HubSpot is full of features and tools designed to help businesses save time, boost conversion rates, and improve data quality, but many teams only use a fraction of what HubSpot has to offer.
We understand that trying new features can be scary. That’s why the Concept team, a certified HubSpot partner, broke down some of the most underrated HubSpot features by Hub.
The Most Underrated Cross-Hub Features
HubSpot’s cross-hub features are often overlooked, yet some of the most valuable. These tools work across multiple Hubs to simplify processes, boost team alignment, and keep your CRM running smoothly.
Snippets
Used on contact, company, deal, ticket, and custom object records, snippets are short, reusable text blocks. They can be inserted in email templates, live chat conversations, and when logging an activity or note, ensuring brand consistency and saving teams from typing out the same responses. This low-effort tool is perfect for follow-ups, questions, or onboarding new team members.
Duplicate Detection
With the help of AI, this feature automatically flags and merges contacts and companies with the same email address and domain names. When a contact is added, HubSpot will look for a matching value in the Email or Company Domain Name properties. Without this tool, your CRM data can become messy, leading to inaccurate reporting and multiple reps chasing the same lead.
The Most Underrated Sales Hub Features
Sales leaders know HubSpot for its pipeline management, but there are hidden tools in the Sales Hub that can make closing deals faster and more reliable. These features help ensure accuracy, improve efficiency, and create a stronger sales process.
Deal Pipeline Waterfall
The deal pipeline waterfall report helps sales leaders visualize changes in their deal pipeline over a specific time. It tracks the starting value, new deals created, deals moved in or out of a time window, decreases/increases in deal value, and deals lost or won. This report helps teams track pipeline health, find potential leaks, and coach reps.
Requirements to Progress
Requirements to progress is a feature that ensures specific information or criteria are completed before a deal can move forward. This helps eliminate deals moving prematurely and encourages a more robust sales process.
HubSpot Payments
This feature is fully integrated into the CRM, allowing sales teams to send quotes, share payment links, and collect revenue without leaving HubSpot. No more jumping between platforms, clunky handoffs, or chasing invoices days later. HubSpot Payments streamlines the last step of the sales process, so your new opportunity isn’t left waiting.
The Most Underrated Marketing & Content Hubs Features
HubSpot’s Marketing and Content Hubs include powerful features beyond email campaigns and social posts that can take personalization and efficiency to the next level. These tools help save time, repurpose content, and reach audiences more effectively.
Remix
This AI content tool, found in the Content Hub, helps by repurposing your existing content, which you’ve spent time and effort creating, and provides ideas for new channels, such as turning a blog post into organic social media posts or podcasts. The remix tool then tracks which channels generate the highest engagement and traffic, so you can replicate what works for you. This handy tool helps marketers save time and expand into new channels.
Workflow Suppression List
When building a workflow, you can add a pre-created suppression list of contacts that prevents these contacts from enrolling, or automatically unenrolls them if they’re already in the workflow. Regardless of the contact’s other properties (even if they meet the enrollment criteria), they will not be enrolled in the workflow. This allows marketing teams to set broader enrollment criteria while excluding certain contacts or companies.
Smart Content
This feature tailors sections on your HubSpot landing pages, blog posts, templates, and emails based on the visitor’s information, such as their lifecycle stage, location, or device type. With smart content and personalized messaging, marketers can drive higher engagement and conversion rates.
In a world where content is delivered to users 24/7, personalization is what makes you stand out. Deliver the right message at the right time with smart content.
The Most Underrated Reporting & CRM Features
Your reporting tools are only as good as the insights you get from them. HubSpot’s reporting features go beyond the basics, helping teams enrich data, prioritize leads, and uncover what really drives results.
Breeze Intelligence
HubSpot’s Breeze Intelligence is a tool powered by credits that uses AI and website activity to help identify target markets, buyer intent, and automatically enriches contacts and company data. It works seamlessly with your workflows, lists, and reports to keep your contacts and data fresh.
Lead Scoring
Assign points to leads based on their engagement with your content, like opening emails or clicking CTAs, with the lead scoring tool. This simple tool helps sales and marketing teams focus on leads that are showing buying intent and stay aligned on what a quality lead is. Users can create robust lead scoring models, but even a basic scoring model with simple rules focusing on buyer behavior can help reps focus on the right leads and close deals faster.
Custom Dashboards
HubSpot’s basic dashboards are helpful, but custom dashboards combine data across sales, marketing, and customer service, giving teams deeper insight into the most important metrics. Your team can now answer complex questions, like what’s really driving revenue and moving deals forward.
Using HubSpot’s Features to Your Advantage
HubSpot is packed with powerful features and tools designed for sales, marketing, and customer service teams, but many teams only scratch the surface. To maximize your investment and improve efficiency, it's important to leverage the features that go unnoticed.
Let’s Turn Your HubSpot into a Powerhouse
Learning about these features, figuring out how to use them, and deciding if they’re even right for your business can feel overwhelming. At Concept, our HubSpot Consulting & Support Service team is here to help.
As a Diamond Tier HubSpot Partner with over 130 HubSpot certifications, we'll guide you through which features to adopt, help you confidently use them, and provide ongoing support. Contact us today, and let’s turn your HubSpot into a powerhouse.
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