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Ayan Chandra - PeerSpot reviewer
Co-Founder at Vaartani
Real User
Top 10
An affordable solution for lead management and tracking
Pros and Cons
  • "The most valuable feature of the solution is the tracking of customer interaction and client introduction."
  • "The solution should have more integration options."

What is our primary use case?

We use the solution mostly for marketing and lead generation purposes. Data, such as how many people we reached out to, is stored in this solution, and we try to manage the data and the lead using this solution. We use the data accordingly to create a target or prospects list. 

How has it helped my organization?

For example, managing different leads regarding marketing and sales is done on HubSpot Sales Hub. Thus we completely rely on this tool for lead management. Without this solution, it will be difficult to maintain data on Excel and similar things. This solution also helps our organization to track emails and schedule Zoom meetings. 

What is most valuable?

The solution is very easy for business people and our experience with the product has been good. 

The most valuable feature of the solution is the tracking of customer interaction and client introduction. This solution allows us to assign different labels to each prospective lead and we can track their progress at which stage the leads are kept. 

What needs improvement?

It's a usable platform, but I think the solution should have more integration options, and the integrations can be smoother. 

Buyer's Guide
HubSpot Sales Hub
January 2025
Learn what your peers think about HubSpot Sales Hub. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.

For how long have I used the solution?

I have been using this solution for six months. 

What do I think about the stability of the solution?

I would rate the stability a six out of ten. 

What do I think about the scalability of the solution?

I would rate the scalability a seven out of ten. Three sales team members in our organization are using this solution. As leads arrive specific to this on different time frames, then the frequency of usage for this solution increases for us. 

How are customer service and support?

Technical support of the solution is good. Whenever there is a problem we send an email. For starters, they provide chat support, and it is sufficient for us. I would rate technical support a nine out of ten. 

How would you rate customer service and support?

Positive

How was the initial setup?

I would rate the initial setup a six out of ten. But as someone gets used to the solution, the setup becomes easier. The initial setup is a bit difficult as there are too many options, among which you need to choose the right ones to setup the solution.

There are multiple ways of doing the same thing, but a user has to find the right way as per the custom need. Only one infrastructure professional from our organization takes care of the maintenance, as our requirement is small. 

What about the implementation team?

We took the help of a third party to deploy the solution. 

What was our ROI?

We have absolutely seen good ROI from the solution. Users can easily search for a lead name, check who was assigned, know the progress and stage where the leads stand, and track it down. These features make a lot of sense from the business perspective and they can be a value addition for everyone. I would rate the ROI a ten out of ten, it's worth the investment. 

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

The solution is very affordable from the perspective of the features. I would rate the pricing a two out of ten, where one means very cheap. The price of the solution is fixed and there are no additional costs. 

Which other solutions did I evaluate?

We did evaluate other options, but the pricing of this solution was more suitable than those of the competitors. 

What other advice do I have?

If some users have more leads coming in and they are finding it difficult to manage on Excel and through other traditional ways of managing the leads, additionally if they are also finding it difficult to track the individual customer journey, then they should move to HubSpot Sales Hub. When an organization or user is in the growth phase, this is the ideal solution. I would rate the product a nine out of ten. 

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
Amanda Burma - PeerSpot reviewer
Self Employed at a comms service provider with 1-10 employees
Real User
Top 10
Provides comprehensive overview and user insights
Pros and Cons
  • "I found the interface to be modern and intuitive. It offers excellent documentation and guidance for effectively managing sales pipelines."
  • "There have been some challenges related to workflow customization and terminology."

What is our primary use case?

I used it for all of the presales opportunities that were in the sales engineering realm, as CRM for tracking our sales leads and assessing activities.

What is most valuable?

I found the interface to be modern and intuitive. It offers excellent documentation and guidance for effectively managing sales pipelines. HubSpot's seamless integration with Gmail and calendar tools provides a convenient way to manage communications and appointments. The ability to share the availability calendar, similar to Calendly, is a particularly valuable feature that greatly enhances workflow and scheduling efficiency.

What needs improvement?

There have been some challenges related to workflow customization and terminology. I found it to be somewhat rigid, which impacts the ability to adapt the tool to our specific needs.

For how long have I used the solution?

I have used it over the last twelve months.

What do I think about the stability of the solution?

I never had any stability issues during the time I was using it.

What do I think about the scalability of the solution?

The scalability of HubSpot Sales Hub is highly convenient because it is hosted, which means there's virtually no effort required on your part to manage or scale the system.

How are customer service and support?

I never had to contact them because I was able to find all the answers I needed online. This speaks volumes about the availability and quality of self-help resources provided.

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

I previously used Salesforce and it is a good tool that offers valuable insights, but I found HubSpot to have a faster, more responsive interface. Its integration abilities are far superior, as well.

What other advice do I have?

I would recommend taking some of their free intro courses as they can help users gain a better understanding of how HubSpot Sales Hub aligns with or differs from other tools they might have worked with in the past. That was something helpful for me. I would rate it nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
HubSpot Sales Hub
January 2025
Learn what your peers think about HubSpot Sales Hub. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Consultant at BORN Group
Consultant
Convenient report generation, user-friendly and easy to use
Pros and Cons
  • "You can create the workflows and also the different dashboards that you can create. I find it really convenient to generate a lot of reports plus the different views to present the deals."
  • "There is room for improvement in the dashboard. If we can actually connect it to maybe a Power BI or some dynamic reporting tool where we can actually slice and dice, that would be really great."

What is our primary use case?

It's mainly for the pipeline and to track the deals in the sales teams.

How has it helped my organization?


What is most valuable?

You can create the workflows and also the different dashboards that you can create. 

I find it really convenient to generate a lot of reports plus the different views to present the deals. 

That is also more like a summary snapshot that we get, which is really good. The moment I selected the loaner, it gave a snapshot of it, which is also very good. I've also tried using Oracle, which doesn't have this as a feature.

What needs improvement?

There is room for improvement in the dashboard. If we can actually connect it to maybe a Power BI or some dynamic reporting tool where we can actually slice and dice, that would be really great. 

Because I feel there are some areas of improvement in terms of generating the reports, especially for our specific needs.

For how long have I used the solution?

I have been using this solution for two years. 

What do I think about the stability of the solution?

It is a stable product.

What do I think about the scalability of the solution?

It is a scalable solution. There are around 40 end users using this solution in our organization. 

How are customer service and support?

We do have support, but our request would be predominantly to make some fields mandatory when we are transitioning these days, or to consider some sort of a report, etcetera. That's a custom report to generate some custom reports, etcetera.  

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

We worked with Oracle. Hubspot is more user-friendly. So that's one reason we opted for this solution.   

How was the initial setup?

The initial setup was good. Even onboarding was relatively easier.

What about the implementation team?

There is a support team that manages the tool for us, so we have created an instance.

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

The pricing is competitive. 

What other advice do I have?

I would definitely recommend it because it's really easy to onboard. Also, the setup is quite simple, so I would recommend it.

Overall, I would rate the solution a nine out of ten. it's really user-friendly, and the kind of view that it gives at least for the sale pipeline tracking, it's really good. And, the one point I deducted is because of the reporting feature. It could be better.

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
reviewer1424331 - PeerSpot reviewer
Partner at a consultancy with self employed
Real User
Used to manage sales pipeline and CRM records
Pros and Cons
  • "The tool facilitates adding the relevant information to the records automatically, so you don't have to look things up, as there is an automated search engine and a complete field for you."
  • "It would be good to be able to add AI and make it easier to integrate the tool with our day-to-day processes."

What is our primary use case?

We use the solution to manage sales pipeline and CRM records.

What is most valuable?

The tool facilitates adding the relevant information to the records automatically, so you don't have to look things up, as there is an automated search engine and a complete field for you. Since HubSpot Sales Hub is a SaaS solution, there's one point of truth.

What needs improvement?

It would be good to be able to add AI and make it easier to integrate the tool with our day-to-day processes. This would reduce the level of knowledge needed to integrate HubSpot into our daily workflow.

For how long have I used the solution?

I have been using HubSpot Sales Hub for three years.

What do I think about the stability of the solution?

I’ve never had any issues with the solution’s stability.

I rate the solution ten out of ten for stability.

What do I think about the scalability of the solution?

HubSpot Sales Hub is a scalable solution. Around four people use the tool once a week in our organization.

I rate the solution’s scalability ten out of ten.

How are customer service and support?

To resolve our issues, we use available information, FAQs, and knowledge documents, which are well organized.

How would you rate customer service and support?

Positive

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

I previously used Microsoft Excel. I switched to HubSpot Sales Hub because I wanted a solution that had more functionalities. I wanted to have a dedicated CRM system, and I didn't want to run the risk associated with Microsoft Excel. I wanted to make it a little bit more robust so that non-IT users could also adopt it.

How was the initial setup?

The solution’s initial setup is easy.

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a nine out of ten.

What about the implementation team?

The solution can be deployed within a couple of hours.

What other advice do I have?

Overall, I rate HubSpot Sales Hub a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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reviewer2540313 - PeerSpot reviewer
VP of Global Operations & Procurement at a transportation company with 51-200 employees
Real User
Top 20
Allows us to customize our sales cycle approach
Pros and Cons
  • "I like the tool's flexibility. It allows us to customize our sales cycle approach. However, this flexibility can be challenging, as there are many options to consider."
  • "I think AI-driven features would be great. For example, if it could make recommendations and suggestions for each user, like when to reply or what to say, that would be a great asset in a CRM. This could help sales reps close deals faster, which is crucial."

What is our primary use case?

I use HubSpot Sales Hub to build the top of the funnel in our freight forwarding and supply chain business. We use it for solution design, understanding customer projections, market research, costing, scheduling, and providing innovative solutions to our sales team. It helps us from identifying prospects to completing deals.

What is most valuable?

I like the tool's flexibility. It allows us to customize our sales cycle approach. However, this flexibility can be challenging, as there are many options to consider.

Feature-wise, the SEO tooling in HubSpot has been helpful recently, according to feedback from my team. We haven't explored the automation capabilities much yet.

What needs improvement?

I think AI-driven features would be great. For example, if it could make recommendations and suggestions for each user, like when to reply or what to say, that would be a great asset in a CRM. This could help sales reps close deals faster, which is crucial.

Regarding pricing, I think HubSpot Sales Hub is okay—not too expensive. But as a company, we'd always like to see costs decrease slightly.

For how long have I used the solution?

I have been using the product for a couple of years. 

What do I think about the stability of the solution?

We haven't faced any major performance or stability issues.

What do I think about the scalability of the solution?

Currently, we have about eight to ten users across three departments: sales, account management, and procurement.

What was our ROI?

We're seeing ROI. The tool drives most of our outbound marketing and customer outreach. However, our sales cycles are a bit longer than we'd like, which affects cost-effectiveness. We need to build a better top-of-the-funnel.

What other advice do I have?

We haven't explored many integration capabilities. We initially considered integrating it with our in-house app for a holistic picture from prospect to client onboarding, but it's still unexplored territory.

I don't have any AI-driven initiatives or sales strategies using AI that are supported by the specifically. However, we are exploring AI for operational efficiency in our industry, which is very paperwork-driven and involves a lot of cargo movement. We have to maintain many documents and comply with regulations promptly.

So far, we've automated some processes using logic and machine learning capabilities, including using large language models (LLMs). We're currently exploring AI more deeply this quarter and next to build a more operationally efficient platform.

For example, we're looking to integrate AI into our email system to understand conversations and automatically mark tasks as completed. We do freight bookings mainly through email with different ocean and air carriers. Instead of having a user manually update our system based on these emails, we're developing an AI that would handle this process automatically. Human intervention would only be needed to handle exceptions.

As an end-user, I find it intuitive and straightforward, though I can't speak to the complexity of setting up the workflows. 

We can recommend HubSpot Sales Hub because it can push content, do customized account-based tooling, and has good reporting and analytics. It's a holistically designed product. However, its flexibility means that how well it works depends on how you implement the workflows for each feature.

My advice for users looking to implement it is to understand your sales cycle workflows and the tools you offer first. Creating lots of customized content is tempting, but this can quickly become overwhelming. I recommend keeping it simple at first. Start by setting up the visibility layer and running basic reporting and analytics. Then, you can start fine-tuning the product, your processes, and your sales approach based on the data. That's one of the big advantages - you can break down all this information. You need the right people who can understand and interpret the data.

On a scale of one to ten, I would rate HubSpot Sales Hub an eight. The two-point deduction is because I'm unfamiliar with the complexities of configuring workflows or potential integration issues.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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PeerSpot user
reviewer2382468 - PeerSpot reviewer
Founder at a university with 11-50 employees
Real User
Top 10
Useful for managing workflows and for the modules offered to users
Pros and Cons
  • "HubSpot Sales Hub is useful for managing workflows."
  • "It would be good if there were sort of more templated processes offered by the tool since this is an area where the product has shortcomings."

What is our primary use case?

HubSpot Sales Hub is useful for managing workflows.

What needs improvement?

HubSpot Sales Hub is a product that is on par with HubSpot CRM other than the factor it can be described as a product that offers everything in a single package along with marketing automation features.

It would be good if there were sort of more templated processes offered by the tool since this is an area where the product has shortcomings.

For how long have I used the solution?

I have been using HubSpot Sales Hub for three years.

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

I rate the product price as seven on a scale of one to ten, where ten is the most expensive, and one is the least expensive.

What other advice do I have?

If the product is used in a complex product or service organization with a lot of different pricing rules, I feel HubSpot, as a quoting tool, is just not built for it.

I think the product is pretty vanilla and just enough to meet the needs. The product doesn't do anything different from any of the other solutions available in the market.

When it comes to HubSpot, it's the connection with marketing automation on the Marketing Hub and not Sales Hub that is helpful. Sales Hub does not offer any automation.

I recommend the product to others only if they need some of the modules it offers. On its own the tool does not have any differentiators from the other tools in the market. There are lighter platforms out there compared to Sales Hub.

There has been no cost reductions in our company from using the tool, especially since it was a green deployment.

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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reviewer2338281 - PeerSpot reviewer
Global Chief Experience Officer at a tech services company with 11-50 employees
Real User
Top 5Leaderboard
Seamless process for managing everything from the initial contact to the communications once we've onboarded them as clients

What is our primary use case?

We use the solution for sales and marketing as our CRM to track sales, communications, and marketing effectiveness. We're holistically using both of those platforms.

How has it helped my organization?

Seeing the transition from marketing to sales has been a more straightforward exercise. We use the dashboarding functionality quite a bit. We do our newsletters through it. We've got our website connected to it. We're fully integrated into HubSpot. We never integrated that into Salesforce. 

Everything we do is through HubSpot now for Sales. We can see how many meetings the sales team has set up. We can track how many emails they've sent out. We can pass contacts in an automated way from points of marketing, passing them when they're ready for sales. It's been a seamless process for managing everything from the initial contact to the communications once we've onboarded them as clients.

What is most valuable?

The solution provides email add-ons. It can automatically onboard new contacts as they're coming through our email. Salesforce has the same function and features where your emails are recorded.

The tool allows for the transition to happen more easily. You can go in and see when the last communication with the client and communicate with each other.

What needs improvement?

We were using Salesforce. Moving contact and deals associated with that contact to companies is a little clunky. Hubspot’s interface can be a little counterintuitive.

For how long have I used the solution?

I have been using HubSpot Sales Hub for two months. We are using the latest version of the solution.

What do I think about the stability of the solution?

I rate the solution’s stability a nine out of ten.

What do I think about the scalability of the solution?

I rate the solution’s scalability a nine out of ten.

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

I’ve used Salesforce. We could better integrate marketing with Sales. Our marketing team has more experience with HubSpot, so it made sense to migrate over rather than retrain everyone on how to use Salesforce for marketing.

How was the initial setup?

The initial setup is easy.

What was our ROI?

The tool has cut down the time to communicate between marketing and sales.

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

Hubspot is expensive, but it's worth the investment.

What other advice do I have?

Our C-level executives are constantly being asked how our sales and marketing are going. Hubspot is great.

You get out of it when you put into it. It is an investment of time, and someone needs to be in charge.

Overall, I rate the 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
John Cunningham - PeerSpot reviewer
Director, International Sales and Marketing at a tech services company with 11-50 employees
Real User
Helpful in developing a sales funnel for clients and is very straightforward to utilize
Pros and Cons
  • "The solution is very straightforward to utilize."
  • "The solution is good, but it could be more straightforward."

What is our primary use case?

Our primary use case for this solution is developing a sales funnel for our clients. The sales funnel has about 14 stages, and we use it for analysis and providing pointers to the sales team where contacts are moving forward, stagnant, or haven't been contacted for a while.

What is most valuable?

The solution is very straightforward to utilize. The ability to make calls from the system free of charge is valuable. The pain point is that only some countries are included.

For how long have I used the solution?

We have been using this solution for four years.

What do I think about the stability of the solution?

The solution is stable.

What do I think about the scalability of the solution?

The solution is scalable. We have two businesses using it. One has about 2,000 contacts, and the other has about 30,000 contacts.

How are customer service and support?

Our experience with customer support has been good, but they are often slow to fix the issue due to time zone differences.

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

We have used Zoho.

How was the initial setup?

The initial setup is reasonably straightforward, and it is tasking. You have to set up flows, decisions, and rules. The process could be simplified.

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

The solution costs approximately $100 monthly, but the price increases depending on the volume of contacts you have. As the tiers get larger, the pricing increases.

What other advice do I have?

I rate the solution an eight out of ten. The solution is good, but it could be more straightforward. I advise people evaluating this solution to find something simpler unless their corporate structure demands some of the extra functionality that HubSpot Sales Hub provides.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user