Skip to the main content

Discover HubSpot Sales Hub

Everything you need to know about Sales Hub features

sales-consultancy-award

 

Free Download

Comprehensive Guide to top 12 B2B Sales Methodologies

Qualification Framework included

get your copy
Sales Hub Page Hero image
HubSpot_Sales_Hub (2)
2023_SalesHub_Pipeline3

Pipelines

With HubSpot’s forecasting tool, reps and managers can submit a custom forecast for the month or quarter. And with forecast permissions, you have the control you need to ensure forecast submissions are coming from the right source.

Sales managers can easily access the team rollup view, providing them with a comprehensive and high-level forecast breakdown by the team.

From this view, managers can dive deeper into team performance and take the necessary steps to ensure their teams are set up for success.

check out our blog: how to get more than 90% forecast accuracy

2023_SalesHub_Live_Chat3

Live Chat

Get access to conversational bots and live chat with HubSpot Sales Hub.

The goal here is to use the bot to qualify leads before they talk to your sales reps. You can also record data, book meetings and send prospects to specific salespeople based on rules such as product type, location etc.

Live chat was designed to get sales reps in 1-to-1 chat with visitors as they browse your site and give them the information they need about your business in real time.

2023_SalesHub_Email_Tracking3

Email Tracking

Convert text into images or provide prompts 

Turn your best performing sales emails into templates you can personalise for every prospect, build sequences and schedule when you know prospects are likely to read them.

Combined with email tracking,  reps have the ability to know precisely when a prospect opens an email and can gauge the follow up more effectively.

Catch up with all the latest on Sales Hub!

 

HubSpot Sales Hub  Logo

Get to know Sales Hub

Elevate your sales process with HubSpot Sales Hub, powerful and easy-to-use sales software that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams that understand the benefits of working in one system and having access to a single source of the truth.

Optimise your sales process with HubSpot sales software. Achieve total visibility with sales analytics and reporting.

Streamline your outreach with sales engagement tools, including calling and meeting scheduler and improve productivity with a dedicated prospecting workspace. 

Close more deals faster with configure-price-quote (CPQ) functionality.

HubSpot Sales Hub is built on the HubSpot Customer Platform, where you can bring your customer data, tools, and teams together in one central system of record.

You can connect the tools you use with Sales Hub with over 1700 apps in the HubSpot App Marketplace, APIs, and solutions partners.

Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. You can get started with Sales Hub - Free!

Check out our blog: simplifying your sales tech stack

Big Business Agency office meeting

Get started with Sales Hub

We specialise in Sales Hub onboarding, implementation  and integration, and as HubSpot users ourselves, we can confidently say that Sales Hub lives up to all the hype!

If you need more B2B leads or help with your Sales Strategy, we can help with Sales Consulting Services to significantly impact sales outcomes, meet the team and have a chat about how we have helped TIC, Manufacturing, Professional Services and Technology companies develop and execute their GTM using HubSpot.

Quote to Cash Automation

 

 

Sales Hub Features

Sales and Pipelines and Deals

The Deal Pipeline is another key feature of HubSpot Sales Hub where you can keep track of deals and predict future revenue based on how likely they are to close.

You can create one or many customised pipelines for a different product or service offerings should you need to.

You also have access to some simple automation in the deal stages to trigger tasks and notifications as a deal works its way through your B2B Sales pipeline.

Contact Management: Contact Lists & Views

One of the main features of Sales Hub and no doubt where sales will be spending a lot of time is of course the CRM. View all your contacts here and use filters to review the contacts that need attention.

Contact lists - sales team members can use lists created by admins but also create their own lists according to chosen criteria, eg leads only assigned to them at the proposal stage of a deal.

Contact Records

The contact record is where you will see everything relating to an individual contact or company. On the left you can customise what is a priority for your or your team such as lead status stage, products and or services they are interested in and really just about any contact property you would like.

In the middle section you can the see the activity timeline which shows all sales and marketing activity you or your company has had with a prospect.

Company Records  

Just as you can see the interactions and add notes to a contact record, you can do the same with a company record. At the company record, you also associate any number of individual contacts.

This makes it easy to jump to and from the contact to company record and all your HubSpot users are aware of the other contacts at a company your team members may be also talking to.

 

 

Email and Calling directly from contact records 

Keeping your sales outreach organised is easier when you can send prospecting emails inside CRM. With Sales Hub you can choose from creating a new one to one email, select an email template, enrol the contact in a sequence, insert a sales document and also insert a scheduling link as well as send a Quote using the Quote function available in Sales Hub.


HubSpot-Sales_Hub-logoHubSpot Calling empowers seamless communication directly through the software, offering robust inbound and outbound call capabilities. Integrate your preferred calling providers, such as Aircall or RingCentral, with HubSpot for a streamlined experience.

Key steps include setting up phone numbers, customising outbound numbers, defining working hours, and tailoring voicemail settings.

This tool features call outcome logs, call recording, conversation intelligence, and automatic associations to elevate communication management. HubSpot also offers comprehensive educational resources and remote work functionalities to support businesses in optimising their calling integration.

Sales team members can leverage contact lists created by admins or craft their own lists based on specific criteria, such as leads assigned at the proposal stage of a deal.

Conversational Bots and Live Chat

Engage with your website visitors instantly to transform potential leads into successful deals and enhance customer support.

Live chat was designed to get sales reps in 1-to-1 chat with visitors as they browse your site and give them the information they need about your business in real time.

HubSpot’s live chat tool seamlessly integrates with a user-friendly chatbot builder, available at no cost and requiring no coding expertise.

Automate busy work with chatbots.

Effortlessly design bots that assist in lead qualification, schedule meetings, address common inquiries, and more. The goal here is to use the bot to qualify leads before they talk to your sales reps. You can also record data, book meetings and send prospects to specific salespeople based on rules such as product type, location etc.

Team Inbox

The Sales Hub team inbox feature in HubSpot empowers sales teams by providing seamless access and management of emails through a shared team email address within the "Conversations Inbox." 

This innovative tool enhances collaboration on customer communications, allowing team members to view, assign, and respond to emails efficiently in one centralised location, effectively creating a unified inbox for the sales team.

Key Points about the Sales Hub Team Inbox feature;

Shared email address:

A dedicated team email address is seamlessly integrated into the Conversations Inbox, enabling all team members to access and view emails sent to that address.

Assignment and collaboration:

Team members have the capability to assign emails to themselves or colleagues, add insightful comments, and collaborate effectively on responses.

Visibility into customer interactions:

The entire team gains comprehensive visibility into a customer's communication history, enhancing context and understanding.

Centralised view:

The entire team can effortlessly access all incoming emails within the Conversations Inbox, removing the necessity to forward emails among team members.

Meeting Scheduler 

Effortless meeting scheduling!

Avoid the endless cycle of emails trying to coordinate meeting times. With HubSpot’s innovative meetings tool, prospects can seamlessly schedule a meeting with you or multiple team members.

The HubSpot meeting scheduler integrates effortlessly with your existing apps and syncs with your HubSpot contacts database, ensuring your database expands and remains up-to-date with every new booking.

Streamline your appointment scheduling with confidence and reclaim your time to focus on what truly matters.

Of course there are many other features available to Sales Professional and Enterprise users such as Sales Quotes and 1:1 Direct Videos but starting with the entry level HubSpot Sales Hub gives your sales team insights into the power of HubSpot.

Communicating with your contacts directly out of HubSpot is really easy with Sales Hub.  You can call prospects through VoIP directly from inside your HubSpot account.

Calls can be recorded and stored on the contacts record (check out our blog article on HubSpot calling).

You can schedule one-on-one sales emails so the contact receives the email at a specified time.

You can also track one-off emails to see when the prospect opens and clicks them also, get real-time notifications when they open the email.

Also, you can utilise HubSpot email templates, which you can pre-load in the templates builder then use those templates in your emails, adding personalisation to contextualise the email.

Design_Icon_Prize

HubSpot Ranks #1 in Sales and Marketing in G2’s 2024 Best Software Awards.

Sales Hub and Marketing Hub both ranked at the top of their categories, and are even better when used together!
 
HubSpot announced they recently received a number of top honours in G2’s annual Best Software Awards, including Sales Hub taking the #1 Sales Product and Marketing Hub the #1 Marketing and Digital Advertising Product.
 
At a time when B2B customers are increasingly turning to reviews to inform their software decisions, these top rankings from G2 showcase the strength of HubSpot’s offerings across the front office. 

Now, let's take a look at  these impressive functionalities comparing Starter and Professional versions in the table below;

NB: This icon denotes only users with a Sales Seat have access to these features 

 

 Feature
Sales Hub Starter
Starts at £14/mo/seat
Sales Hub Pro
Starts at £77/mo/seat
HubSpot mobile app
Product Library   Up to 15 million products
List segmentation 50 active lists
1,000 static lists
Additional limits
1,200 active lists
1,200 static lists
Canned snippets Up to 5,000 snippets Up to 5,000 snippets
Email tracking & notifications Unlimited email open and click notifications. Custom tracking domains. Unlimited email open and click notifications. Custom tracking domains
Product library Up to 1 million products Up to 15 million products
App Marketplace integrations   Compatible apps
Documents Up to 5,000 documents per account
Remove HubSpot branding
Up to 5,000 documents per account
Remove HubSpot branding
Email scheduling
Team email
Reporting Dashboard 10 dashboards, 10 reports per dashboard 25 dashboards, 30 reports per dashboard
Gmail, Outlook, and Microsoft Exchange integrations
Contact management
Prospects
Custom support form fields
Stripe payment processing   Available to customers with an integrated Stripe account
Deal pipeline 2 deal pipelines per account Up to 15 deal pipelines per account
Customisable quotes Includes HubSpot payments  (available to U.S. customers only) and optional Stripe payment processing. Includes HubSpot payments  (available to U.S. customers only) and optional Stripe payment processing.
Payments  

Available to US based customers. Subject to underwriting approval.

Slack integration
User management
Email templates 5,000 templates 5,000 templates
Custom properties 1,000 custom properties per object. 1,000 custom properties per object.
Meeting scheduling 1,000 personal & team meetings links
Remove HubSpot branding
1,000 personal & team meetings links
Remove HubSpot branding
Shared inbox Limited to 1 inbox Up to 100 inboxes
Facebook Messenger integration Remove HubSpot branding Includes advanced Messenger bot branching and advanced reporting
Email reply tracking
Marketing events object
Calling SDK
Conversational bots Limited features Additional features
HubSpot provided phone numbers   Up to 3 phone numbers. Not supported in all countries
1-to-1 email HubSpot branding removed HubSpot branding removed
Email health reporting Limited features Additional features
Live chat Remove HubSpot branding Remove HubSpot branding
Custom user permissions
Contact website activity    
E-signature  10 signatures per user per month.  10 signatures per user per month. Purchase the E-signature Limit Increase for more volume.
 Simple automation    
 1:1 technical support Email and in-app chat support Email, in-app chat, and phone support
Permission sets Permission templates only Permission templates only
Stripe payment processing Available to U.S. customers with an integrated Stripe account. Available to U.S. customers with an integrated Stripe account.
  Calling  500 minutes  3,000 minutes
 Sales content analytics  
  Conversation routing    
 Multiple currencies  Up to 5 currencies  Up to 30 currencies
Goals Limited features Template goals
Sales automation Trigger tasks and email notifications when deals change stages. Up to 300 fully customisable workflows, including quote based work-flowsx
HubSpot-provided phone numbers 1 phone number. Not supported in all countries. Up to 3 phone numbers. Not supported in all countries.
Deal tags 10 deal tags per account. Tags apply to all pipelines. 10 deal tags per account. Create rules for specific pipelines.
Required fields
epeating tasks and task queues
Rep productivity performance -
ABM tools and automation -
1:1 video messaging -
Standard CRM interface configuration - Configure &  apply conditional logic to left side-bar, right sidebar, and board cards based on pipeline, team, & more. Up to 20 customisations per object type
Duplicate management -
Custom reporting - Up to 100 custom reports
Presets - Up to 5 presets.
Target accounts home -
  Account overview  -  
Sequences - 5,000 sequences per account, & up to 500 email sends/user/day. LinkedIn actions require a Sales Navigator subscription.
Forecasting - Default and custom forecasting and reporting
Prospecting workspace -  
Playbooks - Create up to 5 playbooks, and capture notes in playbooks
Deal and company scoring - 5 total deal and company scoring properties (shared across deals and companies), not additive across objects or hubs
Logged-in visitor identification -  
Salesforce integration   500 field mappings
10,000 Salesforce owners
1 account
 Standard contact scoring  -  5 contact scoring properties, not additive across objects or products
  Coaching playlists  -  
  Task calendar sync -  
 Calculated properties  - 25 calculated properties 
 Smart send times  -  
 Sales analytics  -  
 Association labels  -  Up to 50 labels for associations between each object pair . (50 labels for contacts and deals, 50 labels for companies and contacts etc)
 Custom views in shared inbox  -  50 custom views per account
Teams - Up to 10 teams
Workflow extensions -
Handoffs -
Automatic lead rotation -
Call transcription and coaching - Search, review, and comment on calls. 750 hours of transcription per account, per month.

 

Sales Enterprise: For a full feature comparison with Sales Hub Enterprise, visit Hubspot.com.  

* Cost does not include the required, one-time Professional Onboarding fee.

 

Introducing seats-based pricing for all subscription tiers

On March 5, 2024, HubSpot rolled out a seats-based pricing model to all Hubs and subscription tiers—Starter, Professional, and Enterprise. With this change, HubSpot removed seat minimums for Sales Hub and Service Hub and introduced the Core Seat and View-Only Seat.

  • Core Seats will give edit access to purchased Hubs, grant access to HubSpot’s cross-platform AI products and features, and connect teams to HubSpot’s Smart CRM. 
  • View-Only Seats, which are free and unlimited for paid portals, will give visibility to those who don’t require edit access.

The updates to HubSpot’s subscription pricing model go into effect globally on March 5, 2024 for new customers.  To learn more about HubSpot's updated pricing model for subscription tiers, visit the HubSpot  pricing page.

 


 

Sales Hub logo

 

 

SALES HUB STARTER V PROFESSIONAL

 

There are a number of options when you're ready to get started with HubSpot Sales Hub.

With the Free option users can access the HubSpot Smart CRM view reports, set up tools, and carry out other administrative tasks, but they do not have access to some tools.

Paid users have access to productivity tools like meetings, sequences, calling, quotes and other functionality that enables their every day work.

Paid users can choose between Starter, Professional and Enterprise. Let's focus our comparison on Starter and Professional for now.

HubSpot Sales Hub Starter is a good choice for those who are just starting their company and prefer not to immediately dive into the Professional version. However, as time goes on, you may find yourself wanting to upgrade because Sales Hub Starter lacks certain features, (reflected in its lower price.)

So, think of the Starter version as a transitional solution that provides you with the necessary basics.

But as your business naturally grows, you may come to realise the need for more automated tools that can accelerate your business's growth even further.

The Professional version is an obvious choice for larger companies transitioning from another CRM platform like Salesforce, although it comes at a higher price, it offers a range of powerful features that are simply not available in the Starter version.

 

HubSpot ROI Calculator

 

Calculate the return on investment you could experience with HubSpot products based on aggregated data from 177,000+ HubSpot customers globally.


 
 

Sales Hub FAQSocial media profile

 

 

 

Check out these numbers

 

HubSpot has a compelling story, encompassing a unified platform that includes AI-powered engagement hubs, a Smart CRM and a connected ecosystem that extends the customer platform with vast range of App Marketplace integrations, a community network, and educational content from HubSpot Academy, HubSpot makes it easy for you to say yes.

>0

HubSpot customers

>0

Countries

>0

App integrations