10 Must-Know HubSpot Features for Business Success

HubSpot has become a game-changer for businesses of all sizes—from solo entrepreneurs to enterprises with thousands of employees. Known as a market-leading CRM, sales, and marketing platform, HubSpot offers a powerful suite of tools across its Marketing, Sales, Service, Operations, and CMS Hubs.

What makes HubSpot stand out is its ability to scale with your business. Whether you need to generate leads, manage customer relationships, automate marketing, or analyze business performance, HubSpot brings everything into one centralized platform. With low-cost plans, seamless integrations, and user-friendly features, it has become the go-to CRM for SMBs and startups.

As we step into 2025, HubSpot continues to innovate. Let’s explore the top 10 HubSpot features every business must know to maximize growth, efficiency, and customer engagement.

1. Snippets: Save Time with Reusable Text Blocks

HubSpot’s Snippets feature lets you create short, reusable text blocks that can be inserted into emails, notes, and ticket replies. Think of them as “mini templates” that save your team hours of repetitive typing.

Consistency in messaging is key for brand trust, and Snippets ensure your teams deliver quick, accurate, and uniform communication.

Key Benefits:

• Quickly insert FAQs, call follow-ups, or onboarding steps.
• Maintain consistent messaging across your team.
• Save time by avoiding repetitive typing.
• Insert snippets with simple shortcuts (like hashtags).

2. Goals: Align Teams with Measurable Targets

HubSpot’s Goals feature helps you set, track, and manage measurable targets across sales, marketing, and service teams. Whether you’re aiming to increase revenue, improve customer satisfaction, or enhance marketing reach, Goals ensure everyone stays aligned.

Setting clear targets drives accountability and ensures all departments work toward a shared vision.

Key Benefits:

• Create goals from predefined templates or from scratch.
• Assign goals to individuals or entire departments.
• Monitor progress through real-time dashboards.
• Make data-driven adjustments to stay on track.

3. Custom Reports: Tailor Data to Business Needs

Most businesses rely on default reports, but HubSpot’s Custom Reports give you the power to analyze data the way you need. 

You can combine and visualize data from marketing, sales, service, and even external platforms like ad networks. Every business is unique—customized reports ensure you’re tracking the right metrics for success.

Key Benefits:

• Build reports from scratch using the Custom Report Builder.
• Filter and configure data for deeper insights.
• Connect reports to business strategy and outcomes.
• Go beyond standard dashboards to uncover trends.

4. Target Accounts: Focus on High-Value Opportunities

HubSpot’s Target Accounts feature is perfect for businesses using Account-Based Marketing (ABM). It helps sales and marketing teams focus on high-priority companies and centralizes all account data in one place. Not all leads are equal—Target Accounts helps you prioritize accounts most likely to generate revenue.

Key Benefits:

• Designate companies as target accounts.
• Track buying roles, deal progress, and recent activity.
• Segment accounts using your Ideal Customer Profile (ICP).
• Improve conversion rates with personalized outreach.

5. HubSpot Payments: Simplify Revenue Collection

With HubSpot Payments, you can send quotes, share payment links, and collect revenue—all without leaving the CRM. It supports one-time and recurring payments, making transactions seamless. By keeping payments and customer data in one system, businesses maintain a single source of truth.

Key Benefits:

• Create branded quotes with built-in payment options.
• Collect payments instantly via secure links.
• Generate revenue reports directly in HubSpot.
• Option to connect an existing Stripe account.

6. Custom Dashboards: Visualize What Matters Most

Custom Dashboards let you centralize multiple reports and KPIs in one personalized view. Instead of relying on generic dashboards, you can track exactly what matters to your team.

Why it matters: Teams make better decisions when they can see real-time performance tailored to their goals.

Key Benefits:

• Build dashboards for sales, marketing, or customer service.
• Display multiple reports in a single interface.
• Tailor data views for executives, managers, or team members.
• Monitor performance across campaigns and pipelines.

7. Lead Scoring: Prioritize the Right Prospects

HubSpot’s Lead Scoring automatically assigns points to contacts and companies based on engagement and behavior. For example, visiting a pricing page or opening multiple emails could increase a lead’s score. Lead Scoring enables sales teams to focus on prospects with real buying intent, rather than wasting time on cold leads.

Key Benefits:

• Customize positive and negative scoring criteria.
• Automate workflows to pass qualified leads to sales.
• Segment contacts based on their score.
• Align sales and marketing efforts on lead quality.

8. Duplicate Detection: Keep Your Data Clean

Duplicate records can confuse teams and hurt customer relationships. HubSpot’s Duplicate Detection uses AI to flag potential duplicates and makes merging effortless.

Why it matters: Clean, accurate data ensures better reporting and customer interactions.

Key Benefits:

• Detecting duplicate contacts and companies.
• Compare records side-by-side for accuracy.
• Merge duplicates manually or automatically.
• Maintain a unified view of each customer.

9. Smart Content: Deliver Personalized Experiences

With Smart Content, you can customize emails, landing pages, CTAs, and on-page text based on who’s viewing them. Whether it’s a new visitor or a long-time customer, Smart Content ensures relevancy. Personalized content grabs attention and drives higher engagement.

Key Benefits:

• Customize content based on lifecycle stage, persona, or location.
• Show different versions of text, images, or CTAs.
• Increase conversions with relevant messaging.
• Avoid duplicating effort with dynamic rules.

10. Content Remix: Repurpose Content with AI

HubSpot’s Content Remix uses AI to repurpose existing content into new formats—blogs, podcasts, social media posts, and more. It helps you extend the lifespan of your best-performing content.

Why it matters: Repurposing saves time, expands reach, and ensures consistent messaging across platforms.

Key Benefits:

• Transform blogs into engaging podcasts, videos, or social media posts.
• Use AI to identify and repurpose high-performing content.
• Broaden audience reach across multiple channels.
• Track which channels generate the best engagement.

Final Thoughts

HubSpot continues to prove why it’s a market leader in CRM and marketing automation. These 10 features—Snippets, Goals, Custom Reports, Target Accounts, HubSpot Payments, Custom Dashboards, Lead Scoring, Duplicate Detection, Smart Content, and Content Remix—are must-knows for 2025.

By mastering these tools, businesses can save time, align teams, improve customer engagement, and unlock new growth opportunities. Whether you’re just starting with HubSpot or scaling to enterprise-level, these features will help you build stronger customer relationships and maximize ROI.

Whether you’re using HubSpot, Salesforce, or both, the right strategy can transform your business. Partner with one of the best Salesforce consulting companies, like Cloud Analogy, to unlock innovation and efficiency. 

From seamless integrations, advanced implementation, and easy customization to powerful Salesforce application development, we help you achieve growth, automation, and success. Let’s work together to transform your business operations like never before.