We primarily use the solution as a CRM.
Client Manager at a tech services company with 1,001-5,000 employees
A good CRM that helps manage relationships with smaller customers but is difficult to set up
Pros and Cons
- "When we cannot dedicate a lot of time to each of these, in terms of research and support, it helps us automate some small things and provides opportunities."
- "We wanted to discover a list of clients that spend an average amount with us, and we just don't have that answer at this time. There just aren't enough answers being provided for the questions we have, and that's a real downside."
What is our primary use case?
What is most valuable?
The usefulness of the product depends on the segment. When we have large customers, we have dedicated a lot of resources to supporting them. However, we have a huge amount of small customers. When we cannot dedicate a lot of time to each of these, in terms of research and support, it helps us automate some small things and provides opportunities. While, for large customers, we can be more hands-on, with smaller customers, we can step back a bit and use software instead of people.
What needs improvement?
We need a lot more information. Right now, we'd like to ask more questions, and it is not available. We wanted to discover a list of clients that spend an average amount with us, and we just don't have that answer at this time. There just aren't enough answers being provided for the questions we have, and that's a real downside.
The initial setup was difficult, and we are still doing configurations.
How was the initial setup?
I was not around for the initial setup as I was not around at the outset of the solution in our company. However, my understanding was that it was very hard at first. We are not yet fully configured even today. There are still little things missing here and there. People can get confused as some information may be available for one customer and not another. It's complicated as it's not necessarily standard information we are collecting.
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HubSpot CRM
November 2024
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What was our ROI?
I'm not sure if we have witnessed an ROI at this time.
What other advice do I have?
While I love CRMs and understand the power they can bring, I am not happy with HubSpot. We still aren't getting the answers we need. We're still trying to work with them to get our CRM sorted out properly.
I'd rate it, overall, at a six out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VP - Cloud & DevSecOps at LSS
Easy to use, useful follow-up lead, and beneficial connectors
Pros and Cons
- "The most valuable features of HubSpot CRM are ease of use, lead generation, and follow-up leads. Additionally, there are a lot of connectors to other solutions, such as Jira and Slack. Whether it's a scrum tool or the ticketing tool, it has a connector."
- "HubSpot CRM could improve by reducing the price."
What is our primary use case?
HubSpot CRM is used as a CRM which we use for generating sales leads.
What is most valuable?
The most valuable features of HubSpot CRM are ease of use, lead generation, and follow-up leads. Additionally, there are a lot of connectors to other solutions, such as Jira and Slack. Whether it's a scrum tool or the ticketing tool, it has a connector.
What needs improvement?
HubSpot CRM could improve by reducing the price.
For how long have I used the solution?
I have been using HubSpot CRM for approximately six months.
What do I think about the stability of the solution?
HubSpot CRM is stable.
What do I think about the scalability of the solution?
We have approximately HubSpot CRM 10 users using this solution in my organization. We only use the solution for sales and do not plan to increase usage.
Which solution did I use previously and why did I switch?
I have previously used Bitrix24 and HubSpot CRM is much better.
How was the initial setup?
The initial setup of HubSpot CRM is easy to do.
What about the implementation team?
We had three people that worked with the HubSpot CRM support to do the implementation.
What's my experience with pricing, setup cost, and licensing?
The price of HubSpot CRM is expensive.
What other advice do I have?
I would recommend this solution to others.
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
November 2024
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816,406 professionals have used our research since 2012.
Customer Solution Executive at a tech services company with 51-200 employees
Scalable, multifeatured CRM platform with marketing, service, and ticketing functions
Pros and Cons
- "Very scalable CRM platform with multiple functions, e.g. marketing, ticketing, and service."
- "An area to be improved in HubSpot CRM is its customization capabilities."
What is most valuable?
What I found most valuable in HubSpot CRM relates to marketing. HubSpot focuses on customer relationship management, but it also has a marketing suite, ticketing suite, and service suite.
The marketing features make HubSpot CRM so great and make it so popular. Through this solution, you now have the ability to do marketing campaigns, mass email automation, plugging you with your social media, your website, etc. It has really strong marketing capabilities and segmentation capabilities that NetSuite just doesn't have.
What needs improvement?
An area to be improved in HubSpot CRM is its customization capabilities. They started to roll out custom objects recently, but it's only available for the enterprise license or the highest license, and you're not able to customize the guest script. When you compare this solution to Salesforce, e.g. I always compare everything to Salesforce, HubSpot CRM is becoming more customizable, but it's not at the level of Salesforce yet.
Customization is the biggest downgrade of the tool, because the rest of the functionalities are there, e.g. the UI is there. Hubspot is a SaaS company, so updates are instantaneous, and everything else works pretty, pretty great.
For how long have I used the solution?
It's been three years since I've started dealing with HubSpot CRM.
What do I think about the scalability of the solution?
HubSpot CRM is very scalable, e.g. we have one of the biggest companies. Depending on what you use in this solution, the marketing portion is very, very scalable.
The CRM portion, on the other hand, might be a bit less scalable. Usually, what you'll see is those big enterprise companies using the marketing portion of this software, then they will use Salesforce as a CRM. It's not unusual to use another CRM and have it connected to HubSpot CRM for the marketing portion.
Which other solutions did I evaluate?
I evaluated NetSuite CRM and Salesforce.
What other advice do I have?
I never had to deal with the technical support team of this tool, so I cannot evaluate the support. I never had to call them.
My advice to others looking into implementing HubSpot CRM is to look at what your license offers you. HubSpot offers three different types of licenses, so you really have to go deep in the fine print to understand what you have with that license. Do you have automation? Do you have a limitation on the automation? Is it 10 workflows or 20 workflows? You need to really take your time looking into it.
My rating for HubSpot CRM is eight out of ten, while my rating for NetSuite CRM is seven.
Disclosure: My company has a business relationship with this vendor other than being a customer: Implementer
Vice President Int’l at a computer software company with 201-500 employees
A stable and scalable solution which allows us to work with multiple clients and contributes to our revenue
Pros and Cons
- "The solution's greatest value lies in its online capability in terms of web content creation."
- "The solution's email capabilities could be improved."
What is our primary use case?
We use the solution for tracking sales opportunities as they move through our sales pipeline.
What is most valuable?
The solution's greatest value lies in its online capability in terms of web content creation.
We use the solution for both Marketing Automation and CRM.
What needs improvement?
The solution's email capabilities could be improved. While these do exist, there are other platforms which offer much more robust capabilities when it comes to emailing.
For how long have I used the solution?
We have been using HubSpot CRM for around eight years.
What do I think about the stability of the solution?
The stability is rock solid. I have never had an issue in this regard.
What do I think about the scalability of the solution?
The solution is absolutely scalable and allows us to work with multiple clients.
How are customer service and support?
Except in respect of the initial purchase, I have had very little interaction with tech support. But, I found the experience to be completely positive. They were easy to work with.
How was the initial setup?
I would not characterize the initial setup as exceedingly difficult. We are talking more about an issue of configuring it to one's workflow and processes.
The deployment took around six months.
What about the implementation team?
We worked with a partner who assisted us in setting up the solution.
What was our ROI?
The solution accounts for a significant portion of our lead generation or revenue. So, it is a very critical element of our business. It is very good and directly responsible for helping us acquire new clients.
What's my experience with pricing, setup cost, and licensing?
I do not recall the particulars of the licensing fees.
What other advice do I have?
The solution is deployed in the cloud.
There are half a dozen users making use of the solution in our organization.
Those who are considering implementing the solution are advised to document their processes beforehand.
I rate HubSpot CRM as an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Presales manager at Mitra Innovation
Easy to set up CRM that is used to track sales opportunities and lead generation activities
Pros and Cons
- "The ability to track revenue and complete forecasting has been the most valuable feature."
- "This solution could be improved if it offered more opportunity to customize how it is used, including adding different rules."
What is our primary use case?
We use this solution to track sales opportunities and lead generation.
What is most valuable?
The ability to track revenue and complete forecasting has been the most valuable feature.
What needs improvement?
This solution could be improved if it offered more opportunity to customize how it is used, including adding different rules.
For how long have I used the solution?
I have been using this solution for three years.
What do I think about the scalability of the solution?
The scalability of this solution could be improved.
How was the initial setup?
The initial setup is straightforward.
What was our ROI?
Yes, we do see return of investment using Hubspot.
What's my experience with pricing, setup cost, and licensing?
We use a paid version of Hubspot and we have an annual license.
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.
Partner at a financial services firm with 51-200 employees
The product is easy to use and easy to implement, but it is not very scalable
Pros and Cons
- "The solution is easy to use and easy to implement."
- "The product is not very scalable."
What is our primary use case?
Our customers use the product for CRM and to connect with customers.
What is most valuable?
The solution is easy to use and easy to implement. It is suitable for small organizations. We will get all the benefits if we use the solution to its full potential. Reporting is easy, and we can easily modify the reports.
What needs improvement?
The product is not very scalable. Improvement depends on which products we are comparing it with. When compared with enterprise-level CRMs, there can be some improvements.
For how long have I used the solution?
I have been using the solution for the last six months.
What do I think about the stability of the solution?
The solution is stable for a small company.
How was the initial setup?
The solution is easy to deploy. The implementation process depends on the size of the organization and the way we want to use it.
What about the implementation team?
Maintaining the solution is simple.
What was our ROI?
Our customers have good returns on investment in automation. ROI depends on the utilization and the investment.
What's my experience with pricing, setup cost, and licensing?
The pricing is reasonable.
What other advice do I have?
We use the SaaS version of the product. People wanting to use the solution should utilize the product's full potential. Overall, I rate the product a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
IT Manager
Simple to install and maintain, but you must be thorough with the product
Pros and Cons
- "The interface is good."
- "The pricing could improve."
What is our primary use case?
We use HubSpot CRM for sales.
What is most valuable?
The interface is good.
HubSpot CRM is good.
What needs improvement?
The pricing could improve.
You must be completely thorough with the product.
For how long have I used the solution?
I have been working with HubSpot CRM for two years.
We are working with the latest version.
It's the paid version. We use the SaaS model.
What do I think about the stability of the solution?
HubSpot CRM is a stable solution.
What do I think about the scalability of the solution?
HubSpot CRM is a scalable product.
We have approximately 10 users in our organization who are in Sales.
How are customer service and support?
I have not contacted technical support. I don't directly deal with support.
Which solution did I use previously and why did I switch?
Previously, we did not use another solution.
How was the initial setup?
It was easy to set up.
It took two weeks to deploy.
One person can maintain this solution.
What about the implementation team?
The deployment was a collaboration between our own team and a third-party team.
What's my experience with pricing, setup cost, and licensing?
I am not aware of the licensing fees.
What other advice do I have?
I would recommend this solution to others who are interested in using it.
I would rate HubSpot CRM a seven 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.
Marketing Manager at a tech vendor with 11-50 employees
User Friendly CRM
Pros and Cons
- "I like how you can track one account from marketing to closing the deal. For example, suppose you generated a lead through marketing, you can then track it through to when the deal is closed."
- "It will make it easier for us to automate if HubSpot would put in a little bit of work on the properties."
What is our primary use case?
We use HubSpot for marketing and sales purposes. We use it to create blog posts, and our website is also hosted on HubSpot.
We monitor website traffic and can see how much traffic is generated through social media. We also run different email campaigns and utilize the newsletter functions as well to create newsletters and send them to all of the customers.
We have two types of teams: enterprise and demand generation teams. If a new lead comes, they will add all the details to HubSpot, track the leads, and know where they come from, whether they are from partners or direct customers.
We can send all the emails to HubSpot and call customers from HubSpot as well because the calls are recorded to HubSpot.
How has it helped my organization?
We've seen improvements in our organization. We can monitor all the leads and campaigns that are running through HubSpot. We can track all the bills in the sales pipelines and monitor who's working and who's not. We can also see the revenue generated. All of this can be monitored through the software.
What is most valuable?
I like how you can track one account from marketing to closing the deal. For example, suppose you generated a lead through marketing, you can then track it through to when the deal is closed.
What needs improvement?
It will make it easier for us to automate if HubSpot would put in a little bit of work on the properties.
We have some small challenges when some aspects need to be manually created.
For how long have I used the solution?
I've been using HubSpot CRM for the past six months. We use the cloud-based solution.
What do I think about the stability of the solution?
It's stable.
What do I think about the scalability of the solution?
You can scale the product.
How are customer service and support?
The technical support from HubSpot is good.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
Previously, we were using Freshsales, and it was also good. However, we were making some automation changes, and the cost of Freshsales was higher than that for HubSpot. That's the reason why we switched to HubSpot.
How was the initial setup?
The initial setup is so easy. They provide training regarding the setup, so the experience was very good. I would give it a five out of five.
The deployment took about two months, and we are still making a few changes.
What about the implementation team?
We implemented it ourselves.
What's my experience with pricing, setup cost, and licensing?
The cost of HubSpot CRM is less than the cost of Freshsales.
What other advice do I have?
If you're planning to use HubSpot CRM for marketing and sales support, it's a great tool, and you can automate what you view on every account, every day in the pipeline.
On a scale from one to ten, I would rate this solution at nine.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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