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How Much of Your HubSpot Are You Actually Using?

Most companies use less than 50% of the tools they're paying for. This 5-minute assessment shows you exactly where the gaps are. No login required, no technical knowledge needed.

You won't need to open your HubSpot portal to complete this. We're not asking for metrics or data points, just your honest perception of which tools your team uses, which ones you've tried, and which ones you didn't know existed.

The results will show you:

Your usage score for each Hub you own
The specific tools and features you're paying for but not using
Where your biggest ROI recovery opportunities are

It takes about 5 minutes. Let's find out what you're missing.

✓ No HubSpot login needed
✓ No technical knowledge required
✓ Takes about 5 minutes
✓ Instant results

Which HubSpot Products Do You Have?

Select all the Hubs included in your HubSpot subscription. Not sure? Check your HubSpot account under Settings → Account & Billing, or just select the ones you know about.

Marketing Hub Email marketing, forms, landing pages, ads, automation

Sales Hub Deal pipelines, sequences, quotes, forecasting

Service Hub Tickets, help desk, knowledge base, customer feedback

Content Hub Website pages, blog, SEO tools, content management

Data Hub Data sync, data quality tools, custom data model

Commerce Hub Quotes, invoices, payments, subscriptions

What tier are you on?

If you're not sure, select "I'm not sure" and we'll show you all available features.

Note: CRM & Portal Foundations will always be included (everyone has CRM). We'll only ask about the Hubs you select above.

Your CRM & Portal Foundations

These tools and settings are available to every HubSpot user regardless of which Hubs you have. They're the foundation everything else is built on.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

1.1

Contact records & activity timeline ⓘ

Viewing contact details, tracking emails, calls, meetings, and notes on each record

1.2

Company records & associations ⓘ

Linking contacts to companies, viewing company-level activity and insights

1.3

Custom properties ⓘ

Creating your own fields beyond the defaults (e.g., industry-specific data, internal categories)

1.4

List segmentation ⓘ

Creating static and active lists to segment contacts by behavior, properties, or lifecycle stage

1.5

Lifecycle stages ⓘ

Using lifecycle stages (Subscriber → Lead → MQL → SQL → Customer) to track contact progression

1.6

Contact & company import/export ⓘ

Bulk importing contacts from CSV, exporting data for analysis

1.7

Deal pipelines ⓘ

Using deal stages to track sales opportunities from first contact to close

1.8

Multiple pipelines ⓘ

Using separate pipelines for different sales processes, products, or teams

1.9

Required fields on deal stages ⓘ

Enforcing that certain information is filled in before a deal can move to the next stage

1.10

Deal tags & prioritization ⓘ

Using color tags or custom properties to flag important deals

1.11

Task management ⓘ

Creating and tracking tasks for follow-ups, deadlines, and assignments

1.12

Email integration (Gmail/Outlook) ⓘ

Connecting your email so conversations automatically log to CRM records

1.13

Meeting scheduler ⓘ

Sharing a booking link so prospects/clients can schedule meetings directly

1.14

Calling from HubSpot ⓘ

Making calls directly from CRM records with automatic logging and optional recording

1.15

HubSpot mobile app ⓘ

Using the HubSpot app on iOS/Android for CRM access on the go

1.16

Dashboards ⓘ

Using dashboards to visualize key metrics for marketing, sales, or service

1.17

Standard reports ⓘ

Using HubSpot's pre-built reports for common questions (traffic, deals, emails)

1.18

Custom reports ⓘ

— Building your own reports combining data across contacts, companies, deals, and activities

1.19

Attribution reporting ⓘ

— Tracking which marketing touches and channels contributed to deals and revenue

1.20

User roles & permissions ⓘ

Setting up appropriate access levels for different team members (not everyone as super admin)

1.21

Two-factor authentication (2FA) ⓘ

Requiring 2FA for all users accessing the portal

1.22

Teams ⓘ

— Organizing users into teams for better reporting, lead rotation, and access control

1.23

Branding kit ⓘ

Setting up company logo, brand colors, and fonts in HubSpot defaults for consistent branding across tools

1.24

Data backup ⓘ

Having HubSpot's data backup tool enabled for your account

1.25

Connected integrations ⓘ

Having third-party apps (Slack, Google Workspace, accounting, etc.) integrated with HubSpot

1.26

Data sync ⓘ

Using two-way sync between HubSpot and other tools so data stays consistent across systems

1.27

Google Analytics integration ⓘ

Connecting HubSpot with Google Analytics for unified tracking

1.28

Simple workflows ⓘ

Using automated actions like sending emails after form submission, assigning leads, or updating properties

1.29

Complex workflows ⓘ

— Multi-branch workflows with if/then logic, delays, and multiple triggers

1.30

Workflow-based lead assignment ⓘ

Automatically assigning new leads to the right sales rep based on criteria

1.31

Breeze Copilot ⓘ

Using AI assistant for writing emails, summarizing records, or generating content

1.32

Breeze Intelligence ⓘ

Using AI-powered data enrichment and buyer intent signals

1.33

Breeze Agents ⓘ

Using AI agents for prospecting, customer service, content, or social media

0 of 33 answered

Marketing Hub Tools

Marketing Hub includes tools for attracting visitors, converting leads, and running campaigns. Here's what's available in your subscription.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

2.1

Marketing emails ⓘ

Sending branded email campaigns to contact segments

2.2

Email templates & drag-and-drop editor ⓘ

Using HubSpot's email builder with branded templates

2.3

Email automation ⓘ

Triggering emails automatically based on form submissions, behavior, or workflows

2.4

A/B testing for emails ⓘ

— Testing subject lines, content, or send times

2.5

Email health & deliverability monitoring ⓘ

Tracking bounce rates, spam complaints, and email domain health (DKIM/SPF/DMARC)

2.6

Subscription types & preferences ⓘ

Giving contacts options to choose which types of emails they receive

2.7

Forms ⓘ

Using HubSpot forms to capture leads on your website

2.8

Landing pages ⓘ

Creating dedicated landing pages for campaigns, offers, or events

2.9

Pop-up forms (CTAs) ⓘ

Using pop-ups, slide-ins, or embedded CTAs to capture attention and conversions

2.10

Live chat & chatbots ⓘ

Using chat widgets on your website for lead capture or customer questions

2.11

Progressive profiling ⓘ

— Showing different form fields to returning visitors to gradually collect more data

2.12

Ad account connections ⓘ

Connecting Google, Facebook, LinkedIn ad accounts to HubSpot

2.13

Ad audience sync ⓘ

Creating ad audiences from HubSpot contact lists

2.14

Ad attribution ⓘ

Tracking which ads generate contacts and deals, not just clicks

2.15

Ad retargeting ⓘ

Showing ads to website visitors or contacts based on HubSpot data

2.16

Social media publishing ⓘ

Scheduling and publishing posts to LinkedIn, Facebook, Instagram, X from HubSpot

2.17

Social monitoring ⓘ

Tracking mentions, comments, and engagement

2.18

Social reporting ⓘ

Measuring social media performance and ROI in HubSpot

2.19

Lead scoring ⓘ

— Automatically scoring contacts based on behavior and properties to identify sales-ready leads

2.20

Marketing automation workflows ⓘ

Multi-step nurturing sequences triggered by behavior, properties, or time

2.21

Campaign tool ⓘ

Grouping related assets (emails, landing pages, CTAs, social posts) into campaigns for unified tracking

2.22

ABM (Account-Based Marketing) tools ⓘ

— Target accounts, company scoring, account overview dashboard

2.23

Website traffic analytics ⓘ

Monitoring traffic sources, page performance, and visitor behavior in HubSpot

2.24

SEO recommendations ⓘ

Using HubSpot's SEO tool to identify optimization opportunities

2.25

Marketing analytics dashboards ⓘ

Using pre-built or custom dashboards for marketing performance

0 of 25 answered

Sales Hub Tools

Sales Hub gives your sales team everything they need to manage deals, communicate with prospects, and close revenue efficiently.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

3.1

Email templates ⓘ

Reusable email templates for common sales messages

3.2

Email tracking & notifications ⓘ

Getting notified when a prospect opens your email or clicks a link

3.3

Sequences ⓘ

— Automated multi-step outreach (email + task reminders) for prospecting

3.4

Snippets ⓘ

Saved text blocks that can be inserted quickly into emails or chat

3.5

Documents ⓘ

Sharing trackable documents (proposals, presentations) and seeing who viewed them

3.6

Pipeline automation ⓘ

— Automatically triggering tasks, notifications, or property changes when a deal moves stages

3.7

Forecasting ⓘ

— Using HubSpot's forecasting tool to project revenue based on pipeline data

3.8

Deal scoring ⓘ

— Automatically scoring deals based on likelihood to close

3.9

Playbooks ⓘ

— Guided selling scripts and checklists reps can follow during calls

3.10

Products & line items ⓘ

Using a product library and adding line items to deals for accurate revenue tracking

3.11

Quotes ⓘ

Creating and sending branded quotes from deal records

3.12

E-signatures ⓘ

Collecting electronic signatures on quotes within HubSpot

3.13

Payment collection via quotes ⓘ

Accepting payments directly through HubSpot quotes

3.14

Sales dashboards & reports ⓘ

Using dashboards to track team performance, deal velocity, win rates

3.15

Conversation intelligence ⓘ

— AI-powered call analysis with transcription, coaching insights, and keyword tracking

3.16

Sales analytics ⓘ

— Detailed reports on rep activity, sequence performance, and pipeline metrics

0 of 16 answered

Service Hub Tools

Service Hub provides tools for customer support, satisfaction measurement, and customer success management.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

4.1

Ticketing system ⓘ

Logging and tracking customer issues as tickets with statuses and assignments

4.2

Ticket pipelines ⓘ

Organizing tickets through defined stages (New → In Progress → Resolved)

4.3

Shared inbox ⓘ

Managing incoming emails and chats from a central team inbox

4.4

SLA management ⓘ

— Setting and tracking response time and resolution time commitments

4.5

Ticket automation ⓘ

— Auto-routing tickets, escalation rules, and status updates

4.6

Knowledge base ⓘ

— Publishing help articles customers can search before contacting support

4.7

Customer portal ⓘ

— Giving customers a login to view and track their own tickets

4.8

Chatbots for support ⓘ

Using chatbot flows to deflect common questions before involving a rep

4.9

Customer feedback surveys (NPS, CSAT, CES) ⓘ

— Collecting and tracking customer satisfaction scores

4.10

Customer health scoring ⓘ

— Tracking signals that indicate customer satisfaction or churn risk

4.11

Service analytics & dashboards ⓘ

Tracking ticket volume, resolution times, and team performance

0 of 11 answered

Content Hub Tools

Content Hub manages your website, blog, and content strategy - all connected to your CRM data.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

5.1

Website pages ⓘ

Building and managing website pages in HubSpot CMS

5.2

Blog ⓘ

Publishing blog posts through HubSpot's blog tool

5.3

Smart content ⓘ

— Showing different content to different visitors based on CRM data or behavior

5.4

A/B testing for pages ⓘ

— Testing different page versions to optimize conversions

5.5

Content staging ⓘ

— Building new website sections in a safe staging environment before going live

5.6

SEO recommendations ⓘ

Using HubSpot's SEO scanner to find and fix optimization issues

5.7

Topic clusters / pillar pages ⓘ

Organizing content into topic clusters for better search performance

5.8

Google Search Console integration ⓘ

Viewing search performance data directly in HubSpot

5.9

Video hosting & management ⓘ

— Hosting videos in HubSpot with CTAs and performance tracking

5.10

Design manager & custom templates ⓘ

Using or creating custom page templates and modules

0 of 10 answered

Data Hub Tools

Data Hub focuses on data quality, synchronization, and keeping your CRM clean and reliable.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

6.1

Data sync ⓘ

Two-way sync between HubSpot and other tools (ERPs, databases, other CRMs)

6.2

Data quality tools ⓘ

Monitoring property fill rates, formatting issues, and data health trends

6.3

Duplicate management ⓘ

— Using AI to identify and merge duplicate contacts and companies

6.4

Data quality automation ⓘ

— Workflows that automatically fix formatting, standardize values, or clean properties

6.5

Custom data model / custom objects ⓘ

— Creating custom objects (beyond contacts, companies, deals, tickets) for your unique data needs

6.6

Datasets for reporting ⓘ

— Creating reusable data collections that power custom reports

0 of 6 answered

Commerce Hub Tools

Commerce Hub handles the quote-to-cash process from proposals to payments, all within HubSpot.

For each tool or feature, select the option that best describes your team's usage:

Tool / Feature

We use this actively

We've tried it / sometimes

We know about it, don't use it

Didn't know we had this

7.1

Quotes & proposals ⓘ

Creating branded quotes with line items, terms, and e-signatures

7.2

Invoicing ⓘ

Sending invoices directly from HubSpot with payment links

7.3

Payment collection ⓘ

Accepting payments via HubSpot Payments or Stripe integration

7.4

Subscription management ⓘ

Managing recurring billing and subscription lifecycles

7.5

Payment links ⓘ

Creating shareable payment links for one-time or recurring charges

0 of 5 answered

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Your HubSpot Usage Score: —%

Usage by Hub

75-100%: Strong usage 50-74%: Room to grow 25-49%: Significant gaps 0-24%: Major opportunities

Your Biggest Opportunities

What This Means for Your Investment

The features you're not using aren't extras - they're capabilities you're already paying for.

The most common reasons for these gaps might be: the initial setup was incomplete. HubSpot evolved over time. The team that configured it has moved on. Or simply, no one knew these tools even existed. The good news is that every one of these gaps is fixable.

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