In a Nutshell
pros
- All-inclusive project management system with loads of perks
- Templates for emails, campaigns, projects, and to-do lists
- Detailed analytics
cons
- A lot of learning at the onset
- Not as many integrations as other tools
HubSpot at a Glance
Best for: Marketers, SMBs
Key use: Project management, marketing management, email management, analytics
Price: $50-$800 per month (currently on sale starting at $45 a month)
Storage: N/A
Free Trial: 30 days
Features and Functionality
HubSpot’s project management software is a simple-to-use tool that marketers and other managers will appreciate. To begin with, the all-inclusive tool works together with all of HubSpot’s offerings. This gives you one tool that handles everything. And when HubSpot says everything, it means everything: tools, spreadsheets, task lists, communications apps, etc. Everything is covered under a single app. This is simplicity at its best. Here are a few features that managers can really sink their teeth into:
- Projects
HubSpot Projects is the one-stop-shop for organizing all your project needs. From emails to calendars and spreadsheets, everything is condensed into this single tool (with as many tabs as you need, of course). This section stores files, organizes notes, and manages emails efficiently with ease. Set due dates, assign owners to specific tasks, and add attachments without a second thought.
- Templates
This is a really neat feature for companies that have repeat projects or frequently encounter similar projects. If you find yourself routinely running repeat actions, you can save time and manpower by creating a template. Create your project, assign tasks, allocate resources, set due dates, and do whatever else you normally need to for a project. Then, save it as a template. And you know what happens the next time you get the same or similar project? You don’t have to do a thing! All the details are already saved in the template. You can create a new project with all the details pre-filled in, make 1 or 2 tweaks where necessary, and be done in seconds. This is a tremendous time-saver that all managers love. HubSpot also has email templates that you can personalize to your taste. Add custom subject lines for each lead, run A/B testing on the email campaigns, and generate more leads with this effortless and highly effective tool.
- Pre-fab to-do lists
In the same vein as project templates, HubSpot offers ready-made to-do lists. You’ll find several of the most common marketing to-do lists, the basic motions that most marketing teams, leaders, and members go through whenever launching a project. A to-do list might include building a newsletter, adding a new content piece, creating a promotional offer, redesigning a landing page, etc. This is an easy way to stay organized and save time. But even more importantly, it is also a great way to ensure that you are covering all your bases and not forgetting any of the basics because you’re so busy with the big picture of the project.
- Marketing automation
Marketing automation is the ultimate benefit of HubSpot project management. It’s basically putting your campaigns on autopilot and letting the bots do the work for you. With sophisticated algorithms, marketing automation organically guides each lead in the right direction toward closing the deal. The whole process is hands-off for you and customized for your users, so it is a truly organic experience that works.
- Analytics
Get a bird’s eye view of which marketing techniques are working and which campaigns need to be scrapped with unilateral analytics. Dig deep into your campaigns to see where assets should be reallocated and where your campaigns are flourishing. You can also track the ROI of any of your social media campaigns, including Facebook, LinkedIn, Google, Instagram, and more.
Want more? HubSpot project management also comes with tools for professional blogging, designing beautiful landing pages, and crafting the perfect content strategy using SEO and call to action tools. And that doesn't even start to touch on the power of HubSpot's full CMS software.
Collaboration Tools
HubSpot’s project management tool also makes team collaboration simpler. For starters, everything you need is under one roof (like we already mentioned). So, there's no losing a client because you didn't have all the information, and you won’t be missing deadlines because certain details were left out by mistake. Everything readily available to all members of your team at all times.
Lead management is made easier by the HubSpot project management software. You can access every contact from anywhere. The software even gives you an organized snapshot of all interactions you or someone else has had with that lead. So, you know exactly where you’re holding in the funnel, allowing you to super-personalize your campaigns and close more leads.
Plans and Pricing
While HubSpot has a free plan, there’s a big jump up from the first tier to the second tier in terms of pricing. The first tier is really suitable for a lot of freelancers, SMBs, and sole-marketers. If you fall into this category, you’re in luck.
If you feel like you need more horsepower, the second tier is definitely worthwhile, delivering a ton of functionality and benefits to medium and larger sized businesses. Plus, HubSpot has a lot of freebies as well. For example, it will throw in a free meeting schedule tool when you sign up for a paid plan. You can also get a free email and CRM bundled into a plan. Take a look at the pricing structure:
There is also a free plan, but you won't get much with this option-- it's pretty limited in functionality. However, it’s a great option if you are on a tight budget. The free plan comes with all the HubSpot CRM features, pop up forms, native forms, and external form tracking, 2,000 emails per month, limited ad management, 5 smart lists, 25 static lists, team email, live chat, and email mobile optimization.
Apps
HubSpot offers a standard desktop app that lets you control everything from one place and a mobile experience for the upper tiers.
- Desktop App
The desktop app is everything you could imagine and more. It’s neatly designed, fast, and intuitive. You can do everything from a single dashboard. And HubSpot wows once again with its efficient design and inclusivity.
- iOS and Android Apps
The mobile experience is even more rewarding. It means you can make changes, access your projects, and assign tasks with the tap of a button. It adds one more notch in HubSpot’s belt.
Data Privacy
HubSpot takes a serious stand on data privacy. For one thing, it will never sell your information to any third parties, ever. Additionally, HubSpot uses several security procedures to protect your data. This includes encryption software and physical safeguards.
Customer Service and Support
HubSpot has one of the best customer support teams out there. There is an automated live chat that points you in the right direction, as well as phone, and email support. You can also speak to a live chat agent if you prefer. You can search through the massive Knowledge Base that’s filled with informative, easy reads, or turn to the HubSpot community for help.
Phone: 1-888-482-7768
Email: Yes
Online Form: Yes
How HubSpot Compares
Bottom Line
HubSpot's project management software continues its long-standing tradition of delivering superior quality services. The tool is fully loaded with everything a marketer or manager could ask for, including email and marketing automation, templates, and detailed analytics. At a reasonable price, HubSpot offers more than your average project management software, making it an obvious choice that will enhance any project management effort.
