing and grouping tasks is complex and not intuitive. 
Sequence stats are lacking in methodology. 
Working with lists is a headache.

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

Think twice - are you willing to give up some functionality and usability?

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

Comparing to the previous tool, it is only causing problems, not solving them.

  ### 43. Way too expensive if you add many contacts.

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** January 13, 2022

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

I appreciated how clean the dashboard looks.

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

However, the pricing as you scale contacts is pretty crazy in comparison to other CRM's.  Also, once we got signed up paying $400+ per month for two seats the sales rep disappeared and never bothered to tell me we didnt have phone support... We would have bought it.

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

Seek elsewhere

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

None. I do not recommend.

  ### 44. Horrible support

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** November 23, 2021

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

They try to be available and respond quickly.

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

They are not able to do anything about the issues at hand - even if they are critical.

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

Good product. Bad support.

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

I think the Hubspot CRM at its core is beneficial for SMEs. Good product.

  ### 45. Missing basic functionality

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** November 22, 2021

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

Customer support is generally available on chat

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

Product is slow to load, reporting is difficult, price per contact makes it difficult to scale

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

Sales and marketin outreach, not a lot of benefit

  ### 46. Looks the same on the outside, but once you dig into the nuisance is a major headache

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** December 21, 2020

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

Checks the rudimentary boxes of setting up the cadence, tasks, automatic emails, etc. 
Some templates to choose from, which is quite generic, so if you use them, the prospect probably got a lot of similar formatted emails!

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

If you want to edit or add to the cadence, it's a very manual process, once a contact is in sequence, it's very hard to make changes (and especially in bulk). 
Very hard to filter through the right contacts to enroll into sequence as well, the interface is not friendly or intuitive.
Cannot do A/B testing and nurture prospects based on simple criteria such as if they opened the email do this, if they haven't, do that. 
Cannot change the title of the email subject on subsequent emails. You need to unenroll them and reenroll them to a new email sequence to do that.
It was also down for a long time, the tasks and contact would sporadically not work. Support tickets issued was not helpful and prolonged delay.

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

Able to send our cadence, track basic stats for the contacts, who opened the email, clicked through a link, etc. 
Mass email, setup tasks, etc.

  ### 47. Complete scam, nothing works as promised and no support available!

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2020

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

Not a huge amount. Functionality is spotty at best and does not do many of the things they promise during sales experience.

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

Where to start, features are missing or extremely unreliable, service and support don't know what they're doing, simple functionality is unusable and there are no ways to get answers from anyone, classic pass the buck culture and no one takes ownership to actually assist. Was promised ring central integration during sales and now 5 months in i still don't have it. Still don't have most of the features we actually bought the service for.

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

Go with Activecampaign or one of the cheaper options, its a huge time suck and will not provide actionable results.

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

none so far, wish we could cancel

  ### 48. Living off Former Glory; Now a Snake pit

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** April 16, 2021

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

great value for money, really powerful and super simple to use.

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

Nothing - sometimes pricing can be complicated.

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

saved an enourmous amout of time and resources with automation.

  ### 49. No client service

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 11, 2020

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

Very basic sales CRM capabilities. Strikes me as somewhat easy to set up/configure

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

Their sales CRM was definitely an afterthought. They are a marketing automation platform first and foremost.

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

If you are really looking for a robust sales CRM, stay clear. This is a fairly rudimentary sales CRM that is really more of a bolt on to their marketing hub than it is a true sales CRM.

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

We were using it to manage our sales pipeline. Provide our executive team with more visibility into our pipeline and sales activity

**Official Response from Joe Mayall:**

> Hello,

First, thank you for taking the time to submit your feedback. It gives us important insight into how we can improve our products and systems to help you grow better.

I'm happy to hear you appreciated the ease-of-use of our CRM. Along with being deeply powerful, HubSpot is user-friendly so you can focus on your business.

I'm sorry to hear you felt some sales features were insufficient for your needs. Sales teams are the engine that drives a business's success. We strive to enable that success through the robust features of Sales Hub. 

I've included a link to the Sales section of our HubSpot Academy. There you can find a library of courses that walk you through the best methods and practices for HubSpot's suite of Sales tools.

If you'd like to chat, please feel free to connect with me at jmayall@hubspot.com. I'd be happy to answer any questions or concerns.

Best,
Joe

  ### 50. Great Idea but tools Extra

**Rating:** 0.0/5.0 stars

**Reviewed by:** John H. | Director of Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2019

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

I liked the idea of the CRM free to get to understand the system rather than a trial.  Was looking to start with the option to upgrade as we learned more how to use it.

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

I disliked that the free concept that was  pretty much what you paid for....nothing.   Just to run a report on what you did costs extra and the extras are pretty expensive.  I couldn't even get through the first day without wondering why I was bothering.  So I didn't and went onto the next.  

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

For simple CRM use I would not recommend or those looking for a low cost entry into a CRM.

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

The biggest use for my company is staying on top of calls and history of those calls.   But we rely heavily on reports that come out of the CRM to manage future activities.  Just was not there with Hubspot so we changed.  


## 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%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A30%3A53+-0500&secure%5Bsession_id%5D=66d2ed02-9805-499d-b0d2-e8955d357aed&secure%5Btoken%5D=ccc1279db68c57f9c2995303de38fd6a76033e2434fe1ac02bb87817cb9453f8&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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