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Director at Xander & Thomas
Real User
Top 5Leaderboard
Jan 14, 2025
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. There is a lot of work required to set it up the way I like."

What is our primary use case?

I primarily use the solution for CRM.

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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
VikasAgarwal - PeerSpot reviewer
Founder & CTO at Naks Digital Consulting
Real User
Jan 20, 2024
Flexible, stable and offers comprehensive feature set, including core CRM functionalities like lead management and marketing automation
Pros and Cons
  • "The permission system is great, so you can really decide who gets what permissions."
  • "There is room for improvement in pricing. The pricing strategy that they have is way too clever."

What is our primary use case?

In my organization, we are using it for account-based marketing. Basically, sales management and lead management. That's pretty much the use case at our organization.

How has it helped my organization?

It's a CRM, so it allows you to track all your leads and customers in a single place. The permission system is great, so you can really decide who gets what permissions. 

It has a bunch of features, so it allows you to do several things, such as campaign management, marketing emails, data analytics, in addition to its core features, which are lead management, lead attribution, etc.

What is most valuable?

HubSpot is very flexible. Its user experience is really the best, in my opinion.

What needs improvement?

There is room for improvement in pricing. The pricing strategy that they have is way too clever. 

In future releases, I would like to see the API rate limits increased. I would like to see it off-limits.

For how long have I used the solution?

I have been using it for three years now. 

What do I think about the stability of the solution?

It's very stable. In my experience, I've only had one instance of HubSpot acting up.

What do I think about the scalability of the solution?

It's very scalable. In my organization, we have around 15 users. In some client organizations I've worked with, it can exceed 100, but it can support more – as many as you need.

How are customer service and support?

It's good. We haven't had to escalate issues to them often. They have a support team and a community forum where you can ask questions or find answers. 

The community is great – we've almost always found answers to our questions there, especially regarding the API.

We got in touch with customer service and support once or twice. Once was when they were deprecating a feature by a certain date, and we needed to extend the timeline for us because we couldn't meet that deadline. They were very accommodating and readily extended it for us by a couple of months.

And another time, there was some technical question. And they were fine.  They did help. It was okay.

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

I have used many different type of CRM tools. Salesforce, SuiteCRM, SugarCRM, ERP-based portals, and more. We provide marketing tech services at my organization, so CRMs and CDPs are part of our core expertise.

So, for Hubspot's cons:

  • Pricing. It's expensive, and their contact-based pricing model can make subscriptions extremely costly. Once you reach a certain number of contacts, you're put in a different pricing tier, and it increases significantly. 
  • Another con is the direct integration capabilities. It's pretty good in general, but integration with enterprise systems can be challenging. HubSpot started as a CRM for startups and SMBs, and it became a leader in that category. But when they started pitching to enterprises, they ran into challenges because the integrations weren't flexible enough for the complex workflows that enterprises often have.

The pros of HubSpot:

  • It has a great user experience.
  • It has great community support.
  • The starter packages are great. Even the lower-tier packages are feature-rich. 
  • Native integrations with common systems like calling systems are superb. It offers sales, marketing, and support services all in one place.

How was the initial setup?

In the case of our organization, it's straightforward. 

But that may not be the case everywhere. It depends on the complexity of your use case.

The use case can be very simple to very complex. If it's a simple use case, like you just need to start ingesting leads and managing your funnel, it's straightforward. 

But if your use case involves sourcing data from multiple sources, including your own solutions, then the integration can take a very long time.

What about the implementation team?

HubSpot only has the cloud version. So first of all, we decided which functions we were going to use HubSpot for. 

In our case, literally, there was no strategy. We had, let's just ingest the leads, create a funnel, and start working. But you want to keep yourself lean because that's not making you any money. 

But for the clients, we would be extremely thorough. That would mean identifying the need and deciding which functions the client is going to use the solution for. 

In the case of HubSpot, it could be marketing, sales, and service. If the client wanted to use the service as well, go for it. And that will also decide what modules the client is going to pay for. It has a Sales Hub, Marketing Hub, and Service Hub. The client may choose to save some money if you are not using the Service. 

So, if you are a B2B enterprise, you don't want to use Service Hub it's because the relative number of clients would be fewer, and then the number of people to do the account management would be higher. So that could be then handled in emails or phone calls as opposed to having a D2C organization where you can keep receiving complaints, and service requests the entire day.  So that requires a lot of tracking, which is where it's worth spending money to procure Service Hub. So that's that. 

The strategizing and planning can take time – anywhere from one to six weeks. But the implementation itself is quite quick, usually not more than two weeks for most common use cases.

Typically, one person with functional expertise and another person who can handle integrations, if needed. For simple use cases, it could just be one person.

It's pretty low-maintenance.

What was our ROI?

I have seen an ROI.

What other advice do I have?

Start with a CRM from the early days. Before spending money, identify what you're paying for. It's easy to be seduced by features offered by salespeople you may never use. Know exactly what you need and start with the minimal version that supports your current use cases. You can always acquire more features later.

Overall, I would rate the solution a nine out of ten. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
HubSpot CRM
June 2026
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Stefano Gulbalis - PeerSpot reviewer
Chief Innovation Officer - FOUNDER- Channels Strategy - Nebulai - A Digital Transformation Corp. at Nebulai
Real User
Top 10
Jun 23, 2024
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: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Salesforce Consultant at Freelance
    Real User
    Top 20
    Nov 18, 2024
    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: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Prince Barai - PeerSpot reviewer
    Back End Developer at Agnos Inc.
    Real User
    Mar 23, 2024
    Easy to use and you can store around 10,00,000 records for free
    Pros and Cons
    • "The most valuable feature of the solution is its free version, where you can store around 10,00,000 records in HubSpot CRM for free if you have a business email ID."
    • "The solution's user interface can be simpler with features that are easy to navigate."

    What is our primary use case?

    Our goal was to get the accuracy of data and process it. So, we have integrated a bunch of things so that the accuracy of the data can be increased once the impact ratio of the data is increased. We have created a campaign for emails and a funnel to trace each and every client we are targeting.

    What is most valuable?

    The most valuable feature of the solution is its free version, where you can store around 10,00,000 records in HubSpot CRM for free if you have a business email ID. It was really good to try and use it for free until that limit was raised. HubSpot CRM is easy to use, and a person who doesn't have a coding background can learn how to use it to solve problems.

    What needs improvement?

    Logging in and doing things in the solution's main interface is a bit complex. The solution's user interface can be simpler with features that are easy to navigate. I have faced a few difficulties while managing contacts, and the solution has a few bugs. The technical support of the solution could be improved because their response time is slow.

    For how long have I used the solution?

    I have been using HubSpot CRM for three and a half years.

    What do I think about the stability of the solution?

    HubSpot CRM is a very stable solution.

    What do I think about the scalability of the solution?

    We haven’t faced any scalability issues with HubSpot CRM. Around 20 to 50 internal team members currently use the solution in our organization.

    How was the initial setup?

    The solution's initial setup was very easy.

    What other advice do I have?

    HubSpot CRM is deployed on the cloud in our organization. HubSpot CRM easily integrates with our marketing and service efforts. We have several databases. We have written a script, and by that script, it imports the contact easily to the CRM, and then we do our job. The CRM should have the option to integrate with databases like MongoDB. If a company's database is in MongoDB, we can directly import it without writing a third-party script.

    Overall, I rate the solution a seven to eight out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Greg Jacob - PeerSpot reviewer
    Executive Consultant at Gemini Solutions Group
    Real User
    Mar 22, 2024
    Offers a good and attractive graphical user interface
    Pros and Cons
    • "Stability-wise, I rate the solution a ten out of ten."
    • "From the perspective of continuous improvements needed in the product, I would want the tool to be able to pull out more information about clients."

    What needs improvement?

    I don't know what the tool was like for the back end, but for whatever I used it for, it was fine.

    From the perspective of continuous improvements needed in the product, I would want the tool to be able to pull out more information about clients. I used LinkedIn integrations, in which there was a way to put in a domain name, and it automatically could pull in known contacts from ZoomInfo and LinkedIn. I think you could import the details of clients with the tool and grab the person you want from LinkedIn. If HubSpot CRM could provide recommendations for the people operating in different functions in the companies my organization is in touch with presently, after which you can sort of segregate it into good information or bad information, then it would be great.

    For how long have I used the solution?

    I have experience with HubSpot CRM. I am a customer of the product.

    What do I think about the stability of the solution?

    Stability-wise, I rate the solution a ten out of ten.

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

    I have experience with Salesforce.

    I have experience with NetSuite. Compared to NetSuite, HubSpot CRM had more functionalities for marketing, generating AV campaigns, and automating outreach. HubSpot CRM also had a constant contact feature available in it, but presently, all of the aforementioned features are added at an additional cost. I don't know if NetSuite offers the same features as HubSpot CRM under some options.

    What other advice do I have?

    In terms of lead tracking and management, every company that my organization works with gets loaded into HubSpot CRM, after which they are assigned accounts, and they can work from those accounts. I like the GUI of HubSpot CRM better since it is very attractive.

    For my company's sales and marketing efforts, I could see that HubSpot CRM could integrate with Office 365 from Microsoft. If you send an email from HubSpot CRM, it will be sent from Outlook, and it works vice versa as well. If you send an email from your Outlook, it will track it in HubSpot. HubSpot is a great place to have historical documents on customer interaction.

    The feature of the product that improved our company's sales process was its ability to automate email campaigns.

    The product's email tracking feature has impacted our company's engagement strategy since it helped me follow up differently from an email and see if emails were opened or not. I could set a cadence to send out an email if the receiver of our company's email opens it, so it is similar to a follow-up email. If the receiver of our company's email doesn't open it, I can send another email instead, which is something I could do at multiple levels using HubSpot CRM. With the marketing part as an add-on in HubSpot CRM, I could deal in the aforementioned area using the product's interface.

    The dashboard and reporting tools in HubSpot CRM were good. The tool is visually appealing in a way that it would display things after directly uploading the company logo that you were working with for the opportunity and pull in all their information automatically by grabbing onto their website, considering that you put in the website domain name. The tool grabs as much information as it can from just putting in a little bit of information about the company.

    HubSpot CRM's mobile app experience was fine, and it was better than what Salesforce offers. Using the product's mobile app while on the move or when I am away from the office desk is possible. I could use my mobile to handle any updates on the product for management.

    I like the interface of HubSpot as a CRM tool since it helped me with sales tracking when I used to have my own company.

    I rate the tool a ten out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Christophe Derdeyn - PeerSpot reviewer
    Partner delaware Singapore at delaware Singapore
    MSP
    Sep 27, 2023
    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: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Andrew Royal - PeerSpot reviewer
    Founder at Full Stack RevOps
    Real User
    Sep 6, 2023
    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: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
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