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Support Associate - Remote at ConfidentialConfidential
Real User
Sep 25, 2023
Reliable and flexible streamlining of clients interactions that provides enhancing efficiency
Pros and Cons
  • "It's highly reliable, and the flexibility it offers is noteworthy."
  • "Certain stability issues could be automatically addressed through automation measures that would ensure absolute stability."

What is our primary use case?

The primary purpose is to efficiently manage client interactions, including tracking who needs follow-up, and who should be contacted, planning communication strategies, setting reminders, making notes of any client concerns, and ensuring that my team is informed about the progress with each specific client.

What is most valuable?

It's highly reliable, and the flexibility it offers is noteworthy. You can tailor HubSpot to align with your specific requirements since every company and individual has unique needs. Whether you're a developer looking to customize it, set up reminders, or create templates to share with multiple clients, HubSpot allows for these adaptations. It is the best solution we are working with currently.

What needs improvement?

There were instances when we experienced occasional downtime with it. In such situations, we reported the issues we encountered and both, the developer and support teams, actively addressed these reports and worked on resolving them. Certain stability issues could be automatically addressed through automation measures that would ensure absolute stability.

For how long have I used the solution?

I have been working with it for more than three years.

Buyer's Guide
HubSpot CRM
June 2026
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
900,838 professionals have used our research since 2012.

What do I think about the stability of the solution?

There is room for improvement regarding its stability capabilities.

What do I think about the scalability of the solution?

It is currently used by over two hundred individuals within my organization, so I would say it is very scalable.

How are customer service and support?

We did not initiate direct contact with the support team. Our organization follows a prescribed process. When we encounter challenges while using HubSpot, we report these issues to a specific team within our organization dedicated to handling such matters. On occasion, they may request my participation for testing purposes, and in such instances, I collaborate with them online.

How was the initial setup?

The initial setup was straightforward. When I first joined the company, a colleague who was assisting me explained how it operates. I observed it in action, and within a few minutes, we had everything up and running smoothly.

What other advice do I have?

It is a dependable, adaptable, and user-friendly tool. I believe there is a need for it, and I would recommend it to simplify your tasks. Its necessity depends on the specific requirements of the company. If you have a substantial contact list or multiple purposes to fulfill, especially with a team of five or more members, then I would strongly recommend considering HubSpot. On a scale of one to ten, I would rate it at least an eight. The reason for not giving it a perfect score is that while it's excellent, I can't say for certain how it compares to other PRN solutions in the market, as I'm not familiar with their performance. I found HubSpot to be a strong contender in its category.

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?

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
RahulVal - PeerSpot reviewer
Sr. Lead (Sales Support) - Intelligent Automation at UST Global
Real User
Feb 12, 2023
Easy to access with simple contact capabilities and a helpful chatbot system
Pros and Cons
  • "Hubspot CRM also lets you make calls and send emails directly."
  • "They need better UX or templates to change the mood or the look and feel."

What is our primary use case?

I use it mostly to add customer details for those I get a chance to interact with. These details could be those related to a prospect, an ongoing discussion, a converted prospect, or a non-converted contact, and so on.

We use it to keep track of and record leads created as well as their ongoing status. It helps me to recover any lead using a name, company name, etc.

You can also add lead sources as created from any campaign, external or internal inquiries, or your own sourcing. Also keeps a track record of emails sent and opened by the target audience and helps in figuring out genuine interest.

How has it helped my organization?

This solution basically keeps a track record of every contact added with necessary contact information, ongoing status, remarks added, and action items to be taken by the entire hierarchy of a concerned team. My leads can be accessed by me, my senior management, or a concerned sales support team to review those leads.

This maintains a transparent record which also helps calculate an incentive for every lead converted to a deal based on existing internal rewarding schemes.

Hubspot CRM also lets you make calls and send emails directly.

What is most valuable?

Hubspot CRM can be accessed internally and externally of my organization, which helps me to add any record at any point in time.

There is transparent access throughout the hierarchy and we can see if remarks are added.

Contacting a prospect via email/call through the CRM itself is easy. Instead of jumping between multiple tools, this saves time and allows it to converse based on the latest data by looking at the screen.

The chatbot system is a great help. It provides statistics on time spent on mail and calls and other minute details.

What needs improvement?

The one area they need to fix is adding the lead source. Despite adding a lead source, I still get reminder emails and find the space empty, only to add it once again. This is becoming irritating. This issue couldn't be resolved despite our IT team trying to fix it.

They need better UX or templates to change the mood or the look and feel. Adding details all day every week can be boring. Themes can help fix the mood.

Apart from the above improvements, I don't find any other areas to improve in the next release.

For how long have I used the solution?

I've been using Hubspot CRM for close to two years.

What do I think about the stability of the solution?

The solution is stable. I've never faced any hangups or such issues.

What do I think about the scalability of the solution?

Scalability can be done in certain areas, like fixing data addition.

My organization of 30,000 is able to use it really well. 

How are customer service and support?

Technical support is not up to the mark. For example, my concern about adding details on the lead source couldn't be resolved.

How would you rate customer service and support?

Positive

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

Hubspot has been there since I joined. I'm not aware of any alternate solution.

How was the initial setup?

I was not involved in the initial setup.

What about the implementation team?

Likely the internal team handled the setup, however, I'm not sure.

What was our ROI?

ROI can be described in monetary terms. To me, data security, storage, and access are the core areas, and I am happy Hubspot has taken care of these.

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

The solution was already there when I joined. I do not have cost details.

For user usage, you can definitely give it a try. I found it good, however, it can be improved further.

Which other solutions did I evaluate?

There was no evaluation was done. This is the first solution I've used. 

What other advice do I have?

Give it a try. It's good for those who love simple UI/UX and want to get straight to the point.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
HubSpot CRM
June 2026
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
900,838 professionals have used our research since 2012.
reviewer2084010 - PeerSpot reviewer
Sales Operations and Enablement Manager at a consultancy with 1-10 employees
Real User
Feb 1, 2023
A simple-to-use, scalable, and stable solution with very good support
Pros and Cons
  • "It's fairly simple to use. For configuration, it provides quite a bit of information to the salespeople at the fingertips."
  • "I believe it's tailored for companies that are well-lined up for inbound sales. They have rich content, and they can generate leads and capture leads on all the channels and websites, but if you are focusing on or depending on outbounds, it lacks the capabilities that are being offered by companies that focus on outreach, such as Salesloft or Outreach. It mainly lacks cadences for salespeople."

What is our primary use case?

We use it to have a seamless flow and data continuity between marketing, sales, and customer success teams from a revenue operations perspective.

What is most valuable?

It's fairly simple to use and when well configured, provides a wealth of information to the salespeople at their fingertips.

What needs improvement?

HubSpot is best suited for companies that are content-rich and have a multichannel approach to lead generation. For those who still depend largely on outbound, a sales engagement solution like Reply.io or Salesloft would be an ideal companion. 

For how long have I used the solution?

I have been using this solution for a year.

What do I think about the stability of the solution?

It's stable. I'd rate it a 10 out of 10 in terms of stability.

What do I think about the scalability of the solution?

Based on my experience, it's a 10 out of 10 in terms of scalability. 

How are customer service and support?

Their support is very good. I'd rate them a 10 out of 10.

How would you rate customer service and support?

Positive

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

We were using Pipedrive. We switched because of a holistic view of the revenue process.

How was the initial setup?

We were transitioning from Pipedrive. It took two months to transition, including all preparations and considerations. Implementing the CRM in the sales organization, including training and getting people up to speed, took about six weeks. View it as an ongoing process, as you keep iterating as you learn.

I have also used Zoho and some other less popular CRMs, and based on my experience with both, I'd rate HubSpot a nine out of 10 in terms of the setup. There's always room for improvement, but it's good.

What about the implementation team?

We implemented the solution in-house and had professional consultants on fractional engagement.

What was our ROI?

Tools don't bring ROI unless they're fully aligned with processes. You really need to have all revenue teams on HubSpot and ensure handoff is well orchestrated, to get the picture. Invest in sales ops, hire consultants who will ensure data continuity, and implement workflow automation. 

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

It's in the upper range. If 10 represents the most expensive, I'd rate it a 7 out of 10. Packaging makes the more advanced versions too expensive for small teams, you need to have five salespeople before moving to the professional edition makes sense. The entry-level packages while affordable, lack functionalities that are essential for high-velocity sales execution.

Which other solutions did I evaluate?

Salesforce is always an option to be considered. 

What other advice do I have?

Before implementing this solution, I'd advise considering whether you depend on inbound or outbound. If you are squarely into outbound, then HubSpot as a system of records will do the job, but it probably would not be super efficient for salespeople. If you are dependent on inbound, put everyone on HubSpot, which includes marketing, content, sales, and customer support, and then build the automation. Invest in automation, invest in workflows, and develop good reporting systems to make sure that you understand what's happening so that you can improve.

I'd rate this solution an eight out of 10.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer2382468 - PeerSpot reviewer
Founder at a university with 11-50 employees
Real User
May 15, 2024
Offers good integration with an organization's sales and marketing processes
Pros and Cons
  • "The solution's most valuable features stem mostly from the sequencing of marketing automation."
  • "The only challenge with the solution is that it captures data in a raw manner, so organizing that information is still left to the administrator or the user, and they need to organize it into structured fields."

What is our primary use case?

The solution is useful for the marketing team in my company.

For lead tracking and management, the tool's native native capabilities are used.

What is most valuable?

The solution's most valuable features stem mostly from the sequencing of marketing automation.

What needs improvement?

The only challenge with the solution is that it captures data in a raw manner, so organizing that information is still left to the administrator or the user, and they need to organize it into structured fields.

I think the more complex implementations or more complex customers need more support as opposed to the concept of one size fits all. The aforementioned area can be considered as a shortcoming where improvements are required.

For how long have I used the solution?

I have been using HubSpot CRM for two to three years. I have subscribed to the tool on behalf of the client.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

In terms of scalability, there is a certain level of complexity when it comes to CPQ or data validation since stuff like it makes its scalability sort of dangerous. The tool's scalability processes can break, or the complexity breaks itself.

How are customer service and support?

The solution's technical support can be described as something very light. I rate the technical support a six out of ten.

How would you rate customer service and support?

Neutral

How was the initial setup?

I rate the product's initial setup phase an eight to nine on a scale of one to ten, where ten means it is an easy process.

My company is still going through the deployment process, but it depends on how complex the company is, how many different business workflow processes you are trying to implement, or how many different sales pipelines you might need as an organization. A company that only needs one sales pipeline can have a very simple setup, but for someone that has six, seven, or eight different sales pipelines for different departments and stuff, it takes a lot of time, and you need to come up with a data structure that works with HubSpot, and that allows you to keep things separate, but you need to design that and establish that before you use it. You have multiple use cases for your HubSpot. The time to deploy the tool has to do more with the clients' environment and complexity since the tool itself is very straightforward.

For deployment, there are probably about two experts and then many different user groups, so whether it is sales or marketing, they have a representative. Sales has a representative, marketing has a representative while service has a representative and their needs are being met and being developed within the modules, like sales,marketing and service.

When it comes to HubSpot CRM, it was a greenfield deployment. In the existing environment, wherever there were problems, they were solved by selecting and introducing HubSpot.

What other advice do I have?

The tool integrates with our company's sales and marketing processes pretty well, so I rate it a seven out of ten.

The email tracking feature impacts engagement in our company in a good way. The product is very helpful.

In terms of the dashboards and reporting tools, the tool is robust. The challenge with the tool is that any organization needs to have the discipline to have a very structured process, especially in a repeatable process on how to use it. The challenge with the tool is that it is too flexible, so it doesn't impose any sort of process control or data validation. There is no process validation or data validation unless the user you know chooses to use the tool for that, but it doesn't do it for you, so there is a high risk of garbage in and garbage out.

I am not sure if the sales reps in my company use the mobile app of the product but I am sure that they use it on the desktop.

The product is good to sort of get you off the ground but you really need to know your business well. Since the tool is not overly opinionated which means it doesn't solve or create great processes within your organization, you have to bring them to it because it is so flexible.

I think the piece that is missing in the marketing automation place is associated with AI-related sequencing. For driving response as opposed to generating response versus creating templates, like decision trees, I feel the tool could be more robust if it adopted some other model later, specifically some AI-tech when it comes to the area of lead nurturing.

I rate the tool an eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
StefanoDel Gobbo - PeerSpot reviewer
IT Manager at a manufacturing company with 51-200 employees
Real User
Sep 3, 2023
Easy-to-use product with good stability
Pros and Cons
  • "HubSpot CRM helps our company to organize and track a high number of leads easily."
  • "HubSpot CRM could be flexible and customizable."

What is our primary use case?

We use HubSpot CRM to track sales leads.

How has it helped my organization?

HubSpot CRM helps our company to organize and track a high number of leads easily.

What is most valuable?

The product's most valuable feature is the ability to track leads efficiently.

What needs improvement?

HubSpot CRM could be flexible and customizable.

For how long have I used the solution?

We have been using HubSpot CRM for one year. 

What do I think about the stability of the solution?

It is a stable platform.

What do I think about the scalability of the solution?

We have five HubSpot CRM users in our company.

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

I have used Microsoft Dynamics before. Comparatively, HubSpot CRM is easy to use but lacks flexibility and customization options.

How was the initial setup?

We have deployed HubSpot CRM's cloud version. It doesn't require any maintenance.

What other advice do I have?

I rate HubSpot CRM an eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Owner at Lucracorp
Real User
Aug 20, 2023
Stable platform with a user-friendly interface
Pros and Cons
  • "The initial setup process is straightforward."
  • "The product's free version could have more integration and automation options."

What is our primary use case?

We use HubSpot CRM to keep track of leads for sale.

What is most valuable?

The product offers a lot of valuable features in the free version. It has a user-friendly interface.

What needs improvement?

The product's free version could have more integration and automation options. We must be able to connect it to other social media platforms.

For how long have I used the solution?

We have been using HubSpot CRM for three years.

What do I think about the stability of the solution?

It is a very stable platform. I rate its stability a ten out of ten.

What do I think about the scalability of the solution?

We use HubSpot CRM every day. We plan to increase the usage of the product.

How was the initial setup?

The initial setup process is straightforward. We have to sign up, learn the process and start using it.

What about the implementation team?

We implemented the product with the help of our in-house team.

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

We are using HubSpot CRM’s free version. It has an annual license per user.

What other advice do I have?

I recommend HubSpot CRM to others and rate it an eight out of ten. It has a lot of features for small businesses that are free of charge.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Arifin-Ritonga - PeerSpot reviewer
Senior Consultant at IIJ Singapore
Real User
Jan 17, 2023
A good marketing automation solution, but the initial setup could be faster
Pros and Cons
  • "The ease of having everything in one place is valuable."
  • "The initial setup could be faster as it currently takes a lot of time."

What is our primary use case?

Our primary use case for the solution is marketing automation and managing the leads and opportunities related to our products.

What is most valuable?

The ease of having everything in one place is valuable. We previously used Excel, but with this solution, we have more systemic quality, which is helpful compared to what we used before.

What needs improvement?

The initial setup could be faster as it currently takes a lot of time.

For how long have I used the solution?

We have been using the solution for approximately six months.

What do I think about the stability of the solution?

The solution is stable. I rate it a ten out of ten.

What do I think about the scalability of the solution?

The solution is easy to use for other users in other regions. So, I believe it is scalable. Not only the region in Singapore but also in China and Japan, so many other teams are using it. Approximately 50 people are utilizing this solution in our organization.

How are customer service and support?

I do not have experience with customer service and support.

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

We previously did not use other CRM solutions.

How was the initial setup?

The initial setup is complex as it takes a lot of time.

What about the implementation team?

We implemented it via a consultant.

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

The licensing fee is charged yearly.

What other advice do I have?

I rate the solution a seven out of ten. The solution is good, but the initial setup could be more straightforward. I recommend the solution to users considering implementing it, but I advise them to know what they want to manage first and understand the requirements before implementing it.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Aqib Afzal - PeerSpot reviewer
Director of Sales at Inserito Technologies
Real User
Dec 21, 2022
Great for managing contacts, easy to set up, and reliable
Pros and Cons
  • "The setup is very easy."
  • "Invoices were the thing we were thinking should be part of the solution, and that's been added now."

What is our primary use case?

We primarily use the solution for marketing and sales. 

What is most valuable?

Managing contacts in one place is quite useful. That way, we can have company details and contact details in one place. 

The feed of the activities, including logging a call or logging a meeting, is centralized and easy to access. Everything is managed in one place. 

You can create deal codes directly.

Now, you can invoice as well. That's a new feature in HubSpot. You can invoice directly the code that you have created and send it across to the customers, and you can create an invoice based on that code. Everything is integrated and unified in one solution. That's the best thing about HubSpot.

The setup is very easy.

It's stable.

What needs improvement?

So far, I don't see anything that needs to be improved. Sometimes it glitches, yet it's rare. 

Obviously, with every product and solution, there are always areas for improvement. That said, from my usability perspective, I don't see anything as of now which needs any kind of improvement since it's serving what we need, our use cases. 

The marketing aspect is pretty good. From a sales perspective, managing the contacts, creating tasks, logging calls, logging meetings, and emailing them, is all connected directly through Office 365 or even Google Workspace. Therefore, I don't see anything which is needed as of now. Invoices were the thing we were thinking should be part of the solution, and that's been added now.

For how long have I used the solution?

I've been using the solution for three years. 

What do I think about the stability of the solution?

The stability and reliability are great. There are no bugs or glitches, and it doesn't crash or freeze. 

What do I think about the scalability of the solution?

We have 15 people using the solution in our company.

How are customer service and support?

Technical support is amazing. 

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

In the beginning, we started with a trial version of HubSpot and Salesforce, which are both top-notch CRM software. We decided to go ahead with HubSpot since we had their trial version and explored the whole platform, and decided to go ahead with it. We did our due diligence. 

How was the initial setup?

The solution is straightforward and very simple to set up.

What was our ROI?

We have seen a pretty good ROI. That's why we have used it for three years. 

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

While I cannot speak to the exact pricing, it is worth the amount you pay.

What other advice do I have?

We're an end-user and customer. 

I'm not sure which version of the solution we're using. It's a SaaS solution.

It's pretty good software. We find it to be very strong. Integrations are very good. I would advise others to use the software since it's a good unified solution for all your contacts and allows the inclusion of company details, the time feed that you get from a single pane of glass perspective is useful. You can create deals, manage the deals, manage your pipeline, create codes, and then, against those codes, you can create invoices as well. There are a lot of good features out there.

I'd rate the product nine out of ten. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
AmilaDantanarayana - PeerSpot reviewer
Presales manager at Mitra Innovation
Real User
Dec 13, 2022
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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Farrukh Hanif - PeerSpot reviewer
CEO at DEFQON SOLUTIONS
Real User
Nov 17, 2022
Scalable and stable CRM used to manage all aspects of client engagement and keep track of ongoing projects
Pros and Cons
  • "The most valuable feature is their marketing automation service and sales lead management."
  • "We switched to HubSpot CRM because the marketing tool was really good."
  • "This solution could be easier to use. You really have to be hands on in the beginning as its an in depth solution. It takes some time to learn how it works before you can start using it."

What is our primary use case?

We use this solution for client management. It is connected to my email and to ClickUp. It keeps track of all my clients and my projects. It keeps tracks of what needs to be done and sends reminders for emails that need to be sent. It helps me with creating templates and helps organize my client portfolios. 

What is most valuable?

The most valuable feature is their marketing automation service and sales lead management.

What needs improvement?

This solution could be easier to use. You really have to be hands on in the beginning as its an in depth solution. It takes some time to learn how it works before you can start using it.

For how long have I used the solution?

I have been using this solution for three years. 

What do I think about the stability of the solution?

This is a stable solution. 

What do I think about the scalability of the solution?

This is a scalable solution. They have certain parameters if you want to upgrade that to enterprise level. I haven't used all of the features yet but it is a scalable solution.

How are customer service and support?

The customer support for this solution is really good. They have proactively called us when we have needed it. 

How would you rate customer service and support?

Positive

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

We have previously used Zoho. We switched to HubSpot CRM because the marketing tool was really good.

How was the initial setup?

The initial setup is slightly complex. 

What about the implementation team?

In - House 

What was our ROI?

We have not yet experienced ROI. 

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

The pricing for this solution is user based. We're paying $39 to $45 per user.

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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free HubSpot CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: June 2026
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Buyer's Guide
Download our free HubSpot CRM Report and get advice and tips from experienced pros sharing their opinions.