HubSpot CRM

HubSpot is the leading AI-powered CRM that unites all your front-office teams in marketing, sales, customer service, and e-commerce. It helps you grow and scale with solutions that are simple to use, quick to implement, and integrated with data.

What is a CRM?

CRM is a customer relationship management software or SaaS (software‑as‑a‑service) that helps you:

Attract your target audience

Generate high quality leads

Convert more leads to customers faster

Deliver a delightful customer experience

Turn customers into your fans

Are all CRMs

the Same?

Most CRMs only serve your sales team, leaving the rest of your company to cobble together different technologies that are difficult or impossible to integrate in a way that provides you with a holistic view of your company and how it is operating.

That’s because most legacy CRM platform companies expanded their capabilities over time by acquiring other software companies and then tried to make them work together. In addition, many CRMs are difficult to learn, expensive, hard to use, and take a long time to get onboarded and fully functioning.

It’s like trying to fit a square peg in a round hole.

In fact, many CRM platforms can come with a “Cobble Tax” that includes:

Siloed Tools that make it harder to align
Clunky UX that makes it harder to adopt
An Inflexible Stack that makes it harder to adapt

Why HubSpot Stands Apart

HubSpot delivers a different kind of CRM experience. Its powerful and easy-to-use AI capabilities are built into a unified system that helps teams work smarter, move faster, and create consistent customer experiences.

HubSpot is designed to support every part of your revenue operations (RevOps). Marketing, sales, service, and operations teams can access the insights they need to perform at a higher level and contribute to company growth.

Instead of piecing together separate HubSpot built all the essential elements of customer experience management into a single platform. Content tools, messaging, automations, analytics, and customer data all work together through a single code base with the buyer's experience at the center.

What This Means for Your Growth

HubSpot is built to help your business scale through:

A single source of truth that keeps teams aligned
One intuitive user experience that increases adoption
A unified codebase that makes it simple to customize and adapt

What You Can Accomplish with HubSpot CRM

The HubSpot CRM helps you:

Strengthen the buyer experience by keeping every interaction connected through a single customer record.
Improve team efficiency with an interface that supports smoother collaboration and clearer handoffs.
Lower your total cost of ownership by consolidating customer-facing technologies, apps, and tools into one platform.
Create content for every stage of the customer journey using Breeze, the AI-powered content creation software built directly into HubSpot.

Built for Business Growth

The HubSpot CRM is more than a sales system. It's a complete business platform made up of interconnected hubs that run on the same foundation, giving your teams a consistent and streamlined experience across every function.

The AI-powered CRM sits at the center of this platform and supports organizations that want to scale with confidence. You begin with a single hub, combine several, or adopt the full growth suite to unlock stronger performance across your operations.

When you expand your use of HubSpot, you open the door to outcomes such as:

Higher customer satisfaction
Stronger customer retention rates
Faster, more predictable company growth
Greater readiness and capability to scale over time

How HubSpot’s CRM Accelerates Your Success

Unify Your Marketing,
Sales, and Service
Databases and Apps

Content Management
Company Records
Forms

Share Content
Between Teams

Contact Activity
Contact and Company Insights
Documents and Templates

Organize and Track
Customer
Communications

Reporting Dashboard
Live Chat
Deals
Conversations Inbox
Conversational Bots
Ticketing
Team Email
Tasks

Marketing Hub

Reach and engage your audience with campaigns built on accurate data and AI insights. Create campaigns, automate follow-ups, and track performance in one place so your team can attract more qualified leads.

Content Hub

Plan, create, and manage content across your website, blog, and core channels from a central hub. Use AI-assisted writing, content personalization, and built-in optimization tools to publish content that supports every stage of the customer journey.

Sales Hub

Help your sales team build stronger relationships with tools that automate busywork, organize pipelines, and highlight the next best action. AI supports outreach, call summaries, forecasting, and planning so your reps can focus on closing deals.

Service Hub

Deliver support that builds long-term loyalty. Manage tickets, gather feedback, and use AI-powered chat and knowledge tools to improve response times and overall customer satisfaction.

Data Hub

Centralize and organize your customer data with a scalable data layer. Model, clean, and connect data from multiple sources so teams can trust their reports and make decisions with confidence.

Commerce Hub

Support revenue growth with payment tools, billing workflows, and subscription management features. Commerce Hub helps reduce friction at checkout, speed up transactions, and improve reporting from lead to revenue.

Breeze

Create content in your brand voice for websites, blogs, landing pages, podcasts, and case studies. Breeze agents can also support strategy and execution tasks, helping you produce consistent, on-brand content across your entire customer journey.

We handle the onboarding work with you.

Xcellimark gives your team hands-on support throughout the setup process. Instead of navigating everything on your own, you receive guided expertise that ensures your HubSpot environment is configured correctly and ready for your teams to use with confidence.

We tailor every HubSpot CRM Hub to your business.

Your processes, teams, and goals shape the way we configure your Hubs. Rather than forcing your organization to adapt to preset structures, we customize HubSpot to match how your business operates and how your customers move through their journey.

Our onboarding process helps your team succeed.

HubSpot provides helpful resources, and Xcellimark builds on that foundation with personalized training that is specific to your license, operations, and business model. Your team learns in a real working environment, supported by experts who make sure the platform meets your day-to-day needs.

Our training and consulting process includes:

A free consultation to understand your company, goals, and the challenges you want HubSpot to help you solve.
An assessment of your HubSpot CRM Hubs, including Marketing, Sales, Service, CMS, and Operations.
An initial review of team roles, responsibilities, and customer obligations.
A custom training agenda created specifically for your team and finalized with your input.
Preparation sessions to ensure your training is targeted and productive.
Schedule training sessions that fit your team's availability.
Web-based training delivered live, with on-site training available in select locations.
A recording of your training sessions is provided for future reference.
Optional ongoing consulting and support to help your team continue to improve and adopt new capabilities.

1. What are some of the advantages of using the HubSpot Marketing Hub?

The HubSpot Marketing Hub gives you the tools to attract, engage, and convert the right audiences with greater efficiency. Key advantages include:

Segmenting and targeting audiences with clean, accurate data
Automating nurturing workflows that move contacts toward becoming warm leads
Creating and updating content without relying on a web developer
Tracking and reporting on the ROI of your campaigns
Keeping your messaging consistent across email, live chat, and other customer touchpoints

2. What features in the HubSpot Marketing Hub help you convert more leads?

Engage and Convert More Leads

Email Marketing
Marketing Automation
Calls-To-Action (CTAs)
Landing Pages
Forms
Thank-You Pages
Autoresponder Emails
Live Chat
Conversational Bots
A/B Testing
Smart Content
Behavioral Targeting

Report & Customize

Campaign Reporting
Website Traffic Analytics
Attribution Reporting
Custom Objects
Partitioning

Attract Your Target Audience

Blog
Video
Social Media
SEO
Ads

3. What are some of the advantages of using the HubSpot Content Hub?

Receive 24/7 security monitoring and threat detection.
Get automatic software updates and management.
Receive an SSL certificate.
Use data to build personalized, sophisticated experiences.
Leverage automation to help scale your website.
Create better content by removing gatekeepers.
Report and optimize your web content effortlessly.
Keep your messaging consistent across all touchpoints.

4. What features make the HubSpot Content Hub easy to use?

Create Remarkable Website Experiences with Ease

Drag-and-drop Editor
Website Themes
Membership-driven Content
Interactive Web Apps
Dynamic Content with HubDB

Optimize and Personalize Your Website

SEO and Recommendations
Contact Attribution Report Builder
Smart Content and Reporting
Chat, Forms, and Bots
Conversational Bots
Adaptive Testing
Web Analytics

Manage Your Growing Digital Presence

Standard SSL Certificate
Site Performance Monitoring
Brand Domains
Custom CDC Configuration
Activity Logs
24/7 Security Monitoring and Threat Detection
Content Delivery Network (CDN)
Website Hosting and Management
Website Software Updates and Management

5. What are some of the advantages of using the HubSpot Sales Hub?

Use data to prioritize your outreach and predict pipeline health.
Leverage automation and put prospecting on autopilot.
Create sales enablement content that’s accessible and on-brand.
Report on rep efficacy with robust forecasting and sales analytics.
Keep your messaging consistent across all touchpoints.

6. What features make the HubSpot Sales Hub powerful and easy to use?

Start Conversations

Email Tracking and Notifications
Email Sequences and Automation
Google Gmail and Microsoft Outlook Integrations
Calling
Task Automation

Deepen Relationships

Meeting Scheduling
Live Chat
Tasks and Activities
Account-Based Marketing
1:1 Video
Mobile CRM App

Manage Your Pipeline

Pipeline Management
Playbooks
Rep Productivity Performance
Quotes
Sales Analytics and Reporting
Forecasting

7. What are some of the advantages of using the HubSpot Service Hub?

Use data to understand the complete history of every customer.
Leverage automation to resolve customer issues quickly and efficiently.
Create knowledge base content that aligns with your brand.
Report on customer insights and the efficiency of your service.
Tackle all of your messaging right from the CRM.

8. What features make the HubSpot Service Hub powerful and easy to use?

Unite Teams and Channels

Ticketing
Calling
Team Management
Team Email
Conversations Inbox
Conversational Bots

Power Proactive Service

Time-to-Close Reports
1:1 Video
Ticket Closed Reports
Feedback Surveys
Rep Productivity Performance

Scale Support

Knowledge Base
Email Sequences and Automation
Task Automation
Ticket Automation
Templates
Live Chat

9. What are some of the advantages of using the HubSpot Data Hub?

Align around a single source of truth for data
Leverage flexible automation to streamline your process.
Create more personalized, data-powered content.
Report with clean, consistent, and up-to-date data.
Segment your messaging to improve your CX.
More easily integrate other software data into HubSpot.

10. What features make the HubSpot Data Hub powerful and easy to use?

Connect and Clean Customer Data

Ticketing
500+ integrations
Real-time two-way data sync
Historical sync
Data deduplication
Field mappings
Dynamic Content with HubDB

Automate Every Business Process

Programmable automation
Data quality automation
Webhooks

11. What are some of the features that make the HubSpot Commerce Hub powerful and easy to use?

Get Paid Faster

Quotes
Invoicing
Payment Links

Save Time

Automation and Reporting
Custom Billing
Revenue Reporting
QuickBooks Online
HubSpot Payments
Stripe Payment Processing

Increase Your Revenue

Subscriptions
B2B Checkout
Flexible Payment Processing

12. What are some of the advantages of using HubSpot Breeze?

Breeze helps you:

Analyze performance, industry data, and best practices to create compelling social content.
Craft and implement tailored outreach for CRM prospects to enhance your sales pipeline.
Respond quickly to site visitors with AI trained on your website, blog, and knowledge base.
Enrich company and contact records to drive decisions and convert top opportunities.
Discover which companies in your target market are showing intent on your website.
Build optimized forms that autofill information behind the scenes, boosting conversion rates.

13. What aspects of HubSpot Breeze make it powerful and easy to use?

Breeze Copilot:

Assists you with tasks everywhere you work across HubSpot
Preps you for sales calls
Generates content
Summarizes conversations

Breeze Intelligence:

Identifies your target market
Gauges intent of your website visitors
Enriches contact and company data directly in HubSpot
Gives you all the information you need on your contacts

Breeze Agents Include:

Social Media Agent
Content Agent
Prospecting Agent
Customer Agent