Choosing the Right HubSpot Seat Type: A Simple Guide

Think of HubSpot seats as puzzle pieces in your business operations. When each team member has the right piece, your customer journey will be on track.

When they don't, confusion will arise, opportunities will fall out of place, and you will essentially be wasting your resources. 

To help you optimise your allocation, let's break down HubSpot's three seat types.

View-only Seats: Monitoring Without Modifying

View-only Seats provide access to HubSpot's reporting capabilities without edit permissions. These seats are ideal for executives and business leaders who need visibility into performance metrics but don't require hands-on platform access. 

 These seats allow users to:

• View reports and dashboards
• Monitor KPIs
• Review campaigns and lists

A CFO who needs to track revenue growth and campaign performance but won’t be making edits? A View-Only Seat is the perfect choice, saving costs while providing the necessary insights.

Core Seats: Powering Your Daily HubSpot Operations

Core Seats form the foundation of your HubSpot operations, providing edit access to purchased Hubs and connection to the Smart CRM. These seats are designed for marketers, administrators, developers, and operations staff who need comprehensive system access.

Users with Core Seats can:

• Edit data and records
• Create and send marketing emails
• Build website content or campaign assets
• Maintain integrations
• Manage workflows and generate reports

A marketing team member who builds campaigns and tracks engagement needs a Core Seat for full functionality.

Sales & Service Hub Seats: Supercharge Your Revenue Teams 

Sales & Service Hub Seats include everything in Core Seats plus specialised tools for customer-facing teams. These specialised seats are essential for sales representatives, service teams, and enablement staff. 

These seats enable users to:

• Set up lead rotation
• Make calls and send prospecting emails
• Create and use playbooks
• Manage forecasting
• Handle ticket and conversation routing

A Support Rep managing incoming tickets across multiple channels needs a Service Seat to communicate directly with customers.

How to Choose the Right Seat

Titles alone don’t determine the correct seat type—daily tasks do. Consider these key questions before allocating seats:

• Does this person need to work with the data or only view it?
• Do they perform specialised sales or service functions?
• What specific actions do they take in HubSpot daily?

How Our Team Can Help

BlueOshan is a diamond-tier solution partner. We specialise in helping businesses using HubSpot CRM maximise their investment.

Our experts can assess your teams, understand your unique needs, and recommend the optimal seat distribution to drive productivity and ROI.

Need help selecting the right HubSpot seats? Contact Blueoshan today for a tailored consultation that ensures your team has the perfect fit!