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[2024]</title><meta name="description" content="We tested HubSpot's CRM and project management software to find out if it can stand against industry giants like monday.com." /><link rel="canonical" href="https://www.websiteplanet.com/project-management-software/hubspot-project-management/" /><meta property="og:locale" content="en_US" /><meta property="og:type" content="website" /><meta property="og:title" content="HubSpot Review: Is It Good for Project Management? 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251.47a12 12 0 0 0-1.6 16.9l25.5 31A12 12 0 0 0 45.15 301l235.22-193.74a12.19 12.19 0 0 1 15.3 0L530.9 301a12 12 0 0 0 16.9-1.6l25.5-31a12 12 0 0 0-1.7-16.93z"></path></svg>Website Planet</span></a></li><li class="separator">></li><li class=""><a href="https://www.websiteplanet.com/project-management-software/"><span>Project Management Software</span></a></li><li class="separator">></li><li class=""><a href="https://www.websiteplanet.com/project-management-software/hubspot-project-management/"><span>HubSpot</span></a></li></ol></div> <div class="head-bg"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 1920 100" aria-label="head-bg" role="img"><path d="m40.000002,145.581745c383.088,0 398.629,95.322 830.167,95.322c431.539,0 838.176,176.678 1269.714,176.678l0,-376.437c-67.656,5.743 61.922,99.343 0,102.784c-138.316,7.687 -269.414,-61.316 -379.122,-65.116c-59.728,-2.07 -187.785,75.456 -252.822,51.354c-38.931,-14.427 -57.233,-90.551 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fill-rule="evenodd"/><path d="m1.999993,185.176849c337.267,-6.615 1995.381,116 2136.218,116c-323.475,-253.837 -257.915,-273.348 -362.34,-277.147c-56.854,-2.068 -116.752,19.045 -164.684,33.229c-8.579,2.539 -85.618,67.581 -193.782,68.398c-67.537,0.51 -93.545,-81.653 -171.175,-81.653c-47.013,0 -54.929,27.542 -145.963,25.171c-91.034,-2.372 -202.343,-58.213 -225.396,-61.825c-58.34,-9.144 -112.543,-11.638 -171.31,3.584c-180.375,46.721 -219.907,114.723 -342.675,114.723c-122.769,0 -238.125,-114.723 -360.893,-114.723l0,374.243z" fill-opacity="0.2" fill-rule="evenodd"/></svg></div> <div class="head-inner"> <div class="vendor-container"> <div class="header-column"> <div class="logotitle fdfggs"> <a href="https://www.websiteplanet.com/goto.php?id=2485073&lang=en&deep_id=0&deep_name=&btn_name=vendorLogo_2485073_vendor_2485073_1&post_id=2485073&pageview_id=0&direct_link=&type=vendor&amp=0" onclick="trackClickout('event', 'clickout', 'Vendor Top Logo', 'hubspot-project-management', this, true );" rel="sponsored noopener noreferrer" target="_blank" class="vendor-logo clickoutLink" id="logo-desktop"> <picture> <source srcset="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/imageedit_11_5830727294.webp" type="image/webp"> <source srcset="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/imageedit_11_5830727294.png" type="image/png"> <img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/imageedit_11_5830727294.webp" alt="hubspot-logo" width="95" height="95"> </picture> </a> <div class="new-vendor-title ">  <h1>HubSpot Review: Is It Good for Project Management? [2024]</h1>  </div> </div> </div> <div class="header-column"> <div class="header-author empty-Reviewed"> <a href="https://www.websiteplanet.com/author/dawn-prevete/" target="_blank" class="header-author-data"> <span class="header-author-img"> <picture> <source srcset="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2020/12/Dawn.webp" type="image/webp"> <source srcset="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2020/12/Dawn.jpg" type="image/jpeg"> <img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2020/12/Dawn.webp" alt="Dawn Prevete" width="80" height="80" loading="lazy"> </picture> </span> <span class="header-author-about"> <span class="header-author-name-header">Written by: </span> <span class="header-author-name">Dawn Prevete</span> <span class="header-author-job"></span> </span> </a> <div class="header-author-text"> <span class="header-author-quotes"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 512 512" aria-label="quotes" role="img"><path d="M389.043 444.574c-70.957 0-121.957-57.652-121.957-144.13 0-126.4 95.348-215.087 230.6-232.826C511 65.4 515.435 83.14 504.348 89.8c-53.217 22.174-79.826 53.217-82.043 82.043-2.217 22.174 8.87 39.913 24.4 44.348C484.4 225.052 511 273.834 511 322.617c0 66.522-55.435 121.957-121.957 121.957zm-266.086 0C52 444.574 1 386.92 1 300.443 1 174.052 96.348 85.356 231.6 67.617c13.304-2.217 17.74 15.522 6.652 22.174-53.217 22.174-79.826 53.217-82.043 82.043-2.217 22.174 8.87 39.913 24.4 44.348 37.696 8.87 64.304 57.652 64.304 106.435 0 66.522-55.435 121.957-121.957 121.957z"/></svg></span><p>HubSpot’s easy-to-use CRM and project management software boasts impressive tools teams can use to enhance productivity, keep work on track, and monitor performance. It’s an excellent choice for marketing, sales, and customer service teams that want a comprehensive solution for managing workflow. While HubSpot has a free plan, be prepared to pay for a plan to access advanced project features.</p> </div> <time class="header-author-time"> <i class="clockpost"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 512 512" aria-label="time" role="img"><path d="M256 8C119 8 8 119 8 256s111 248 248 248 248-111 248-248S393 8 256 8zm0 448c-110.5 0-200-89.5-200-200S145.5 56 256 56s200 89.5 200 200-89.5 200-200 200zm61.8-104.4l-84.9-61.7c-3.1-2.3-4.9-5.9-4.9-9.7V116c0-6.6 5.4-12 12-12h32c6.6 0 12 5.4 12 12v141.7l66.8 48.6c5.4 3.9 6.5 11.4 2.6 16.8L334.6 349c-3.9 5.3-11.4 6.5-16.8 2.6z"/></svg></i> July 11, 2024 </time> </div> </div> <div class="header-column"> <div class="header-card"><div class="header-card-content " id="header-carousel"> <div class="header-card-data one-head-column "> <a href="https://www.websiteplanet.com/goto.php?id=2485073&lang=en&deep_id=0&deep_name=&btn_name=vendor_logo&post_id=2485073&pageview_id=0&direct_link=&type=vendor&amp=0" target="_blank" onclick="trackClickout('event', 'clickout', 'Vendor Top Logo', 'hubspot-project-management', this, true );" rel="sponsored noopener noreferrer" class="clickoutLink vendor-logo" id="logo-carousel"> <picture> <source srcset="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/imageedit_11_5830727294.webp" type="image/webp"> <source srcset="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/imageedit_11_5830727294.png" type="image/png"> <img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/imageedit_11_5830727294.webp" alt="hubspot-logo" width="95" height="95" loading="lazy"> </picture> </a> <div class="header-card-rating"> 4.8</div> <div class="header-card-stars rating"><span class="wsp-star-block star-rating-100 vendor-big wsp-star-block-yellow"></span> </div> <span class="header-card-ranking">Ranked 5 from 18 Project Management Software </span> </div> <div class="header-card-column pricing one-head-column"><div class="table-pricing"><div class="header-card-header">Pricing </div><div class="header-card-body"><div class="header-card-prices"><div class="header-card-price-item" data-target="pricing-vendor-block"><div class="header-card-price-text">Free Tools</div><div class="header-card-price-val"><span data-currency="USD" class="currency-symbol ">$</span><span data-currency="USD" data-price="0" class="currency-value">0</span></div></div><div class="header-card-price-item" data-target="pricing-vendor-block"><div class="header-card-price-text">Marketing Hub Starter</div><div class="header-card-price-val"><span data-currency="USD" class="currency-symbol ">$</span><span data-currency="USD" data-price="20.00" class="currency-value">20.00</span></div></div><div class="header-card-price-item" data-target="pricing-vendor-block"><div class="header-card-price-text">Sales Hub Starter</div><div class="header-card-price-val"><span data-currency="USD" class="currency-symbol ">$</span><span data-currency="USD" data-price="20.00" class="currency-value">20.00</span></div></div><div class="header-card-price-item" data-target="pricing-vendor-block"><div class="header-card-price-text">Marketing Hub Professional</div><div class="header-card-price-val"><span data-currency="USD" class="currency-symbol ">$</span><span data-currency="USD" data-price="890.00" class="currency-value">890.00</span></div></div></div></div></div></div> <div class="header-buttons-block one-head-column "> <div class="header-buttons-block-wrapper"> <a href="#" class="header-button vendor-button header-button-review" id="header-button-review">Write a Review</a> <a 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1,1s-0.5,1 -1,1z"/><path d="m10.4,10.5l-9.4,0c-0.6,0 -1,-0.4 -1,-1s0.4,-1 1,-1l9.4,0c0.6,0 1,0.4 1,1s-0.5,1 -1,1z"/><path d="m10.4,16l-9.4,0c-0.6,0 -1,-0.4 -1,-1s0.4,-1 1,-1l9.4,0c0.6,0 1,0.4 1,1s-0.5,1 -1,1z"/><path d="m10.4,21.5l-9.4,0c-0.6,0 -1,-0.4 -1,-1s0.4,-1 1,-1l9.4,0c0.6,0 1,0.4 1,1s-0.5,1 -1,1z"/><path d="m21.4,27l-20.4,0c-0.6,0 -1,-0.4 -1,-1s0.4,-1 1,-1l20.4,0c0.6,0 1,0.4 1,1s-0.5,1 -1,1z"/><path d="m29,23.5c-0.3,0 -0.5,-0.1 -0.7,-0.3l-3.8,-3.8c-0.4,-0.4 -0.4,-1 0,-1.4s1,-0.4 1.4,0l3.8,3.8c0.4,0.4 0.4,1 0,1.4c-0.2,0.2 -0.4,0.3 -0.7,0.3z"/><path d="m20.6,21.6c-1.9,0 -3.9,-0.7 -5.3,-2.2c-1.4,-1.4 -2.2,-3.3 -2.2,-5.3s0.8,-3.9 2.2,-5.3c1.4,-1.4 3.3,-2.2 5.3,-2.2s3.9,0.8 5.3,2.2l0,0c1.4,1.4 2.2,3.3 2.2,5.3s-0.8,3.9 -2.2,5.3c-1.5,1.4 -3.4,2.2 -5.3,2.2zm0,-13.1c-1.5,0 -2.9,0.6 -3.9,1.6s-1.6,2.4 -1.6,3.9c0,1.5 0.6,2.9 1.6,3.9c2.2,2.2 5.7,2.2 7.8,0c1,-1 1.6,-2.4 1.6,-3.9c0,-1.5 -0.6,-2.9 -1.6,-3.9l0,0c-1,-1 -2.4,-1.6 -3.9,-1.6z"/></svg><span id="overview">Overview</span></h2> </div> <div class="section-content content"> <h3><div id="an-all-in-one-crm-and-project-management-solution">An All-In-One CRM and Project Management Solution</div></h3> <figure id="attachment_3338650" aria-describedby="caption-attachment-3338650"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:44.697986577181% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-image1-1.png" width="1490" height="666" alt="HubSpot project management" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-image1-1.png" width="1490" height="666" alt="HubSpot project management" class="wp-image-3338650 size-full ll-img"/></span><figcaption id="caption-attachment-3338650"class="wp-caption-text">HubSpot is a CRM with integrated task and project management tools</figcaption></figure> <div class="mceTemp"></div> <p>Can a CRM software like HubSpot do double duty for project management? I tested HubSpot over several weeks to find out.</p> <p><strong>HubSpot’s ever-expanding suite of software, including new AI capabilities, addresses the needs of sales, marketing, customer service, content management, and operations teams.</strong> It brings together everything you need to collaborate with colleagues and clients and deliver high-quality projects on time.</p> <p>In addition, one of HubSpot’s most attractive features is its user-friendly interface, which makes it <strong>easy to set up your account, upload data, and create projects, tasks, reports, and dashboards</strong>. Well-designed mobile apps are a big plus too. HubSpot’s apps help increase productivity by keeping your team on top of tasks, to-dos, meetings, and reminders on the go.</p> <p>But the sheer range of plans and options can be intimidating. While HubSpot offers a free plan, it only includes basic tools. That’s why<strong> I’d recommend starting with a free 14-day trial</strong>. That will give you a better taste of what HubSpot can do for your company and allow you to test all its project management tools.</p> <p>After a deep dive into its plans and features, I’ve laid out the pros and cons in this review to help you decide if HubSpot is right for you.</p> </div> </section> <section class="vendor-section red-vendor-template"> <div class="section-title-wrapper"> <div class="section-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span><span class="stars-score">5.0</span></div> <h2 class="section-title section-title-features"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 32 32" aria-label="features" role="img"><path d="M16,32c-1.6542969,0-3-1.3457031-3-3c0-0.796875-0.4873047-1.4951172-1.2421875-1.7797852 c-0.2324219-0.0869141-0.4619141-0.1821289-0.6894531-0.2841797c-0.7382813-0.3325195-1.578125-0.1835938-2.1396484,0.3774414 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c0.0732422,0.1918945,0.1533203,0.3847656,0.2373047,0.5742188c0.6757813,1.5019531,0.3671875,3.2192383-0.7871094,4.3735352 c-0.1894531,0.1889648-0.2929688,0.4399414-0.2929688,0.7070313s0.1035156,0.5180664,0.2929688,0.706543 c0.390625,0.390625,1.0234375,0.3901367,1.4140625,0.0004883C8.2626953,25.1513672,9.2470703,24.7583008,10.2558594,24.7583008z M16,22c-3.3085938,0-6-2.6914063-6-6s2.6914063-6,6-6s6,2.6914063,6,6S19.3085938,22,16,22z M16,12c-2.2060547,0-4,1.7944336-4,4 s1.7939453,4,4,4s4-1.7944336,4-4S18.2060547,12,16,12z"/></svg><span id="features">Features</span></h2> </div> <div class="section-content content"> <h3>Plenty of Features for Enhancing Productivity and Managing Workflow</h3> <p>You can use HubSpot’s CRM and project management software to oversee sales team pipelines, manage marketing campaigns, and create and track content management performance.</p> <p>Every plan comes with the features you need for effective collaboration and optimal productivity. You can create projects, assign tasks, upload and share documents, manage contacts, and more. Automatic data upload and real-time sync can help you keep project details accessible to anyone who needs it.</p> <h3>A CRM That Also Manages Projects</h3> <figure id="attachment_3338215" aria-describedby="caption-attachment-3338215"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:59.90099009901% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-1.png" width="1414" height="847" alt="HubSpot templates and project and task views" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-1.png" width="1414" height="847" alt="HubSpot templates and project and task views" class="wp-image-3338215 size-full ll-img"/></span><figcaption id="caption-attachment-3338215"class="wp-caption-text">HubSpot offers dozens of project templates in seven different languages</figcaption></figure> <p>With a HubSpot Professional plan, you can use the Projects tool to <strong>create projects, tasks and subtasks, assign them to team members, and set start and due dates – just like with any project management software</strong>. HubSpot keeps it all organized in one convenient location so everyone can view and track their assignments.</p> <p>You can see projects/tasks in the Calendar view at any time. <strong>You can also pull up a comprehensive list of all your projects or tasks assigned to you</strong>. If you want to view a project in a Gantt Chart, you can create one in a spreadsheet or start with a free HubSpot business template – but you’ll need a third-party integration for other views, like Kanban Boards.</p> <p>Considering a free or entry-level plan? You can still use basic project management features to <strong>create and assign tasks, add notes, and set start and due dates to keep your team organized</strong>. You can also attach a task to a specific marketing or sales campaign or view a list of all tasks assigned to an individual team in a task queue.</p> <div class="shortcode-external-button-link"><a href="https://www.websiteplanet.com/goto.php?id=2485073&lang=en&deep_id=0&deep_name=&btn_name=ButtonExternalUrl_2485073_vendor_2485073_994778&post_id=2485073&pageview_id=0&direct_link=&type=vendor&amp=0" data-id="2485073" rel="sponsored noopener noreferrer" class="clickoutLink shortC" target="_blank" onclick="trackClickout('event', 'clickout', 'ButtonExternalUrl_2485073_vendor_2485073_994778', 'hubspot-project-management', this, true );">Start a Project on HubSpot >></a></div> <h3><div id="work-more-efficiently">Work More Efficiently With Help From AI</div></h3> <figure id="attachment_3338244" aria-describedby="caption-attachment-3338244"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:57.686980609418% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-2.png" width="1444" height="833" alt="HubSpot AI tools for marketing teams" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-2.png" width="1444" height="833" alt="HubSpot AI tools for marketing teams" class="wp-image-3338244 size-full ll-img"/></span><figcaption id="caption-attachment-3338244"class="wp-caption-text">Every Hub has built-in AI capabilities tailored to project type and goals</figcaption></figure> <p>Marketing, sales, customer service, and other teams can <strong>use HubSpot’s AI capabilities to boost efficiency, improve effectiveness, and enhance project outcomes</strong>. Built-in intuitive AI tools for each Hub and offer niche-specific support for a range of tasks.</p> <p>HubSpot’s new AI features can generate high-quality content and images, develop marketing campaign plans, build sales pipelines, provide project insights, create custom client reports, and much more. <strong>There’s even a ChatGPT-powered chatbot to help you handle customer service inquiries and craft sales prospecting templates. </strong></p> <p>Some AI tools, like the website builder, are only available in English, while others are still in Beta.</p> <h3>Add Functionality With Hundreds of Integrations</h3> <p>HubSpot’s App Marketplace is one of the largest I’ve encountered. It’s stocked with 1500+ apps that integrate with various HubSpot tools and sorted into dozens of categories, such as communication, financial, and productivity. <strong>You can further filter and search by price, business focus, and features. More than 300 are free.</strong></p> <figure id="attachment_3338273" aria-describedby="caption-attachment-3338273"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:58.895265423242% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-3.png" width="1394" height="821" alt="HubSpot app marketplace" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-3.png" width="1394" height="821" alt="HubSpot app marketplace" class="wp-image-3338273 size-full ll-img"/></span><figcaption id="caption-attachment-3338273"class="wp-caption-text">You can personalize your HubSpot plan with apps that add additional capabilities</figcaption></figure> <p>There are special categories for compatible and certified apps. While HubSpot reviews every app in the marketplace, <strong>certified applications have undergone deeper review by HubSpot’s developers</strong> – just look for the orange “HubSpot” icon for the apps that passed the test.</p> <p>If you’re a fan of HubSpot’s CRM but looking for more specialized project management features, you can integrate a low-cost, certified solution like the PSOhub app, or a costlier integration, such as monday.com or Teamwork.</p> <h3>Automations and Workflows Optimize Productivity</h3> <p><strong>HubSpot’s automations and workflows are a great way to manage tasks, free up time, and improve relationships with clients and customers.</strong> You can set custom triggers to automate repetitive tasks like welcome/follow-up emails, subscription confirmations, lead assignments, and notifications to your teammates.</p> <p>Workflows are also a great way to automate complex processes. <strong>With HubSpot’s self-guided templates, you can set up a sequence, or a series of timed, personalized actions tied to a specific project or campaign.</strong> I found it easy to create a workflow to nurture marketing campaign leads that would guide them through the sales funnel.</p> </div> </section> <section class="vendor-section red-vendor-template"> <div class="section-title-wrapper"> <div class="section-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span><span class="stars-score">4.8</span></div> <h2 class="section-title section-title-ease-of-use"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 30 30" aria-label="ease-of-use" role="img"><path d="m7.8,29l-6.8,0c-0.6,0 -1,-0.4 -1,-1l0,-16.7c0,-0.6 0.4,-1 1,-1l6.8,0c0.6,0 1,0.4 1,1l0,16.7c0,0.5 -0.5,1 -1,1zm-5.8,-2l4.8,0l0,-14.7l-4.8,0l0,14.7z"/><path d="m19.2,29l-5.7,0c-1.9,0 -3.9,-0.6 -5.4,-1.8l-1,-0.7c-0.3,-0.2 -0.4,-0.5 -0.4,-0.8l0,-14.3c0,-0.2 0,-0.3 0.1,-0.5l4.6,-8.2c0.4,-0.7 1.1,-1.3 1.9,-1.6c0.8,-0.2 1.7,-0.1 2.5,0.3c1,0.6 1.6,1.7 1.5,2.9l-0.5,6l8.8,0c1.4,0 2.6,0.6 3.4,1.7s1.1,2.5 0.7,3.8c-0.5,1.5 -3.1,8.8 -4.2,10.1c-1.4,2 -3.8,3.1 -6.3,3.1zm-10.4,-3.9l0.6,0.4c1.2,0.9 2.7,1.4 4.2,1.4l5.7,0c1.9,0 3.7,-0.8 4.8,-2.3c0.6,-0.8 2.6,-6 3.8,-9.5c0.2,-0.7 0.1,-1.4 -0.4,-2c-0.4,-0.6 -1.1,-0.9 -1.8,-0.9l-9.9,0c-0.3,0 -0.5,-0.1 -0.7,-0.3s-0.3,-0.5 -0.3,-0.8l0.5,-7c0,-0.4 -0.2,-0.8 -0.5,-1c-0.3,-0.2 -0.6,-0.2 -0.9,-0.1c-0.3,0.1 -0.5,0.3 -0.7,0.6l-4.5,8l0,13.5l0.1,0z"/></svg><span id="ease-of-use">Ease of use</span></h2> </div> <div class="section-content content"> <h3>A Beginner-Friendly Platform With Built-In Help Options</h3> <p>HubSpot has set out to make its software easy to use, even if you don’t have any technical expertise or prior experience with CRM or project management services. <strong>The user-friendly interface and features are easy to understand, so your team can quickly grasp and use all the built-in tools.</strong></p> <p>From your home dashboard, you can access demos, knowledge base articles, free webinars, and even the HubSpot Learning Academy. The drag-and-drop editor makes it equally easy to work with forms, emails, website pages, and other templates.</p> <h3>Getting Started with HubSpot</h3> <p>When you sign up for a free HubSpot plan or free trial, you’ll receive a welcome email with links to a video and a series of step-by-step visual demos that introduce your plan’s built-in tools.</p> <figure id="attachment_3338302" aria-describedby="caption-attachment-3338302"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:64.845605700713% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-4.png" width="1263" height="819" alt="HubSpot Marketing Hub user guide" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-4.png" width="1263" height="819" alt="HubSpot Marketing Hub user guide" class="wp-image-3338302 size-full ll-img"/></span><figcaption id="caption-attachment-3338302"class="wp-caption-text">Every Hub has its own demo video and user guide</figcaption></figure> <p>HubSpot’s interface is clean and user-friendly – there’s a side panel that contains links to all your tools and a top navigation bar with dropdown menus. Settings let you quickly configure preferences and choose your default homepage. <strong>You can customize your home dashboard with frequently used tasks and dashboards, your activity feed, and inbox.</strong></p> <h3><div id="step-by-step-project-set-up">Step-by-Step Project Set Up</div></h3> <p>Built-in tutorials and templates made creating my first project, adding teammates, and assigning tasks streamlined and easy.</p> <figure id="attachment_3338360" aria-describedby="caption-attachment-3338360"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:64.285714285714% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-6.png" width="1302" height="837" alt="HubSpot project setup" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-6.png" width="1302" height="837" alt="HubSpot project setup" class="wp-image-3338360 size-full ll-img"/></span><figcaption id="caption-attachment-3338360"class="wp-caption-text">HubSpot prompts will help you set up your first project</figcaption></figure> <p><strong>If you’re ever stuck on a setting or tool, there’s also a built-in help option.</strong> You can always click on the “?” icon in the top navigation bar or tap the blue Chat/Help button in the lower right corner to start a chat, contact the community, or search the knowledge base.</p> <h3>Templates Simplify Tasks and Keep Work on Track</h3> <p>HubSpot’s high-quality templates help you speed up work, meet deadlines, and manage projects. You can use templates to design emails, forms, newsletters, and website content. <strong>Templates also make it easier to create projects, team dashboards, and pipelines to analyze performance.</strong></p> <figure id="attachment_3338389" aria-describedby="caption-attachment-3338389"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:72.916666666667% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-7.png" width="1152" height="840" alt="HubSpot template selection" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-7.png" width="1152" height="840" alt="HubSpot template selection" class="wp-image-3338389 size-full ll-img"/></span><figcaption id="caption-attachment-3338389"class="wp-caption-text">HubSpot has a variety of free professionally designed templates are a real timesaver</figcaption></figure> <p>The quality and range of templates increase along with your plan tier. <strong>HubSpot makes up for that by offering dozens of free business templates</strong> you can download, including 26 for project management. You’ll find everything from Gantt Charts and mind maps to project views like the Raci Matrix.</p> <h3>Real-time Data Sync and Historical Upload</h3> <p>An essential first step for marketing, sales, and customer service teams is uploading all the data stored on other platforms. I found that <strong>HubSpot’s useful app integrations can put an end to tedious manual uploading and simplify the process of storing all your team’s data in one convenient location.</strong></p> <figure id="attachment_3338418" aria-describedby="caption-attachment-3338418"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:52.445652173913% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-8.png" width="1472" height="772" alt="HubSpot automatic data sync" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-8.png" width="1472" height="772" alt="HubSpot automatic data sync" class="wp-image-3338418 size-full ll-img"/></span><figcaption id="caption-attachment-3338418"class="wp-caption-text">HubSpot makes data management hassle-free</figcaption></figure> <p>Just integrate an app like Google Contacts, MailChimp, Square, or Zendesk (there are 24 in all) and let HubSpot’s data sync get to work. <strong>HubSpot will upload all historical data and then continuously sync (one-way or two-way sync) so your databases are always up to date.</strong> If you’ve used a CRM before as I have, this tool may sell you on HubSpot – it makes things so much easier.</p> </div> </section> <section class="vendor-section red-vendor-template"> <div class="section-title-wrapper"> <div class="section-rating rating"><span class="wsp-star-block star-rating-90 vendor-medium"></span><span class="stars-score">4.6</span></div> <h2 class="section-title section-title-collaboration-tools"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 512 512" aria-label="collaboration-tools" role="img"><path d="M157.14,331.32a82.24,82.24,0,1,1,58.17-24.06A82,82,0,0,1,157.14,331.32Zm0-134.49a52.26,52.26,0,1,0,37,15.29A52.13,52.13,0,0,0,157.14,196.83Z"/><path d="M363,212.72A82.28,82.28,0,1,1,421.16,72.27h0A82.28,82.28,0,0,1,363,212.72Zm0-134.55a52.28,52.28,0,1,0,37,15.31A51.94,51.94,0,0,0,363,78.17Z"/><path d="M363,450a82.28,82.28,0,1,1,82.28-82.27A82.37,82.37,0,0,1,363,450Zm0-134.55a52.28,52.28,0,1,0,52.28,52.28A52.33,52.33,0,0,0,363,315.45Z"/><path d="M215.45,230.49a15,15,0,0,1-7.51-28l89.25-51.44a15,15,0,0,1,15,26l-89.25,51.44A15,15,0,0,1,215.45,230.49Z"/><path d="M304.68,349.13a15,15,0,0,1-7.48-2l-89.26-51.44a15,15,0,0,1,15-26l89.25,51.44a15,15,0,0,1-7.5,28Z"/></svg><span id="collaboration-tools">Collaboration Tools</span></h2> </div> <div class="section-content content"> <h3><div id="multiple-ways-for-teams">Multiple Ways for Teams To Coordinate and Connect</div></h3> <p>Every specialized Hub and plan tier includes essential collaboration software for internal and external communication. You can <strong>communicate with your team through @mentions, comments, internal conversations, and emails</strong>. Marketing teams can also collaborate on campaigns using an integrated marketing calendar and in-app commenting.</p> <p><strong>Chatflows offer a customized chat experience</strong> that can enhance communication with your website and Facebook page visitors. All it takes is a few steps: create your message, set chat hours and a response time, and preview it on desktop, tablet, and mobile before you finalize.</p> <p>You can create a simple welcome message to greet visitors and direct them to your live team or <strong>use AI tools to build chatbots</strong> that qualify leads or answer frequently asked questions from customers.</p> <h3>Team Dashboard & Communication</h3> <p><strong>HubSpot dashboards help you gain insights into the success of individual campaigns, overall objectives, and where to focus your efforts to improve productivity.</strong> Like everything about HubSpot, dashboards are well-designed with prominent visual elements (graphs, charts, and audio/video content) that allow you to quickly grasp and digest relevant data.</p> <figure id="attachment_3338447" aria-describedby="caption-attachment-3338447"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:67.610324729392% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-9.png" width="1201" height="812" alt="HubSpot team dashboards and reports" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-9.png" width="1201" height="812" alt="HubSpot team dashboards and reports" class="wp-image-3338447 size-full ll-img"/></span><figcaption id="caption-attachment-3338447"class="wp-caption-text">HubSpot dashboard data will automatically update in real time</figcaption></figure> <p>Dashboards offer a number of benefits for specialized teams. Marketers can use dashboards to track lead capture, manage events, and evaluate the performance of marketing channels. Sales teams can see an overview of sales prospects, the status of deals, in-process and completed deals by rep, and forecast and actual revenue.</p> <p>You can customize your dashboard by choosing which data and reports you want to include. <strong>For better analysis, you can filter data for one or more reports to a specific date range, team, or pipeline.</strong> HubSpot lets you get as comprehensive as you need – your dashboard can include anywhere from 7 to 50 individual reports.</p> <h3>Foster Better Collaboration With a Shared Inbox</h3> <p>A team email box is one of dozens of useful HubSpot collaboration tools. You can<strong> set up a shared inbox to more efficiently review, reply, and manage ongoing email and chat conversations with customers and clients</strong>. Marketing, sales, and customer service teams can use team inboxes to improve customer engagement and, as a result, project success.</p> <figure id="attachment_3338476" aria-describedby="caption-attachment-3338476"class="wp-caption aligncenter"><span class="ll-img-wrapper " style="padding:57.671232876712% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-10.png" width="1460" height="842" alt="HubSpot shared team inbox" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-10.png" width="1460" height="842" alt="HubSpot shared team inbox" class="size-full wp-image-3338476 ll-img"/></span><figcaption id="caption-attachment-3338476"class="wp-caption-text">Teammates can view and co-author replies to clients and customers</figcaption></figure> <p>After you create and name a team inbox, you can choose who has access – your entire team to keep everyone in the loop or specific users only. Advanced settings allow you to <strong>manage resources by having incoming emails and chats automatically assigned to one or more specific team members</strong>. They’ll receive notifications via email, desktop pop-up, or mobile app.</p> <h3>File Sharing</h3> <p>You can upload files to share with your team, clients, and customers. HubSpot lets you <strong>upload Adobe PDF, Google (Sheets, Slides, Docs) and Microsoft documents (Excel, Powerpoint, and Word), video, and audio files</strong>. Alternatively, you can transfer files from your computer or integrated Google, Dropbox, or Box account.</p> <p>Teams can use the collaboration sidebar to add general comments or comment on specific sections in the document, view assigned tasks related to the file, and manage approvals.</p> <p>HubSpot doesn’t limit uploaded file storage size but recommends that you restrict each file to no more than 1 GB to avoid issues when you upload it. <strong>However, your plan determines the number of files you can upload.</strong> While the free plan limits you to a very low five files, you can upload 5,000 files on professional tier plans.</p> <h3>Mobile Apps</h3> <p>Your team can work from anywhere with HubSpot’s mobile apps for Android and iOS. The app is pretty comprehensive and lets you manage your tasks, meetings, notes, emails, and contacts from a phone or tablet.</p> <p><strong>HubSpot’s mobile apps also give you one-tap access to documents and let you add notes and follow-ups to contacts and activities</strong>, view your daily tasks in the task queue, assign tasks on the go, and view real-time sales leaderboards – all great things to help your team increase its productivity.</p> </div> </section> <section class="vendor-section red-vendor-template"> <div class="section-title-wrapper"> <div class="section-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span><span class="stars-score">4.9</span></div> <h2 class="section-title section-title-support"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 28 28" aria-label="support" role="img"><path d="m14,28.00001c-7.7,0 -14,-6.3 -14,-14s6.3,-14 14,-14s14,6.3 14,14s-6.3,14 -14,14zm0,-26c-6.6,0 -12,5.4 -12,12s5.4,12 12,12s12,-5.4 12,-12s-5.4,-12 -12,-12zm0,20.8c-4.9,0 -8.8,-3.9 -8.8,-8.8s3.9,-8.8 8.8,-8.8s8.8,3.9 8.8,8.8s-3.9,8.8 -8.8,8.8zm0,-15.6c-3.7,0 -6.8,3.1 -6.8,6.8s3.1,6.8 6.8,6.8s6.8,-3.1 6.8,-6.8s-3.1,-6.8 -6.8,-6.8z"/><path d="m19.5,9.50001c-0.3,0 -0.5,-0.1 -0.7,-0.3c-0.4,-0.4 -0.4,-1 0,-1.4l3.7,-3.7c0.4,-0.4 1,-0.4 1.4,0s0.4,1 0,1.4l-3.7,3.7c-0.2,0.2 -0.4,0.3 -0.7,0.3z"/><path d="m4.8,24.20001c-0.3,0 -0.5,-0.1 -0.7,-0.3c-0.4,-0.4 -0.4,-1 0,-1.4l3.7,-3.7c0.4,-0.4 1,-0.4 1.4,0s0.4,1 0,1.4l-3.7,3.7c-0.2,0.2 -0.4,0.3 -0.7,0.3z"/><path d="m23.2,24.20001c-0.3,0 -0.5,-0.1 -0.7,-0.3l-3.7,-3.7c-0.4,-0.4 -0.4,-1 0,-1.4s1,-0.4 1.4,0l3.7,3.7c0.4,0.4 0.4,1 0,1.4c-0.2,0.2 -0.5,0.3 -0.7,0.3z"/><path d="m8.5,9.50001c-0.3,0 -0.5,-0.1 -0.7,-0.3l-3.7,-3.7c-0.4,-0.4 -0.4,-1 0,-1.4s1,-0.4 1.4,0l3.7,3.7c0.4,0.4 0.4,1 0,1.4c-0.2,0.2 -0.5,0.3 -0.7,0.3z"/></svg><span id="support">Support</span></h2> </div> <div class="section-content content"> <h3>Chat, Email, and Phone Support, Plus Free Webinars and Classes</h3> <p>HubSpot offers customer support via chat, email, phone, or Twitter. Phone support is available in English, but chat, callback, and email are also available in French, German, Japanese, Portuguese, and Spanish. But here’s what you should know: <strong>the range and quality of support depend on your plan tier</strong>, which takes HubSpot down a notch.</p> <p>If you’re on the free plan, you can get help from the HubSpot community, search the knowledge base, watch webinars and demos, and sign up for free courses. You can also chat with a bot or a sales rep and speak with sales by phone, but not customer/technical support.</p> <p>As soon as you <strong>upgrade to a Starter plan, your support options expand to include live chat and email with HubSpot’s support reps</strong>. If you upgrade to a Professional or Enterprise plan, HubSpot adds phone support and one-on-one technical support with an expert.</p> <p><strong>Whichever support option you choose, the response is fast and helpful.</strong> In my experience, it takes 20 minutes or less to get an answer.</p> <figure id="attachment_3338505" aria-describedby="caption-attachment-3338505"class="wp-caption aligncenter"><span class="ll-smallimg-wrapper " style="max-width: 450px"><span class="ll-img-wrapper " style="padding:124% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-11.png" width="450" height="558" alt="HubSpot chat interaction with sales support" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-11.png" width="450" height="558" alt="HubSpot chat interaction with sales support" class="wp-image-3338505 ll-img"/></span></span><figcaption id="caption-attachment-3338505"class="wp-caption-text">On the free plan, you can chat with helpful sales reps</figcaption></figure> <p>The sales reps go out of their way to help, typically including relevant links when responding to your questions.</p> <figure id="attachment_3338534" aria-describedby="caption-attachment-3338534"class="wp-caption aligncenter"><span class="ll-smallimg-wrapper " style="max-width: 450px"><span class="ll-img-wrapper " style="padding:114.44444444444% 0 0; max-width: 850px;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-12.png" width="450" height="515" alt="Hubspot chat interactio with sales support" /></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2024/05/new-images123-12.png" width="450" height="515" alt="Hubspot chat interactio with sales support" class="wp-image-3338534 ll-img"/></span></span><figcaption id="caption-attachment-3338534"class="wp-caption-text">I got a quick response but couldn’t use the provided link to start a free trial</figcaption></figure> <p>I did sometimes get vague answers or links that took me to a dead end, like when I asked about signing up for a free trial for the Marketing Hub Professional plan. I finally resorted to using a different email address to sign up with HubSpot.</p> </div> </section> <section class="vendor-section red-vendor-template"> <div class="section-title-wrapper"> <div class="section-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span><span class="stars-score">4.7</span></div> <h2 class="section-title section-title-pricing"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 32 32" aria-label="pricing" role="img"><path d="m16,0c-8.836,0 -16,7.164 -16,16c0,8.836 7.164,16 16,16s16,-7.164 16,-16c0,-8.836 -7.164,-16 -16,-16zm0,30c-7.72,0 -14,-6.281 -14,-14c0,-7.719 6.28,-14 14,-14c7.719,0 14,6.281 14,14c0,7.719 -6.283,14 -14,14zm4.971,-13.385c0.382,0.645 0.572,1.396 0.572,2.258c0,1.322 -0.395,2.424 -1.182,3.305c-0.787,0.883 -1.924,1.402 -3.41,1.559l0,2.265l-1.895,0l0,-2.253c-2.48,-0.254 -4.014,-1.694 -4.605,-4.319l2.93,-0.765c0.271,1.65 1.172,2.476 2.695,2.476c0.713,0 1.24,-0.176 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id="Overview---An-All-In-One-CRM-and-Project-Management-Solution-HubSpot-is-a-CRM-with-integrated-task-and-project-management-tools--Can-a-CRM-software-like-HubSpot-do-double-duty-for-project-management--I-tested-HubSpot-over-several-weeks-to-find-out--HubSpot---s-ever-expanding-suite-of-software--including-new-AI-capabilities--addresses-the-needs-of-sales--marketing--customer-service--content-management--and-operations-teams--It-brings-together-everything-you-need-to-collaborate-with-colleagues-and-clients-and-deliver-high-quality-projects-on-time--In-addition--one-of-HubSpot---s-most-attractive-features-is-its-user-friendly-interface--which-makes-it-easy-to-set-up-your-account--upload-data--and-create-projects--tasks--reports--and-dashboards--Well-designed-mobile-apps-are-a-big-plus-too--HubSpot---s-apps-help-increase-productivity-by-keeping-your-team-on-top-of-tasks--to-dos--meetings--and-reminders-on-the-go--But-the-sheer-range-of-plans-and-options-can-be-intimidating--While-HubSpot-offers-a-free-plan--it-only-includes-basic-tools--That---s-why-I---d-recommend-starting-with-a-free-14-day-trial--That-will-give-you-a-better-taste-of-what-HubSpot-can-do-for-your-company-and-allow-you-to-test-all-its-project-management-tools--After-a-deep-dive-into-its-plans-and-features--I---ve-laid-out-the-pros-and-cons-in-this-review-to-help-you-decide-if-HubSpot-is-right-for-you------5-0-Features---Plenty-of-Features-for-Enhancing-Productivity-and-Managing-Workflow-You-can-use-HubSpot---s-CRM-and-project-management-software-to-oversee-sales-team-pipelines--manage-marketing-campaigns--and-create-and-track-content-management-performance--Every-plan-comes-with-the-features-you-need-for-effective-collaboration-and-optimal-productivity--You-can-create-projects--assign-tasks--upload-and-share-documents--manage-contacts--and-more--Automatic-data-upload-and-real-time-sync-can-help-you-keep-project-details-accessible-to-anyone-who-needs-it--A-CRM-That-Also-Manages-Projects-HubSpot-offers-dozens-of-project-templates-in-seven-different-languages-With-a-HubSpot-Professional-plan--you-can-use-the-Projects-tool-to-create-projects--tasks-and-subtasks--assign-them-to-team-members--and-set-start-and-due-dates-----just-like-with-any-project-management-software--HubSpot-keeps-it-all-organized-in-one-convenient-location-so-everyone-can-view-and-track-their-assignments--You-can-see-projects-tasks-in-the-Calendar-view-at-any-time--You-can-also-pull-up-a-comprehensive-list-of-all-your-projects-or-tasks-assigned-to-you--If-you-want-to-view-a-project-in-a-Gantt-Chart--you-can-create-one-in-a-spreadsheet-or-start-with-a-free-HubSpot-business-template-----but-you---ll-need-a-third-party-integration-for-other-views--like-Kanban-Boards--Considering-a-free-or-entry-level-plan--You-can-still-use-basic-project-management-features-to-create-and-assign-tasks--add-notes--and-set-start-and-due-dates-to-keep-your-team-organized--You-can-also-attach-a-task-to-a-specific-marketing-or-sales-campaign-or-view-a-list-of-all-tasks-assigned-to-an-individual-team-in-a-task-queue--Start-a-Project-on-HubSpot--gt--gt--Work-More-Efficiently-With-Help-From-AI-Every-Hub-has-built-in-AI-capabilities-tailored-to-project-type-and-goals-Marketing--sales--customer-service--and-other-teams-can-use-HubSpot---s-AI-capabilities-to-boost-efficiency--improve-effectiveness--and-enhance-project-outcomes--Built-in-intuitive-AI-tools-for-each-Hub-and-offer-niche-specific-support-for-a-range-of-tasks--HubSpot---s-new-AI-features-can-generate-high-quality-content-and-images--develop-marketing-campaign-plans--build-sales-pipelines--provide-project-insights--create-custom-client-reports--and-much-more--There---s-even-a-ChatGPT-powered-chatbot-to-help-you-handle-customer-service-inquiries-and-craft-sales-prospecting-templates---Some-AI-tools--like-the-website-builder--are-only-available-in-English--while-others-are-still-in-Beta--Add-Functionality-With-Hundreds-of-Integrations-HubSpot---s-App-Marketplace-is-one-of-the-largest-I---ve-encountered--It---s-stocked-with-1500--apps-that-integrate-with-various-HubSpot-tools-and-sorted-into-dozens-of-categories--such-as-communication--financial--and-productivity--You-can-further-filter-and-search-by-price--business-focus--and-features--More-than-300-are-free--You-can-personalize-your-HubSpot-plan-with-apps-that-add-additional-capabilities-There-are-special-categories-for-compatible-and-certified-apps--While-HubSpot-reviews-every-app-in-the-marketplace--certified-applications-have-undergone-deeper-review-by-HubSpot---s-developers-----just-look-for-the-orange----HubSpot----icon-for-the-apps-that-passed-the-test--If-you---re-a-fan-of-HubSpot---s-CRM-but-looking-for-more-specialized-project-management-features--you-can-integrate-a-low-cost--certified-solution-like-the-PSOhub-app--or-a-costlier-integration--such-as-monday-com-or-Teamwork--Automations-and-Workflows-Optimize-Productivity-HubSpot---s-automations-and-workflows-are-a-great-way-to-manage-tasks--free-up-time--and-improve-relationships-with-clients-and-customers--You-can-set-custom-triggers-to-automate-repetitive-tasks-like-welcome-follow-up-emails--subscription-confirmations--lead-assignments--and-notifications-to-your-teammates--Workflows-are-also-a-great-way-to-automate-complex-processes--With-HubSpot---s-self-guided-templates--you-can-set-up-a-sequence--or-a-series-of-timed--personalized-actions-tied-to-a-specific-project-or-campaign--I-found-it-easy-to-create-a-workflow-to-nurture-marketing-campaign-leads-that-would-guide-them-through-the-sales-funnel------4-8-Ease-of-use---A-Beginner-Friendly-Platform-With-Built-In-Help-Options-HubSpot-has-set-out-to-make-its-software-easy-to-use--even-if-you-don---t-have-any-technical-expertise-or-prior-experience-with-CRM-or-project-management-services--The-user-friendly-interface-and-features-are-easy-to-understand--so-your-team-can-quickly-grasp-and-use-all-the-built-in-tools--From-your-home-dashboard--you-can-access-demos--knowledge-base-articles--free-webinars--and-even-the-HubSpot-Learning-Academy--The-drag-and-drop-editor-makes-it-equally-easy-to-work-with-forms--emails--website-pages--and-other-templates--Getting-Started-with-HubSpot-When-you-sign-up-for-a-free-HubSpot-plan-or-free-trial--you---ll-receive-a-welcome-email-with-links-to-a-video-and-a-series-of-step-by-step-visual-demos-that-introduce-your-plan---s-built-in-tools--Every-Hub-has-its-own-demo-video-and-user-guide-HubSpot---s-interface-is-clean-and-user-friendly-----there---s-a-side-panel-that-contains-links-to-all-your-tools-and-a-top-navigation-bar-with-dropdown-menus--Settings-let-you-quickly-configure-preferences-and-choose-your-default-homepage--You-can-customize-your-home-dashboard-with-frequently-used-tasks-and-dashboards--your-activity-feed--and-inbox--Step-by-Step-Project-Set-Up-Built-in-tutorials-and-templates-made-creating-my-first-project--adding-teammates--and-assigning-tasks-streamlined-and-easy--HubSpot-prompts-will-help-you-set-up-your-first-project-If-you---re-ever-stuck-on-a-setting-or-tool--there---s-also-a-built-in-help-option--You-can-always-click-on-the---------icon-in-the-top-navigation-bar-or-tap-the-blue-Chat-Help-button-in-the-lower-right-corner-to-start-a-chat--contact-the-community--or-search-the-knowledge-base--Templates-Simplify-Tasks-and-Keep-Work-on-Track-HubSpot---s-high-quality-templates-help-you-speed-up-work--meet-deadlines--and-manage-projects--You-can-use-templates-to-design-emails--forms--newsletters--and-website-content--Templates-also-make-it-easier-to-create-projects--team-dashboards--and-pipelines-to-analyze-performance--HubSpot-has-a-variety-of-free-professionally-designed-templates-are-a-real-timesaver-The-quality-and-range-of-templates-increase-along-with-your-plan-tier--HubSpot-makes-up-for-that-by-offering-dozens-of-free-business-templates-you-can-download--including-26-for-project-management--You---ll-find-everything-from-Gantt-Charts-and-mind-maps-to-project-views-like-the-Raci-Matrix--Real-time-Data-Sync-and-Historical-Upload-An-essential-first-step-for-marketing--sales--and-customer-service-teams-is-uploading-all-the-data-stored-on-other-platforms--I-found-that-HubSpot---s-useful-app-integrations-can-put-an-end-to-tedious-manual-uploading-and-simplify-the-process-of-storing-all-your-team---s-data-in-one-convenient-location--HubSpot-makes-data-management-hassle-free-Just-integrate-an-app-like-Google-Contacts--MailChimp--Square--or-Zendesk--there-are-24-in-all--and-let-HubSpot---s-data-sync-get-to-work--HubSpot-will-upload-all-historical-data-and-then-continuously-sync--one-way-or-two-way-sync--so-your-databases-are-always-up-to-date--If-you---ve-used-a-CRM-before-as-I-have--this-tool-may-sell-you-on-HubSpot-----it-makes-things-so-much-easier------4-6-Collaboration-Tools---Multiple-Ways-for-Teams-To-Coordinate-and-Connect-Every-specialized-Hub-and-plan-tier-includes-essential-collaboration-software-for-internal-and-external-communication--You-can-communicate-with-your-team-through--mentions--comments--internal-conversations--and-emails--Marketing-teams-can-also-collaborate-on-campaigns-using-an-integrated-marketing-calendar-and-in-app-commenting--Chatflows-offer-a-customized-chat-experience-that-can-enhance-communication-with-your-website-and-Facebook-page-visitors--All-it-takes-is-a-few-steps--create-your-message--set-chat-hours-and-a-response-time--and-preview-it-on-desktop--tablet--and-mobile-before-you-finalize--You-can-create-a-simple-welcome-message-to-greet-visitors-and-direct-them-to-your-live-team-or-use-AI-tools-to-build-chatbots-that-qualify-leads-or-answer-frequently-asked-questions-from-customers--Team-Dashboard--amp--Communication-HubSpot-dashboards-help-you-gain-insights-into-the-success-of-individual-campaigns--overall-objectives--and-where-to-focus-your-efforts-to-improve-productivity--Like-everything-about-HubSpot--dashboards-are-well-designed-with-prominent-visual-elements--graphs--charts--and-audio-video-content--that-allow-you-to-quickly-grasp-and-digest-relevant-data--HubSpot-dashboard-data-will-automatically-update-in-real-time-Dashboards-offer-a-number-of-benefits-for-specialized-teams--Marketers-can-use-dashboards-to-track-lead-capture--manage-events--and-evaluate-the-performance-of-marketing-channels--Sales-teams-can-see-an-overview-of-sales-prospects--the-status-of-deals--in-process-and-completed-deals-by-rep--and-forecast-and-actual-revenue--You-can-customize-your-dashboard-by-choosing-which-data-and-reports-you-want-to-include--For-better-analysis--you-can-filter-data-for-one-or-more-reports-to-a-specific-date-range--team--or-pipeline--HubSpot-lets-you-get-as-comprehensive-as-you-need-----your-dashboard-can-include-anywhere-from-7-to-50-individual-reports--Foster-Better-Collaboration-With-a-Shared-Inbox-A-team-email-box-is-one-of-dozens-of-useful-HubSpot-collaboration-tools--You-can-set-up-a-shared-inbox-to-more-efficiently-review--reply--and-manage-ongoing-email-and-chat-conversations-with-customers-and-clients--Marketing--sales--and-customer-service-teams-can-use-team-inboxes-to-improve-customer-engagement-and--as-a-result--project-success--Teammates-can-view-and-co-author-replies-to-clients-and-customers-After-you-create-and-name-a-team-inbox--you-can-choose-who-has-access-----your-entire-team-to-keep-everyone-in-the-loop-or-specific-users-only--Advanced-settings-allow-you-to-manage-resources-by-having-incoming-emails-and-chats-automatically-assigned-to-one-or-more-specific-team-members--They---ll-receive-notifications-via-email--desktop-pop-up--or-mobile-app--File-Sharing-You-can-upload-files-to-share-with-your-team--clients--and-customers--HubSpot-lets-you-upload-Adobe-PDF--Google--Sheets--Slides--Docs--and-Microsoft-documents--Excel--Powerpoint--and-Word---video--and-audio-files--Alternatively--you-can-transfer-files-from-your-computer-or-integrated-Google--Dropbox--or-Box-account--Teams-can-use-the-collaboration-sidebar-to-add-general-comments-or-comment-on-specific-sections-in-the-document--view-assigned-tasks-related-to-the-file--and-manage-approvals--HubSpot-doesn---t-limit-uploaded-file-storage-size-but-recommends-that-you-restrict-each-file-to-no-more-than-1-GB-to-avoid-issues-when-you-upload-it--However--your-plan-determines-the-number-of-files-you-can-upload--While-the-free-plan-limits-you-to-a-very-low-five-files--you-can-upload-5-000-files-on-professional-tier-plans--Mobile-Apps-Your-team-can-work-from-anywhere-with-HubSpot---s-mobile-apps-for-Android-and-iOS--The-app-is-pretty-comprehensive-and-lets-you-manage-your-tasks--meetings--notes--emails--and-contacts-from-a-phone-or-tablet--HubSpot---s-mobile-apps-also-give-you-one-tap-access-to-documents-and-let-you-add-notes-and-follow-ups-to-contacts-and-activities--view-your-daily-tasks-in-the-task-queue--assign-tasks-on-the-go--and-view-real-time-sales-leaderboards-----all-great-things-to-help-your-team-increase-its-productivity------4-9-Support---Chat--Email--and-Phone-Support--Plus-Free-Webinars-and-Classes-HubSpot-offers-customer-support-via-chat--email--phone--or-Twitter--Phone-support-is-available-in-English--but-chat--callback--and-email-are-also-available-in-French--German--Japanese--Portuguese--and-Spanish--But-here---s-what-you-should-know--the-range-and-quality-of-support-depend-on-your-plan-tier--which-takes-HubSpot-down-a-notch--If-you---re-on-the-free-plan--you-can-get-help-from-the-HubSpot-community--search-the-knowledge-base--watch-webinars-and-demos--and-sign-up-for-free-courses--You-can-also-chat-with-a-bot-or-a-sales-rep-and-speak-with-sales-by-phone--but-not-customer-technical-support--As-soon-as-you-upgrade-to-a-Starter-plan--your-support-options-expand-to-include-live-chat-and-email-with-HubSpot---s-support-reps--If-you-upgrade-to-a-Professional-or-Enterprise-plan--HubSpot-adds-phone-support-and-one-on-one-technical-support-with-an-expert--Whichever-support-option-you-choose--the-response-is-fast-and-helpful--In-my-experience--it-takes-20-minutes-or-less-to-get-an-answer--On-the-free-plan--you-can-chat-with-helpful-sales-reps-The-sales-reps-go-out-of-their-way-to-help--typically-including-relevant-links-when-responding-to-your-questions--I-got-a-quick-response-but-couldn---t-use-the-provided-link-to-start-a-free-trial-I-did-sometimes-get-vague-answers-or-links-that-took-me-to-a-dead-end--like-when-I-asked-about-signing-up-for-a-free-trial-for-the-Marketing-Hub-Professional-plan--I-finally-resorted-to-using-a-different-email-address-to-sign-up-with-HubSpot------4-7-Pricing"></span></h2> </div> <div class="section-content content"> <h3><div id="from-free-to-pricey">From Free to Pricey</div></h3> <p>HubSpot’s plans, tiers, features, and pricing can be confusing due to the multitude of available options. <strong>Here’s what I’ve discovered: unsurprisingly, advanced features require a higher payment</strong> – often significantly more. But based on my experience with pricing for top-of-the-line CRMs, HubSpot’s fees aren’t that shocking when you consider that it builds project management tools into its plans.</p> <p>There are five individual Hubs for different niches: Marketing, Sales, Customer Service, CMS, and Operations. From there, each Hub has three plan tiers: Starter, Professional, and Enterprise. <strong>There’s also a free plan that includes most of the basic tools, or Hubs, but is only suitable for individuals or very small teams.</strong> HubSpot will recommend an upgrade to the Starter Customer Platform plan, but I found its project management features were also limited.</p> <p>Each tier adds additional tools and usage ceilings rise. <strong>HubSpot’s pricing varies by criteria like the number of users on your plan, plus how many contacts and files you can upload and shared inboxes you can create.</strong> For example, You can create 3 dashboards with 10 reports/dashboard on the free plan, 10 dashboards with 10 reports/dashboard on a Starter marketing plan, and 25 dashboards with 30 reports/dashboard on a Professional plan.</p> <p>As you move up the plan tiers to professional editions, you get extra features like the step-by-step Projects tool guide, project templates, calendar view, additional reports, and analytics data. Different pricing tiers also unlock more advanced AI tools.</p> <p>You can subscribe to a single Hub or mix and match one or more Hubs to get the tools you need. Your cost can range from <span class="pricing-link"><span data-currency="USD" class="currency-symbol ">$</span><span data-currency="USD" data-price="20.00" class="currency-value">20.00</span></span> per month for a starter Marketing Hub plan that covers 3 users to more than six times that for a professional tier plan.</p> <p>HubSpot’s CRM Suite bundles all the Hubs into an expensive package, but is absolutely worth it if you intend to use all the available tools.</p> </div> </section> <div id="comparison-block"><section class="vendor-section"><h2 class="section-title section-title-comparison"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 512 512" aria-label="comparison" role="img"><path d="M314.05,476.24l-46.024-27.02V52.056c0-2.212-1.792-4-4-4s-4,1.788-4,4v399.452c0,1.416,0.752,2.728,1.976,3.448 l46.024,27.02v22.08h-104v-22.08l46.024-27.02c1.224-0.716,1.976-2.032,1.976-3.448V52.056c0-2.212-1.792-4-4-4s-4,1.788-4,4 V449.22l-46.024,27.02c-1.224,0.716-1.976,2.032-1.976,3.448v28.368c0,2.212,1.792,4,4,4h112c2.208,0,4-1.788,4-4v-28.368 C316.026,478.272,315.274,476.96,314.05,476.24z"/><path d="M264.026,448.056h-16c-2.208,0-4,1.788-4,4c0,2.212,1.792,4,4,4h16c2.208,0,4-1.788,4-4 C268.026,449.844,266.234,448.056,264.026,448.056z"/><path d="M255.994,0c-15.44,0-28,12.56-28,27.992c0,15.436,12.56,27.996,28,27.996c15.436,0,27.992-12.556,27.992-27.996 C283.986,12.56,271.43,0,255.994,0z M255.994,47.988c-11.028,0-20-8.968-20-19.996c0-11.024,8.972-19.992,20-19.992 c11.024,0,19.992,8.972,19.992,19.992C275.986,39.02,267.018,47.988,255.994,47.988z"/><path d="M167.774,296.056H24.838c-2.208,0-4,1.788-4,4c0,41.616,33.856,75.472,75.468,75.472 c41.616,0,75.472-33.856,75.468-75.472C171.774,297.844,169.982,296.056,167.774,296.056z M96.306,367.528 c-36.488,0-65.352-27.568-67.356-63.472h134.716C161.662,339.96,132.794,367.528,96.306,367.528z"/><path d="M97.014,36.336c-2.132-0.568-4.332,0.676-4.916,2.804L20.982,299.364c-0.584,2.136,0.672,4.332,2.804,4.916 c0.352,0.092,0.708,0.14,1.056,0.14c1.756,0,3.368-1.168,3.856-2.948l71.12-260.22C100.402,39.116,99.146,36.92,97.014,36.336z"/><path d="M171.634,299.364L100.526,39.14c-0.584-2.128-2.78-3.376-4.916-2.804c-2.132,0.584-3.388,2.784-2.804,4.916 l71.112,260.224c0.484,1.776,2.096,2.944,3.856,2.944c0.348,0,0.704-0.048,1.056-0.14 C170.962,303.696,172.218,301.496,171.634,299.364z"/><path d="M232.026,24.056h-124c-2.208,0-4,1.788-4,4s1.792,4,4,4h124c2.208,0,4-1.788,4-4S234.234,24.056,232.026,24.056z"/><path d="M400.026,24.056h-120c-2.208,0-4,1.788-4,4s1.792,4,4,4h120c2.208,0,4-1.788,4-4S402.234,24.056,400.026,24.056z"/><path d="M95.954,12.408c-8.768,0-15.9,7.132-15.9,15.896c0,8.764,7.136,15.892,15.9,15.892c8.764,0,15.892-7.128,15.892-15.892 C111.846,19.536,104.714,12.408,95.954,12.408z M95.954,36.2c-4.356,0-7.9-3.54-7.9-7.892s3.544-7.896,7.9-7.896 c4.352,0,7.892,3.544,7.892,7.896S100.306,36.2,95.954,36.2z"/><path d="M487.215,296.056H344.278c-2.208,0-4,1.788-4,4c0,41.616,33.856,75.472,75.468,75.472s75.468-33.856,75.468-75.472 C491.215,297.844,489.423,296.056,487.215,296.056z M415.742,367.528c-36.488,0-65.352-27.568-67.356-63.472h134.716 C481.098,339.96,452.23,367.528,415.742,367.528z"/><path d="M416.442,36.336c-2.14-0.576-4.332,0.672-4.916,2.804l-71.108,260.224c-0.584,2.136,0.672,4.332,2.804,4.916 c0.352,0.092,0.708,0.14,1.056,0.14c1.756,0,3.372-1.168,3.856-2.948l71.112-260.22C419.83,39.116,418.574,36.92,416.442,36.336z"/><path d="M491.074,299.364L419.958,39.14c-0.584-2.128-2.78-3.376-4.916-2.804c-2.132,0.584-3.388,2.784-2.804,4.916 l71.116,260.224c0.484,1.776,2.096,2.944,3.856,2.944c0.348,0,0.704-0.048,1.06-0.14 C490.402,303.696,491.658,301.496,491.074,299.364z"/><path d="M416.098,12.408c-8.764,0-15.892,7.132-15.892,15.896c0,8.764,7.132,15.892,15.892,15.892s15.888-7.128,15.892-15.892 C431.99,19.536,424.862,12.408,416.098,12.408z M416.098,36.2c-4.352,0-7.892-3.54-7.892-7.892s3.54-7.896,7.892-7.896 c4.348,0,7.892,3.544,7.892,7.896S420.45,36.2,416.098,36.2z"/></svg><span id="comparison">Comparison</span></h2><div class="section-content content"><h3><strong>How does HubSpot match up to the competition?</strong></h3><div class="compare-wrapper"><div class="compare-item "><a href="https://www.websiteplanet.com/project-management-software/monday-com/" class="compare-item-link" name="CompareLink" onclick="trackClickout('event', 'clickin', 'Vendor Page - monday.com compare', 'HubSpot', this, false)"><span style="display: none;">1</span></a><span class="compare-item-img-wrap"><img class="compare-item-img" src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/11/Monday_logo_alternative-1.svg" width="467" height="85" alt="monday.com"/><span class="compare-item-title">Compare</span></span><span class="compare-item-graph "><span class="single-chart"><svg viewBox="0 0 36 36" class="circular-chart orange"><path class="circle-bg" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/><path class="circle" stroke-dasharray="96.8, 100" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/></svg></span><span class="lp-templates-list-item-score-value">4.8</span></span><span class="compare-item-button"><a href="https://www.websiteplanet.com/project-management-software/monday-com/" onclick="trackClickout('event', 'clickin', 'Vendor Page - monday.com compare button', 'HubSpot', this, false)">Compare</a></span></div><div class="compare-item "><a href="https://www.websiteplanet.com/project-management-software/clickup/" class="compare-item-link" name="CompareLink" onclick="trackClickout('event', 'clickin', 'Vendor Page - ClickUp compare', 'HubSpot', this, false)"><span style="display: none;">1</span></a><span class="compare-item-img-wrap"><img class="compare-item-img" src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2022/10/clickup-logo-alternative.svg" width="284" height="69" alt="ClickUp"/><span class="compare-item-title">Compare</span></span><span class="compare-item-graph "><span class="single-chart"><svg viewBox="0 0 36 36" class="circular-chart orange"><path class="circle-bg" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/><path class="circle" stroke-dasharray="96.6, 100" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/></svg></span><span class="lp-templates-list-item-score-value">4.8</span></span><span class="compare-item-button"><a href="https://www.websiteplanet.com/project-management-software/clickup/" onclick="trackClickout('event', 'clickin', 'Vendor Page - ClickUp compare button', 'HubSpot', this, false)">Compare</a></span></div><div class="compare-item compare-item-same"><a href="https://www.websiteplanet.com/project-management-software/hubspot-project-management/" class="compare-item-link" name="CompareLink" onclick="trackClickout('event', 'clickin', 'Vendor Page - HubSpot compare', 'HubSpot', this, false)"><span style="display: none;">1</span></a><span class="compare-item-img-wrap"><img class="compare-item-img" src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/HubSpot_Logo-alternative-1.svg" width="530" height="155" alt="HubSpot"/><span class="compare-item-title">Compare</span></span><span class="compare-item-graph "><span class="single-chart"><svg viewBox="0 0 36 36" class="circular-chart orange"><path class="circle-bg" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/><path class="circle" stroke-dasharray="95.4, 100" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/></svg></span><span class="lp-templates-list-item-score-value">4.8</span></span><span class="compare-item-button"><a href="https://www.websiteplanet.com/project-management-software/hubspot-project-management/" onclick="trackClickout('event', 'clickin', 'Vendor Page - HubSpot compare button', 'HubSpot', this, false)">Compare</a></span></div><div class="compare-item "><a href="https://www.websiteplanet.com/project-management-software/functionfox/" class="compare-item-link" name="CompareLink" onclick="trackClickout('event', 'clickin', 'Vendor Page - FunctionFox compare', 'HubSpot', this, false)"><span style="display: none;">1</span></a><span class="compare-item-img-wrap"><img class="compare-item-img" src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/functionfox-alternative-logo.webp" width="230" height="140" alt="FunctionFox"/><span class="compare-item-title">Compare</span></span><span class="compare-item-graph "><span class="single-chart"><svg viewBox="0 0 36 36" class="circular-chart orange"><path class="circle-bg" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/><path class="circle" stroke-dasharray="80, 100" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/></svg></span><span class="lp-templates-list-item-score-value">4.0</span></span><span class="compare-item-button"><a href="https://www.websiteplanet.com/project-management-software/functionfox/" onclick="trackClickout('event', 'clickin', 'Vendor Page - FunctionFox compare button', 'HubSpot', this, false)">Compare</a></span></div></div></div></section></div><section class="vendor-section"> <div class="section-title-wrapper "> <h2 class="section-title "><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 612 612" aria-label="bottom-icon" role="img"><path d="M590.927,517.491H337.79c-11.645,0-21.095,9.45-21.095,21.116c0,11.665,9.45,21.115,21.095,21.115l253.137-0.611 c11.645,0,21.095-8.839,21.095-20.504C612.021,526.941,602.592,517.491,590.927,517.491z M295.601,52.88l295.326-0.042 c11.645,0,21.095-9.408,21.095-21.074s-9.45-21.116-21.095-21.116H295.601c-11.645,0-21.095,9.45-21.095,21.116 S283.956,52.88,295.601,52.88z M331.188,396.745c-8.27-8.312-21.686-8.312-29.955,0L190.127,524.6V10.648h-42.189v514.711 L36.156,396.745c-8.269-8.312-21.686-8.312-29.954,0c-8.27,8.312-8.27,21.77,0,30.06l146.439,168.526 c4.409,4.43,10.273,6.307,16.032,6.012c5.779,0.295,11.623-1.582,16.031-6.012l146.44-168.526 C339.457,418.515,339.457,405.057,331.188,396.745z M590.927,137.364H295.601c-11.645,0-21.095,9.451-21.095,21.116 c0,11.666,9.45,20.926,21.095,20.926h295.326c11.645,0,21.095-9.261,21.095-20.926 C612.021,146.815,602.592,137.364,590.927,137.364z M590.927,264.059H295.601c-11.645,0-21.095,9.451-21.095,21.116 c0,11.666,9.45,20.778,21.095,20.778l295.326,0.338c11.645,0,21.095-9.451,21.095-21.116 C612.021,273.531,602.592,264.059,590.927,264.059z M590.927,390.775H422.169c-11.645,0-21.095,9.45-21.095,21.115 c0,11.666,9.45,20.652,21.095,20.652h168.758c11.645,0,21.095-8.986,21.095-20.652 C612.021,400.226,602.592,390.775,590.927,390.775z"/></svg>HubSpot REVIEW: BOTTOM LINE </h2> </div> <div class="section-content content"><p></p> HubSpot may not be the best choice for every project management task, but <strong>it’s ideal for marketing, sales, and customer service teams that can benefit from having an integrated customer relationship and project management solution</strong>. <p></p> It offers <strong>excellent collaboration features and tools for improving productivity</strong>. And, unlike some project management software, HubSpot doesn’t really have a learning curve. If you primarily manage projects that involve customer interaction, I’d ask you to consider HubSpot. If you don’t need a CRM and are looking for full-featured project management software that’s flexible for most teams of all sizes, <a href="https://www.websiteplanet.com/project-management-software/monday-com/" target="_blank" >monday.com would likely be the better option</a>. <h2 ><b>FAQ</b><span id="FAQ"></span></h2> <p></p> <b> <h3 class="shortcode-faq-question-inline">Does HubSpot have project management tools?</h3> <p></p> </b><span class="shortcode-faq-answer-inline">Yes, HubSpot is more than a CRM. It also offers <a href="#an-all-in-one-crm-and-project-management-solution" onclick="trackClickout('event', 'clickin', 'anchorLink', 'anallinonecrmandprojectmanagementsolution', this, );">a range of project management tools</a> that integrate into its CRM. These include project/task templates, task/subtask assignment and scheduling, dashboards, reports, and more. Other useful <a href="#multiple-ways-for-teams" onclick="trackClickout('event', 'clickin', 'anchorLink', 'multiplewaysforteams', this, );">features foster team collaboration</a>, ensuring an efficient and productive workflow and timely deliverables.</span><b> <h3 class="shortcode-faq-question-inline">How do you set up a project in HubSpot?</h3> <p></p> </b><span class="shortcode-faq-answer-inline">With any HubSpot Professional or higher, you can <a href="#step-by-step-project-set-up" onclick="trackClickout('event', 'clickin', 'anchorLink', 'stepbystepprojectsetup', this, );">use the Projects tool to set up your project</a> by choosing a template (or creating your own) and adding tasks, subtasks, notes, @mentions, assignees, and due dates as you would with any project management software. With lower tier plans you can set up projects by creating and assigning tasks, adding notes, and setting deadlines.</span><b> <h3 class="shortcode-faq-question-inline">Is HubSpot free?</h3> <p></p> </b><span class="shortcode-faq-answer-inline"><a href="#from-free-to-pricey" onclick="trackClickout('event', 'clickin', 'anchorLink', 'fromfreetopricey', this, );">HubSpot has a free plan</a>, but it’s only suitable for individuals and small teams of no more than 5 people. To benefit from its various tools including CRM, productivity, and project management, you really have to upgrade to a professional plan. That’s when advanced features kick in, including more AI tools to automate workflows, generate content, and </span><b> <h3 class="shortcode-faq-question-inline">What are the benefits of HubSpot?</h3> <p></p> </b><span class="shortcode-faq-answer-inline">HubSpot packages its powerful and easy-to-use CRM with plenty of other tools that you can use to <a href="#work-more-efficiently" onclick="trackClickout('event', 'clickin', 'anchorLink', 'workmoreefficiently', this, );">enhance productivity and manage projects</a>. It offers tailored plans for a number of marketing and sales-oriented firms, though its integration of project management features is best suited to teams in these fields. If you’re looking for straightforward project management software, you may want to check out <a href="https://www.websiteplanet.com/project-management-software/" target="_blank" rel="noopener"><strong>our list of the best project management software in 2024</strong></a>.</span> </div> <div class="ftc-wrapper-footer "><div class="ftc-container"><div id="ftc-blockc" class="ftc-block">We rank vendors based on rigorous testing and research, but also take into account your feedback and our commercial agreements with providers. This page contains affiliate links. <a href="https://www.websiteplanet.com/disclosure/" target="_blank">Advertising Disclosure</a></div></div></div> <div class="section-bottom-author" id="section-bottom-author"> <a href="https://www.websiteplanet.com/author/dawn-prevete/" target="_blank" class="section-bottom-author-img"><span class="ll-img-wrapper" style="padding:100% 0 0;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2020/12/Dawn.jpg" width="80" height="80" alt="Dawn Prevete" loading="lazy"/></noscript><img data-category="" data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2020/12/Dawn.jpg" width="80" height="80" alt="Dawn Prevete" class="ll-img "/></span> </a> <a href="https://www.websiteplanet.com/author/dawn-prevete/" target="_blank" class="section-bottom-author-name">Dawn Prevete</a> <div class="section-bottom-author-text">Dawn specializes in writing about a range of software products, including website builders, backup services, credit card processing solutions, and project management platforms. She has 10+ year’s experience as a technical writer and has written a number of articles for CEOs and senior executives at client companies that have appeared under their bylines. When she’s not researching and testing digital services, she brainstorms with educators to ensure all students have access to enriching learning opportunities. </div> </div> </section> <section id="vendor-section-reviews" class="vendor-section section-reviews-one-lang" data-another-lang=""> <div class="section-title-wrapper"> <div class="section-title section-title-reviews"> <span id="reviews">User reviews</span> </div> </div> <div class="comment-empty-block"> <div class="comment-empty-block-text">Be the first user to leave a review about <span class="text-emptycomment-post-title">HubSpot</span> in <span class="objective">English</span>! </div> <div id="comment-empty-block-button" >Write a Review</div> </div> <div style="display: none"> <div id="review-translate">Reply to review</div> <div id="review-translate-small">Reply</div> <div id="review-visit">Visit HubSpot</div> <a 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class="section-alternatives"> <div class="section-alternatives-title">HubSpot Alternatives</div> <div class="section-alternatives-items"> <div class="alternative"><div class="alternative-data"><a href="https://www.websiteplanet.com/project-management-software/monday-com/" class="alternative-img" onclick="trackClickout('event', 'clickin', 'Vendor Page - monday.com: Best All-in-One PM Software Logo', 'monday.com: Best All-in-One PM Software', this, false);"><div class="svg-image-container"><span class="ll-img-wrapper" style="padding:18.201284796574% 0 0;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/11/Monday_logo_alternative-1.svg" width="467" height="85" loading="lazy"/></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/11/Monday_logo_alternative-1.svg" width="467" height="85" alt="monday.com: Best All-in-One PM Software" class="ll-img "/></span></div></a><div class="alternative-score-block "><div class="alternative-score">4.8</div><div class="alternative-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span></div></div><div class="alternative-string">Packed with user-friendly drag-and-drop features</div><a href="https://www.websiteplanet.com/project-management-software/monday-com/" class="alternative-link" onclick="trackClickout('event', 'clickin', 'Read Review', '', this, false);">Read Review</a><div class="alternative-bg"><svg xmlns="http://www.w3.org/2000/svg" width="552px" height="137px"><path fill-opacity="0.04" d="M-0.007,136.993 C150.576,136.993 321.675,122.624 355.096,122.624 C388.517,122.624 518.584,136.993 552.005,136.993 L552.005,3.882 C536.723,5.914 520.473,43.254 506.486,44.470 C475.244,47.189 446.189,9.860 421.409,8.516 C407.917,7.785 393.704,15.254 382.329,20.272 C380.294,21.170 362.012,44.181 336.345,44.470 C320.318,44.651 314.147,15.582 295.725,15.582 C284.569,15.582 282.690,25.326 261.088,24.487 C239.486,23.649 213.072,3.893 207.601,2.614 C193.757,-0.621 180.895,-1.503 166.950,3.882 C124.147,20.412 114.766,44.470 85.633,44.470 C56.500,44.470 29.126,3.882 -0.007,3.882 L-0.007,136.993 Z"/></svg></div></div></div><div class="alternative"><div class="alternative-data"><a href="https://www.websiteplanet.com/project-management-software/clickup/" class="alternative-img" onclick="trackClickout('event', 'clickin', 'Vendor Page - ClickUp: Most Customizable PM Software Logo', 'ClickUp: Most Customizable PM Software ', this, false);"><div class="svg-image-container"><span class="ll-img-wrapper" style="padding:24.295774647887% 0 0;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2022/10/clickup-logo-alternative.svg" width="284" height="69" loading="lazy"/></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2022/10/clickup-logo-alternative.svg" width="284" height="69" alt="ClickUp: Most Customizable PM Software " class="ll-img "/></span></div></a><div class="alternative-score-block "><div class="alternative-score">4.8</div><div class="alternative-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span></div></div><div class="alternative-string">Real-time collaboration tools</div><a href="https://www.websiteplanet.com/project-management-software/clickup/" class="alternative-link" onclick="trackClickout('event', 'clickin', 'Read Review', '', this, false);">Read Review</a><div class="alternative-bg"><svg xmlns="http://www.w3.org/2000/svg" width="552px" height="137px"><path fill-opacity="0.04" d="M-0.007,136.993 C150.576,136.993 321.675,122.624 355.096,122.624 C388.517,122.624 518.584,136.993 552.005,136.993 L552.005,3.882 C536.723,5.914 520.473,43.254 506.486,44.470 C475.244,47.189 446.189,9.860 421.409,8.516 C407.917,7.785 393.704,15.254 382.329,20.272 C380.294,21.170 362.012,44.181 336.345,44.470 C320.318,44.651 314.147,15.582 295.725,15.582 C284.569,15.582 282.690,25.326 261.088,24.487 C239.486,23.649 213.072,3.893 207.601,2.614 C193.757,-0.621 180.895,-1.503 166.950,3.882 C124.147,20.412 114.766,44.470 85.633,44.470 C56.500,44.470 29.126,3.882 -0.007,3.882 L-0.007,136.993 Z"/></svg></div></div></div><div class="alternative"><div class="alternative-data"><a href="https://www.websiteplanet.com/project-management-software/smartsheet/" class="alternative-img" onclick="trackClickout('event', 'clickin', 'Vendor Page - Smartsheet: Best for Complex Projects Logo', 'Smartsheet: Best for Complex Projects', this, false);"><div class="svg-image-container"><span class="ll-img-wrapper" style="padding:16% 0 0;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/11/smartsheet-logo-alternative.svg" width="600" height="96" loading="lazy"/></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/11/smartsheet-logo-alternative.svg" width="600" height="96" alt="Smartsheet: Best for Complex Projects" class="ll-img "/></span></div></a><div class="alternative-score-block "><div class="alternative-score">4.8</div><div class="alternative-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span></div></div><div class="alternative-string">The best choice for large projects</div><a href="https://www.websiteplanet.com/project-management-software/smartsheet/" class="alternative-link" onclick="trackClickout('event', 'clickin', 'Read Review', '', this, false);">Read Review</a><div class="alternative-bg"><svg xmlns="http://www.w3.org/2000/svg" width="552px" height="137px"><path fill-opacity="0.04" d="M-0.007,136.993 C150.576,136.993 321.675,122.624 355.096,122.624 C388.517,122.624 518.584,136.993 552.005,136.993 L552.005,3.882 C536.723,5.914 520.473,43.254 506.486,44.470 C475.244,47.189 446.189,9.860 421.409,8.516 C407.917,7.785 393.704,15.254 382.329,20.272 C380.294,21.170 362.012,44.181 336.345,44.470 C320.318,44.651 314.147,15.582 295.725,15.582 C284.569,15.582 282.690,25.326 261.088,24.487 C239.486,23.649 213.072,3.893 207.601,2.614 C193.757,-0.621 180.895,-1.503 166.950,3.882 C124.147,20.412 114.766,44.470 85.633,44.470 C56.500,44.470 29.126,3.882 -0.007,3.882 L-0.007,136.993 Z"/></svg></div></div></div><div class="alternative"><div class="alternative-data"><a href="https://www.websiteplanet.com/project-management-software/jira/" class="alternative-img" onclick="trackClickout('event', 'clickin', 'Vendor Page - Jira Software: Best for Agile Software Teams Logo', 'Jira Software: Best for Agile Software Teams', this, false);"><span class="ll-img-wrapper" style="padding:13.647058823529% 0 0;"><noscript><img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2023/01/Jira_Software_logo.svg-850x116.png" width="850" height="116" loading="lazy"/></noscript><img data-src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2023/01/Jira_Software_logo.svg-850x116.png" width="850" height="116" alt="Jira Software: Best for Agile Software Teams" class="ll-img "/></span></a><div class="alternative-score-block "><div class="alternative-score">4.8</div><div class="alternative-rating rating"><span class="wsp-star-block star-rating-100 vendor-medium"></span></div></div><div class="alternative-string">Affordable per-user pricing with discounts for larger teams</div><a href="https://www.websiteplanet.com/project-management-software/jira/" class="alternative-link" onclick="trackClickout('event', 'clickin', 'Read Review', '', this, false);">Read Review</a><div class="alternative-bg"><svg xmlns="http://www.w3.org/2000/svg" width="552px" height="137px"><path fill-opacity="0.04" d="M-0.007,136.993 C150.576,136.993 321.675,122.624 355.096,122.624 C388.517,122.624 518.584,136.993 552.005,136.993 L552.005,3.882 C536.723,5.914 520.473,43.254 506.486,44.470 C475.244,47.189 446.189,9.860 421.409,8.516 C407.917,7.785 393.704,15.254 382.329,20.272 C380.294,21.170 362.012,44.181 336.345,44.470 C320.318,44.651 314.147,15.582 295.725,15.582 C284.569,15.582 282.690,25.326 261.088,24.487 C239.486,23.649 213.072,3.893 207.601,2.614 C193.757,-0.621 180.895,-1.503 166.950,3.882 C124.147,20.412 114.766,44.470 85.633,44.470 C56.500,44.470 29.126,3.882 -0.007,3.882 L-0.007,136.993 Z"/></svg></div></div></div> </div> </section> </div> <div id="vendor-navbar-wrapper"> <nav class="vendor-navbar" id="vendor-navbar"> <div class="navbar-container"> <div id="navbar-top"> <a href="https://www.websiteplanet.com/goto.php?id=2485073&lang=en&deep_id=0&deep_name=&btn_name=vendorLogoNavBar_2485073_vendor_2485073_3&post_id=2485073&pageview_id=0&direct_link=&type=vendor&amp=0" onclick="trackClickout('event', 'clickout', 'Vendor Top Logo', 'hubspot-project-management', this, true );" rel="sponsored noopener noreferrer" target="_blank" class="navbar-logo clickoutLink"> <div class="svg-image-container"> <img src="https://dt2sdf0db8zob.cloudfront.net/wp-content/uploads/2021/12/HubSpot_Logo-alternative-1.svg" alt="HubSpot_Logo-alternative" width="250" height="140" 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It\u2019s an excellent choice for marketing, sales, and customer service teams that want a comprehensive solution for managing workflow. 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With lower tier plans you can set up projects by creating and assigning tasks, adding notes, and setting deadlines.<\/span><\/p>\n"}},{"@type":"Question","name":"Is HubSpot free?","acceptedAnswer":{"@type":"Answer","text":"<p><a href=\"#from-free-to-pricey\" onclick=\"trackClickout('event', 'clickin', 'anchorLink', 'fromfreetopricey', this, );\">HubSpot has a free plan<\/a>, but it\u2019s only suitable for individuals and small teams of no more than 5 people. To benefit from its various tools including CRM, productivity, and project management, you really have to upgrade to a professional plan. That\u2019s when advanced features kick in, including more AI tools to automate workflows, generate content, and <\/span><\/p>\n"}},{"@type":"Question","name":"What are the benefits of HubSpot?","acceptedAnswer":{"@type":"Answer","text":"<p>HubSpot packages its powerful and easy-to-use CRM with plenty of other tools that you can use to <a href=\"#work-more-efficiently\" onclick=\"trackClickout('event', 'clickin', 'anchorLink', 'workmoreefficiently', this, );\">enhance productivity and manage projects<\/a>. It offers tailored plans for a number of marketing and sales-oriented firms, though its integration of project management features is best suited to teams in these fields. If you\u2019re looking for straightforward project management software, you may want to check out <a href=\"https:\/\/www.websiteplanet.com\/project-management-software\/\" target=\"_blank\" rel=\"noopener\"><strong>our list of the best project management software in 2024<\/strong><\/a>.<\/span><\/p>\n"}}]}]</script> <script>var vm_js_erros = []; window.addEventListener("error", function(event) { console.log(event.error); vm_js_erros.push({message: event.error, file: event.filename, line: event.lineno}); }); (function(w,d) { var datadog_logger_inited = false; function datadog_logger_init() { if (datadog_logger_inited) { return; } datadog_logger_inited = !0; DD_LOGS.init({ clientToken: 'pubae90c910f262c6a56887a7ef8bb5c378', forwardErrorsToLogs: true, }); for (var N = 0; N < vm_js_erros.length; N++) { DD_LOGS.logger.error("JS: " + vm_js_erros[N].message + " in " + vm_js_erros[N].file + " : " + vm_js_erros[N].line, { status: "error", error: vm_js_erros[N] }); } } function load_datadog(e) { w.removeEventListener('scroll', load_datadog, !1); setTimeout(function() { if (datadog_logger_inited) { return; } var head = d.getElementsByTagName('head')[0]; var script = d.createElement('script'); script.async = !0; script.type = 'text/javascript'; script.src = "https://www.datadoghq-browser-agent.com/datadog-logs-us.js"; script.onreadystatechange = datadog_logger_init; script.onload = datadog_logger_init; head.appendChild(script); }, 800); } w.addEventListener('scroll', load_datadog, false); })(window, document);</script> <script> let abAuthor = document.querySelector('.header-author-data'); let abReviwed = document.querySelector('a.ab-5578'); let abAuthorName = document.querySelector('.header-author-data .header-author-name'); let abAuthorNameNewPost = document.querySelector('.header-author-data .new-post-section-author-span'); let abReviwedName = document.querySelector('a.ab-5578 .header-author-name'); if (abAuthor && abReviwed && typeof exp_variant !== 'undefined') { if (exp_variant === 1) { abAuthor.addEventListener('click', (e) => { e.preventDefault(); }); abReviwed.addEventListener('click', (e) => { e.preventDefault(); }); if (abAuthorName) { abAuthorName.addEventListener('click', (e) => { e.stopPropagation(); abAuthor.click(); gtag('event', 'AB_5578', { 'event_category': 'Clickin', 'event_label': 'Written_By' }); }); } if (abAuthorNameNewPost) { abAuthorNameNewPost.addEventListener('click', (e) => { e.stopPropagation(); abAuthor.click(); gtag('event', 'AB_5578', { 'event_category': 'Clickin', 'event_label': 'Written_By' }); }); } abReviwedName.addEventListener('click', (e) => { e.stopPropagation(); abReviwed.click(); gtag('event', 'AB_5578', { 'event_category': 'Clickin', 'event_label': 'Reviewed_By' }); }); } window.addEventListener('load', () => { var dt = { pageview_id: dataAloomaIds.pageviewRandomId, experimentName: '[Organic] Clickable Reviewed By without Hover', experimentID: 762, chosenVariation: exp_variant }; aloomaReportPageView('experiment', dt); if (document.body.classList.contains('logged-in')) { console.log('aloomaExperimentData', dt); } }, true); } else { document.querySelector('html').removeAttribute("data-ab"); document.querySelector('html').removeAttribute("data-var"); } </script> <script>var _ab_nonce = "c9cb5b72f9";</script> </body> </html>