We're using HubSpot CRM as a CRM platform and a marketing tool.
Head of Technology Alliances at Solidatus
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?
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.
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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.
Security Solutions Manager at a tech services company with 11-50 employees
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.
Buyer's Guide
HubSpot CRM
January 2025
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Salesforce Consultant at Freelance
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.
Last updated: Nov 18, 2024
Flag as inappropriateMarketing Manager at Idealsoft
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
Enterprise Solutions Architect at OORWIN LABS INC
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.
AVP & Client Partner at a tech services company with 10,001+ employees
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.
Founder at a university with 11-50 employees
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.
Last updated: May 15, 2024
Flag as inappropriateSupport Associate - Remote at ConfidentialConfidential
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.
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