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UK SOFTWARE PROFILE

HubSpot CRM

CRM connecting contact and company histories, sales pipelines and sequenced follow-up, with Breeze summaries and granular controls on qualifying editions.

Evidence checked 15 Oct 2026 · Product-level research, not a hands-on review

Compare HubSpot CRM ↗Visit supplier ↗

One product. Different jobs.

Each score uses that category's criteria. Compare products within a category, rather than comparing scores across unrelated tasks.

Pricing & practicalities

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Published starting point

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Sales Hub / CRM configuration · configured seats and edition · quote billing
VAT basis not stated

Obtain a UK quote for the exact seats and editions; free CRM availability does not price the controls assessed here.

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Consider before choosing

  • Match the quote to seats, editions and add-ons; controls shown here are not all free-tier features.
  • Record merge behaviour and audit coverage need review before a migration.

Connected workflows

  • Google Workspace
  • Microsoft 365
  • Salesforce
  • CRM APIs

Confirm the integration's direction, permissions, plan and sync behaviour with the supplier.

BEHIND THE AI CLAIM

AI capabilities

Breeze summarises CRM notes, activities and properties; data access must be enabled in account AI settings.

Documented capabilities

  • CRM record summaries

Plans, limits & questions

  • Human review remains necessary.
  • Confirm edition, seat entitlements and credit consumption for further agent features.
AI evidence ↗

Feature-by-feature evidence

CRM software — 20 scored checks

Inside the feature comparison

✓ Supported · ◐ Limited · − Not supported · ? Not verified

CRM software: feature evidence and contribution to the score
Capability & demo questionHubSpot CRM59–100/100 documented fit
Core workflowContacts linked to organisations7.0 points available
Ask in the demo

Create a person, link them to an organisation and show their shared activity history.

✓ Supported

Associate people, companies and deals, with linked timeline activities and controllable primary-company relationships.

7.0 / 7.0 pointsEvidence ↗
Core workflowCustom sales pipelines7.0 points available
Ask in the demo

Create stages with probabilities and move a deal through them.

✓ Supported

Custom stages include configurable deal probabilities and won/lost states.

7.0 / 7.0 pointsEvidence ↗
Core workflowTwo-way email history7.0 points available
Ask in the demo

Send and receive an email and show both against the correct contact.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–7.0 / 7.0 points
Core workflowOwned follow-up tasks7.0 points available
Ask in the demo

Assign a dated follow-up to another seller and show their overdue queue.

✓ Supported

Assign dated tasks, add them to queues and configure reminders.

7.0 / 7.0 pointsEvidence ↗
Core workflowPipeline and activity reporting7.0 points available
Ask in the demo

Filter open pipeline by owner and expected closing month.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–7.0 / 7.0 points
Workflow depthDuplicate merge4.0 points available
Ask in the demo

Import a duplicate and merge it without discarding useful history.

✓ Supported

Merging combines activities and associations; review primary values and record-ID behaviour.

4.0 / 4.0 pointsEvidence ↗
Workflow depthRequired stage-specific fields4.0 points available
Ask in the demo

Prevent a deal entering proposal stage until required information is entered.

✓ Supported

Conditional stage properties can be required when users move a record.

4.0 / 4.0 pointsEvidence ↗
Workflow depthRule-based lead assignment4.0 points available
Ask in the demo

Route two enquiries to different owners based on territory or value.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–4.0 / 4.0 points
Workflow depthConditional follow-up automation4.0 points available
Ask in the demo

Start a sequence and show what changes when the prospect replies.

✓ Supported

Email and task sequences support delays and default unenrolment on replies or bookings.

4.0 / 4.0 pointsEvidence ↗
Workflow depthForecast and recurring revenue4.0 points available
Ask in the demo

Separate one-off and recurring revenue in a forecast.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–4.0 / 4.0 points
Workflow depthTracked quotations4.0 points available
Ask in the demo

Produce a quotation from deal products and retain the sent version.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–4.0 / 4.0 points
Workflow depthRecord visibility permissions4.0 points available
Ask in the demo

Show what a salesperson can and cannot see in another team's accounts.

✓ Supported

Owner and team access restrict which CRM records users can see or edit.

4.0 / 4.0 pointsEvidence ↗
Workflow depthField change history4.0 points available
Ask in the demo

Find who changed an opportunity amount and when.

✓ Supported

Enterprise audit logs cover property-value updates by users; not every automated update is included.

4.0 / 4.0 pointsEvidence ↗
Workflow depthCustom related records4.0 points available
Ask in the demo

Link a custom asset or contract record to a customer.

✓ Supported

Custom objects can link to contacts and other custom objects; the example connects training sessions, courses and participants.

4.0 / 4.0 pointsEvidence ↗
Workflow depthAPI read and write4.0 points available
Ask in the demo

Create a record externally and retrieve the resulting identifier.

✓ Supported

Create contacts through the API and retrieve their identifiers and associations.

4.0 / 4.0 pointsEvidence ↗
Workflow depthUsable record export5.0 points available
Ask in the demo

Export contacts and deals with stable identifiers and relationships.

✓ Supported

Exports include Record ID, selected properties and associated record identifiers.

5.0 / 5.0 pointsEvidence ↗
Workflow depthSales-to-delivery handover5.0 points available
Ask in the demo

Turn a won deal into an owned delivery process without re-entering customer details.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–5.0 / 5.0 points
AIContext-aware AI email drafts5.0 points available
Ask in the demo

Draft a follow-up grounded in the actual contact or opportunity history.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–5.0 / 5.0 points
AIAI meeting or record summaries5.0 points available
Ask in the demo

Summarise a real interaction and identify the next action.

✓ Supported

Breeze combines record properties, notes and recent activity in a CRM summary.

5.0 / 5.0 pointsEvidence ↗
AIAI prioritisation or research5.0 points available
Ask in the demo

Show prospect research or a recommended next action and the information behind it.

? Not verified

Exact workflow not verified in the reviewed material; request a demonstration.

0.0–5.0 / 5.0 points

“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.

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