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Stefano Gulbalis - PeerSpot reviewer
Chief Innovation Officer - FOUNDER- Channels Strategy - Nebulai - A Digital Transformation Corp. at Nebulai
Real User
Top 20
User-friendly, flexible, and can be integrated with other tools to enhance productivity
Pros and Cons
  • "The tool is user-friendly."

    What is our primary use case?

    We use the solution to host all our customer management and sales. We also use it for lead tracking. We see what's working and move in different stages. We have several stages of the sales process. The solution helps us follow up with the sales team members and see their efforts with a specific client or opportunity.

    We also have a tier-two campaign. If the campaign becomes a lead, it goes into HubSpot for follow-up and engagement. We use Apollo. It ties to HubSpot when it gets a lead. The lead is sent to HubSpot and is followed up with.

    What is most valuable?

    The solution is flexible. We can integrate it with other products. It is very effective. It is often preferred in the industry, so we have many opportunities to integrate it with many other tools to enhance productivity. The tool is user-friendly.

    How was the initial setup?

    The initial setup was fairly easy. We have people who understand the process. They did a very quick job. The technical project manager deployed the tool in our organization.

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

    The vendor has been very accommodating. We're startups. They have given us a pretty decent price.

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    Which other solutions did I evaluate?

    The product is not like Salesforce or Oracle, but it's strong enough to drive the business.

    What other advice do I have?

    HubSpot is suitable for small and medium businesses. The email tracking is done through Apollo. It is absolutely necessary. We need to have a way to track the emails. It gives us intelligence about what is going on with the tool. The dashboard is necessary to figure out what is going on. Overall, I rate the product a nine out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Salesforce Consultant at Freelance
    Consultant
    Top 20
    Seamless integration for seamless updates and tracking
    Pros and Cons
    • "It avoids creating duplicate records by updating Salesforce automatically when changes occur in HubSpot CRM."
    • "When the system fails to load data, the error messages are not user-friendly and can be confusing."

    What is our primary use case?

    My primary use case involves working with HubSpot CRM integrated with Salesforce. My role is to assist in integrating HubSpot's activities into Salesforce, specifically to view recent activity from HubSpot within Salesforce. I serve as an end user, logging in to address issues identified by others in the Salesforce team.

    What is most valuable?

    HubSpot CRM provides two-way integration with Salesforce, enabling seamless updates and activity tracking. It avoids creating duplicate records by updating Salesforce automatically when changes occur in HubSpot CRM. The integration process is quick and efficient, and the solution offers comprehensive reporting and tracking capabilities. Additionally, the CRM tool is supported by effective email and calendar functionalities.

    What needs improvement?

    When the system fails to load data, the error messages are not user-friendly and can be confusing. There should be more explicit and detailed error messages to provide clarity. There is a need for improvement in technical support, especially in terms of providing real-time assistance, such as access to live agents and accurate notifications of service hours.

    For how long have I used the solution?

    I have used HubSpot CRM for approximately one to two months.

    What do I think about the stability of the solution?

    During my interaction with HubSpot CRM, there have been no notable outages or significant downtimes.

    What do I think about the scalability of the solution?

    HubSpot CRM serves both marketing and CRM functions in one application. The ease of creating sandboxes and production environments is commendable, and integration with the system takes roughly thirty minutes.

    How are customer service and support?

    There is room for improvement in technical support. Improvements could be made by providing availability of live agents during working hours and establishing a system similar to Salesforce for direct live agent engagement.

    How would you rate customer service and support?

    Positive

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

    In my current role, I have not used a different CRM solution before HubSpot. However, prior to taking a break, there might have been other applications I worked with, but I don't remember their names.

    What other advice do I have?

    I would rate HubSpot CRM an eight out of ten. Unfortunately, I am not able to provide specific advice or recommendations to new users, as my interaction with the product has been limited.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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    Prince Barai - PeerSpot reviewer
    Back End Developer at Agnos Inc.
    Real User
    Top 5Leaderboard
    Easy to use and you can store around 10,00,000 records for free
    Pros and Cons
    • "The most valuable feature of the solution is its free version, where you can store around 10,00,000 records in HubSpot CRM for free if you have a business email ID."
    • "The solution's user interface can be simpler with features that are easy to navigate."

    What is our primary use case?

    Our goal was to get the accuracy of data and process it. So, we have integrated a bunch of things so that the accuracy of the data can be increased once the impact ratio of the data is increased. We have created a campaign for emails and a funnel to trace each and every client we are targeting.

    What is most valuable?

    The most valuable feature of the solution is its free version, where you can store around 10,00,000 records in HubSpot CRM for free if you have a business email ID. It was really good to try and use it for free until that limit was raised. HubSpot CRM is easy to use, and a person who doesn't have a coding background can learn how to use it to solve problems.

    What needs improvement?

    Logging in and doing things in the solution's main interface is a bit complex. The solution's user interface can be simpler with features that are easy to navigate. I have faced a few difficulties while managing contacts, and the solution has a few bugs. The technical support of the solution could be improved because their response time is slow.

    For how long have I used the solution?

    I have been using HubSpot CRM for three and a half years.

    What do I think about the stability of the solution?

    HubSpot CRM is a very stable solution.

    What do I think about the scalability of the solution?

    We haven’t faced any scalability issues with HubSpot CRM. Around 20 to 50 internal team members currently use the solution in our organization.

    How was the initial setup?

    The solution's initial setup was very easy.

    What other advice do I have?

    HubSpot CRM is deployed on the cloud in our organization. HubSpot CRM easily integrates with our marketing and service efforts. We have several databases. We have written a script, and by that script, it imports the contact easily to the CRM, and then we do our job. The CRM should have the option to integrate with databases like MongoDB. If a company's database is in MongoDB, we can directly import it without writing a third-party script.

    Overall, I rate the solution a seven to eight out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Christophe Derdeyn - PeerSpot reviewer
    Partner delaware Singapore at delaware Singapore
    MSP
    Top 5
    A flexible and scalable solution that provides a nice overview of an organization’s sales funnel
    Pros and Cons
    • "The reporting is very flexible."
    • "We had a problem with the tool’s stability once."

    What is our primary use case?

    We use the product to manage our sales funnel and for marketing purposes. We do mass mailings.

    What is most valuable?

    I have a whole sales team, so I find it very convenient to run my sales funnel in it, keep an overview of who is performing how, and at which stage certain deals are to make sure nothing goes stale. The reporting is very flexible. It can be tailor-made according to our needs. I really like the UI. It's very convenient. It gives me a nice overview of my sales funnel. I can easily filter and see which deals are whose and what is the due date.

    What needs improvement?

    We had a problem with the tool’s stability once.

    For how long have I used the solution?

    I have been using the solution for around five years. I am using the latest version of the solution.

    What do I think about the stability of the solution?

    I rate the stability a nine out of ten.

    What do I think about the scalability of the solution?

    We use the solution in seven or eight countries around the globe. We have managed 300,000,000 in sales through it. I believe it is scalable enough. The usage will grow with the company. We grow 20 to 25% per year. As a consequence, the volume and the number of users will grow. In my entity, 15 people are using the tool. Around 400 to 500 people might be using the solution in our organization globally.

    How was the initial setup?

    A team in Europe does the setup for us. Typically, when we ask them something, it takes a little while before they get it done. I do not know if it is related to the team or the tool. When we started using it, we never really had a lot of work around it.

    What about the implementation team?

    We decided to start using the product because some of our other entities in Delaware use it. We started with the template that another entity was already using. It didn't take much time. It was done in a matter of a week or two. It was very quick. We have one person who manages the tool. I don't know if she works with others to get things done. I take all my queries to her, and she ensures that my problems disappear.

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

    We pay a subscription fee for the product.

    What other advice do I have?

    We're not power users. I use the basic functionality of the solution. I recommend HubSpot. The main reason why I recommend HubSpot is that it is very easy to learn. It is a flexible tool. It's not overly complex, and it is quick to adopt. Overall, I rate the product an eight out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Technology manager at HubSpot Marketing Hub
    Real User
    Helps to communicate with users and offers a centralized location for customer information
    Pros and Cons
    • "The best feature in HubSpot CRM for us is the custom objects that we integrated. This allows us to include more information on the contact profile, company profile, and other details, making it easier for our staff to have all the necessary information before contacting our customers.Additionally, having all this information in a centralized place is highly beneficial for us."
    • "We found that automated emails were challenging to manage in the tool. While the feature allows you to create dynamic email templates, it was difficult to tweak and fetch data associated with different objects, such as contacts and custom objects."

    What is our primary use case?

    Our main use cases involve communication with our users. We use HubSpot CRM for that purpose. We have integrations with Aircall for calling users, and our members can also call us. We also use the tool for SMS and utilize its out-of-the-box email features.

    While I can't comment much on the marketing side as it's handled by another department, I believe they make use of the solution as well. We also use the sales pipelines to track the progress of our funnel on our site.

    What is most valuable?

    The best feature in HubSpot CRM for us is the custom objects that we integrated. This allows us to include more information on the contact profile, company profile, and other details, making it easier for our staff to have all the necessary information before contacting our customers.Additionally, having all this information in a centralized place is highly beneficial for us. 

    In terms of automation, we primarily use workflows in our office. These workflows involve creating lists to document company context and then pushing them through the workflows to create emails sent out to customers regularly, such as marketing or follow-up emails. We also have workflows to populate fields based on actions taken on the website.

    For example, if a member submits a form or checks a checkbox on the website, it's reflected in their contact profile on the tool. However, I must admit that we're not using it to its full extent. We mainly stick to it because it is familiar within the business, allowing our staff to reach out to customers via phone, SMS, etc., for both B2C and B2B sales.

    What needs improvement?

    We found that automated emails were challenging to manage in the tool. While the feature allows you to create dynamic email templates, it was difficult to tweak and fetch data associated with different objects, such as contacts and custom objects.

    For how long have I used the solution?

    I have been using the product for three years. We started implementing a new technology stack in 2021, and during this process, we noticed that our demo users were already using HubSpot CRM. We adapted what they were doing into a new organization on the HubSpot site to align with our new technology stack. We've been using this setup since early 2022, when we launched the new technology stack.

    What do I think about the stability of the solution?

    Sometimes, making lists or updating things in HubSpot CRM takes a bit longer than we'd like. But we've gotten used to it, and it's not a big problem. Other parts of HubSpot, like workflows and connecting to other systems using webhooks, work pretty well and don't give us any trouble.

    What do I think about the scalability of the solution?

    Regarding scalability, we haven't encountered any issues scaling up the solution. It offers many features we haven't fully explored, such as the knowledge base. We believe there are still many areas we can explore within HubSpot CRM. 

    How are customer service and support?

    I haven't contacted technical support yet. 

    How was the initial setup?

    Installing and configuring HubSpot CRM wasn't complicated. It felt quite intuitive, especially since the business was already familiar with it. We worked with an implementation partner, and we were up and running within three weeks to a month.

    The more complex part was integrating it with other systems, which initially took some time to set up. However, once we had the initial connections, it was mostly about understanding how the tool works and ensuring it met the business requirements. Once everything was set up, the automation worked, syncing data in the background whenever there were interactions with subscriptions or consultations.

    What other advice do I have?

    We're just customers of HubSpot CRM, but we have in-house expertise in integrating HubSpot with our other applications. We use a mix of APIs and other tools for integration, including third-party access.

    We integrate HubSpot CRM with Chargebee, Xero, and a commerce system for our e-commerce needs. We've also been reassessing our systems and are considering dropping some that we feel no longer serve our needs. 

    We don't plan on moving away from the product anytime soon because we consider it our primary CRM for storing all customer information. Its decent integrations with various communication software also influence our decision to continue using it.

    Initial maintenance challenges included setting up certain features requested by the staff. However, maintenance became quite easy once everything was configured correctly and the team was familiar with using the tool for tasks like creating workflows and templates. I've been less involved in the solution for the past six months as the staff has managed it daily. Our technology team now primarily focuses on creating enhancements when needed.

    We recommend HubSpot CRM. I've used it before, and yeah, when we were setting up our new technology stack, the staff really wanted to keep using It. That speaks for itself about how good it is. I rate it a nine out of ten. 

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Greg Jacob - PeerSpot reviewer
    Executive Consultant at Gemini Solutions Group
    Real User
    Top 5
    Offers a good and attractive graphical user interface
    Pros and Cons
    • "Stability-wise, I rate the solution a ten out of ten."
    • "From the perspective of continuous improvements needed in the product, I would want the tool to be able to pull out more information about clients."

    What needs improvement?

    I don't know what the tool was like for the back end, but for whatever I used it for, it was fine.

    From the perspective of continuous improvements needed in the product, I would want the tool to be able to pull out more information about clients. I used LinkedIn integrations, in which there was a way to put in a domain name, and it automatically could pull in known contacts from ZoomInfo and LinkedIn. I think you could import the details of clients with the tool and grab the person you want from LinkedIn. If HubSpot CRM could provide recommendations for the people operating in different functions in the companies my organization is in touch with presently, after which you can sort of segregate it into good information or bad information, then it would be great.

    For how long have I used the solution?

    I have experience with HubSpot CRM. I am a customer of the product.

    What do I think about the stability of the solution?

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

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

    I have experience with Salesforce.

    I have experience with NetSuite. Compared to NetSuite, HubSpot CRM had more functionalities for marketing, generating AV campaigns, and automating outreach. HubSpot CRM also had a constant contact feature available in it, but presently, all of the aforementioned features are added at an additional cost. I don't know if NetSuite offers the same features as HubSpot CRM under some options.

    What other advice do I have?

    In terms of lead tracking and management, every company that my organization works with gets loaded into HubSpot CRM, after which they are assigned accounts, and they can work from those accounts. I like the GUI of HubSpot CRM better since it is very attractive.

    For my company's sales and marketing efforts, I could see that HubSpot CRM could integrate with Office 365 from Microsoft. If you send an email from HubSpot CRM, it will be sent from Outlook, and it works vice versa as well. If you send an email from your Outlook, it will track it in HubSpot. HubSpot is a great place to have historical documents on customer interaction.

    The feature of the product that improved our company's sales process was its ability to automate email campaigns.

    The product's email tracking feature has impacted our company's engagement strategy since it helped me follow up differently from an email and see if emails were opened or not. I could set a cadence to send out an email if the receiver of our company's email opens it, so it is similar to a follow-up email. If the receiver of our company's email doesn't open it, I can send another email instead, which is something I could do at multiple levels using HubSpot CRM. With the marketing part as an add-on in HubSpot CRM, I could deal in the aforementioned area using the product's interface.

    The dashboard and reporting tools in HubSpot CRM were good. The tool is visually appealing in a way that it would display things after directly uploading the company logo that you were working with for the opportunity and pull in all their information automatically by grabbing onto their website, considering that you put in the website domain name. The tool grabs as much information as it can from just putting in a little bit of information about the company.

    HubSpot CRM's mobile app experience was fine, and it was better than what Salesforce offers. Using the product's mobile app while on the move or when I am away from the office desk is possible. I could use my mobile to handle any updates on the product for management.

    I like the interface of HubSpot as a CRM tool since it helped me with sales tracking when I used to have my own company.

    I rate the tool a ten out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Andrew Royal - PeerSpot reviewer
    Founder at Full Stack RevOps
    Real User
    Top 5
    Helps in client and workflow management but needs to have a better scoring feature
    Pros and Cons
    • "We can track clients through the system, which is a great feature. It supports cross-functional teams."
    • "The scoring functionality in Salesforce is better. HubSpot CRM should improve its scoring feature."

    What is our primary use case?

    We use HubSpot CRM for client management. It helps us to understand where clients come from. 

    How has it helped my organization?

    HubSpot CRM helps in workflow management and understanding who your contacts are. 

    What is most valuable?

    We can track clients through the system, which is a great feature. It supports cross-functional teams. 

    What needs improvement?

    The scoring functionality in Salesforce is better. HubSpot CRM could improve its scoring feature to help in the seamless handoff to sales. 

    For how long have I used the solution?

    I have been using the solution since 2019. 

    What do I think about the stability of the solution?

    I rate HubSpot CRM's stability an eight out of ten. To date, I haven't run into any downtime issues with HubSpot.

    What do I think about the scalability of the solution?

    I rate the tool's scalability an eight out of ten. It will definitely grow with your team.

    How are customer service and support?

    HubSpot CRM's technical support is responsive. 

    How would you rate customer service and support?

    Positive

    How was the initial setup?

    HubSpot CRM's installation is both simple and complex. Sometimes, it is simple and takes only a few hours to complete. There are times when clients require heavy customization. It is beneficial to have someone who understands the ecosystem. 

    What was our ROI?

    We have seen ROI with the tool's use both from a revenue basis as well as from the point of view of optimizing our team's time.

    What other advice do I have?

    Deploy HubSpot CRM with someone who has done it successfully in the past. It is a solid platform, and I rate it a nine out of ten. 

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Saba Perwez - PeerSpot reviewer
    Executive - Marketing Automation at a tech services company with 1,001-5,000 employees
    Real User
    Top 5Leaderboard
    Clear workflow, provide timely support and stable product
    Pros and Cons
    • "The best thing about HubSpot is its clear workflow. Anyone can understand the flows of your contacts, your emails, their delivery dates, and the reasons behind their movements."
    • "There is a limitation with the integration with other tools or workflows."

    What is our primary use case?

    I mostly use it for CRM functionalities. I use it for online marketing automation, particularly email marketing.

    How has it helped my organization?

    HubSpot email tracking and notification feature with sales follow-ups is good. You can easily track very much by UTM, so if you add it in your mails or notifications.

    What is most valuable?

    The best thing about HubSpot is its clear workflow. Anyone can understand the flows of your contacts, your emails, their delivery dates, and the reasons behind their movements. 

    The workflows and reporting features make everything so much easier and clearer. Whatever I have used has been a perfect fit for my needs.

    What needs improvement?

    There is a limitation with the integration with other tools or workflows, but we have to take all the tools that are easily integrated with HubSpot; otherwise, you have to use the API to connect with HubSpot. We have both options available, easy to use as well as through the API.

    One more thing that we cannot use in HubSpot is, for that reason, we have to get another subscription. If you have one company and they have two other branches, you can only use one company's website at once. You cannot use two companies' logos and one email via HubSpot.

    Picture this scenario: the parent company is Alphabet, and Google is a company under Alphabet. If Alphabet has a license for HubSpot CRM, they have to buy a different license for Google.

    So, you can only use one of your business units at once.

    For how long have I used the solution?

    I have been using it for a year. 

    What do I think about the stability of the solution?

    I haven't found any bugs up to date. So, it has been a stable product for me. 

    What do I think about the scalability of the solution?

    We have two clients. We use it at an enterprise level. 

    How are customer service and support?

    I am happy with the support coming from HubSpot.

    I'm very happy with it because they provide timely responses. I can just write a question and get a quick answer. Sometimes we even call and solve it together.

    How was the initial setup?

    It's not that difficult to set up. The setup time was manageable for our internal teams. Also, they offer 24-hour support if you have that account, and they'll help you with everything.

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

    The pricing is in a midrange if you line up the marketing tools.

    It is worth the money. 

    What other advice do I have?

    I would recommend going for HubSpot because if your data is inside HubSpot, you can easily use and manipulate it throughout your campaign. 

    If your data is in Salesforce, you would need to integrate it with HubSpot, which might lead to bidirectional issues. There are concerns when you have to connect to other tools.

    Overall, I would rate the solution an eight out of ten. The workflows are easy to create compared to others, and their reporting and dashboarding are also very awesome. Everything is so much detailed about it. 

    The curating emails make things easier than other tools. But I'll cut down two points just because of the pricing, and we cannot send different business unit emails from the same account.

    Which deployment model are you using for this solution?

    Hybrid Cloud
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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