Hubspot

Hubspot PROJECT MANAGEMENT FEATURES

Overview

Hubspot's project management tool, called Hubspot Projects, is a little different than other project management software in that it contains many pre-loaded marketing templates for everything from email drip and client nurturing campaigns, to newsletter templates, blog post templates, ad-campaigns, and more.

It allows you to keep all your communication including emails and texts, project files like spreadsheets, task lists, calendars, contacts, images, information links, and workflow tools in one place. All of this information is shareable with your colleagues on Hubspot. You can also share documents or workflow progress with outside clients that have their own hub on Hubspot.

If you are looking to make repeatable processes easier and more organized, this is an amazing tool for that purpose. Hubspot Projects is scalable for small businesses and large Fortune 500 companies.

Features

  • One of the best features of Hubspot’s Projects is the pre-loaded templates. There are many to choose from.
  • Tool to predict future revenue
  • Contacts and leads lists
  • Productivity reports
  • Team activity view so you can see who is working on what project and when
  • Account and billing tools
  • Ability to create snippets for well-used communicated that are replicable in emails for multiple clients
  • Analytics tools
  • Lead generation tool from forms on your website
  • Email templates (some are included) and you can create your own
  • Ticketing tools (for performance venues)
  • Customer Feedback tools
  • Customer knowledge center that automatically indexes on Google
  • Product library repository
  • Targeted Ad creation for Facebook and Instagram
  • Hubspot CRM
  • And more

Ease of Use

The workspace is very intuitive with on-platform help guides and videos, but it can take a little time to learn all the bells and whistles included and to know how to implement them. Different tiers of service open additional tools, but even the free trial is packed with features that can make your business work flows much more automated.

Integrations

Hubspot integrates with over 70 different platforms, including Gmail, GoogleChrome, Shopify, Wordpress, Slack, GotoWebinar, Mailchimp, Eventbrite, Zendesk, Zapier, and more.

Customer Support

Customer support is available 24-7 via online chat, email, and phone.

Plans and Pricing

There are five levels of pricing on Hubspot. They are:

  1. The free version (trial)
  2. Starter
  3. Basic
  4. Professional
  5. Enterprise

The Starter package offers:

  • Lead analytics dashboard
  • Contact activity
  • Forms
  • Contact management
  • Contact & company insights
  • Facebook lead ads
  • HubSpot branding removed
  • Phone & email support

There are additional levels of service between the Starter package and Enterprise, but with Enterprise, you get the following features:

  • Lead analytics dashboard
  • Forms
  • Contact activity
  • Contact management
  • Contact & company insights
  • Facebook lead ads
  • HubSpot branding removed
  • Phone & email support
  • Blog & content creation tools
  • SEO & content strategy
  • Mobile optimization
  • Social media
  • Email marketing
  • Calls-to-action
  • Landing pages
  • Analytics dashboards
  • Standard SSL certificate
  • Subdomain availability
  • Marketing automation
  • Goal-based nurturing
  • Salesforce integration
  • Smart content
  • Attribution reporting
  • User roles
  • A/B testing
  • Custom revenue reporting
  • Custom event reporting
  • Custom event triggers
  • Predictive lead scoring
  • Contacts reporting
  • Company reporting
  • Event-based segmentation

Pros & Cons

Pros:

  • Compared to other project management software Hubspot Projects is arguably the most integrative, comprehensive set of tools around. There isn’t of aspect of the marketing process left out of this tool.
  • The marketing tools and webinars are top notch, written by industry experts.

Cons:

  • It can be a little overwhelming to navigate through all the features offered, especially at the Enterprise level.
  • The free and starter package are a great deal for individuals or solopreneurs who want to dip a toe in process creation.

Summary

Hubspot Projects is a well-thought out project work-flow tool. It is geared toward digital marketing and makes the process of running multiple campaigns for many clients streamlined. If you want to work within a context where you will never run out of needed tools to help you refine your sales process, this is an excellent product. If you aren’t familiar with the basics of online marketing, this tool might be too complex, but if you use all the instructional videos, you can learn how to use Hubspot Projects quickly.