HubSpot CRM
The CRM your entire revenue team will actually use.
— From first ad click to closed deal, inside one CRM.
Not a CRM your team works around.
One they can't work without.
Most CRMs fail for the same reason: they ask reps to log data manually for dashboards nobody trusts, so the data is wrong, adoption collapses, and the system becomes expensive shelfware. HubSpot CRM is different. It captures activity automatically, gives every user a view that's useful to them, and connects every team to the same contact record without a single data sync to maintain.
One record, shared across marketing, sales and service
Every contact has a single record that all three teams read from and write to simultaneously. A form fill updates the contact. A Gmail email logs automatically. A support ticket links to the deal. An NPS response appears in the activity timeline. Nobody walks into a call blind, and nobody duplicates work, because everyone is looking at the same history.
Activity captured automatically, not manually entered
Emails, calls, and meetings sync from Gmail, Outlook, and HubSpot mobile without any action from the rep. Email opens and link clicks write to the contact record the moment they happen. The result: CRM data that's accurate because it's effortless to create, not incomplete because it relied on manual entry that never happened, or happened inconsistently.
Free to start. Every Hub built on the same foundation.
HubSpot CRM is genuinely free, not a 14-day trial, not a crippled freemium. Contacts, companies, deals, pipelines, email logging, and basic reporting at no cost. And when you scale, every HubSpot Hub, Marketing, Sales, Service, Operations, is built on the same CRM. There is nothing to migrate. Nothing to integrate. The foundation grows with you.
Contact & Company Records
Rich, auto-enriched contact and company records with custom properties, association logic, and a real-time activity timeline
Deal Pipelines & Forecasting
Visual pipelines, weighted deal values, AI-assisted revenue forecasting, and multiple pipelines for every revenue stream
Email, Calls & Sequences
Two-way Gmail and Outlook sync, call recording and transcription, and multi-step follow-up sequences, all auto-logged
Breeze AI, CRM-Native Intelligence
AI that drafts emails, summarises contacts, scores deal probability, and surfaces the next best action from your own data
Revenue Reporting & Dashboards
Pipeline health, rep activity, win rates, forecast vs actuals, in custom dashboards shared across the entire revenue team
— Key Features
Every feature your revenue team needs, in one place.
Every feature below shares the same contact database. Marketing and sales and service work from the same record, no reconciliation between tools, no leads falling through the gap between systems, no 'whose data is right?' conversation before every meeting.
Contact & Company Records
Rich contact records with custom properties, auto-associate LinkedIn and firmographic enrichment, association logic linking contacts to companies, deals, and tickets, and a real-time activity timeline. Company records aggregate all associated contact activity, account managers see the full relationship, not just one person's history. Every property searchable, filterable, and reportable across all teams.
Visual Deal Pipeline
Drag-and-drop pipeline board with customisable stages, deal probability by stage, and weighted pipeline value calculated automatically. Multiple pipelines for new business, renewals, and upsells, each with their own stages and reporting. Deal cards surface the most relevant information per stage without cluttering every view. Stage transitions trigger automation without manual intervention from the rep.
Email Logging & Sequences
Two-way email sync with Gmail and Outlook logs every email, sent, received, created, clicked, to the contact record automatically. Email sequences automate multi-step follow-up cadences with personalisation tokens and send-time optimisation. Contacts unenrolled automatically when they reply. Every sequence email appears in the CRM timeline with full engagement tracking, no separate outreach tool needed.
Calling, Recording & Transcription
Make calls directly from the HubSpot contact record. The call is recorded, transcribed by Breeze AI, and logged with a structured summary automatically, no manual note-taking during the call. Meeting scheduler embedded in emails so contacts book directly into your calendar. The meeting logs to their CRM record with call notes, action items, and next steps extracted by Breeze before the rep closes their laptop.
Tasks, Playbooks & Reminders
Tasks created manually or triggered automatically by CRM events, linked to contacts and deals, assigned to the correct owner, and surfaced in the rep's daily queue ordered by priority. Playbooks provide structured scripts and question frameworks for discovery, demo, and negotiation calls, accessible from within the contact record during the call. Completion rates tracked per rep and per stage to identify where process breaks down.
Lifecycle Stage Management
Contacts progress through configurable lifecycle stages, Subscriber, Lead, MQL, SQL, Opportunity, Customer, automatically updated by marketing engagement, sales actions, or deal stage changes. The shared lifecycle framework means marketing and sales use identical definitions. An MQL is always an MQL regardless of who is looking at the record. Sales pipeline creation tracked per lifecycle source so budget flows to acquisition channels that actually produce pipeline.
Sarah Lawton
VP Marketing · Apex Retail
Last Contacted
Today, 10:42 AM
Deal Value
£48,000 ARR
Deal Stage
Negotiation
Close Date
30 Jun 2025
Open Tickets
0 open
NPS Score
9 — Promoter
Activity Timeline
Demo call, 38 min.
TodayStrong interest in automation, pricing sensitivity at enterprise tier.
Proposal email opened.
Yesterday3 link clicks. Pricing page visited 4 times in 20 min.
Breeze AI — Deal Insight
High close probability (87%). Sarah has visited the pricing page 7 times in 5 days. Recommend looping in a senior stakeholder and offering a payment terms concession.
SMART CRM
Every customer, fully in context.
HubSpot's Smart CRM doesn't just store contacts, it builds a living, self-updating record for every relationship your business has, shared across every team without a sync job or a manual export.
Activity logged automatically
Every email, call, and meeting syncs from Gmail, Outlook, and HubSpot mobile without any action from the rep. Opens, clicks, and replies appear on the contact record the moment they happen. Salespeople spend time selling, not logging.
Every team, one record
Marketing sees which emails were opened. Sales sees which pages were visited before the demo booking. Service sees the full deal history before picking up the ticket. One record. Every team. Zero synchronisation required between tools.
Breeze AI, pre-call prep in 30 seconds
Before any call, Breeze generates a brief from the full CRM history, deal stage, recent engagement, previous objections, open tickets, NPS score. The rep is prepared in 30 seconds, not the 10 minutes they don't have before a call that starts now.
Enriched automatically from the web
Company records fill with firmographic data, headcount, industry, revenue range, technology stack, without manual research. Contact records add job title, LinkedIn profile, and company association from the email address alone.
Q2 2025 — Sales Pipeline
£860k total
Enterprise Platform, Apex Retail
Tom Riley · Close: 30 Jun
Annual Subscription, Greenway Co
James Chen · Contract signed
Marketing Hub Pro, NovaTech
Marcus Reid · Close: 10 Jul
Full Suite, BrightPath Inc
Amy Torres · Demo booked
RevOps Project, Meridian Labs
Priya Patel · Qualified yesterday
£284k
AI-weighted forecast
34d
Avg deal length
28%
Win rate
See every deal. Know exactly what will close.
—
Multiple pipelines for every revenue stream
New business, renewals, upsells, and partner deals, each with their own stages, probability weights, required properties, and reporting. Reps work in the pipeline that matches their motion, not a one-size-fits-all board designed for someone else's sales process.
AI-assisted revenue forecasting
Breeze AI analyses your historical pipeline data, close rates by stage, rep, deal size, and source, to generate an AI-weighted forecast alongside the manually submitted one. The gap between the two is visible and explainable. Sales leaders spot overconfident pipelines before the quarter ends, not in the post-mortem.
Deal velocity and push analysis
Track how long deals spend at each stage and how often they move backwards. Velocity reports identify stages that consistently stall. Coaching conversations grounded in actual pipeline data, not gut feel from a weekly standup where every rep says everything is on track.
Deal scoring and next best action
Every deal scored on engagement signals, stage duration, and relationship depth, surfaced in the deal record and the rep's daily task queue. Breeze suggests the next best action: send a proposal, book a follow-up, involve a senior stakeholder, or escalate before the deal goes cold. Reps work the right deals at the right time.
Intelligence trained on your data, not generic inputs..
Breeze AI is HubSpot's native intelligence layer. Not a bolt-on tool. Not a separate subscription. It's trained on your CRM history, your contact records, your deal data, and your product knowledge base, so every suggestion is grounded in what you already know about your customers.
AI Email & Communication Drafting
Breeze drafts personalised emails from the contact's CRM record, their deal stage, last interaction, open tickets, and full email history. Follow-ups, proposals, re-engagement, and objection-handling responses written in seconds. Reps review, edit, and send. Average email composition time drops 60% without sacrificing personalisation or relevance.
Contact & Deal Summaries
Before any call, Breeze generates a structured contact brief from the CRM timeline, relationship history, recent engagement, open deals, previous objections, outstanding tasks, in a paragraph read in 30 seconds. Deal summaries capture the current stage, key stakeholders, risk signals, and recommended next action. No pre-call prep time lost to reading 40 CRM notes from the last six months.
Call Transcription & Coaching
Every HubSpot call recorded and transcribed automatically. Breeze extracts action items, objections raised, competitor mentions, next steps agreed, and a deal risk assessment. Coaching playlists highlight where a rep talked too much, missed a buying signal, or left a question unanswered. Managers review call intelligence, not every recording, to coach the conversations that matter.
Deal Close Probability
Breeze scores every deal on close probability, using stage age, engagement recency, stakeholder involvement, and historical close rates for similar deals, independently of the rep's manually entered probability. When the AI forecast and the rep's estimate diverge significantly, a manager flag is triggered. Forecast accuracy improves as your deal history grows.
Prospecting & Lead Research
Breeze Prospecting Agent researches new leads from a company name or LinkedIn URL, pulling firmographic data, recent news, technology stack, and likely pain points, and writes a personalised outreach email grounded in that research. Reps start every prospecting conversation with context. ICP fit scored automatically against your defined criteria.
Next Best Action & Task Priority
Breeze analyses each rep's pipeline daily and surfaces a prioritised task queue, the three deals most at risk of stalling, the five leads with the highest engagement score, and the follow-up tasks overdue by the greatest margin. Reps start each day knowing exactly where to focus, not scrolling 200 CRM records to decide where to begin.
CRM REPORTING
Reports that answer the questions leadership actually asks..
HubSpot CRM reporting connects every contact, deal, and activity into dashboards assembled automatically, from the same data every team uses daily. No exports. No reconciliation. No 'which version is right?' conversation before the board meeting.
Sales Activity & Rep Performance
Emails sent, calls made, meetings booked, deals created, and tasks completed, per rep and per team, over any time period. Activity benchmarks set against team averages. Reps behind target surfaced automatically. Coaching conversations grounded in actual data, not perception, not anecdote, not what was said in last Monday's standup.
Pipeline & Deal Velocity
Pipeline created vs closed by week, month, and quarter. Average deal length per stage, per rep, and per deal size. Stage-to-stage conversion rates showing exactly where deals stall. Deal push frequency and direction tracked automatically. Win/loss analysis by competitor, deal size, source, and persona, built from actual CRM data, not a quarterly survey nobody fills in accurately.
Revenue & Forecast Reporting
Closed-won revenue tracked against quarterly and annual targets. AI-weighted forecast vs rep-submitted forecast, side by side, variance explained by deal-level data. Revenue split by source, product, team, and deal size. Pipeline coverage ratio updated in real time, so the revenue leader knows whether Q3 is already covered or whether more pipeline needs to be built right now.
Full-Funnel Conversion
Lifecycle stage conversion rates from visitor to customer, showing where volume drops and which acquisition sources produce contacts that actually close. Marketing pipeline contribution tracked against sales pipeline created. Marketing and sales funnel in one report, not two dashboards in two tools requiring a weekly alignment meeting to reconcile two different versions of the same truth.
Sequence & Outreach Analytics
Open rate, reply rate, and meeting booked rate per email sequence, broken down by step, subject line, and send time. Identify which follow-up cadences book the most meetings. A/B test subject lines across sequences. Unsubscribe rates tracked per template to identify copy that's damaging deliverability before it becomes a systemic problem.
Custom Dashboards & Goal Tracking
Drag-and-drop dashboard builder with 200+ standard and custom report types. Dashboards shared with teams or published company-wide. Individual and team goals tracked in real time alongside pipeline. Scheduled dashboard emails delivered to leadership inboxes every Monday morning, assembled automatically, not the night before by someone pulling CSV exports into a slide deck.
WHAT WE DELIVER
Three engagement shapes. Every CRM service covered.
We scope the right engagement for where you are. Every service is delivered with documented outcomes, a formal sign-off gate at each phase, and 30 days of post-launch support at no extra charge.
Net-new HubSpot CRM implementation
Greenfield setup scoped from your revenue model. Contact and company property schema, lifecycle stage definitions, deal pipeline architecture, user role and permission structure, email and calendar integration, and full team onboarding. Delivered in structured phases with a sign-off gate at each stage, so you know exactly what's been built before the next phase begins.
Contact & company schema design
Your CRM property schema built from the data marketing, sales, and service actually need, not HubSpot's default property list nobody uses. Required properties defined per team. Custom properties built for your business model. Picklist values standardised so segmentation and reporting work from the very first contact created in the system.
Deal pipeline & stage architecture
Pipelines designed around your actual sales motion. Stage names, entry and exit criteria, required properties per stage, probability weights, and automation triggers configured. Multiple pipelines for new business, renewals, and upsells, each with their own reporting, automation, and deal card views appropriate to the stage the rep is working.
Email & calendar integration setup
Gmail or Outlook connected bidirectionally, emails logged, opens and clicks tracked, sequences enabled, and meeting scheduling pages published. DKIM and SPF configured for CRM email sending. Every rep's email activity logging to their contact records automatically, before the first week of go-live is finished.
Lifecycle stage & lead routing
Marketing-to-sales lifecycle progression designed and configured, MQL definition agreed with both teams, SQL criteria set, handoff workflow built, and Slack notification triggered on lifecycle change. Lead routing assigns contacts to the correct owner based on territory, account size, language, or deal type, documented and tested before go-live.
CRM reporting & dashboard build
Dashboards built for every audience, rep-level pipeline and activity, manager-level team performance and forecast, leadership revenue and conversion. Goal tracking configured per rep and per team. Dashboards scheduled to email inboxes, assembled automatically before every Monday morning sales meeting.
HUBSPOT VS ALTERNATIVES
Why B2B teams choose HubSpot CRM
over the alternatives.
We migrate teams from Salesforce, Pipedrive, Zoho, and spreadsheets every month. Here's an honest comparison based on what actually matters to the revenue teams we work with.
| Capability | HubSpot CRM | Salesforce | Pipedrive | Zoho CRM |
|---|---|---|---|---|
| Free tier, genuinely functional | Forever free | No free tier | Trial only | Limited free |
| Email auto-logging (Gmail + Outlook) | Native, automatic | Add-on required | Available | Available |
| Marketing + Sales + Service, one CRM | All native Hubs | Separate products | Sales only | Separate modules |
| AI built natively (no extra cost) | Breeze AI included | Einstein, extra cost | Limited AI | Zia AI, basic |
| Call recording & transcription | Native (Pro+) | 3rd-party required | Limited | Available |
| Implementation complexity | Low, weeks | High, months/years | Low, days | Medium, weeks |
| Ongoing admin cost | Low, no-code admin | High, Salesforce admin | Low | Medium |
| Data migration support | Native import + API | Complex, often costly | Easy import | Import available |
WHY WORK WITH US
Certified experts. Documented outcomes.
Direct access to HubSpot's partner engineering team. Early beta feature access. A track record of CRM implementations where the team still uses the system, and the data is still clean, two years later.
HubSpot Solutions Partner
Certified implementation partner, verified by HubSpot
CRM Implementation Certified
Platform-specific certification, not generic HubSpot
Data Migration Certified
Salesforce, Pipedrive, Zoho, and spreadsheet migrations
Partner Support Access
Direct escalation to HubSpot engineering when needed
4.9
Client satisfaction score
Across 147 CRM implementations, rated post-launch
1wk
Average time to first deal created
Pipeline live and tracking before the end of week one
0
Failed data migrations
100% of records delivered without data loss. Every time.
30d
Post-launch support included
Every implementation. No additional charge. Always.
INTEGRATIONS
Connects to every tool in your revenue stack.
HubSpot CRM integrates natively with Gmail, Outlook, LinkedIn, Slack, Stripe, and 1,500+ tools. We configure and test every integration as part of the implementation, and monitor them as part of ongoing managed support.
Gmail
2-way email sync
Outlook
Email + calendar
Slack
Deal alerts
Stripe
Revenue data
Prospecting
Salesforce
Bidirectional
Google Ads
Ad attribution
Jira
Dev escalations
QuickBooks
Billing sync
Zoom
Meeting logging
Google Cal
Scheduling
Custom API
Any system
HubSpot App Marketplace has 1,500+ integrations. We scope the right ones for your stack, not every available option.
OUR IMPLEMENTATION PROCESS
Five phases.
CRM that works from week one, not month six.
Every HubSpot CRM implementation follows the same structured delivery, with a sign-off gate at each phase and a formal data validation step before go-live.
Free Discovery
Sales process audit, CRM requirements, data model review, integration mapping, and tier selection, at no charge
Architecture
Property schema, lifecycle stage design, pipeline architecture, deal stage criteria, and user permission structure signed off before build begins
Configuration
Email and calendar integration, automation workflows, sequences, reporting dashboards, and Breeze AI, built, tested, documented
Data Migration
Contacts and deals migrated, validated against source, deduplicated, enriched, and confirmed before the team switches over
Launch & Support
Role-based training per user type, go-live support, adoption tracking, and 30 days post-launch included at no extra charge
HUBSPOT CRM TIERS
Free to Enterprise, we scope the right one.
Every tier shares the same data model, so you never migrate your data when you scale, you just unlock more capability. We scope the right tier based on team size, sales complexity, and reporting requirements, not what's easiest to sell.
Free CRM
£0, genuinely forever
Not a trial. Not a teaser. A genuinely functional CRM with contacts, companies, deals, email logging, and pipeline management at zero cost with no time limit.
- Unlimited contacts & companies
- Deal pipeline management
- Gmail & Outlook email sync
- Meeting scheduling pages
- Contact activity timeline
Starter
From £15/seat/month
Sequences, calling, simple automation, and multiple deal pipelines. Right for small sales teams with a defined process who need more than the free tier, but not yet full forecasting.
- Email sequences (200/day)
- HubSpot calling
- 2 deal pipelines
- Simple workflow automation
- Goal tracking
Professional
From £90/seat/month
Call recording, playbooks, advanced forecasting, custom reporting, and Breeze AI. The tier most growing B2B sales teams need to build a repeatable, measurable revenue process.
- Call recording & transcription
- Playbooks & sales content
- Advanced AI forecasting
- Custom reports & dashboards
- Breeze AI email drafting
- Conversation intelligence
- 15 deal pipelines
Enterprise
From £150/seat/month
Predictive lead scoring, custom objects, advanced permissions, deal-based workflows, and multi-team reporting for complex organisations with multiple territories or divisions.
- Everything in Professional
- Predictive lead scoring (AI)
- Custom objects
- Deal-based workflows
- Advanced team permissions
- Multi-team reporting
- Sandbox environment
WHO IT'S BUILT FOR
One CRM.
Every revenue role, served.
HubSpot CRM adapts its view and toolset to every person who touches the customer relationship, from the SDR making 50 calls a day to the CRO presenting pipeline coverage to the board on Friday afternoon.
Sales Development Rep (SDR)
Prospecting sequences, call logging, meeting booking pages, and a Breeze-prioritised daily task queue, all in one view. Emails drafted by AI from the contact's CRM history. Calls made and logged without switching tools. Meeting links embedded in every outreach. The SDR's entire workflow, research, outreach, follow-up, book, runs inside HubSpot without opening a single additional tab.
Account Executive (AE)
Full contact history before every call. Proposals drafted by Breeze from deal data and previous call notes. Pipeline managed with drag-and-drop stages. Forecast submitted in the same view as the pipeline. Call recordings reviewed to prepare for the next conversation. Every action logged automatically, AEs spend time closing, not administrating what they've already done.
Sales Manager
Rep activity dashboards, calls, emails, meetings, deals created, per rep, per week, without asking anyone to submit a report. Pipeline reviewed at the deal level. Coaching playlists built from Breeze call intelligence. Forecast discussed with AI-weighted context, not just whatever number each rep decided to enter on the last day of the reporting period.
Marketing Team
Every MQL handed to sales with a full activity timeline, pages visited, emails opened, forms filled. Marketing pipeline contribution tracked to closed revenue, not just MQL creation. Lifecycle visible in the same CRM sales uses, so the handoff is informed, not a name-and-email notification to a Slack channel that nobody checks until it's too late.
Revenue Operations
CRM schema managed without engineering involvement. Pipeline automation built in the workflow editor. Lead routing logic configured per territory. Data quality monitored from the operations dashboard. Every process change documented in HubSpot, not in a Word document that's out of date the day after the meeting where it was agreed.
CRO & VP Sales
Pipeline coverage ratio, forecast vs target, win rate by source, average deal length by segment, and rep-level performance, one dashboard, assembled automatically every Monday. Board presentations built from CRM data. Revenue trends explained by deal-level detail, not estimated from a summary that abstracts away the information that would actually be useful.
— FAQ
Frequently asked questions
Straight answers to what most teams ask before getting started.
Ready to Start?
Ready to build a CRM your whole team actually uses?
Tell us where you are, starting fresh, migrating from another platform, or fixing a broken setup. We'll come back to you within one business day with an honest assessment of what it takes to make HubSpot CRM work properly for your team.