Thalia Hernandez
Jul 2, 2023

HubSpot 360°: Discover its featured products, advanced features and the functionalities it can offer you

Software Development
Empower Your Digital Marketing with HubSpot's AI-Powered Strategy Support
Thalia Hernandez
Jul 2, 2023

HubSpot 360°: Discover its featured products, advanced features and the functionalities it can offer you

Software Development

HubSpot 360°

Hubspot is much more than a simple CRM (Customer Relationship Management), as it provides a wide range of solutions to optimize your marketing, sales and customer service strategies. With its focus on automation and customization, this platform has become an indispensable tool for businesses of all sizes.
Let's get started!
CasandraSoft Tech Solutions

HubSpot 360°

Hubspot is much more than a simple CRM (Customer Relationship Management), as it provides a wide range of solutions to optimize your marketing, sales and customer service strategies. With its focus on automation and customization, this platform has become an indispensable tool for businesses of all sizes.
Let's get started!

What makes this tool so popular and effective?

Its suite of products is designed to help you automate processes, improve efficiency and increase your results.

In this post, we'll delve into the advanced features of HubSpot that will allow you to optimize your marketing campaigns and generate qualified leads. We'll also explore how this platform helps you efficiently manage your sales, from prospecting to closing deals.

Also, we will discover the unique functionalities that HubSpot offers in terms of customer service, providing an exceptional experience for your customers and strengthening their relationship with them.

HubSpot is an integrated solution that allows you to control many aspects of marketing and sales from one place, instead of using different platforms as needed. In this way, it makes it much easier to have a global vision of all your marketing actions.

The ultimate goal of HubSpot is therefore to help attract visitors, convert these visitors into leads, and ultimately convert them into long-term customers and loyalty. All this with a communication associated with value, non-intrusive and that puts the consumer at the center of everything.

It is important to mention that the founders of HubSpot, Brian Halligan, and Dharmesh Shah, are the "fathers" of the concept of inbound marketing itself. While studying together at MIT, Halligan, and Shah realized that the way people shop was changing radically. Consumers no longer wanted to be interrupted by advertising, but instead wanted to research their own needs and arrive naturally at the products and services they were looking for.

HubSpot Products

1.HubSpot CRM

HubSpot CRM is probably the most popular product out of their entire range of solutions, as it's absolutely free with no limits. For this reason, many marketers use it as a "front door" to HubSpot's services.

HubSpot's CRM offers everything you need to organize, track, and nurture relationships with leads and customers. Among its functionalities are:

  • Sales funnel management: a visual panel where you can see all the information about your sales process: won and lost transactions, scheduled appointments, sent contracts, performance analysis, etc.
  • Automatic recording of all activities: HubSpot CRM automatically monitors and records customer interactions on any channel (email, social media, calls, etc).
  • Unified contact information: All data and interactions with a contact are stored in one timeline, including calls, emails, meetings, and notes. In this way, it is very easy to access all the information.
  • Conversations with leads and customers: With live chat, team email, and chatbots, delivered to a universal inbox, your team can manage and respond to all conversations in real-time, from one place.

Go ahead and increase the performance of your company to close more and better deals! Maybe it's time to get the most out of your CRM...

2. Marketing Hub

As the name suggests, this HubSpot tool is in charge of managing marketing. Their main functions are listed below:

  • Create content without programming, with drag and drop functions.
  • Drive targeted traffic to key web pages with SEO suggestions, social media promotions, etc.
  • Convert visitors into qualified leads through landing pages, forms, and live chats.
  • Convert leads into customers. Thanks to HubSpot automation solutions.
  • Monitor clients and report on their impact.
  • Optimize the organization and efficiency of your team. HubSpot allows you to create hierarchical teams with different permissions.

3. CMS Hub

HubSpot's new content manager is focused on empowering websites to help customers grow. Its main functionalities are:

  • Flexible themes to create websites quickly and easily.
  • Recommendations and SEO optimization to improve your positioning.
  • Easy management of domains in several languages ​​and optimization for international SEO.
  • Automated tests. You can create up to 5 variants of a page.
  • Contact attribution reports to find out which content, sources, and campaigns are driving the most leads.

4. Sales Hub

Sales Hub is the HubSpot solution focused on automating the sales process, with features such as:

  • Create automated follow-up emails and reminder sequences.
  • Create and share email templates for the most common messages.
  • Track user interactions with your emails.
  • Schedule meetings more easily.
  • Completely eliminate manual data entry.
  • Monitor the entire sales funnel by tracking closed, lost and ongoing sales.

5. Service Hub

It is HubSpot's customer service solution, which aims to make life easier for support teams and improve the user experience. Its main functions are:

  • Conversations: Allows you to manage all interactions with customers in an integrated way through a universal inbox.
  • Tickets: Customer issues are recorded as tickets that you can assign to different people and monitor from one place.
  • Customer satisfaction surveys.
  • Knowledge base indexed in search engines to reduce the number of help requests.
  • Automation of customer service processes.
  • Email with a single alias for the entire team.
  • Live chat and automated chatbots.
  • Creation of customer service reports.

What other services and resources does HubSpot offer?

Even if we are not users of its software, HubSpot offers many free resources to learn how to get the most out of this methodology and apply it to our company. Some of these interesting resources are:

  1. Hubspot blog.
  2. Downloadable resources.
  3. Hubspot Academy.
  4. Hubspot Research.

We will see them in more detail below:

Hubspot blog

As in any good inbound marketing strategy, HubSpot has a blog in which they frequently publish very interesting content that serves to attract traffic to their website. Although the blog started talking about inbound marketing and online marketing in general, over time it has expanded its topics and specialized blogs for sales, customer service, trends, agencies, etc. have been opened. It is a very interesting resource to keep up to date, incorporate ideas and broaden our knowledge in these fields.

Downloadable resources

Along the same lines as the blog, HubSpot offers a multitude of resources and content that we can download, such as PDF guides, infographics, templates, or presentations. It is a very interesting option to delve into certain topics that we want to learn about.

HubSpot Academy

If the resources section was more detailed and specific than the blog, the HubSpot academy is the place where we can carry out training and learning in greater detail and with greater dedication. We can carry out training and courses on inbound marketing, inbound sales, email marketing, etc., and also obtain certifications about the tool itself.


On its website, HubSpot also publishes studies and reports on market trends, inbound results, online marketing, etc. It is very interesting if we want to have first-hand data on any of these topics and it is also a good starting point to do our own research.

Finally, it is also worth noting that HubSpot offers some professional services such as consulting, onboarding services, and implementation of the tool or training in small groups for those companies that want more personalized attention.


HubSpot Advanced Features

No matter the line of business or type of business, any company can benefit from HubSpot. Whether it is a B2B or B2C company, having a CRM as complete as this one will be a pillar that will keep the work teams focused on what is really needed. Next, we show you the main features of this tool:

1. Data capture:

Writing data and recording lead activities is an option that any CRM has. However, the magic of HubSpot is in the automation. You'd be surprised how much the deal and close rate improves when the salesperson doesn't have to deal with capturing the interactions with their prospects themselves.

2. Contact management

A basic feature of any CRM is to manage contacts: save, import, export, or delete them. However, not all manage to show this in a simple, intuitive, or user-friendly way as HubSpot does.

3. Creation of business stages

HubSpot allows you to easily configure the stages that your sales journey needs. Not all products have the same purchase process; therefore, having a CRM that allows you to customize and modify your sales pipeline will be appreciated by all those who manage the creation and monitoring of businesses or sales.

4. Daily viewing of dashboards

Having your most important data and metrics within reach should not be extra work. Each salesperson or supervisor must be able to see the status of their business/goals in an easy, explicit, and above all useful way. This small emphasis on ease of reading and accessibility does wonders for the attitude towards work.

5. Ease of handling tasks

Anyone who has to deal with different programs or tools can get frustrated by having to constantly change the screen or program. A CRM like HubSpot that has the ability and option to do everything saves many minutes of dealing with various types of tools.

6. Accessibility to a tool bank

If you are a salesperson or constantly deal with other people, it will not be strange for you to have to repeat the same things over and over again. Having a bank of writings, paragraphs, and files of constant use will keep CRM users focused on what is important and not on writing the same sentences over and over again.

7. Creation of reports

One of the goals of any CRM is to provide ready-to-use performance reports. With the ease of HubSpot, exporting and downloading any report is very simple. It's a matter of a few clicks and you're done. This makes it easier and faster for clients or supervisors to review accounts and numbers.

8. Mobile compatibility

It is not uncommon for sellers to prefer to do everything with the ease of their phones. In fact, a good percentage of these improve their performance if they have a CRM compatible with their smartphones, especially if they are in a field that requires constant movement.

9. Creating automation

HubSpot allows you to automate processes. Whether it is to send an email as soon as a contact requests reports, to create a business in the pipeline, or to modify some value massively, the advantage of automating everything will be of great help.

Even the cooperation between the marketing and sales teams will be greatly improved if you work with automation.

Discover, how to transform business efficiency with process automation.


HubSpot Features

Get to know 10 Hubspot features that will help you grow more and better!!!

1. Contact Management: HubSpot allows you to store and organize your contact information, including demographics, interaction history, and activity logs.

2. Marketing Automation: You can create automated workflows to send personalized emails, text messages, and notifications to your contacts based on their behavior and stage of the buying cycle.

3. Lead generation and management: HubSpot helps you capture new leads through custom forms and pop-ups on your website, and gives you tools to effectively qualify and manage those leads.

4. Integrated CRM: The platform has a built-in customer relationship management (CRM) system, where you can track all interactions with your contacts, schedule tasks, and follow up on sales opportunities.

5. Analytics and reporting: HubSpot provides detailed reports on the performance of your marketing, sales, and customer service campaigns, allowing you to make data-driven decisions and measure return on investment (ROI).

6. Social media management: You can manage and schedule social media posts, monitor mentions of your brand, and analyze the impact of your social media activities, all from within HubSpot.

7. Landing Page Creation: The platform allows you to create custom landing pages for your marketing campaigns, with optimized templates and A/B testing options to improve your conversion rates.

8. Customer Service: HubSpot includes tools to handle support tickets, chat live with your website visitors, and run surveys to measure customer satisfaction.

9. Sales Automation: You can automate repetitive tasks in the sales process, such as sending follow-up emails, scheduling meetings, and recording activities in the CRM.

10. Integrations with other tools: HubSpot integrates with a wide range of popular apps and services, such as third-party CRMs, live chat systems, analytics tools, and e-commerce platforms.

Inbound Marketing

What is Inbound Marketing?

Inbound marketing is a strategy that uses many forms of pull marketing (content marketing, blogging, events, SEO, social media, and more) to build brand awareness and attract new business.

Unlike outbound marketing, where marketers try to find customers, inbound marketing attracts the attention of customers and makes the company easy to find.

This marketing philosophy was used in an incipient way by the co-founder of HubSpot, Brian Halligan in 2005, but it was years later that it began to become popular. HubSpot is considered relevant in Inbound Marketing because it is the strategy on which the entire growth process of HubSpot has been based.


In short, HubSpot stands out as a comprehensive solution for managing marketing, sales, and customer service. Its advanced features and functionalities make it an ideal option for companies that want to improve their efficiency and results.

One of the main advantages of HubSpot is its ability to integrate all the stages of the sales funnel in a single platform. This allows marketing, sales, and customer service teams to collaborate more effectively and make the most of the data collected.

Another prominent feature of HubSpot is its advanced automation tools. These allow you to save time and effort by automating repetitive tasks, such as sending emails or managing contacts. Additionally, the platform offers a wide variety of pre-built templates and workflows that make it easy to create and run successful campaigns.

HubSpot is also distinguished by its powerful analytics and tracking system. It offers a large number of metrics and statistics that allow you to evaluate the performance of marketing and sales activities. This gives companies the opportunity to make informed decisions and adjust their strategies based on the results obtained.

In addition, HubSpot has an extensive library of educational and support resources. From online courses to blogs and webinars, the platform is committed to empowering its users and helping them make the most of all its features.