Hubspot - Top Merchant Services

Our Verdict

In conclusion, HubSpot provides a highly advanced platform with a comprehensive range of marketing and sales tools, including a completely free, easy-to-use CRM that comes equipped with all the key features businesses expect. The platform is designed to be accessible, allowing companies to take advantage of the CRM without any limits on the number of users. Additionally, businesses can upload and manage up to 1 million contacts without any fees or obligations.

This makes HubSpot’s CRM an excellent resource for organizations of all sizes, from small startups to large enterprises, looking for a flexible and scalable customer relationship management tool. It’s particularly appealing for companies already using or planning to use HubSpot’s other platforms for sales or marketing, as the seamless integration enhances productivity and simplifies workflow. With its popularity continuing to grow among organizations worldwide, HubSpot remains a top choice for businesses seeking an effective and user-friendly CRM solution.

Pros

Easily generate shareable payment links
Instantly create branded quotes
Generate invoices directly from deals and quotes
Pay fees solely for actual transactions

Cons

Limited availability to US companies
Exclusive compatibility with HubSpot’s CRM

Plans & Pricing

HubSpot offers three core products: CRM, Marketing Hub, and Sales Hub.

The CRM is completely free with no hidden costs or restrictions. It’s suitable for businesses of all sizes and industries, with very few premium features requiring payment. Users enjoy unlimited access to the CRM, allowing storage of up to 1 million contacts and companies. For an enhanced marketing strategy, the CRM can be seamlessly integrated with HubSpot’s Marketing Hub and Sales Hub.

The Marketing Hub offers five packages. The free version includes essential tools like a lead analytics dashboard, lead flows, collected forms, contact activity tracking, and contact management features. The paid packages—Starter, Basic, Professional, and Enterprise—come with additional features and are priced accordingly, with all but the Starter package billed annually. Users can also opt for premium add-ons like website building, consulting, and marketing training.

The Sales Hub offers three packages: Free, Starter, and Professional. The free package includes integrations with Gmail and Outlook, contact management, insights, and more. The Starter package is designed for a single user, while the Professional package supports up to five users, offering more advanced sales features.

Compared to other platforms, HubSpot’s marketing and sales tools are both effective and competitively priced. The CRM stands out as a leading product, offering unparalleled value as it is entirely free with no feature limitations. Users can create an account and begin using the CRM within minutes—no payment information or sensitive data is required.

CRM Plan

Free

Marketing Hub

Start for $0 /mo

Sales Hub

Start for $0 /mo

In-depth review

Features and Functionality

HubSpot Commerce Hub offers a comprehensive suite of merchant services designed to simplify billing and payment processes for B2B businesses. Here’s an overview of its key features:

Automated Billing and Invoicing: Commerce Hub makes invoice creation easy by automatically pulling data from your CRM, including contacts, deals, and quotes. This automation ensures accurate billing while reducing the administrative burden of manually entering customer details.

Streamlined Quote Management: Generating branded quotes is quick and efficient with Commerce Hub. Once a customer request is received, the system pulls relevant deal information from your CRM, allowing you to create quotes in seconds. Additionally, payment links and e-signature capabilities can be embedded directly within the quote.

Subscription Management Tools: For businesses with subscription-based services, Commerce Hub simplifies subscription management. It enables the setup of recurring billing cycles and automates renewal processes to ensure seamless customer experience.

Revenue Management: HubSpot provides powerful tools for tracking and forecasting revenue, helping businesses evaluate performance and develop growth strategies with confidence.

Financial Management: With seamless integration into accounting software like QuickBooks, Commerce Hub supports smooth financial reporting and reconciliation, ensuring your financials stay accurate and up to date.

These features make HubSpot Commerce Hub a valuable tool for B2B enterprises, streamlining financial operations and improving overall business efficiency.

Integrations & Add-ons

Reports

The free CRM package includes reporting tools for monitoring activities such as notes, emails, calls, and meetings. Users can create up to two free dashboards with standard reports, making it easier to track key interactions and business performance.

Integrations

HubSpot provides access to over 70 integrations built by both HubSpot and third-party vendors. Some of the most popular integrations include Gmail, Salesforce, HelloSign, FreshBooks, Outlook, Google Calendar, Zapier, and PandaDoc. Additional options include MailChimp, GoToWebinar, SurveyMonkey, and many more, offering seamless connectivity with various tools to enhance your business workflows.

Ease of Use

The basic CRM features are straightforward and easy to grasp. When you first get started, there’s a helpful walkthrough and tutorials to guide you through each feature, ensuring you can maximize their use. If you need further support, the HubSpot Community is available for asking questions or searching for answers to common queries.

Customer Service

The level of support you receive depends on the package you select. The CRM is always free and comes with access to the HubSpot Community for support. The Community is highly active, and users can typically find the answers they need. Additionally, the CRM includes a learning center where you can take mini-courses and earn HubSpot certifications.

There’s also a pop-up help center in the bottom right corner where you can search for answers to your questions. If you need more assistance, the HubSpot Community has hundreds of posts addressing various issues. You can also schedule a session with a User Success agent from HubSpot. For more comprehensive support—via phone, email, and chat—you’ll need to purchase a paid package from the Marketing Hub or Sales Hub.

Phone Support

Phone support is available: 1-888-482-7768

Live Online Chat

There is a live chat on their site.

Email is available if you are a customer.

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Eleonora Bader

Eleonora has a rich background in the publishing industry, with a passion for making complex financial topics accessible. She focuses on merchant services, helping business owners navigate payment processing, security, and cost management. Always eager to learn about the latest advancements in payment technology, she envisions a future where seamless transactions and enhanced security drive business growth and efficiency. In her spare time, she's learning to surf.

We make the best effort to present up-to-date information; however, the terms of each offer can be revised according to the service provider’s discretion. The above shall not be considered as an expert or professional advice for any matter.