Finally! A checklist of all of the settings and best practices that you need to implement and set up when you purchase HubSpot to be able to use it to the best of its ability.
So what is the difference between this and other checklists you have seen from HubSpot? Within this playbook, you will not only find the checklist of what you should be setting up right away, but also screenshots of the specific top workflows, reports/dashboards, contact properties, and more to get you off on the right foot!
Oh, you want more instruction? Sure! We have videos of every single tool feature on how to set it up!
There isn't any other playbook out there that is like this. It is your ONE-stop shop, everything is organized and in one place for you to use.
Everything you need to capture leads and turn them into customers.
The sales CRM software you need to organize your data and close more deals, fast.
Everything you need to put customers first and deliver exceptional service.
Tools | Marketing Professional |
Marketing Enterprise
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Forms | ||
Email Marketing
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Ad Management
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Landing Pages
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List Segmentation | ||
Team Email | ||
Live Chat | ||
Conversational bots | ||
Reporting | ||
Facebook Messenger integration | ||
Custom properties | ||
Marketing events | ||
Email automation | ||
Form automation | ||
Blog | ||
Reporting | ||
Multiple currencies | ||
Payments | ||
Google Search Console integration | ||
Calls-to-action | ||
ABM Tools | ||
Product library | ||
Custom reporting | ||
Campaign Reporting | ||
Filtered analytics view | ||
Social media | ||
Campaign management | ||
Duplicate management | ||
Permission sets | ||
Custom objects | ||
E8EBF4 | ||
Revenue attribution | ||
Field-level permissions | ||
Custom behavioral events | ||
Admin notification management | ||
HubDB | ||
Sandboxes |
Tools | Customer Service Professional |
Customer Service Enterprise
|
Live Chat | ||
Conversational bots
|
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Team email | ||
Customizable quotes
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Calling SDK
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Email Scheduling | ||
Email tracking and notification | ||
Shared inbox
|
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Canned snippets
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Documents | ||
Meeting scheduling
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Reporting dashboard
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Deal pipeline
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Custom properties | ||
Email reply tracking | ||
Slack integration
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1-to-1 email | ||
User management | ||
Custom user permissions | ||
Email templates | ||
Contact website activity | ||
Gmail, Outlook, and Microsoft Exchange integrations | ||
App Marketplace integrations | ||
Custom support form fields | ||
Contact management | ||
List segmentation | ||
Payments | ||
Goals | ||
Calling | ||
Conversation routing | ||
Stripe integration
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Sales automation
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Repeating tasks and task queues | ||
Task calendar sync
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Sequences | ||
eSignature
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Automatic lead rotation | ||
Custom reporting | ||
Standard contact scoring | ||
Teams | ||
Ticket routing | ||
Product library | ||
Calculated properties
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Target accounts home
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Deal and company scoring
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Forecasting | ||
Sales analytics
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Logged-in visitor identification
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ABM tools and automation
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Salesforce integration | ||
Duplicate management | ||
Permission sets | ||
Playbooks | ||
Call transcription and coaching | ||
Custom views | ||
Salesforce custom object sync | ||
Custom objects | ||
Hierarchical teams
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Predictive lead scoring | ||
Single sign-on | ||
Recurring revenue tracking | ||
Field-level permissions | ||
Conversation intelligence | ||
Admin notifications management | ||
Sandboxes | ||
Login as another user | ||
Advanced permissions
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Custom goals |
Tools | Customer Service Professional |
Customer Service Enterprise
|
Ticketing | ||
Calling SDK
|
||
Email Scheduling
|
||
Live chat
|
||
Shared inbox | ||
Conversational bots | ||
Team email | ||
Canned snippets | ||
Email templates | ||
Meeting scheduled | ||
Reporting dashboard | ||
Email tracking and notifications | ||
Documents | ||
Facebook Messenger integration | ||
Custom properties | ||
Ticket pipelines | ||
Marketing events object | ||
Email reply tracking | ||
Email health reporting | ||
1-to-1 email | ||
Channel switching | ||
User management | ||
Custom user permissions | ||
Slack integration | ||
List segmentation | ||
HubSpot-provided phone numbers | ||
Calling | ||
Conversation routing | ||
Multiple currencies | ||
Simple ticket automation | ||
Repeating tasks and task queues | ||
Required fields | ||
Payments | ||
Sequences | ||
1:1 video messaging | ||
Insights dashboard | ||
Product library | ||
Custom reporting | ||
Ticket routing | ||
Teams | ||
Standard contact scoring | ||
Goals | ||
Calculated properties | ||
Video hosting and management | ||
Forecasting | ||
Logged-in visitor indentification | ||
Customer feedback surveys | ||
Custom surveys | ||
Duplicate management | ||
Permission sets | ||
Customer portal | ||
Post-chat feedback | ||
Custom views in shared inbox | ||
SLAs | ||
Service analytics | ||
Association labels | ||
Playbooks | ||
Call transcription and coaching | ||
Single sign-on | ||
Salesforce custom object sync | ||
Custom objects | ||
Hierarchical teams | ||
Field-level permissions | ||
Conversation intelligence | ||
Recurring revenue tracking | ||
Admin notifications management | ||
Login as another user | ||
Sandboxes | ||
Custom goals |
Marketing Hub is an inbound marketing automation tool designed to help you attract the right audience, convert more visitors into customers, and scale complete inbound marketing campaigns. On one powerful, user-friendly platform, it helps you save time, stay organized, and engage your customers more effectively.
There are three editions of Marketing Hub: Starter, Professional, and Enterprise. The plans are designed to fit different budgets and include tools to solve specific customer problems. No matter what type of business you run, there is a plan to fit your needs.
Each Marketing Hub edition comes with a different number of included marketing contacts.
In addition to the free marketing contacts included in each edition, you can purchase additional marketing contacts at any time.
Once you select a contact tier, you cannot downgrade to a lower contact tier until your contract renews.
Depending on your Marketing Hub plan and the number of contacts you purchase, you can send a certain number of emails per month.
If you need to send even more than that, you can purchase more marketing contacts or purchase the Dedicated IP Add-On for unlimited email sends.
Sales Hub is a powerful CRM tool designed to help you close more deals, build stronger relationships, and manage your pipeline more efficiently. The platform offers powerful tools for boosting productivity, reducing deal cycles, and making sales more humane.
Sales Hub is available in three editions: Starter, Professional, and Enterprise. Each plan is designed to fit a different budget and includes tools to solve specific customer problems. This means that you can find a plan to fit your needs, whether you work for a small business or a booming enterprise.
The primary difference between a free and a paid user is the level of access granted. A free user can access your database, view reports, set up tools, and perform other administrative tasks. With a paid seat, users unlock access to productivity tools such as meetings, sequences, quotes, and calling, as well as other features they need to do their job every day (e.g. rotation of incoming records, conversations, etc.).
Typically, secondary users such as executives and operations employees who only need occasional access to HubSpot to view reports and gather data do not need paid accounts.
Depending on which Sales Hub plan you purchase, you will have access to different types of support. Support via email is included with Sales Hub Starter. With Sales Hub Professional and Enterprise, you’ll gain access to email and phone support. Multi-language support is available for all Sales Hub users. HubSpot supports English, French, German, Japanese, and Portuguese among other languages. For a full list of languages, view HubSpot’s language offering.
HubSpot offers discount pricing for eligible startups and nonprofits through the HubSpot for Startups and HubSpot for Nonprofits programs. If you work for a startup and want to apply for the startup program, visit HubSpot for Startups Program. If you are part of a nonprofit and would like to determine your eligibility for the nonprofit program and apply, visit HubSpot for Nonprofits.
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Essential marketing tools to engage and convert leads
Additional cost per month:
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billed at $600 $216/yr
Includes 1,000 marketing contacts
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our most powerful marketing software for advanced control and flexibility
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Additional cost per month:
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billed at $600 $216/yr
Includes 2 paid users
Professional
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billed at $6,000 $5,400/yr
Includes 5 paid users
Enterprise
our most powerful marketing software for advanced control and flexibility
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billed at $14,400/yr
Includes 10 paid users
Starter
Essential tools to put your customers first and deliver authentic service
Additional cost per month:
$18/mo
billed at $600 $216/yr
Includes 2 paid users
Professional
Comprehensive help desk software to scale self-service and automation
Starts at
$450/mo
billed at $6,000 $5,400/yr
Includes 5 paid users
Enterprise
our most powerful marketing software for advanced control and flexibility
Starts at
$1,200/mo
billed at $14,400/yr
Includes 10 paid users
And let us help you find a tailored solution that will make growing your business easier and help you achieve your best results yet!