About HubSpot CRM
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Hubspot is also great for start-up companies or small businesses, as the pricing is more fair and other CRM tools can be overkill for a small company.
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Best CRM for small businessess
Comments: Overall this is by far the best and easiest system to implement in a small business. It allows us at a low cost to track leads, manage contacts, and close deals.
HubSpot is easy to deploy and setup. I like that you can upload an excel spreadsheet with all your contacts and companies into HubSpot which allows the data to be quickly synced. In addition there are a lot of integrations available for various commonly used business software with HubSpot such as WooCommerce and WordPress.
There are some features that are limited or not available depending on your level of membership plan.
Reasons for Choosing HubSpot CRM: Tracking everything in excel became unmanageable.
Switched From: Microsoft Excel
Reasons for Switching to HubSpot CRM: HubSpot was the perfect fit for our business and it allowed us to take advantage of a full blown CRM system at a low cost.
Best CRM for small business
Comments: With Hubspot my company was able to create new sales funnels, improve comunication process and undestand how is the best way to interact with your customers. It gives us a lot of insights, not only with new clientes but also with our own inner workflows.
Lead management and ticket system are the two most useful features from Hubspot.
I would love it to have WhatsApp business integration
Reasons for Choosing HubSpot CRM: Zendesk was too expensive and not so easy to work with
Switched From: Zendesk
Reasons for Switching to HubSpot CRM: It has a free version for small business, and it has Spanish support
Good for firms that need a first CRM
It is helpful for the essentials of CRM functions with Sales teams that are just starting out.
It does not have the ability to scale with the company to operate at scale outside of the marketing platform.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to HubSpot CRM: We were not ready for Salesforce at the time due to the price and operational overhead the system generates.
Perfect for our startup
Comments: Brilliant, the fact that we can start on a free plan and do so much makes us think that hubspot could be a really good long term partner for us.
We love the fact that hubspot enables us to keep a track of all our clients in one place. Not only that but it is free. The ability to import data from excel files allowed us to upgrade our database from google sheets and combined with hubspots internal database elevated the amount of info we had to hand on our clients, taking it to the next level. We also love the fact you can create custom fields to the CRM and different views for different users.
To be honest there is very little not to like with hubspot, in terms of the various software we use, this one takes a little more time to implement and adopt, however once customized to your requirements it becomes way easier to use.
Alternatives Considered: Airtable
Reasons for Choosing HubSpot CRM: Google sheets is limited and to get it to the level of customization we have with hubspot would be a nightmare. Hubspot is also really user friendly compared to google sheets.
Switched From: Google Sheets
Reasons for Switching to HubSpot CRM: We really like the interface for hubspot and the fact they have a lot of basic data on clients, like number of employees etc..
A fantastic CRM from startup to corporations
Comments: Generally I am very satisfied with this CRM. Easy to setup and use and works all the time.
Hubspot CRM is very easily integrates with internet browsers, email providers and to the entire workflow of the company. Sales - delivery.
Some feature are a little hard to use or get used to. Such is the setting up of the outgoing email and can't check my incoming mail directly in the CRM.
Alternatives Considered: MiniCRM
Reasons for Choosing HubSpot CRM: The other CRM was hard to setup and use. It was more customizable but harder to actually setup and did not always work.
Switched From: SugarCRM
Reasons for Switching to HubSpot CRM: The free tier was a win. Easy to use and logical setup is also something that won me over.
Very reliable CRM with bonus features.
Comments: I have had a great time with HubSpot. I especially like the new Tickets function. It allows us to communicate tasks as a team and see where we need to go next on a project from anywhere.
I like how I can use this CRM on my mobile device, desktop, or tablet. I can keep track of my leads from anywhere, update the team with new information, and check on leads in multiple ways. Very efficient and super reliable with real time updates.
Sometimes I think there are too many notifications. I would like if it was a bit easier to understand which notifications I am allowing and maybe even silence a few so that I am notified without interrupting my work day.
Reasons for Switching to HubSpot CRM: HubSpot was better on the eyes and a lot quicker to setup than other software. It's also available on multiple platforms so I can check my work on the go.
Comments: Hubspot CRM is a value part of our sales and marketing. The features helps with every step I recommend Hubspot to anyone. They even have a free feature to help you understand how it works. The money spent on this program is worth it.
My team has been using Hubspot for year. Hubspot makes finding qualified leads easier. The features help with every step in the sales pipeline. Lead capture, email marketing, engament tracking, and intergrateing it with my team was a snap.
Maybe little more calling prospect time. However this is still not bad but couod be improved.
Reasons for Switching to HubSpot CRM: One of the main factors was the engament when I inquired about it. The level of service is suprising for the price.
Great tool especially for start-ups and scale-ups
What I like the most is, you can start easy (also with a lower pricing) and have everything you need when starting with a CRM. However as you grow, the tool has the capability to grow with you
When making the shift from "starting phase" to getting a little bit more sophisticated, there is a gap to fill knowledge and pricing wise. Other then that, there is nothing about this tool itself that I dislike.
Reasons for Switching to HubSpot CRM: Honestly I didn't had the final say in this and just didn't want to chose saleforce because of its pricing
Very expensive CRM with complex features
Comments: We were struggling to find a good CRM with streamlined architecture. That's when we used HubSpot.
It has covered everything, has left no stone unturned. Whatever you need it is there. They have put a lot of effort in making this for 'EVERYONE'.
While making this for 'EVERYONE' they have bulked up it so much that many of the features are just useless for most of the users. It can be streamlined.
HubSpot CRM review
Comments: Satisfied with our experience using HubSpot
Easy to integrate, delivers good value for the money spent
Online and mibile apps needs to be improved further
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to HubSpot CRM: HubSpot is way easier to get started and integrate with existing business tools
Easy to Use Popular CRM for Small Businesses
Comments: Hubspot CRM is an awesome CRM that I have set up for many of my clients with small businesses. It is easy to deploy, implement and maintain. It is also easy to teach to clients and there is low learning time. While not the most powerful CRM, it is surely the best CRM for small businesses. I highly recommend Hubspot CRM to every small business.
The best thing about Hubspot is that it's a very popular CRM software so if you run into any problems - you can easily find someone to help you. Also, there are a lot of tutorials available online from where one can easily learn Hubspot CRM. Another thing that I like very much about Hubspot CRM is that it has a free plan which can be highly beneficial for small businesses and startups. Even the free plan is competitive with paid plans of other CRMs. Another pro about Hubspot CRM is its intuitive workflow and user interface that makes it very easy to learn and use. Hubspot CRM is the easiest CRM I have ever used - even someone with below-average knowledge can use Hubspot easily with proper training. Also, there are a lot of integrations available like WordPress integration which is very useful for small businesses.
There aren't many advanced features available with Hubspot CRM so it may not be very useful for large businesses. Also, there is a free plan and there is quite an expensive plan - I wish there was something in the middle as not everyone can afford it. However, one can start with a free plan and move to a paid plan when needed so that's a plus.
Alternatives Considered: Dynamics 365
Reasons for Switching to HubSpot CRM: Hubspot was recommended by many of my co-workers and also has a free plan.
Great CRM with great capabilities and features
Comments: We wanted a CRM in place for managing all our contacts and leads, Hubspot has helped us with managing all of our sales pipeline and conduct marketing activities as such as delivering great emails, landing pages and automate marketing activities.
Lead management is the best part for us managing all the leads based on the lead scoring model in place. The CRM helps us manage our sales pipeline very effectively and helps us identify interested opportunities.
This is a general one but it is expensive to use Hubspot for all small and medium size businesses, and also the reporting is quite basic.
Alternatives Considered: Zoho CRM
Reasons for Choosing HubSpot CRM: It was the experience of the CRM manager which was towards Hubspot
Switched From: Pardot
HubSpot is Awesome!
Comments: Bad things aside, I genuinely love this product, so much that it is a running joke at my work. It is such a powerful tool that can do so much. I could write about everything it does and can do, but I don't think there is enough space here. So in short... I highly recommend HubSpot.
It is an incredibly powerful CRM, Marketing, Sales and Service tool. It can integrate easily with many platforms including Mailchimp, Shopify and WordPress from its extensive app marketplace. The software is also incredibly easy to use and it gives you a clear overview of your leads and clients as well as allowing you to store quotes, files, emails... basically, everything about your lead/client in one easy to access place. The workflows is another amazing tool as it allows you to easily set up an automated marketing funnel for each new lead. I prefer their workflow creation tool, to that of Salesforce, whose automations takes a while for my brain to understand. The HubSpot Academy is another amazing feature that teaches you about almost any aspect of growing your business.
I only have a few issues with the program. 1) As of date there is no recurring task option yet, so you can't for example set up a reminder to call a client every week for example. I do know that they are busy working on this though. 2) The pricing model is a bit steep, you can either go with the "cheap" plan, which gives you limited features or the "expensive" plans which allow you access to all the awesome features. There is no mid-tier plan for a company that finds the starter plan to limiting and who cannot yet afford the professional or enterprise plans. an example at the time of writing: the marketing hub costs $20 per month for the starter plan and then jumps to $800 per month for the professional plan.
Alternatives Considered: Salesforce Automotive CRM
Reasons for Switching to HubSpot CRM: Because of their free tier which gives you access to so many great tools already. To my knowledge, there aren't many other platforms out there that are that easy to use that come with a free plan.
Easy, Simple and Affordable (as far as CRMs go)
Comments: Great. My recommendation would be to invest a few hours reading and watching HubSpot academy to understand how Lead Management and Deal Tracking works, set-up your dashboard the best you can and then go from there. Diving into without the initial investment will lead to a jumbled mess. HubSpot gives you a lot of powerful tools and features to help with the initial set-up
HubSpot is one of the few CRMs you can pick up and use without professional help. Using only their videos and articles, you can get a simple, powerful and FREE CRM set-up. The set-up does take time and patience but it's possible. Contrast that vs. Salesforce and other CRMs which I've found to be basically impossible to use for a starter CRM.
HubSpot's email integration is powerful but it's task management / reminder features could use a lot of work. I can't complain too much since it's free. HubSpot's pricing is also confusing since there are so many features and bundles to choose from. It's especially confusing since they also offer marketing services. Also the dashboard isn't the most intuitive to set-up. All of these above comments are on an absolute basis. When compared to other CRMs I found HubSpot lightyears easier.
Reasons for Choosing HubSpot CRM: HubSpot had better recommendations
Switched From: Streak
Reasons for Switching to HubSpot CRM: Cheaper, better, easier
Comments: HubSpot has worked well for us as far as contact management. With our sales and marketing team emails tied to the software, we are able to capture communication to all of our customer contacts. The only issue is that if other individuals are copied on a communication, they are automatically entered in our CRM. We could certainly turn that feature off, but then there is the issue of if sales/marketing would remember to log the important things or if they would get in the habit of not logging anything at all.
The biggest priorities for us when we implemented HubSpot in our company were to be able to realize revenue to marketing activities as well as have a better forecasting method for our sales team.
The biggest con for us is that we clearly stated we needed to be able to tie revenue back to marketing activities. This function is possible with the platform sold to us; however it is very manual. In order for us to have the automated version that we requested, we would need to pay a significant amount more than we currently are. This was a mistake made on the part of the salesperson and we were offered a discount to enable the feature; however it is still very costly so we are performing this task manually at the moment.
Reasons for Switching to HubSpot CRM: Price was a large factor. Salesforce and SugarCRM were both excellent contenders and we would have been happy to choose either of them. The biggest factor in our decision was price. The other factor was Salesforce and Sugar have software that is so powerful, we felt the built-in features we would pay for may not be utilized enough to receive an ROI.
The go-to-CRM for startups growing from small to medium fast
Comments: An exceptional CRM. There is a reason why it stands out as the leading CRM tool for SMBs. Value for money can get a little expensive. However, it probes worthy after using the extensive suite of features.
Hubspot is effortless to set up and intuitive to use. It counts with a vast array of features although it doesn't get overly complicated. Its B2B library is extensive and you can find plentiful resources to learn about B2B sales and marketing
I wished its automation and reporting tools were more developed. The workflow feature does provide automation capabilities, however after entering into some depth, it eventually falls short.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing HubSpot CRM: Hubspot was more known. It integrated better with Google suite
Switched From: Zoho CRM
Reasons for Switching to HubSpot CRM: Hubspot was cheaper
Easy and cost efficient way to get started - solid functionality
Comments: Overall HubSpot was an easy and free way to get started with a CRM. Salesforce is expensive and may not be necessary at the outset, HubSpot is a way to address all issues a salesperson needs when getting started without having to worry about cost, a key issue at the time of your company formation.
Cost is great, free to get started with a low number of users. It actually delivers high value overall regardless of cost. The system has a wide variety of functionality, yet is well thought out. The way the deal pipeline is constructed allows for the flexibility in how you can label and name your deal stages and how many you want to create. The drag and drop interface is intuitive, but a little slow. Fields for individual users were customizable and overall HubSpot allows for a lot of flexibility.
Managing the deal pipeline can be cumbersome, difficult to read the titles of the deals when there are many of them, and the responsiveness of the platform could be improved a bit. The drag and drop isn't always responsive and can be very slow.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing HubSpot CRM: GoldMine is terrible, antiquated, and unbelievable that my previous company even used it. Something Cloud based is obviously required for so many reasons, and the fields and everything about Goldmine were not flexible.
Switched From: GoldMine Premium Edition
Reasons for Switching to HubSpot CRM: Salesforce is expensive, and HubSpot not only is free but also it has a lot of enterprise level features.
Awesome CRM for Small Business
Comments: Overall good experience with lots of features that I use to keep track of different lists of contacts and touch points.
Easy to import contacts and create lists based on type of contact or type of connection. I like using this feature for organizing my contacts. I also like that I can add other users so that I can see the chronological timeline of all contact points without having to interact with the employee. Able to send emails out to specific lists easily and quickly.
Challenging to use at first and I had to google a lot to figure out how to use all the features. Issues with importing and not seeing all of the information but was about to troubleshoot on my own. Not super intuitive to start out.
Alternatives Considered: ConvertKit
Reasons for Choosing HubSpot CRM: More features in hubspot to connect with landing pages and emailing.
Switched From: Mailchimp
Super easy to use
Comments: Pro:Marketing, sales, customer service - these are the three main pillars of HubSpot. The live chat tool in the service area is not only easy to set up and manage, it also offers chat bot features that help you improve the customer experience on your website. The paid version of HubSpot also adds more options to the live chat tool, allowing you to customize it to meet your needs. Now for the negative: Since HubSpot CRM is still relatively new compared to other major CRM vendors, not all functions and features are fully developed yet. However, there is good news here as well: HubSpot regularly launches updates and strives to constantly develop its platform.
Start using free, and scale up as you grow, that is relaxed HubSpot's sales tools reside in your inbox (Gmail an so on), so you don't have to switch back and forth between different windows and can get your work done faster. By connecting your email account to HubSpot, you can send and receive emails to and from all your contacts directly in their HubSpot contact record.
It very well may be seen that the product was brought into the world in the USA. On the off chance that, for instance, leads are consequently moved to Hubspot and the information is enhanced, then, at that point a few names become something different or the designing of the telephone numbers isn't completed effectively. We have essentially deactivated this capacity and make the leads physically or incorporate them by means of structures.
Eric r. B.
HubSpot CRM is excellent but they are modulizing features out, making it less powerful
Comments: I've brought HubSpot CRM to four different companies so far, but I am getting frustrated about how often HubSpot keeps trying to remove functionality and making me pay for this and that over and over to use basic functionality should not cost more.
HubSpot is excellent for small companies, especially if you can get the startup discount for 90% off for your first year. The system has a lot of power and plugs pleasantly into a lot of the coolest, best products (gmail, Slack). The system's Contacts and Companies systems are well-done and extend pleasantly into other parts of the platform.
HubSpot needs to stop removing features and putting them into new licenses that cost more money. I realize they need to make money but they're turning it into this nickel-and-dime situation that makes the system more complicated. It's starting to feel like a bloated mess like Saleforce. I think someone nimble is going to come in and outdo them if they aren't careful.
Reasons for Choosing HubSpot CRM: HubSpot was cheaper and was more approachable than the customization nightmare that is Salesforce.com.
Switched From: Salesforce Sales Cloud
Reasons for Switching to HubSpot CRM: The feature set was stronger and we were approved for the startup discount.
A solid tool to get started with CRM
Comments: Using HubSpot CRM in my business has been crucial because it has enabled me to have a better understanding of what's happening. There's a database of contacts I can nurture, a sales pipeline that shows me what's happening and tasks that make sure that no more leads fall through the cracks and that no more deal opportunities are lost because they aren't being pursued. I highly recommend HubSpot CRM to someone who's just getting started with Customer Relationship Management or even a small business owner that want to leverage a sale to manage leads and the sales pipeline and who wants to do so on a shoestring budget (since the tool is mostly free).
I really liked the fact that HubSpot CRM is relatively easy to use. The navigation between its different sections and features is smooth. The sales pipeline section lets you visualize what's happening at each of your stage pipeline, while sale forecasting shows you how much you'd be making if you were to close X deals. Plus, there's the smartphone app: an excellent way to keep track of things and carry out tasks even when you're on the go.
The main con of HubSpot CRM, which is also true to other "freemium" tools, is the fact that certain features are only available in the paid plan(s). That's not an issue itself but the fact that the paid plans don't cost $10 or so each month but much more than that, may lead a user facing the question 'Do I want to invest that kind of money or should I look for a more inexpensive option?'
Alternatives Considered: Pipedrive
A potentially excellent business suite that is hobbled by its numerous pay walls.
Hubspot has a great starter plan that resembles the software mechanics of "free to play" games. The user interface, integrations, email marketing, contact tracking are all top-notch. As long as your contact list is small, your email marketing frequency is sparse, and you don't need automations, you are good to go.
However, as your business grows, your contact list will swell up, your email marketing frequency will increase, and the sheer scale will make automations a must. So what is the problem? Let me give you a quick rundown of the costs involved, using 2000 contacts as a baseline:
1) You can start with Free CRM (0$ per month)
2) Once you need a few features, then you upgrade to Growth Starter suite, which is $67 per month, or $804 per year.
3) However, once you need automations, you must upgrade to professional growth suite, which is currently at $1253 a month, with a 12-month commitment, and a $3500 onboarding fee, which means your yearly costs balloons to $18536. I do not think there is any startup or early business that can afford to increase its marketing and CRM suite costs by 2300%. Most businesses must make the painful decision to abandon Hubspot and find new CRM suites which much more reasonable cost escalations. By then, you lost 1 to 2 months migrating, learning the new tools and onboarding your team. In all, a great tool for enterprises. Small businesses and startups, just stay way. You will end up regretting it just as your business begins to take off.
The email marketing tool is very robust, almost as good as Mailchimp (but falling short in design options). The ability to upload PDFs and other documents brings two benefits: not having to re-edit permalinks when you do file changes and, most important of all, tracking. Hubspot allows you to track document opens, which is useful to measure lead engagement and segment further. The service ticket is very good and allows and admin to track the team. The CRM app is as good as any other. The Gmail add-on is great for tracking, as is the Outlook plug-in. However, at my time of use, the outlook plugin was only available for Windows. Customer support was top-notch, too. The few times I had some issues, I had access to a huge library of FAQs sites, and the chat support was quick as well. They do tend to try to upsell you some features while they help you, but it is not too naggy.
The amount of emails you can send is directly related to how many contacts you have. If you send a lot of them per month, you will need to increase your contact list to twice of what you have, just to be able to send more marketing campaigns. Business who send heavily segmented mails depend on this for dear life.
Alternatives Considered: ActiveCampaign
Reasons for Switching to HubSpot CRM: Recommendation from a Inbound marketing expert.
Easy, adaptable and scalable
Comments: Overall love it. I have used various CRM's (Sales Force, Netsuite, ActiveCampaign, Piper Drive and Cooper) and hands down I love HubSpot the best.
Bottom line it can work for a solopreneur all the way to a global enterprise. The ability for it to scale with you as your business grows is a big plus. Don't all CRM's do this? Some do but the difference with HubSpot CRM is it is made simple and built in away that you can use it out of the box without overwhelm but can also scale it to complex scenarios that work for your organization. Many CRM's I personally find are too complex initially and don't enable the user to get the most out of the features they should be using. As my title says "easy, adaptable and scale." HubSpot delivers on these and are the key aspects of what I like the most about the software.
Let's be clear there is no perfect product out there and they all have their pros and cons. Some of least favorite parts about HubSpot CRM: - Contacts vs. Company data and not being able to sync information across all properties (I have written many complex workflows to try and solve for this its just a lot of work and you have extra properties that don't make sense to have). - Not being able to sync data to a dropdown property from a single-text field or vice versa. Here is an example you have an individual that you don't know there Country. You have set up the country property to be a dropdown to use in forms on your site to keep it clean and the naming accurate as you can pull in HubSpot preloaded country list. An individual comes into your database where you don't know the individuals country but based on their domain HubSpot populates their company country. You can cross reference this with the IP country code as well. You can't copy the Company country to the Contact country because they are not the same property type. You go to create a list of contacts from the United States and it becomes a difficult process to keep up to date. The easiest solution is export import which shouldn't be the solution. - Opt-in and subscriptions for GDPR is a little clunky and could use more work for simplicity
Reasons for Choosing HubSpot CRM: Clunky and didn't integrate well with our marketing and sales processes connected to our website.
Switched From: NetSuite
Reasons for Switching to HubSpot CRM: We choose HubSpot for the full ecosystem and scalability. We purchased it as a small company and moved our website, marketing and sales software and CRM to HubSpot to have all the tools integrated effectively. The thing to remember is this might cost more in visible dollars spent but once you start spending significant man hours integrating and connecting more systems the time and resources add up for that.
Nothing compares to HubSpot
Comments: The overall experience with HubSpot is such that I've tried to get it implemented company-wide! I preach HubSpot whenever the opportunity arises! It's all so very smooth, connected and automatic, and it saves me time every day so I can focus on selling and not as much on administrating.
Aside from the overall ease of use, I love that HubSpot connects with my Outlook and automatically logs and tracks emails. And that I get notifications on my phone when an email is opened. I can then call that person at that time while I'm on their mind, and my HubSpot app automatically logs the call and gives me a chance to jot a few notes too. Or perhaps they open the email and click the link to my HubSpot meeting scheduler...even better! It's all so blessedly interconnected and automatic!
I wouldn't say the task manager is bad, but sometimes I wish I had the ability to prioritize tasks..
Reasons for Choosing HubSpot CRM: There are more benefits to using HubSpot, not the least of which is that it's cloud based, so I can use it anywhere on any device. I couldn't do that with ACT!
Switched From: Act!
Reasons for Switching to HubSpot CRM: HubSpot had all the features I was looking for and more! Plus it has a free level that is very generous, and one I tried it, I was hooked!
Top-quality CRM with excellent features, just make sure everyone is on board
Comments: Overall, HubSpot has been an INCREDIBLY positive experience for us. I won't lie and say there haven't been frustrations, but there are always going to be frustrations with switching software or implementing new processes. Ultimately, HubSpot has helped us bring our processes forward in a wonderful way, and their support is truly, truly superior to any other product support I have ever received.
To HubSpot's credit, their CRM functions really quickly and its basic features have a very short learning curve -- we onboarded our sales teams in multiple parts, with inside first followed several months later by outside reps. The main CRM we used before HubSpot was Microsoft Dynamics, and we are still significantly based there, but I attribute the positive reception of a new (and dramatic) software shift to HubSpot's ease of use and quick accessibility of prospect information.
We've run into a similar problem several times due to our industry being so niche (and therefore, the information we collect tends to be highly customized). We have needed to organize and implement quite a few custom fields, which GENERALLY HubSpot's CRM is very good about -- however, there are some significantly important fields that cannot be changed at all, even by HubSpot. We also have had some issues with company associations -- if your prospects work in an industry in which one company can have multiple locations (and the distinction matters), HubSpot's CRM does not lend itself well to that at all.
Reasons for Choosing HubSpot CRM: We were ready to explore a more robust and user-friendly tool, and HubSpot had been recommended to us multiple times.
Switched From: eTrigue DemandCenter
Reasons for Switching to HubSpot CRM: HubSpot was by far the greatest solution for our budget and our time constraints. It was such a huge improvement from our previous software that it's like night and day to us, whereas some of the bigger names in the space like Salesforce and Marketo were much too far out of our acceptable price range.