I primarily use the solution for CRM.
Director at Xander & Thomas
The integrated inbox has increased functionality but setup requires many clicks
Pros and Cons
- "It is quite customizable if I know what I am doing."
- "Sometimes, the usability is not intuitive."
- "Sometimes, the usability is not intuitive. There is a lot of work required to set it up the way I like."
What is our primary use case?
What is most valuable?
I find the integrated inbox for WhatsApp and Messenger, including the leads inbox, to be adequate. It is quite customizable if I know what I am doing.
What needs improvement?
Sometimes, the usability is not intuitive. There is a lot of work required to set it up the way I like. It is not very intuitive since I have to perform many clicks to access different windows.
For how long have I used the solution?
I have used the solution for two years.
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What do I think about the stability of the solution?
I encounter no stability issues. It is quite stable.
What do I think about the scalability of the solution?
The solution offers scalability.
How are customer service and support?
I have no issues with customer service.
How was the initial setup?
The initial setup is complex. Certain tasks need to be done.
What about the implementation team?
I installed the product independently.
What was our ROI?
Some aspects make tasks easier to accomplish, perhaps 10% to 15% more efficient.
What's my experience with pricing, setup cost, and licensing?
The cost is about the same price, currently charged monthly.
Which other solutions did I evaluate?
I prefer Pipedrive because it is easier to use and simpler.
What other advice do I have?
The overall rating is seven out of ten. It's fine.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Jan 14, 2025
Flag as inappropriateSr. Lead (Sales Support) - Intelligent Automation at UST Global
Easy to access with simple contact capabilities and a helpful chatbot system
Pros and Cons
- "Hubspot CRM also lets you make calls and send emails directly."
- "They need better UX or templates to change the mood or the look and feel."
What is our primary use case?
I use it mostly to add customer details for those I get a chance to interact with. These details could be those related to a prospect, an ongoing discussion, a converted prospect, or a non-converted contact, and so on.
We use it to keep track of and record leads created as well as their ongoing status. It helps me to recover any lead using a name, company name, etc.
You can also add lead sources as created from any campaign, external or internal inquiries, or your own sourcing. Also keeps a track record of emails sent and opened by the target audience and helps in figuring out genuine interest.
How has it helped my organization?
This solution basically keeps a track record of every contact added with necessary contact information, ongoing status, remarks added, and action items to be taken by the entire hierarchy of a concerned team. My leads can be accessed by me, my senior management, or a concerned sales support team to review those leads.
This maintains a transparent record which also helps calculate an incentive for every lead converted to a deal based on existing internal rewarding schemes.
Hubspot CRM also lets you make calls and send emails directly.
What is most valuable?
Hubspot CRM can be accessed internally and externally of my organization, which helps me to add any record at any point in time.
There is transparent access throughout the hierarchy and we can see if remarks are added.
Contacting a prospect via email/call through the CRM itself is easy. Instead of jumping between multiple tools, this saves time and allows it to converse based on the latest data by looking at the screen.
The chatbot system is a great help. It provides statistics on time spent on mail and calls and other minute details.
What needs improvement?
The one area they need to fix is adding the lead source. Despite adding a lead source, I still get reminder emails and find the space empty, only to add it once again. This is becoming irritating. This issue couldn't be resolved despite our IT team trying to fix it.
They need better UX or templates to change the mood or the look and feel. Adding details all day every week can be boring. Themes can help fix the mood.
Apart from the above improvements, I don't find any other areas to improve in the next release.
For how long have I used the solution?
I've been using Hubspot CRM for close to two years.
What do I think about the stability of the solution?
The solution is stable. I've never faced any hangups or such issues.
What do I think about the scalability of the solution?
Scalability can be done in certain areas, like fixing data addition.
My organization of 30,000 is able to use it really well.
How are customer service and support?
Technical support is not up to the mark. For example, my concern about adding details on the lead source couldn't be resolved.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
Hubspot has been there since I joined. I'm not aware of any alternate solution.
How was the initial setup?
I was not involved in the initial setup.
What about the implementation team?
Likely the internal team handled the setup, however, I'm not sure.
What was our ROI?
ROI can be described in monetary terms. To me, data security, storage, and access are the core areas, and I am happy Hubspot has taken care of these.
What's my experience with pricing, setup cost, and licensing?
The solution was already there when I joined. I do not have cost details.
For user usage, you can definitely give it a try. I found it good, however, it can be improved further.
Which other solutions did I evaluate?
There was no evaluation was done. This is the first solution I've used.
What other advice do I have?
Give it a try. It's good for those who love simple UI/UX and want to get straight to the point.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
HubSpot CRM
January 2025
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Chief Innovation Officer - FOUNDER- Channels Strategy - Nebulai - A Digital Transformation Corp. at Nebulai
User-friendly, flexible, and can be integrated with other tools to enhance productivity
Pros and Cons
- "The tool is user-friendly."
What is our primary use case?
We use the solution to host all our customer management and sales. We also use it for lead tracking. We see what's working and move in different stages. We have several stages of the sales process. The solution helps us follow up with the sales team members and see their efforts with a specific client or opportunity.
We also have a tier-two campaign. If the campaign becomes a lead, it goes into HubSpot for follow-up and engagement. We use Apollo. It ties to HubSpot when it gets a lead. The lead is sent to HubSpot and is followed up with.
What is most valuable?
The solution is flexible. We can integrate it with other products. It is very effective. It is often preferred in the industry, so we have many opportunities to integrate it with many other tools to enhance productivity. The tool is user-friendly.
How was the initial setup?
The initial setup was fairly easy. We have people who understand the process. They did a very quick job. The technical project manager deployed the tool in our organization.
What's my experience with pricing, setup cost, and licensing?
The vendor has been very accommodating. We're startups. They have given us a pretty decent price.
Which other solutions did I evaluate?
The product is not like Salesforce or Oracle, but it's strong enough to drive the business.
What other advice do I have?
HubSpot is suitable for small and medium businesses. The email tracking is done through Apollo. It is absolutely necessary. We need to have a way to track the emails. It gives us intelligence about what is going on with the tool. The dashboard is necessary to figure out what is going on. Overall, I rate the product a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Jun 23, 2024
Flag as inappropriateExecutive - Marketing Automation at a tech services company with 1,001-5,000 employees
Clear workflow, provide timely support and stable product
Pros and Cons
- "The best thing about HubSpot is its clear workflow. Anyone can understand the flows of your contacts, your emails, their delivery dates, and the reasons behind their movements."
- "There is a limitation with the integration with other tools or workflows."
What is our primary use case?
I mostly use it for CRM functionalities. I use it for online marketing automation, particularly email marketing.
How has it helped my organization?
HubSpot email tracking and notification feature with sales follow-ups is good. You can easily track very much by UTM, so if you add it in your mails or notifications.
What is most valuable?
The best thing about HubSpot is its clear workflow. Anyone can understand the flows of your contacts, your emails, their delivery dates, and the reasons behind their movements.
The workflows and reporting features make everything so much easier and clearer. Whatever I have used has been a perfect fit for my needs.
What needs improvement?
There is a limitation with the integration with other tools or workflows, but we have to take all the tools that are easily integrated with HubSpot; otherwise, you have to use the API to connect with HubSpot. We have both options available, easy to use as well as through the API.
One more thing that we cannot use in HubSpot is, for that reason, we have to get another subscription. If you have one company and they have two other branches, you can only use one company's website at once. You cannot use two companies' logos and one email via HubSpot.
Picture this scenario: the parent company is Alphabet, and Google is a company under Alphabet. If Alphabet has a license for HubSpot CRM, they have to buy a different license for Google.
So, you can only use one of your business units at once.
For how long have I used the solution?
I have been using it for a year.
What do I think about the stability of the solution?
I haven't found any bugs up to date. So, it has been a stable product for me.
What do I think about the scalability of the solution?
We have two clients. We use it at an enterprise level.
How are customer service and support?
I am happy with the support coming from HubSpot.
I'm very happy with it because they provide timely responses. I can just write a question and get a quick answer. Sometimes we even call and solve it together.
How was the initial setup?
It's not that difficult to set up. The setup time was manageable for our internal teams. Also, they offer 24-hour support if you have that account, and they'll help you with everything.
What's my experience with pricing, setup cost, and licensing?
The pricing is in a midrange if you line up the marketing tools.
It is worth the money.
What other advice do I have?
I would recommend going for HubSpot because if your data is inside HubSpot, you can easily use and manipulate it throughout your campaign.
If your data is in Salesforce, you would need to integrate it with HubSpot, which might lead to bidirectional issues. There are concerns when you have to connect to other tools.
Overall, I would rate the solution an eight out of ten. The workflows are easy to create compared to others, and their reporting and dashboarding are also very awesome. Everything is so much detailed about it.
The curating emails make things easier than other tools. But I'll cut down two points just because of the pricing, and we cannot send different business unit emails from the same account.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: May 7, 2024
Flag as inappropriateFounder at Full Stack RevOps
Helps in client and workflow management but needs to have a better scoring feature
Pros and Cons
- "We can track clients through the system, which is a great feature. It supports cross-functional teams."
- "The scoring functionality in Salesforce is better. HubSpot CRM should improve its scoring feature."
What is our primary use case?
We use HubSpot CRM for client management. It helps us to understand where clients come from.
How has it helped my organization?
HubSpot CRM helps in workflow management and understanding who your contacts are.
What is most valuable?
We can track clients through the system, which is a great feature. It supports cross-functional teams.
What needs improvement?
The scoring functionality in Salesforce is better. HubSpot CRM could improve its scoring feature to help in the seamless handoff to sales.
For how long have I used the solution?
I have been using the solution since 2019.
What do I think about the stability of the solution?
I rate HubSpot CRM's stability an eight out of ten. To date, I haven't run into any downtime issues with HubSpot.
What do I think about the scalability of the solution?
I rate the tool's scalability an eight out of ten. It will definitely grow with your team.
How are customer service and support?
HubSpot CRM's technical support is responsive.
How would you rate customer service and support?
Positive
How was the initial setup?
HubSpot CRM's installation is both simple and complex. Sometimes, it is simple and takes only a few hours to complete. There are times when clients require heavy customization. It is beneficial to have someone who understands the ecosystem.
What was our ROI?
We have seen ROI with the tool's use both from a revenue basis as well as from the point of view of optimizing our team's time.
What other advice do I have?
Deploy HubSpot CRM with someone who has done it successfully in the past. It is a solid platform, and I rate it a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Sales Operations and Enablement Manager at a consultancy with 1-10 employees
A simple-to-use, scalable, and stable solution with very good support
Pros and Cons
- "It's fairly simple to use. For configuration, it provides quite a bit of information to the salespeople at the fingertips."
- "I believe it's tailored for companies that are well-lined up for inbound sales. They have rich content, and they can generate leads and capture leads on all the channels and websites, but if you are focusing on or depending on outbounds, it lacks the capabilities that are being offered by companies that focus on outreach, such as Salesloft or Outreach. It mainly lacks cadences for salespeople."
What is our primary use case?
We use it to have a seamless flow and data continuity between marketing, sales, and customer success teams from a revenue operations perspective.
What is most valuable?
It's fairly simple to use and when well configured, provides a wealth of information to the salespeople at their fingertips.
What needs improvement?
HubSpot is best suited for companies that are content-rich and have a multichannel approach to lead generation. For those who still depend largely on outbound, a sales engagement solution like Reply.io or Salesloft would be an ideal companion.
For how long have I used the solution?
I have been using this solution for a year.
What do I think about the stability of the solution?
It's stable. I'd rate it a 10 out of 10 in terms of stability.
What do I think about the scalability of the solution?
Based on my experience, it's a 10 out of 10 in terms of scalability.
How are customer service and support?
Their support is very good. I'd rate them a 10 out of 10.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We were using Pipedrive. We switched because of a holistic view of the revenue process.
How was the initial setup?
We were transitioning from Pipedrive. It took two months to transition, including all preparations and considerations. Implementing the CRM in the sales organization, including training and getting people up to speed, took about six weeks. View it as an ongoing process, as you keep iterating as you learn.
I have also used Zoho and some other less popular CRMs, and based on my experience with both, I'd rate HubSpot a nine out of 10 in terms of the setup. There's always room for improvement, but it's good.
What about the implementation team?
We implemented the solution in-house and had professional consultants on fractional engagement.
What was our ROI?
Tools don't bring ROI unless they're fully aligned with processes. You really need to have all revenue teams on HubSpot and ensure handoff is well orchestrated, to get the picture. Invest in sales ops, hire consultants who will ensure data continuity, and implement workflow automation.
What's my experience with pricing, setup cost, and licensing?
It's in the upper range. If 10 represents the most expensive, I'd rate it a 7 out of 10. Packaging makes the more advanced versions too expensive for small teams, you need to have five salespeople before moving to the professional edition makes sense. The entry-level packages while affordable, lack functionalities that are essential for high-velocity sales execution.
Which other solutions did I evaluate?
Salesforce is always an option to be considered.
What other advice do I have?
Before implementing this solution, I'd advise considering whether you depend on inbound or outbound. If you are squarely into outbound, then HubSpot as a system of records will do the job, but it probably would not be super efficient for salespeople. If you are dependent on inbound, put everyone on HubSpot, which includes marketing, content, sales, and customer support, and then build the automation. Invest in automation, invest in workflows, and develop good reporting systems to make sure that you understand what's happening so that you can improve.
I'd rate this solution an eight out of 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Partner delaware Singapore at delaware Singapore
A flexible and scalable solution that provides a nice overview of an organization’s sales funnel
Pros and Cons
- "The reporting is very flexible."
- "We had a problem with the tool’s stability once."
What is our primary use case?
We use the product to manage our sales funnel and for marketing purposes. We do mass mailings.
What is most valuable?
I have a whole sales team, so I find it very convenient to run my sales funnel in it, keep an overview of who is performing how, and at which stage certain deals are to make sure nothing goes stale. The reporting is very flexible. It can be tailor-made according to our needs. I really like the UI. It's very convenient. It gives me a nice overview of my sales funnel. I can easily filter and see which deals are whose and what is the due date.
What needs improvement?
We had a problem with the tool’s stability once.
For how long have I used the solution?
I have been using the solution for around five years. I am using the latest version of the solution.
What do I think about the stability of the solution?
I rate the stability a nine out of ten.
What do I think about the scalability of the solution?
We use the solution in seven or eight countries around the globe. We have managed 300,000,000 in sales through it. I believe it is scalable enough. The usage will grow with the company. We grow 20 to 25% per year. As a consequence, the volume and the number of users will grow. In my entity, 15 people are using the tool. Around 400 to 500 people might be using the solution in our organization globally.
How was the initial setup?
A team in Europe does the setup for us. Typically, when we ask them something, it takes a little while before they get it done. I do not know if it is related to the team or the tool. When we started using it, we never really had a lot of work around it.
What about the implementation team?
We decided to start using the product because some of our other entities in Delaware use it. We started with the template that another entity was already using. It didn't take much time. It was done in a matter of a week or two. It was very quick. We have one person who manages the tool. I don't know if she works with others to get things done. I take all my queries to her, and she ensures that my problems disappear.
What's my experience with pricing, setup cost, and licensing?
We pay a subscription fee for the product.
What other advice do I have?
We're not power users. I use the basic functionality of the solution. I recommend HubSpot. The main reason why I recommend HubSpot is that it is very easy to learn. It is a flexible tool. It's not overly complex, and it is quick to adopt. Overall, I rate the product an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Engineering Consltant at a computer software company with 51-200 employees
Effectively integrates with other email tools and website
Pros and Cons
- "It was quite stable. I didn't notice any specific issues or downtime"
- "The only thing that was tough was that the functionality was very dependent on the licensing level. So there were many things I wanted to do, but then I'd have to add on different licenses or purchase different add-ons."
What is our primary use case?
It integrated with the emailing tools, so that was really helpful. The fact that you could go right to the CRM and track communications in terms of your emails to and from prospects. That was probably the most helpful. It's a really simple tool, very easy to manage. It was very easy for even one person to manage it. For example, if I made the list in Excel and then converted it into an XML format and uploaded it, that was really easy.
What is most valuable?
I integrated Hubspot CRM into my website. If somebody who was on my list went to my website, I could get analytics on that. That was really helpful.
What needs improvement?
The only thing that was tough was that the functionality was very dependent on the licensing level. So there were many things I wanted to do, but then I'd have to add on different licenses or purchase different add-ons.
For how long have I used the solution?
I have experience using this solution.
What do I think about the stability of the solution?
It was quite stable. I didn't notice any specific issues or downtime, so I'd rate it a nine out of ten.
What do I think about the scalability of the solution?
It is a scalable solution.
How are customer service and support?
The customer service and support were okay. The lower levels are more focused on troubleshooting, and then you actually need to email and then call for support with certain plans.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
I used HubSpot for a small business. Over twelve months ago, I used Salesforce.
How was the initial setup?
The initial setup was pretty straightforward. It was easy to install and get up and running.
What's my experience with pricing, setup cost, and licensing?
The licensing was pretty good, at least for a small business level. It was really affordable.
What other advice do I have?
Overall, I would rate the solution a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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