HubSpot

Centralise your marketing, sales, and customer service efforts with HubSpot’s all-in-one CRM platform.

Powerful automation for campaigns

Seamless integrations with other tools

Detailed analytics for tracking success

HubSpot

HubSpot

details

Tool name
HubSpot
Description
Centralise your marketing, sales, and customer service efforts with HubSpot’s all-in-one CRM platform.
Category
In my toolstack

Free option

Starting price
750
per month
Alternatives
Topics

Considerations

HubSpot has built a solid reputation as a versatile CRM and marketing automation platform. For marketers considering HubSpot, it’s important to note that it’s designed as an all-in-one solution. This makes it particularly beneficial for teams that need a centralised platform to manage sales, marketing, and customer service efforts. HubSpot’s various “Hubs”—Sales, Marketing, Service, CMS, and Operations—integrate seamlessly, offering a unified experience for managing the entire customer journey from acquisition to post-sale support.

HubSpot shines in its integrations and automation capabilities. If you’re already using popular tools like Salesforce, Google Ads, or Apollo, HubSpot can bring all these tools together, allowing you to automate and streamline workflows. However, prospective users should be aware of HubSpot’s pricing structure. While it offers a free version and relatively affordable starter plans, costs can escalate quickly as you add features or grow your contact list. Additionally, HubSpot has a learning curve, so be prepared to invest time in training if you want to leverage its full potential.

HubSpot

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Folk

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Keap

Keap

Manage leads and automate your workflows with Keap, designed for small businesses to boost efficiency and customer engagement.

ActiveCampaign

ActiveCampaign

Automate your marketing with ActiveCampaign, providing robust tools for email, CRM, and customer journeys.

Tips for new users

For new users, starting with HubSpot can be straightforward, especially if you begin with the free or Starter plans. These plans offer essential tools across the Sales, Marketing, and Service Hubs, allowing you to familiarise yourself with HubSpot’s interface and key functionalities. A good starting point is the Marketing Hub, where you can create landing pages, set up forms, and use live chat to generate leads and engage with customers.

To make onboarding easier, focus on integrating your existing tools first, especially if you’re already using platforms like Google Ads or social media channels. HubSpot’s drag-and-drop editors make creating campaigns, landing pages, and workflows intuitive, even for beginners. However, keep in mind that HubSpot’s robust features require some learning. Using HubSpot Academy and online resources will help you overcome this initial learning curve.

Brain dump

Brain dump

Feeling overwhelmed? This guide will help you clear mental clutter and go from chaos to clarity with a simple, actionable brain dump process.

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Prioritise your workload

Prioritise your workload

Not sure where to start? Learn how to prioritise objectives, projects, and tasks so you can focus on what truly matters. Gain clarity and take meaningful steps towards your goals today.

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Configure task tool

Configure task tool

Master task management with this guide to setting up ClickUp. Learn to organise OKRs, manage projects, track roles, and optimise workflows for clarity and focus.

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Task habits

Task habits

Transform the way you work with 9 powerful task management habits. From quarterly planning to daily reviews, get the clarity and control you need to achieve your goals.

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Map your funnel and find bottlenecks

Map your funnel and find bottlenecks

Understand where your testing efforts will have the most impact by mapping your B2B funnel and finding bottlenecks. Learn to identify what to test by leveraging analytics and a structured approach.

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Set up tracking and goals for accurate data

Set up tracking and goals for accurate data

Data is the backbone of A/B testing. Learn how to set up tracking and goals in VWO to ensure accurate measurement and performance insights.

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Launch your first A/B test

Launch your first A/B test

The true value of A/B testing lies in learning from the results. This chapter covers how to interpret outcomes, understand what worked, and apply those learnings to future tests.

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Learn from your experiments

Learn from your experiments

The true value of A/B testing lies in learning from the results. This chapter covers how to interpret outcomes, understand what worked, and apply those learnings to future tests.

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Build a repeatable, scalable process for A/B testing

Build a repeatable, scalable process for A/B testing

Move beyond one-off experiments and create a sustainable, repeatable framework for A/B testing that drives consistent improvements. Learn how to scale your efforts by refining your process and prioritising impactful tests.

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Tips for existing users

For experienced marketers, HubSpot offers advanced tools that can greatly enhance campaign precision and customer insights. The Sales Hub and Service Hub provide valuable features for tracking customer interactions, managing a document library, and automating responses, which can help streamline the sales process and improve customer service. Experienced users can also benefit from customisable workflows and personalised reporting within the Marketing Hub, which enables deeper data analysis and campaign optimisation.

Additionally, HubSpot’s CMS Hub is a robust option for managing content and websites, with a fully integrated CRM and options for dynamic content, 24/7 security monitoring, and serverless functions. The CMS Hub is especially useful for marketing teams that need both content management and analytics in one place. For those ready to leverage HubSpot’s full potential, upgrading to higher-tier plans unlocks access to more sophisticated analytics, custom reports, and in-depth automation.

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Course
Solid B2B Growth

Build a sustainable B2B growth system with clear strategies for lead generation, funnel optimisation, and deal size expansion—achieve compound growth without burning out.

Satisfaction guarantee
If you don’t love the course after the first paid module, email us for a refund—no questions asked.
Results guarantee
‍If you implement the 90-day plan but don’t see measurable improvements in your results, I’ll refund your full course fee.
HubSpot

HubSpot

Centralise your marketing, sales, and customer service efforts with HubSpot’s all-in-one CRM platform.

Sales CRM

The best sales CRM tools for B2B, designed to support pipeline management and scalable growth.

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