HubSpot Marketing Hub Features
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Platform (19)
Customization
System provides sufficient customization to meet business requirements
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.
Custom Reports
Able to create custom reports to cater to specific metrics and key performance indicators.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Enterprise Scalability
Provides features to allow scaling for large organizations.
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Internationalization
Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.
Notifications
Alerts marketer of the performance of particular campaigns.
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Email Marketing (4)
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (14)
Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Campaign Management (10)
Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Campaign Dashboard
Overview of all media purchases and campaigns in a single interface.
Campaign Optimization
Enables marketer to set metrics by which their campaigns are automatically optimized.
Reach
Amount and quality of inventory partner sites on which ads can be placed.
Brand Safety
Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.
Creative Optimization
Tools offered for creating and optimizing creative components of campaigns.
Rich Media Capabilties
Supports rich media display and video ads that involve user interaction.
Social (5)
Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Reporting & Analytics (5)
Basic Reporting
Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Social Management (7)
Social Analytics
Reports on the performance of social media posts and campaigns.
Social Publishing
Allows the creation, management, and scheduling of content to be shared across social media channels.
Campaign Optimization
Identifies trends in social media campaigns, such as optimal posting times, to improve performance.
Social Engagement
Centrally manages social media content and conversations across multiple social channels.
Social Ads
Provides features for managing and optimizing paid advertisements across social channels.
Campaign Planning
Allows for categorizing or grouping individual posts to streamline social media marketing campaigns.
Hashtag Capabilites
Monitor hashtags, their trends, and analytics across all social media platforms
Social Functionality (1)
Social Functionality
Product functionality for social advertising.
Targeting (4)
Targeting
Able to target desired audiences based on demographics and behavior variables.
Retargeting
Able to retarget previous impressions to your site across the web to increase conversion rates.
Geo-Targeting
Able to tailor ads based on consumer general region, state or designated market area (DMA).
Contextual Targeting
Able to match the marketer's ad with specific content on a site or page.
Lead Intelligence (6)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Marketing Campaigns (11)
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Journey Analytics
Provides tools to analyze every stage of the customer journey to customize an account-based funnel.
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content.
Email Campaigns
Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Marketing Operations (4)
ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Campaign Activity (6)
Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Collects marketing campaign performance data across multiple channels
Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Messenger (4)
Sequencing
Mapped-out responses for conversations.
AI
Artificial intelligence (AI) and chatbot involvement.
Live Chat
Live human component of conversations.
Customization Interface
Quality of interface for designing and customizing conversation maps.
Channels (5)
Social Media
Conversations enacted over social media.
Website
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Voice Assistants
Conversations enacted through voice assistants.
Other
Conversations enacted through other channels.
Customers (5)
Targeting
Overall quality of customer targeting based on needs or situations.
Profiles
Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results.
Lead Gathering
Capture and organization of leads from conversations.
Sales Conversion
Success rate of conversations leading to customer purchases.
Design and Customization (4)
Pre-Designed Templates
Provides pre-designed themes and templates for pop-up messages
Pop-Up Types
Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.
No-Code Customization
Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface
Mobile Optimized
Pop-ups are optimized to display correctly on mobile devices
Campaigns (4)
Targeting
Ability to target specific visitors based on referrer, geo-location, cookies, or previous history
Triggered Campaigns
Ability to trigger time-based or behavior-based pop-up campaigns
A/B Testing
Tools for creating split A/B tests
Analytics
Measure and visualize campaign performance and conversion rates
Integrations (7)
CRM/Email Integrations
Integrates with popular CRMs and email marketing software
WCM Integrations
Integrates with web content management systems
E-Commerce Integrations
Integrates with e-commerce platforms
Social Media Integrations
Integrates with social networks
E-Commerce Integration
Integrates with e-commerce platforms.
Email Marketing Integration
Integrates with email marketing providers to share captured lead data.
Domain Integration
Allows companies to connect landing pages to their existing domain.
Attribution Modeling (6)
Single-Touch Attribution
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
Multi-Touch Attribution
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
Algorithmic Attribution
Uses machine learning to create an attribution model.
Cross-Device Attribution
Tracks customer interactions across mobile and desktop.
Offline Attribution
Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
Allows the user to create a custom attribution model.
Marketing (4)
B2B Attribution
Provides features for B2B marketers.
B2C Attribution
Provides features for B2C marketers.
Marketing Channels
Enables marketers to track multiple marketing channels.
Integrations
Integrates with other sales, marketing, and advertising software.
Reporting (3)
Dashboards
Provides customizable dashboards that allow users to view and manage data.
Data Visualizations
Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Allows users to build custom reports.
Platform Basics (9)
Centralization
Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.
Account Identification and Segmentation
Builds, defines, and segments targeted account audiences.
Lead-to-Account Matching
Matches leads to accounts for account-based marketing efforts.
Multichannel Engagement
Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.
Personalized Content and Messaging
Customizes tailored content and offerings that address specific interests or pain points for target accounts.
Website Personalization
Ability to deliver unique content for each account that visits a company's website.
Content Creation and Distribution
Allows companies to create and distribute personalized content within an account-based marketing strategy.
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
Journey Optimization
Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (6)
Measurement
Measure the influence and performance of ABM programs for each targeted audience.
Revenue Analytics
Provides a complete view of how all ABM programs drive revenue.
Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (1)
Integrations
Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.
Platform Reporting (2)
Measurement
Ability to monitor page views and conversions per account as they engage with a personalized website and content.
Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.
Content & Collaboration (6)
Content Calendar
Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.
Content Library
Allows users to upload and publish brand content from a shared library.
Shared Inbox
Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
Approval Workflows
Automates the content approval process to ensure social posts are approved by managers or clients before publishing.
Users and Permissions
Allows administrators to assign permissions for different users or teams to access certain platform features.
Content Creation
Provides features for creating or editing social media assets.
Platform Additional Functionality (3)
Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
Automated Alerts
Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Platform Interoperability (1)
Close Ecosystem API
Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.
Responses (3)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Page Customization (4)
Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
Templates
Provides ready-made templates for simplified landing page creation.
Advanced Customization
Allows users to edit a page's HTML or CSS code, or add custom code.
Content Library
Allows users to upload and manage content such as photos, videos, and audio.
Page Optimization (4)
A/B Testing
Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices.
Web Analytics
Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
SEO
Optimizes content to increase search engine result rankings.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Automation - AI Agents (4)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI Agents (2)
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Agentic AI - Landing Page Builders (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Attribution (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Account-Based Orchestration Platforms (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Social Media Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Social Media Advertising (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Artificial Intelligence (2)
AI-Powered Data Analysis
Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.
AI Personalization
Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.
Technology Glossary Features
View definitions of the features and discover new technology terms.
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