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RahulVal - PeerSpot reviewer
Sr. Lead (Sales Support) - Intelligent Automation at UST Global
Vendor
Top 10
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.

Buyer's Guide
HubSpot CRM
December 2024
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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.
PeerSpot user
Saba Perwez - PeerSpot reviewer
Executive - Marketing Automation at a tech services company with 1,001-5,000 employees
Real User
Top 5
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.
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Buyer's Guide
HubSpot CRM
December 2024
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
824,067 professionals have used our research since 2012.
Salesforce Consultant at Freelance
Consultant
Top 20
Seamless integration for seamless updates and tracking
Pros and Cons
  • "It avoids creating duplicate records by updating Salesforce automatically when changes occur in HubSpot CRM."
  • "When the system fails to load data, the error messages are not user-friendly and can be confusing."

What is our primary use case?

My primary use case involves working with HubSpot CRM integrated with Salesforce. My role is to assist in integrating HubSpot's activities into Salesforce, specifically to view recent activity from HubSpot within Salesforce. I serve as an end user, logging in to address issues identified by others in the Salesforce team.

What is most valuable?

HubSpot CRM provides two-way integration with Salesforce, enabling seamless updates and activity tracking. It avoids creating duplicate records by updating Salesforce automatically when changes occur in HubSpot CRM. The integration process is quick and efficient, and the solution offers comprehensive reporting and tracking capabilities. Additionally, the CRM tool is supported by effective email and calendar functionalities.

What needs improvement?

When the system fails to load data, the error messages are not user-friendly and can be confusing. There should be more explicit and detailed error messages to provide clarity. There is a need for improvement in technical support, especially in terms of providing real-time assistance, such as access to live agents and accurate notifications of service hours.

For how long have I used the solution?

I have used HubSpot CRM for approximately one to two months.

What do I think about the stability of the solution?

During my interaction with HubSpot CRM, there have been no notable outages or significant downtimes.

What do I think about the scalability of the solution?

HubSpot CRM serves both marketing and CRM functions in one application. The ease of creating sandboxes and production environments is commendable, and integration with the system takes roughly thirty minutes.

How are customer service and support?

There is room for improvement in technical support. Improvements could be made by providing availability of live agents during working hours and establishing a system similar to Salesforce for direct live agent engagement.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

In my current role, I have not used a different CRM solution before HubSpot. However, prior to taking a break, there might have been other applications I worked with, but I don't remember their names.

What other advice do I have?

I would rate HubSpot CRM an eight out of ten. Unfortunately, I am not able to provide specific advice or recommendations to new users, as my interaction with the product has been limited.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Howard Travers - PeerSpot reviewer
Head of Technology Alliances at Solidatus
Real User
An easy-to-use solution that can be used as a CRM platform and a marketing tool
Pros and Cons
  • "It's very easy to use and configure HubSpot CRM."
  • "HubSpot CRM should include better scanning of business cards and getting content in."

What is our primary use case?

We're using HubSpot CRM as a CRM platform and a marketing tool.

What is most valuable?

The flexibility of using the different dashboards has been a very useful feature of HubSpot CRM. The way that we've laid out different sorts of Kanban boards has been good. The solution has a lot of flexibility. It's very easy to use and configure HubSpot CRM.

What needs improvement?

HubSpot CRM should include better scanning of business cards and getting content in. When you get automatic updates, the solution doesn't always take you to the right place to find where to fix things.

For how long have I used the solution?

I have been using HubSpot CRM for about seven years.

What do I think about the stability of the solution?

I rate HubSpot CRM a nine out of ten for stability.

What do I think about the scalability of the solution?

Since we're only 120 people, I don't know what it's like to scale beyond that. Around 55 to 60 users are using HubSpot CRM in our organization.

I rate HubSpot CRM a seven or eight out of ten for scalability.

How are customer service and support?

HubSpot CRM's technical support is good.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I previously used a different solution called Dynamics.

How was the initial setup?

The initial setup of HubSpot CRM is easy. I rate HubSpot CRM ten out of ten for the ease of its initial setup.

What about the implementation team?

It was very simple and easy to deploy HubSpot CRM. Originally, we had the free version, which took weeks to deploy. One person for a few days was required for the solution's deployment.

What other advice do I have?

I am using the current version of HubSpot CRM. The solution is deployed on-cloud in our organization.

HubSpot CRM is a good alternative for users. It is very progressive in what it's trying to do. It's improved greatly, and the software is getting better.

Overall, I rate HubSpot CRM a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer2084010 - PeerSpot reviewer
Sales Operations and Enablement Manager at a consultancy with 1-10 employees
Real User
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.
PeerSpot user
Aqib Afzal - PeerSpot reviewer
Director of Sales at Inserito Technologies
Real User
Great for managing contacts, easy to set up, and reliable
Pros and Cons
  • "The setup is very easy."
  • "Invoices were the thing we were thinking should be part of the solution, and that's been added now."

What is our primary use case?

We primarily use the solution for marketing and sales. 

What is most valuable?

Managing contacts in one place is quite useful. That way, we can have company details and contact details in one place. 

The feed of the activities, including logging a call or logging a meeting, is centralized and easy to access. Everything is managed in one place. 

You can create deal codes directly.

Now, you can invoice as well. That's a new feature in HubSpot. You can invoice directly the code that you have created and send it across to the customers, and you can create an invoice based on that code. Everything is integrated and unified in one solution. That's the best thing about HubSpot.

The setup is very easy.

It's stable.

What needs improvement?

So far, I don't see anything that needs to be improved. Sometimes it glitches, yet it's rare. 

Obviously, with every product and solution, there are always areas for improvement. That said, from my usability perspective, I don't see anything as of now which needs any kind of improvement since it's serving what we need, our use cases. 

The marketing aspect is pretty good. From a sales perspective, managing the contacts, creating tasks, logging calls, logging meetings, and emailing them, is all connected directly through Office 365 or even Google Workspace. Therefore, I don't see anything which is needed as of now. Invoices were the thing we were thinking should be part of the solution, and that's been added now.

For how long have I used the solution?

I've been using the solution for three years. 

What do I think about the stability of the solution?

The stability and reliability are great. There are no bugs or glitches, and it doesn't crash or freeze. 

What do I think about the scalability of the solution?

We have 15 people using the solution in our company.

How are customer service and support?

Technical support is amazing. 

Which solution did I use previously and why did I switch?

In the beginning, we started with a trial version of HubSpot and Salesforce, which are both top-notch CRM software. We decided to go ahead with HubSpot since we had their trial version and explored the whole platform, and decided to go ahead with it. We did our due diligence. 

How was the initial setup?

The solution is straightforward and very simple to set up.

What was our ROI?

We have seen a pretty good ROI. That's why we have used it for three years. 

What's my experience with pricing, setup cost, and licensing?

While I cannot speak to the exact pricing, it is worth the amount you pay.

What other advice do I have?

We're an end-user and customer. 

I'm not sure which version of the solution we're using. It's a SaaS solution.

It's pretty good software. We find it to be very strong. Integrations are very good. I would advise others to use the software since it's a good unified solution for all your contacts and allows the inclusion of company details, the time feed that you get from a single pane of glass perspective is useful. You can create deals, manage the deals, manage your pipeline, create codes, and then, against those codes, you can create invoices as well. There are a lot of good features out there.

I'd rate the product nine out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1854780 - PeerSpot reviewer
Security Solutions Manager at a tech services company with 11-50 employees
Real User
Effective automation, useful customization abilities, and beneficial company information lookup
Pros and Cons
  • "The most valuable feature of HubSpot CRM is the sequences of sales automation. It allows you to set up a bunch of leads into a sequence, and it automatically generates emails that you can customize on the fly. For example, here's the phone call in the morning, the phone call in the afternoon, the email you sent, and the link to the message you sent."
  • "The mobile application for HubSpot CRM could improve. There are a lot of weaknesses and limitations. Salesforce.com's mobile application is much better."

What is our primary use case?

I use HubSpot CRM for sales, pipeline forecasting, following up with contacts, contact management, task management, and organizing my activities.

What is most valuable?

The most valuable feature of HubSpot CRM is the sequences of sales automation. It allows you to set up a bunch of leads into a sequence, and it automatically generates emails that you can customize on the fly. For example, here's the phone call in the morning, the phone call in the afternoon, the email you sent, and the link to the message you sent.

It automates 90 percent of what you need to do. You can customize it, and it has become a lot easier to customize because the shell of the sequence is sales automation.

If you're an enterprise user, anytime you upload a domain it automatically pulls the headquarters' number. It pulls all the pedigree information on the company. That's feature is very cool.

There is very good integration with Outlook for emails. They are automatically logged.

What needs improvement?

The mobile application for HubSpot CRM could improve. There are a lot of weaknesses and limitations. Salesforce.com's mobile application is much better.

For how long have I used the solution?

I have been using HubSpot CRM for longer than four years.

What do I think about the stability of the solution?

HubSpot CRM is a highly stable solution. Solutions do not get much more stable than this.

What do I think about the scalability of the solution?

HubSpot CRM is an enterprise solution. We're only 12 people in my organization. It's meant for everything and everyone. It allows you to manage everything in one spot, such as marketing, sales, and customer service. It's very robust and thorough.

I rate the scalability of HubSpot CRM a five out of five.

How are customer service and support?

The support from HubSpot CRM is excellent. They're proactive, they reach back out to you. They make sure they get on the phone with you and will do anything they can to make sure you are successful.

I rate the support from HubSpot CRM five out of five.

Which solution did I use previously and why did I switch?

I've used a number of solutions previously. I'm a lifelong salesperson, I've used GoldMine, Tigerpaw, and Salesforce.com. The number one competitor to HubSpot CRM is Salesforce.com. HubSpot's easier to use and more intuitive.

Salesforce.com is awesome. It can be a little confusing and that's not doing it much justice because the last time I used Salesforce.com was in 2016. Four to six years in software is a lifetime, it's a lot different now or maybe it's not, I don't know. Salesforce.com became to become a little lazy because they were one of the only big players and then HubSpot came out of nowhere.

What other advice do I have?

The solution is great and it does what it needs to do well.

I rate HubSpot CRM a nine out of ten.

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.
PeerSpot user
Sergiy Ustenko - PeerSpot reviewer
Marketing Manager at Idealsoft
Real User
Scalable and stable CRM software which offers ease of use and a straightforward setup
Pros and Cons
  • "Easy to use and easy to setup CRM software, with good stability and scalability."
  • "HubSpot CRM integration needs improvement."

What is our primary use case?

An example of our use of HubSpot CRM is for our client based in the UK, e.g. a company with many small offices, which requires us to buy a professional solution such as HubSpot, or another cloud-based solution, as it can be useful for them.

Our clients have employees who work remotely, and employees who work from the main office, which can be difficult, but HubSpot CRM makes it easier and is very useful in that type of situation.

It's also a solution that can be used for marketing purposes.

What is most valuable?

HubSpot CRM is a software that's very easy to use. It's very useful and setting it up is very easy. I can set it up myself without any problem, as it's a web solution. These are the things I like about it.

What needs improvement?

HubSpot CRM integrations could be improved. I'd also like to see better pricing for the paid version of this software.

For how long have I used the solution?

I've been using HubSpot CRM for three years.

What do I think about the stability of the solution?

HubSpot CRM is a stable product.

What do I think about the scalability of the solution?

I find HubSpot CRM scalable.

Which solution did I use previously and why did I switch?

We have customers we had to switch from other CRM solutions to HubSpot CRM, upon request, or on demand. If our customers ask about a growth CRM that's free to use, we can provide them with HubSpot CRM.

If the customer needs a CRM solution for a large project, or if the customer is from a large company or organization, we can provide Microsoft Dynamics instead.

How was the initial setup?

HubSpot CRM has a straightforward setup.

What's my experience with pricing, setup cost, and licensing?

HubSpot CRM has a free version, and small companies, e.g. our clients with only 10 to 15 employees, like to use solutions which are free.

We're on a yearly subscription with HubSpot CRM. This is the standard for any project in my country. The paid version of HubSpot CRM needs to be priced better.

Which other solutions did I evaluate?

I was able to use other CRM software, e.g. Zoho and SugarCRM.

What other advice do I have?

We have 1000 users of HubSpot CRM in our company. Its deployment and maintenance is handled by 10 technical specialists. We have administrators for it, but no developers, as it is a web solution.

We have not contacted their technical support team.

When our customers ask us about other CRM solutions, e.g. Marketo and HubSpot, we  And we kind of propose other CRM solutions.

HubSpot CRM is a standard resource for small companies which has a very easy setup. It's a standard solution that workers use. I will recommend it to others.

I'm rating HubSpot CRM an eight out of ten, especially because it's used by businesses.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
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Download our free HubSpot CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: December 2024
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Buyer's Guide
Download our free HubSpot CRM Report and get advice and tips from experienced pros sharing their opinions.