HubSpot is best known for its CRM and a suite of “Hubs,” each focusing on different aspects of business growth: marketing, sales, customer service, content (CMS), operations, commerce, and more.
While these Hubs can be purchased and used individually, they also integrate seamlessly under one umbrella CRM—helping small businesses, independent consultants, and larger teams create a unified system for managing leads, clients, data, and processes.
Below is an overview of the core HubSpot products, along with additional bundles and newer offerings.
1. HubSpot CRM (Core)
- What It Is: The foundation. A free customer relationship management system where you store and manage contacts, companies, deals, tasks, and interactions.
- Use Cases:
– Track leads, log calls/emails, schedule tasks, maintain a pipeline.
– Perfect for individuals or small teams looking for a no-cost, central database of relationships.
- Key Features: Unlimited users (on free), contact management, deal tracking, basic reporting.
Most additional “Hubs” build on top of the free CRM, unlocking advanced features in their respective areas.
2. Marketing Hub
Purpose: Attract and convert leads through inbound marketing tactics—email campaigns, lead capture forms, ad tracking, automation, etc.
Key Features by Tier:
- Free: Basic forms, limited marketing email sends, contact segmentation.
- Starter: More monthly email sends, simple automation (like a single follow-up email).
- Professional: Advanced marketing automation/workflows, A/B testing, custom reporting, social media tools, blog & SEO tools.
- Enterprise: Advanced team permissions, multi-touch revenue attribution, partitioning for large teams.
Best For: Consultants or businesses wanting to run inbound marketing campaigns, capture leads with forms and landing pages, and nurture them with automated email sequences.
3. Sales Hub
Purpose: Give sales (or business development) teams the tools to manage pipelines, automate outreach, and close deals faster.
Key Features by Tier:
- Free: Basic deal pipeline management, simple email logging, meeting scheduler, limited calling.
- Starter: More sequences, slightly increased calling credits, deal-stage automation.
- Professional: Advanced sequences, e-sign quotes, forecasting, CPQ (Configure-Price-Quote) tools, call intelligence.
- Enterprise: Predictive forecasting, advanced reporting, deeper analytics for large teams.
Best For: Managing outreach, tracking deals, sending quotes, and automating sales tasks—especially if you have consistent deal workflows and want to measure pipeline performance in detail.
4. Service Hub
Purpose: Deliver efficient customer support and enhance client satisfaction—tickets, knowledge base, and communication channels like live chat.
Key Features by Tier:
- Free: Basic ticketing, live chat, a simple help desk.
- Starter: Ticket pipelines, basic customer feedback surveys, some automation.
- Professional: Knowledge base, more advanced feedback surveys, custom reporting, workflows for service tickets.
- Enterprise: Advanced service analytics, playbooks, hierarchical team management.
Best For: Firms that want to handle post-sale client requests, maintain a knowledge base (for FAQ or how-to articles), and measure customer satisfaction.
5. CMS Hub (Content Hub)
Purpose: Formerly known as Content Hub, CMS Hub helps you build and manage your website or blog natively in HubSpot, ensuring seamless integration with the CRM for personalized web experiences.
Key Features by Tier:
- Free: Not available. CMS Hub does not have a free tier.
- Starter: Basic website hosting, drag-and-drop editors, simple theme customization.
- Professional: Advanced SEO tools, dynamic content, memberships, multi-language content, serverless functions.
- Enterprise: Partitioning for large teams, advanced web apps, adaptive testing, additional domain brand domains.
Best For: Hosting your consulting website or blog on HubSpot, leveraging built-in SEO and personalization. Ties directly to the CRM for lead capture and content analytics.
6. Operations Hub
Purpose: Provide data syncing, programmable automation, and advanced data quality tools—keeping your CRM data clean and orchestrating workflows across multiple apps.
Key Features by Tier:
- Free: Limited data sync with two-way connections for certain apps.
- Starter: Additional integration options, basic data quality automation.
- Professional: Custom-coded workflow actions, data quality automation at scale.
- Enterprise: Advanced governance, team partitioning for data ops, sophisticated data management.
Best For: Ensuring all your business systems (finance, HR, project management) talk to HubSpot seamlessly. Vital if you have multiple apps and want real-time data sync and cleaner automation logic.
7. Commerce Hub (New/Upcoming)
Purpose: HubSpot has been introducing commerce capabilities to let you handle payment links, product libraries, and more within the CRM. While Commerce Hub is not yet an official, fully standalone hub, it’s a growing set of features aimed at simplifying the selling process directly in HubSpot.
Current Features:
- Payment Links (U.S. only for now): Generate a link to collect payments or subscriptions, integrated with Stripe.
- Quotes with Payment: Embed a payment button on quotes, letting clients pay online.
Best For: Small consultancies or product-based businesses that want integrated payment processing. Limited geographies and functionalities so far, but evolving.
8. Small Business Bundle (and Other Bundles)
- Small Business/Starter Bundles: HubSpot often offers bundles combining Marketing Starter + Sales Starter + Service Starter at a discounted rate. Provides the essential “all-in-one” CRM functionality for smaller teams or consultants who need multiple Hubs but not advanced features.
- Professional and Enterprise Bundles: Also known as the HubSpot Suite or “Hubs Suite,” combining Marketing, Sales, Service, CMS, and Operations at those tiers. Usually a cheaper option than buying each Hub separately at those levels.
Best For: Independent consultants or small firms wanting to leverage multiple HubSpot Hubs in a cost-effective package, rather than picking a la carte.
9. Deciding Which Hubs You Need
- Core CRM: Always free, storing contacts, deals, tasks.
- Marketing Hub: If you need robust email marketing, landing pages, lead generation automation.
- Sales Hub: For pipeline management, advanced sales automation, deal forecasting.
- Service Hub: Handling support tickets, knowledge base, surveys for client satisfaction.
- CMS Hub: If hosting your website on HubSpot, enabling integrated lead capture, dynamic content.
- Operations Hub: For data sync, custom-coded workflow actions, advanced data operations.
- Commerce Hub (Limited Availability): If you plan to take payments or manage e-commerce transactions via HubSpot.
- Small Business Bundle: If you need multiple hubs but want a simpler, cost-friendly approach.
Lessons:
PART 1: OVERVIEW OF HUBSPOT
PART 2: INTRODUCTION TO CONTACTS
- Introduction to Contacts
- Who Should be a Contact?
- Understanding HubSpot Property Types
- Most Commonly Used Default Properties for Contacts
- How to Create a Custom Property
- Create a Custom Property for LinkedIn Connect Request Status
- Create a Custom Property for Nickname
- Custom Property for Educational Institutions Attended
- Create a Custom Property for Former Firm
- Create a Custom Property for Industry
- Create a Custom Property for Metro Area
- Create a Custom Property for Continent
- Customizing the Contact Record View
PART 3: EXPORTING AND IMPORTING CONTACTS
PART 4: MANAGING CONTACTS
- Adding Attachments Manually to Contact Records
- Adding a Manual Note to Contact Records
- Using the Call Engagement in HubSpot
- Using the Meeting Engagement Type
- Using Lists (Active vs. Static)
- Creating a Static List
- Creating an Active List
- Understanding the Default Lifecycle Stages
- Recommended Custom Names for Lifecycle Stages
- Understanding Lead Status – Default Options
- Recommendations for Custom Lead Statuses
- Adding an Association Between Two Contacts
- Merging Two Contacts
PART 5: COMPANIES
PART 6: DEALS
- Introduction to the Deal Record Type
- Introduction to the Default Pipeline
- Recommendation for Custom Deal Stages
- Customizing Deal Stages for Projects Through Staffing Firms
- How and Why to Create Multiple Pipelines
- Create a Custom Deal Property: “Source of Deal”
- Customizing the “Closed Lost Reason” Property
- Adding Attachments to the Deal Record
- Importing Previous Deals from a Spreadsheet
PART 7: EMAIL
PART 8: OTHER COMMUNICATIONS
PART 9: TASKS
PART 10: WORKFLOWS
PART 11: REPORTING
PART 12: TICKETS
PART 13: PRODUCTS
PART 14: CONTENT MARKETING
PART 15: INTEGRATIONS