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Pros
- All-in-one project management system with numerous benefits
- Templates for emails, to-do lists, campaigns, and projects
- In-depth analytics to track performance
Cons
- Steep learning curve at the beginning
- Fewer integrations compared to other tools
Overview
HubSpot is well-known as a leading developer of marketing software, with its CRM being world-renowned. However, it’s much more than just a CRM. HubSpot also serves as a powerful project management tool, offering an easy-to-use platform that boosts productivity and helps increase leads. Packed with a wide range of features, HubSpot enables businesses to grow as efficiently as if they had a team twice their size.
How it works?
HubSpot’s project management software is an intuitive tool that marketers and managers alike will appreciate. It seamlessly integrates with all of HubSpot’s offerings, providing a single platform to handle everything. When HubSpot says “everything,” they mean it—tools, spreadsheets, task lists, communication apps, and more are all covered within one app. This all-in-one approach makes managing projects simple and efficient. Here are a few standout features that managers will truly value
Projects
HubSpot Projects is the ultimate solution for organizing all your project needs in one place. It consolidates everything—from emails to calendars and spreadsheets—into a single tool, with as many tabs as you require. This feature allows you to store files, organize notes, and manage emails effortlessly. You can easily set due dates, assign tasks to team members, and attach files with just a few clicks, making project management seamless and efficient.
Automated Marketing
Marketing automation is one of the biggest advantages of HubSpot’s project management. It allows you to put your campaigns on autopilot and let the system handle the work. Using advanced algorithms, marketing automation smoothly guides each lead toward closing the deal. The entire process is hands-off for you, yet fully customized for your users, creating an organic and effective experience that gets results.
Analytics
Gain a comprehensive overview of your marketing efforts with unified analytics, allowing you to see which techniques are effective and which campaigns need improvement. Dive deep into your campaigns to identify where resources should be reallocated and where you’re seeing success. You can also track the ROI of your social media campaigns across platforms like Facebook, LinkedIn, Google, Instagram, and more.
But that’s not all—HubSpot project management also includes tools for professional blogging, creating stunning landing pages, and developing a targeted content strategy using SEO and call-to-action tools. And this only scratches the surface of what HubSpot’s full CMS software can do.
Templates
This is a fantastic feature for companies with recurring or similar projects. If you regularly run the same types of tasks, you can save time and effort by creating a template. Simply set up your project, assign tasks, allocate resources, set due dates, and complete any other necessary steps. Once that’s done, save it as a template. The next time you have a similar project, you won’t need to start from scratch—just use the saved template and get to work without the hassle.
Ready-Made To-do-lists
All the information is pre-saved in the template, allowing you to quickly create a new project with most details already filled in. You can then make any minor adjustments as needed and be done in seconds. This feature is a huge time-saver that managers really appreciate. Additionally, HubSpot offers customizable email templates. You can personalize subject lines for each lead, conduct A/B testing on your email campaigns, and effortlessly generate more leads with this powerful tool.
Tools for Collaboration
HubSpot’s project management tool also streamlines team collaboration. As we’ve already mentioned, everything you need is in one place, ensuring that no important details get lost. This means you won’t lose clients due to missing information, and deadlines won’t be missed because of overlooked details. Everything is easily accessible to all team members at any time, keeping everyone on the same page.
HubSpot’s project management software simplifies lead management by giving you access to every contact from any location. It provides a well-organized overview of all interactions with that lead, whether they were made by you or someone else. This allows you to see exactly where the lead stands in the funnel, enabling you to tailor your campaigns more personally and close more deals.
Pricing
While HubSpot offers a free plan, there’s a significant price increase when moving from the first tier to the second. The first tier is ideal for freelancers, small businesses, and solo marketers, offering great value for those groups.
For those needing more advanced features, the second tier provides a wealth of functionality and benefits tailored to medium and larger businesses. HubSpot also offers several freebies—such as a free meeting scheduling tool when you sign up for a paid plan, and a free email and CRM bundled together. Here’s a breakdown of the pricing structure:
HubSpot also offers a free plan, which is quite limited in terms of functionality but can be a good option for those on a tight budget. The free plan includes all the HubSpot CRM features, pop-up forms, native forms, and external form tracking. You’ll get 2,000 emails per month, limited ad management, 5 smart lists, 25 static lists, team email, live chat, and mobile optimization for emails.
Apps
HubSpot provides a standard desktop app that gives you full control from one central location, along with a mobile app for the higher-tier plans.
The desktop app is sleek, fast, and user-friendly, allowing you to manage everything from a single dashboard. HubSpot impresses with its efficient design and ease of use.
The mobile experience takes it a step further, enabling you to make updates, access projects, and assign tasks with just a tap. It adds yet another advantage to HubSpot’s already impressive suite of tools.
Help & Support
HubSpot boasts one of the best customer support teams available. It offers automated live chat to guide you to the right resources, along with phone and email support. If you prefer, you can also chat with a live agent. Additionally, you can explore the extensive Knowledge Base, filled with helpful and easy-to-understand articles, or seek assistance from the HubSpot community.
- Phone: 1-888-482-7768
Bottomline
HubSpot’s project management software upholds its reputation for delivering high-quality services. Packed with features like email and marketing automation, templates, and in-depth analytics, it offers everything a marketer or manager could need. At a competitive price, HubSpot goes beyond the capabilities of typical project management tools, making it an excellent choice to elevate any project management process.