We use HubSpot CRM for client management. It helps us to understand where clients come from.
Founder at Full Stack RevOps
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?
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.
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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 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.
Sr. Lead (Sales Support) - Intelligent Automation at UST Global
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.
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HubSpot CRM
October 2026
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Sales Operations and Enablement Manager at a consultancy with 1-10 employees
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.
Support Associate - Remote at ConfidentialConfidential
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.
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.
Head of Technology Alliances at Solidatus
An easy-to-use solution that can be used as a CRM platform and a marketing tool
Pros and Cons
- "It's very easy to use and configure HubSpot CRM."
- "HubSpot CRM should include better scanning of business cards and getting content in."
What is our primary use case?
We're using HubSpot CRM as a CRM platform and a marketing tool.
What is most valuable?
The flexibility of using the different dashboards has been a very useful feature of HubSpot CRM. The way that we've laid out different sorts of Kanban boards has been good. The solution has a lot of flexibility. It's very easy to use and configure HubSpot CRM.
What needs improvement?
HubSpot CRM should include better scanning of business cards and getting content in. When you get automatic updates, the solution doesn't always take you to the right place to find where to fix things.
For how long have I used the solution?
I have been using HubSpot CRM for about seven years.
What do I think about the stability of the solution?
I rate HubSpot CRM a nine out of ten for stability.
What do I think about the scalability of the solution?
Since we're only 120 people, I don't know what it's like to scale beyond that. Around 55 to 60 users are using HubSpot CRM in our organization.
I rate HubSpot CRM a seven or eight out of ten for scalability.
How are customer service and support?
HubSpot CRM's technical support is good.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I previously used a different solution called Dynamics.
How was the initial setup?
The initial setup of HubSpot CRM is easy. I rate HubSpot CRM ten out of ten for the ease of its initial setup.
What about the implementation team?
It was very simple and easy to deploy HubSpot CRM. Originally, we had the free version, which took weeks to deploy. One person for a few days was required for the solution's deployment.
What other advice do I have?
I am using the current version of HubSpot CRM. The solution is deployed on-cloud in our organization.
HubSpot CRM is a good alternative for users. It is very progressive in what it's trying to do. It's improved greatly, and the software is getting better.
Overall, I rate HubSpot CRM a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Client Manager at a tech services company with 1,001-5,000 employees
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.
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: My company does not have a business relationship with this vendor other than being a customer.
Senior Consultant at IIJ Singapore
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.
Director of Sales at Inserito Technologies
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.
Presales manager at Mitra Innovation
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.
CEO at DEFQON SOLUTIONS
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.
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