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RahulVal - PeerSpot reviewer
Sr. Lead (Sales Support) - Intelligent Automation at UST Global
Real User
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
February 2025
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
837,501 professionals have used our research since 2012.

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
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
Buyer's Guide
HubSpot CRM
February 2025
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
837,501 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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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
Naresh Reddy - PeerSpot reviewer
Enterprise Solutions Architect at OORWIN LABS INC
Real User
Top 5
Easy to implement, simple for lead distribution, and helps track sales pipelines
Pros and Cons
  • "We get a good overview of where everything is in the pipeline."
  • "There is no option to remove duplicate constant contacts."

What is our primary use case?

Through HubSpot, we are getting a lot of leads from different sources where we can post HubSpot forms. Once any customer fills that form, we will get a lead request. 

From the lead, we are going to segregate. We are going to distribute those leads to our internal team, like a round-robin, by using workflows. This is the way we are going to assign leads. 

Basically, we will get opportunities. From that, our opportunities, our people are going to convert that opportunity to leads where we can manage end-to-end communication between customers and our people. 

By logging in, I am able to see what things are going on. For example, how many leads are in the pipeline, how many opportunities are converted into leads, how many are in trial mode, how many are in payer mode, et cetera. All these things we can track through HubSpot. At the same time, we are going to track the salesperson's activity also through HubSpot. 

What is most valuable?

It's very useful for tracking both leads and salespeople. We get a good overview of where everything is in the pipeline.

We are maintaining our constant contact with the product in terms of the client and vendor contact information. At the same time, we are getting good analytics from HubSpot.

It's stable and scalable too. We were able to have API integrations with our portal. We can have access to HubSpot information. 

We found the initial implementation process to be simple.

What needs improvement?

There is no option to remove duplicate constant contacts. They are not restricting duplicates. When we want to remove them, we need to remove them manually one by one by maxing one and adding another duplicate. There is no option to remove bulk duplicate records in HubSpot. To do this, I have taken on Dedupely. This is a HubSpot marketplace application where I pay this amount to remove bulk records. By using that third-party marketplace API, I remove unwanted or Constant Contacts from my HubSpot, however, I shouldn't need an app to do it.

For how long have I used the solution?

I've been using the solution for the last five years. 

What do I think about the stability of the solution?

The stability is great. There are no bugs or glitches. It doesn't crash or freeze. It's reliable. 

What do I think about the scalability of the solution?

The scalability is good. We are running HubSpot to manage the leads and everything and have never run into any restrictions.

Currently, we have 13 users. We do have plans to increase usage,  however, at present, we are good with the services we currently have.

How are customer service and support?

We've contacted technical support in the past, mostly for duplication removal. I talked to the tech support, however, there is no other option when it comes to duplication issues. In apps from the marketplace, I can find a plugin that might help with my issues. 

How was the initial setup?

The installation process is very simple and straightforward. It's a user-friendly product that makes the implementation easy.

What about the implementation team?

I was able to handle the implementation myself. I did not need the assistance of any outside integrators or consultants. 

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

We have an enterprise license. We pay a yearly subscription fee. There is a limitation on our contract and if we exceed it we need to pay a bit more. 

What other advice do I have?

I would recommend the solution to others.

I'd rate the product a nine out of ten. If it offered duplicate removal, I'd likely rate it higher.

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
reviewer1679394 - PeerSpot reviewer
AVP & Client Partner at a tech services company with 10,001+ employees
MSP
Integrates well with emails, good tracking features, and simple to use
Pros and Cons
  • "The solution is easy to use for anyone, integrates well with email, has simple node management, and has good tracking lead features."
  • "HubSpot CRM is easy to use compared to others solutions and anyone can use it. However, for enterprise companies, I would recommend Salesforce because it has established partners, can be more reliable, has more features, and has a more powerful integration with ERP modules which is important for enterprise companies. For multi-locations and multinational companies, Salesforce is one of the best."

What is our primary use case?

We are using HubSpot CRM for managing our opportunity and sales cycles. For example, from prospecting to closing the sales.

What is most valuable?

The solution is easy to use for anyone, integrates well with email, has simple node management, and has good tracking lead features.

For how long have I used the solution?

I have been using HubSpot CRM for approximately 10 months.

What do I think about the stability of the solution?

The solution is stable and has high availability option.

What do I think about the scalability of the solution?

The solution is scalable.

HubSpot CRM can be adapted easily for small to large-sized companies.

We have approximately 200 people using this solution in my organization.

How are customer service and support?

I have not needed to use technical support. I have not had an issue.

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

I have used Salesforce previously but it was more complicated than HubSpot CRM. It has language terminology that is difficult to understand if you are not an experienced professional.

How was the initial setup?

The installation is straightforward. Adapting HubSpot from a one-person ran company to a large company is very good.

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

HubSpot CRM is affordable.

What other advice do I have?

HubSpot CRM is easy to use compared to others solutions and anyone can use it. However, for enterprise companies, I would recommend Salesforce because it has established partners, can be more reliable, has more features, and has a more powerful integration with ERP modules which is important for enterprise companies. For multi-locations and multinational companies, Salesforce is one of the best.

I rate HubSpot CRM and eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer2382468 - PeerSpot reviewer
Founder at a university with 11-50 employees
Real User
Top 10
Offers good integration with an organization's sales and marketing processes
Pros and Cons
  • "The solution's most valuable features stem mostly from the sequencing of marketing automation."
  • "The only challenge with the solution is that it captures data in a raw manner, so organizing that information is still left to the administrator or the user, and they need to organize it into structured fields."

What is our primary use case?

The solution is useful for the marketing team in my company.

For lead tracking and management, the tool's native native capabilities are used.

What is most valuable?

The solution's most valuable features stem mostly from the sequencing of marketing automation.

What needs improvement?

The only challenge with the solution is that it captures data in a raw manner, so organizing that information is still left to the administrator or the user, and they need to organize it into structured fields.

I think the more complex implementations or more complex customers need more support as opposed to the concept of one size fits all. The aforementioned area can be considered as a shortcoming where improvements are required.

For how long have I used the solution?

I have been using HubSpot CRM for two to three years. I have subscribed to the tool on behalf of the client.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

In terms of scalability, there is a certain level of complexity when it comes to CPQ or data validation since stuff like it makes its scalability sort of dangerous. The tool's scalability processes can break, or the complexity breaks itself.

How are customer service and support?

The solution's technical support can be described as something very light. I rate the technical support a six out of ten.

How would you rate customer service and support?

Neutral

How was the initial setup?

I rate the product's initial setup phase an eight to nine on a scale of one to ten, where ten means it is an easy process.

My company is still going through the deployment process, but it depends on how complex the company is, how many different business workflow processes you are trying to implement, or how many different sales pipelines you might need as an organization. A company that only needs one sales pipeline can have a very simple setup, but for someone that has six, seven, or eight different sales pipelines for different departments and stuff, it takes a lot of time, and you need to come up with a data structure that works with HubSpot, and that allows you to keep things separate, but you need to design that and establish that before you use it. You have multiple use cases for your HubSpot. The time to deploy the tool has to do more with the clients' environment and complexity since the tool itself is very straightforward.

For deployment, there are probably about two experts and then many different user groups, so whether it is sales or marketing, they have a representative. Sales has a representative, marketing has a representative while service has a representative and their needs are being met and being developed within the modules, like sales,marketing and service.

When it comes to HubSpot CRM, it was a greenfield deployment. In the existing environment, wherever there were problems, they were solved by selecting and introducing HubSpot.

What other advice do I have?

The tool integrates with our company's sales and marketing processes pretty well, so I rate it a seven out of ten.

The email tracking feature impacts engagement in our company in a good way. The product is very helpful.

In terms of the dashboards and reporting tools, the tool is robust. The challenge with the tool is that any organization needs to have the discipline to have a very structured process, especially in a repeatable process on how to use it. The challenge with the tool is that it is too flexible, so it doesn't impose any sort of process control or data validation. There is no process validation or data validation unless the user you know chooses to use the tool for that, but it doesn't do it for you, so there is a high risk of garbage in and garbage out.

I am not sure if the sales reps in my company use the mobile app of the product but I am sure that they use it on the desktop.

The product is good to sort of get you off the ground but you really need to know your business well. Since the tool is not overly opinionated which means it doesn't solve or create great processes within your organization, you have to bring them to it because it is so flexible.

I think the piece that is missing in the marketing automation place is associated with AI-related sequencing. For driving response as opposed to generating response versus creating templates, like decision trees, I feel the tool could be more robust if it adopted some other model later, specifically some AI-tech when it comes to the area of lead nurturing.

I rate the tool an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Support Associate - Remote at ConfidentialConfidential
Real User
Top 10
Reliable and flexible streamlining of clients interactions that provides enhancing efficiency
Pros and Cons
  • "It's highly reliable, and the flexibility it offers is noteworthy."
  • "Certain stability issues could be automatically addressed through automation measures that would ensure absolute stability."

What is our primary use case?

The primary purpose is to efficiently manage client interactions, including tracking who needs follow-up, and who should be contacted, planning communication strategies, setting reminders, making notes of any client concerns, and ensuring that my team is informed about the progress with each specific client.

What is most valuable?

It's highly reliable, and the flexibility it offers is noteworthy. You can tailor HubSpot to align with your specific requirements since every company and individual has unique needs. Whether you're a developer looking to customize it, set up reminders, or create templates to share with multiple clients, HubSpot allows for these adaptations. It is the best solution we are working with currently.

What needs improvement?

There were instances when we experienced occasional downtime with it. In such situations, we reported the issues we encountered and both, the developer and support teams, actively addressed these reports and worked on resolving them. Certain stability issues could be automatically addressed through automation measures that would ensure absolute stability.

For how long have I used the solution?

I have been working with it for more than three years.

What do I think about the stability of the solution?

There is room for improvement regarding its stability capabilities.

What do I think about the scalability of the solution?

It is currently used by over two hundred individuals within my organization, so I would say it is very scalable.

How are customer service and support?

We did not initiate direct contact with the support team. Our organization follows a prescribed process. When we encounter challenges while using HubSpot, we report these issues to a specific team within our organization dedicated to handling such matters. On occasion, they may request my participation for testing purposes, and in such instances, I collaborate with them online.

How was the initial setup?

The initial setup was straightforward. When I first joined the company, a colleague who was assisting me explained how it operates. I observed it in action, and within a few minutes, we had everything up and running smoothly.

What other advice do I have?

It is a dependable, adaptable, and user-friendly tool. I believe there is a need for it, and I would recommend it to simplify your tasks. Its necessity depends on the specific requirements of the company. If you have a substantial contact list or multiple purposes to fulfill, especially with a team of five or more members, then I would strongly recommend considering HubSpot. On a scale of one to ten, I would rate it at least an eight. The reason for not giving it a perfect score is that while it's excellent, I can't say for certain how it compares to other PRN solutions in the market, as I'm not familiar with their performance. I found HubSpot to be a strong contender in its category.

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?

Amazon Web Services (AWS)
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
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Download our free HubSpot CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: February 2025
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Download our free HubSpot CRM Report and get advice and tips from experienced pros sharing their opinions.