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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.

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November 2024
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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
Salesforce Consultant at Freelance
Consultant
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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HubSpot CRM
November 2024
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.
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.
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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
StefanoDel Gobbo - PeerSpot reviewer
IT Manager at a manufacturing company with 51-200 employees
Real User
Easy-to-use product with good stability
Pros and Cons
  • "HubSpot CRM helps our company to organize and track a high number of leads easily."
  • "HubSpot CRM could be flexible and customizable."

What is our primary use case?

We use HubSpot CRM to track sales leads.

How has it helped my organization?

HubSpot CRM helps our company to organize and track a high number of leads easily.

What is most valuable?

The product's most valuable feature is the ability to track leads efficiently.

What needs improvement?

HubSpot CRM could be flexible and customizable.

For how long have I used the solution?

We have been using HubSpot CRM for one year. 

What do I think about the stability of the solution?

It is a stable platform.

What do I think about the scalability of the solution?

We have five HubSpot CRM users in our company.

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

I have used Microsoft Dynamics before. Comparatively, HubSpot CRM is easy to use but lacks flexibility and customization options.

How was the initial setup?

We have deployed HubSpot CRM's cloud version. It doesn't require any maintenance.

What other advice do I have?

I rate HubSpot CRM an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Farrukh Hanif - PeerSpot reviewer
CEO at DEFQON SOLUTIONS
Real User
Scalable and stable CRM used to manage all aspects of client engagement and keep track of ongoing projects
Pros and Cons
  • "The most valuable feature is their marketing automation service and sales lead management."
  • "This solution could be easier to use. You really have to be hands on in the beginning as its an in depth solution. It takes some time to learn how it works before you can start using it."

What is our primary use case?

We use this solution for client management. It is connected to my email and to ClickUp. It keeps track of all my clients and my projects. It keeps tracks of what needs to be done and sends reminders for emails that need to be sent. It helps me with creating templates and helps organize my client portfolios. 

What is most valuable?

The most valuable feature is their marketing automation service and sales lead management.

What needs improvement?

This solution could be easier to use. You really have to be hands on in the beginning as its an in depth solution. It takes some time to learn how it works before you can start using it.

For how long have I used the solution?

I have been using this solution for three years. 

What do I think about the stability of the solution?

This is a stable solution. 

What do I think about the scalability of the solution?

This is a scalable solution. They have certain parameters if you want to upgrade that to enterprise level. I haven't used all of the features yet but it is a scalable solution.

How are customer service and support?

The customer support for this solution is really good. They have proactively called us when we have needed it. 

How would you rate customer service and support?

Positive

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

We have previously used Zoho. We switched to HubSpot CRM because the marketing tool was really good.

How was the initial setup?

The initial setup is slightly complex. 

What about the implementation team?

In - House 

What was our ROI?

We have not yet experienced ROI. 

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

The pricing for this solution is user based. We're paying $39 to $45 per user.

What other advice do I have?

I would rate this solution an eight 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
ShmulikDavar - PeerSpot reviewer
Member Of The Board Of Advisors at Medint
Real User
Simple learning curve, reliable, and easy to onboard
Pros and Cons
  • "HubSpot CRM's most valuable features are that it is straightforward and it gives us most of the things that we need and it is easy to onboard with it. You don't need specific integrations with IT, which is very good. The learning curve for HubSpot CRM is quite easy."
  • "HubSpot CRM could improve by combining additional functions within the organization, such as operations because it's heavily focused on sales and marketing. This makes sense since that is what it is for, but if had integrations with other solutions or additional dashboards that would be good."

What is our primary use case?

We're working on HubSpot CRM for marketing aspects and sales.

What is most valuable?

HubSpot CRM's most valuable features are that it is straightforward and it gives us most of the things that we need and it is easy to onboard with it. You don't need specific integrations with IT, which is very good. The learning curve for HubSpot CRM is quite easy.

What needs improvement?

HubSpot CRM could improve by combining additional functions within the organization, such as operations because it's heavily focused on sales and marketing. This makes sense since that is what it is for, but if had integrations with other solutions or additional dashboards that would be good.

For how long have I used the solution?

I have been using HubSpot CRM for approximately four years.

What do I think about the stability of the solution?

I have found HubSpot CRM to be stable, I have not had a problem with it.

We do have lots of developers, but they only integrated some of the additional functions we wanted. You do not have to be a technician or IT specialist to implement it. 

What do I think about the scalability of the solution?

HubSpot CRM is salable to a certain extent. However, it does have some limitations.

I have approximately 20 people using the solution in my organization. We do not have plans to increase usage, we use it for the sales team.

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

I previously used Salesforce.

How was the initial setup?

HubSpot CRM implementation is straightforward. You can download it, open an account and start working within a couple of minutes.

What about the implementation team?

I did the implementation of HubSpot CRM myself.

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

There are a few licensing payment models, such as annual or monthly.  The solution is modular, which means that if you need a specific capability or function within the organization, you can purchase it specifically and you don't have to purchase something that is only utilized by 20 percent of the organization.

What other advice do I have?

I would recommend this solution to others.

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
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: November 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.