All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
HubSpot combines CRM with powerful automation for lead capture, nurture, and reporting.
You want everything in one place: emails, forms, workflows, and CRM.
B2B teams combining CRM, email, forms and automation in one platform
Annual pricing
€
5000
Monthly starting at
€
45
Sync leads from forms directly into your sales pipeline.
Automate lead scoring and email sequences.
Track every contact touchpoint with clear reporting dashboards.
Looking for other options? These are tools I've personally used with clients or tested extensively. Some might better suit your budget, tech stack, or team size. Consider this a shortlist if you need alternatives.
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
Email and SMS platform with detailed segments and flows, powerful for nurture when data is clean.
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Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.
Tools like Zapier, n8n and Make.com are incredibly powerful, but they can feel overwhelming when you’re just getting started. Since you can connect almost anything, it’s hard to know where to begin.
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
Visual automation platform that connects tools and moves data with control and scheduling.
HubSpot’s Marketing Hub helps you attract visitors and capture leads in one place. You can create forms, pop-ups and fully designed landing pages with a drag-and-drop editor. If you prefer, host your blog on the built-in CMS so every post is automatically tied to the CRM for tracking.
Even if your main website lives elsewhere, HubSpot forms can be embedded to start recording visitor activity. The platform includes SEO tools that suggest improvements and track rankings. You can build a content strategy with pillar topics and see related keyword ideas, keeping your blog aligned with search demand.
A visual email editor lets you design responsive newsletters and drip campaigns. On paid tiers you remove HubSpot branding and send higher volumes, while free plans give a generous allowance for testing the waters.
Workflows add sophistication by using if-then branches, time delays and lead scoring. For instance, you might email an e-book to new contacts, wait a week, send a case study, then notify a sales rep when the prospect clicks. Such multi-step nurturing ensures no lead slips through the cracks and saves hours of manual follow-up.
Connect LinkedIn, X, Facebook and Instagram, then schedule posts from a single calendar. Engagement metrics feed straight into the dashboard so you see which networks drive traffic and contacts.
For paid campaigns, link Google, Facebook and LinkedIn Ads. HubSpot matches ad clicks to CRM records, letting you build retargeting audiences or report on cost per lead without extra spreadsheets. A list of contacts who viewed a key web page, for example, can sync directly to an ad platform for precise targeting.
Dashboards reveal email performance, landing-page conversion rates, traffic sources and campaign ROI. Because marketing and sales share data, you can follow a visitor’s journey from first click to closed revenue.
Custom reports allow deep dives such as leads by source each month or multi-touch attribution models. Beginners benefit from ready-made funnel views, while advanced users can create board-level revenue reports without exporting data to external tools.
Sales Hub builds on HubSpot’s free CRM by adding robust deal pipelines. Use a Kanban board to drag opportunities through prospecting, qualification and proposal stages. Add custom fields so every deal record captures the information your organisation needs.
Multiple pipelines can track new business, renewals or channel sales. Dashboards show value at each stage, win rates and forecasted revenue, helping managers spot bottlenecks early.
Integrate Gmail or Outlook to send and log emails directly from HubSpot, with real-time open and click notifications. Reps save time with reusable templates and snippets that insert common phrases in seconds.
Each user gains a personal meeting-booking link tied to their calendar, while built-in calling records conversations for coaching. Live chat and chatbots route website enquiries straight into the CRM, ensuring nothing is missed.
Sequences automate one-to-one outreach by sending personalised emails over several days and prompting tasks when prospects remain silent. Workflow automations handle internal processes: reassign dormant deals, create onboarding tickets when a deal closes or notify finance when paperwork is signed.
Artificial intelligence transcribes calls, predicts lead quality and drafts email replies, trimming admin load and guiding reps towards the next best action.
Because Sales Hub shares the same database as Marketing Hub, reps view every web page visited, email opened and form submitted. Lead scores highlight the hottest prospects, and filters allow quick lists such as contacts who read the pricing page this week.
Shared dashboards track conversion from visitor to customer, keeping marketing and sales focused on a single revenue number instead of separate metrics.
HubSpot’s Marketing and Sales Hubs combine creative tools, automation and robust CRM features in one platform. Marketers launch content, emails and ads while measuring true ROI, and sales teams work faster with contextual data, automated tasks and real-time insights.
For organisations committed to growth and willing to invest, HubSpot provides a unified foundation that replaces piecemeal solutions with a streamlined, scalable system.
My personal notes on how to use this tool.
HubSpot’s Marketing Hub helps you attract visitors and capture leads in one place. You can create forms, pop-ups and fully designed landing pages with a drag-and-drop editor. If you prefer, host your blog on the built-in CMS so every post is automatically tied to the CRM for tracking.
Even if your main website lives elsewhere, HubSpot forms can be embedded to start recording visitor activity. The platform includes SEO tools that suggest improvements and track rankings. You can build a content strategy with pillar topics and see related keyword ideas, keeping your blog aligned with search demand.
A visual email editor lets you design responsive newsletters and drip campaigns. On paid tiers you remove HubSpot branding and send higher volumes, while free plans give a generous allowance for testing the waters.
Workflows add sophistication by using if-then branches, time delays and lead scoring. For instance, you might email an e-book to new contacts, wait a week, send a case study, then notify a sales rep when the prospect clicks. Such multi-step nurturing ensures no lead slips through the cracks and saves hours of manual follow-up.
Connect LinkedIn, X, Facebook and Instagram, then schedule posts from a single calendar. Engagement metrics feed straight into the dashboard so you see which networks drive traffic and contacts.
For paid campaigns, link Google, Facebook and LinkedIn Ads. HubSpot matches ad clicks to CRM records, letting you build retargeting audiences or report on cost per lead without extra spreadsheets. A list of contacts who viewed a key web page, for example, can sync directly to an ad platform for precise targeting.
Dashboards reveal email performance, landing-page conversion rates, traffic sources and campaign ROI. Because marketing and sales share data, you can follow a visitor’s journey from first click to closed revenue.
Custom reports allow deep dives such as leads by source each month or multi-touch attribution models. Beginners benefit from ready-made funnel views, while advanced users can create board-level revenue reports without exporting data to external tools.
Sales Hub builds on HubSpot’s free CRM by adding robust deal pipelines. Use a Kanban board to drag opportunities through prospecting, qualification and proposal stages. Add custom fields so every deal record captures the information your organisation needs.
Multiple pipelines can track new business, renewals or channel sales. Dashboards show value at each stage, win rates and forecasted revenue, helping managers spot bottlenecks early.
Integrate Gmail or Outlook to send and log emails directly from HubSpot, with real-time open and click notifications. Reps save time with reusable templates and snippets that insert common phrases in seconds.
Each user gains a personal meeting-booking link tied to their calendar, while built-in calling records conversations for coaching. Live chat and chatbots route website enquiries straight into the CRM, ensuring nothing is missed.
Sequences automate one-to-one outreach by sending personalised emails over several days and prompting tasks when prospects remain silent. Workflow automations handle internal processes: reassign dormant deals, create onboarding tickets when a deal closes or notify finance when paperwork is signed.
Artificial intelligence transcribes calls, predicts lead quality and drafts email replies, trimming admin load and guiding reps towards the next best action.
Because Sales Hub shares the same database as Marketing Hub, reps view every web page visited, email opened and form submitted. Lead scores highlight the hottest prospects, and filters allow quick lists such as contacts who read the pricing page this week.
Shared dashboards track conversion from visitor to customer, keeping marketing and sales focused on a single revenue number instead of separate metrics.
HubSpot’s Marketing and Sales Hubs combine creative tools, automation and robust CRM features in one platform. Marketers launch content, emails and ads while measuring true ROI, and sales teams work faster with contextual data, automated tasks and real-time insights.
For organisations committed to growth and willing to invest, HubSpot provides a unified foundation that replaces piecemeal solutions with a streamlined, scalable system.
HubSpot’s Marketing Hub helps you attract visitors and capture leads in one place. You can create forms, pop-ups and fully designed landing pages with a drag-and-drop editor. If you prefer, host your blog on the built-in CMS so every post is automatically tied to the CRM for tracking.
Even if your main website lives elsewhere, HubSpot forms can be embedded to start recording visitor activity. The platform includes SEO tools that suggest improvements and track rankings. You can build a content strategy with pillar topics and see related keyword ideas, keeping your blog aligned with search demand.
A visual email editor lets you design responsive newsletters and drip campaigns. On paid tiers you remove HubSpot branding and send higher volumes, while free plans give a generous allowance for testing the waters.
Workflows add sophistication by using if-then branches, time delays and lead scoring. For instance, you might email an e-book to new contacts, wait a week, send a case study, then notify a sales rep when the prospect clicks. Such multi-step nurturing ensures no lead slips through the cracks and saves hours of manual follow-up.
Connect LinkedIn, X, Facebook and Instagram, then schedule posts from a single calendar. Engagement metrics feed straight into the dashboard so you see which networks drive traffic and contacts.
For paid campaigns, link Google, Facebook and LinkedIn Ads. HubSpot matches ad clicks to CRM records, letting you build retargeting audiences or report on cost per lead without extra spreadsheets. A list of contacts who viewed a key web page, for example, can sync directly to an ad platform for precise targeting.
Dashboards reveal email performance, landing-page conversion rates, traffic sources and campaign ROI. Because marketing and sales share data, you can follow a visitor’s journey from first click to closed revenue.
Custom reports allow deep dives such as leads by source each month or multi-touch attribution models. Beginners benefit from ready-made funnel views, while advanced users can create board-level revenue reports without exporting data to external tools.
Sales Hub builds on HubSpot’s free CRM by adding robust deal pipelines. Use a Kanban board to drag opportunities through prospecting, qualification and proposal stages. Add custom fields so every deal record captures the information your organisation needs.
Multiple pipelines can track new business, renewals or channel sales. Dashboards show value at each stage, win rates and forecasted revenue, helping managers spot bottlenecks early.
Integrate Gmail or Outlook to send and log emails directly from HubSpot, with real-time open and click notifications. Reps save time with reusable templates and snippets that insert common phrases in seconds.
Each user gains a personal meeting-booking link tied to their calendar, while built-in calling records conversations for coaching. Live chat and chatbots route website enquiries straight into the CRM, ensuring nothing is missed.
Sequences automate one-to-one outreach by sending personalised emails over several days and prompting tasks when prospects remain silent. Workflow automations handle internal processes: reassign dormant deals, create onboarding tickets when a deal closes or notify finance when paperwork is signed.
Artificial intelligence transcribes calls, predicts lead quality and drafts email replies, trimming admin load and guiding reps towards the next best action.
Because Sales Hub shares the same database as Marketing Hub, reps view every web page visited, email opened and form submitted. Lead scores highlight the hottest prospects, and filters allow quick lists such as contacts who read the pricing page this week.
Shared dashboards track conversion from visitor to customer, keeping marketing and sales focused on a single revenue number instead of separate metrics.
HubSpot’s Marketing and Sales Hubs combine creative tools, automation and robust CRM features in one platform. Marketers launch content, emails and ads while measuring true ROI, and sales teams work faster with contextual data, automated tasks and real-time insights.
For organisations committed to growth and willing to invest, HubSpot provides a unified foundation that replaces piecemeal solutions with a streamlined, scalable system.
This tool is part of tactical playbooks that walk you through every stage of this engine. Read the full guides to learn how to implement the framework, set up your infrastructure, and execute the tactics that drive results.
Shape pipelines and stages, standardise fields, automate tasks and alerts, and clean data, so reps know what to do next and reports match reality across teams.
See playbook
Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.
Topic
Playbook
Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.
Topic
Playbook
Qualify leads systematically by assessing budget, authority, need, and timing to focus sales effort on high-potential opportunities.
Topic
Playbook
Identify prospects that sales has vetted as qualified opportunities, establishing the handoff from marketing to active deal pursuit.
Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.
Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.
Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.
Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.
Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:
Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.
Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.
Open scheduling tool with routing rules and brand control, useful when you want flexible booking that plays nicely with your stack.
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.
Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
E signature platform with robust templates and audit trails, trusted for closing deals cleanly and quickly.
