Client Manager at a tech services company with 1,001-5,000 employees
Real User
Top 5
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?

We primarily use the solution as a CRM.

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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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.
PeerSpot user
Customer Solution Executive at a tech services company with 51-200 employees
Reseller
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
PeerSpot user
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HubSpot CRM
May 2024
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771,170 professionals have used our research since 2012.
AmilaDantanarayana - PeerSpot reviewer
Presales manager at Mitra Innovation
Real User
Top 5Leaderboard
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.
PeerSpot user
CBDO at Rainex
Vendor
Top 20
Reliable and user-friendly solution to create a pipeline for sales
Pros and Cons
  • "HubSpot CRM has the most reliable and user-friendly options."
  • "I cannot upload a long recorded Zoom conversation to HubSpot."

What is our primary use case?

Since HubSpot CRM has the most reliable and user-friendly options, we decided to use it to create a pipeline for sales and understand our customer's journey from scratch to integration.

What is most valuable?

HubSpot CRM has the most reliable and user-friendly options.

What needs improvement?

I cannot upload a long recorded Zoom conversation to HubSpot. I have had some difficulties with HubSpot CRM concerning duplicating contact and pipeline sales. HubSpot CRM's user interface should be made easier.

For how long have I used the solution?

I have been using HubSpot CRM for four to five months.

What do I think about the stability of the solution?

HubSpot CRM is a stable solution. We have added the open version of HubSpot to our Google Calendar, which works stable. We get messages from there telling us that our new customers want to book a meeting or have a conversation.

What do I think about the scalability of the solution?

Five people are using HubSpot CRM in our company.

How are customer service and support?

I contacted HubSpot CRM's customer support team because I could not upload large files to the solution. They told me that I needed to use HubSpot CRM's premium account.

How was the initial setup?

The initial setup of HubSpot CRM is easy. I taught my colleagues to use it for ten minutes, and they found it user-friendly and understandable.

What other advice do I have?

We are using the cloud version of HubSpot CRM. I would recommend others to use HubSpot CRM.

Overall, I rate HubSpot CRM an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Real User
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.
PeerSpot user
Business Development Manager at a computer software company with 51-200 employees
Real User
Simple initial setup and scalable
Pros and Cons
  • "I am working in a small company. We have a sales teams that consist of 10 people. HubSpot CRM is scalable and easy to use."
  • "In HubSpot CRM there are many subscription models. Some things are limited compared to the subscription models. For example, I cannot track all the tasks that I have in CRM at once. I need to click on the specific deal to see what the task is. This could improve in the future."

What is our primary use case?

I am using HubSpot CRM in business development and sales to keep track of my clients, such as deals, tasks, and notes.

What needs improvement?

In HubSpot CRM there are many subscription models. Some things are limited compared to the subscription models. For example, I cannot track all the tasks that I have in CRM at once. I need to click on the specific deal to see what the task is. This could improve in the future.

For how long have I used the solution?

I have been using HubSpot CRM for approximately six months.

What do I think about the scalability of the solution?

I am working in a small company. We have a sales teams that consist of 10 people. HubSpot CRM is scalable and easy to use.

How are customer service and support?

I have not used technical support.

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

I have previously used Salesforce and Bitrix. Bitrix was a very poor solution.

How was the initial setup?

The initial setup was straightforward.

I rate the initial setup of HubSpot CRM a four out of five.

What about the implementation team?

There is little maintenance required, we have our head of sales who is in charge of HubSpot CRM.

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

There is a cost for the solution. However, I am not aware of the price.

What other advice do I have?

HubSpot CRM is one of the best CRMs I have used.

I rate HubSpot CRM 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
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Updated: May 2024
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