HubSpot CRM Software Reviews

“Helpful academy and setup”

Pros

Getting started with it is easy even if you're new to it. The IT Academy is also really helpful when it comes to understanding every part of the platform.

Cons

One downside is that the reports available in the Starter version are limited and the email templates also don't give you enough freedom to customize the emails the way you want.

“Clean interface and sequences”

Pros

The interface is clean and easy so getting around the system doesn't take much effort. It's simple to use overall and the sequences feature is especially useful.

Cons

There's still quite a bit of manual work involved. It would help a lot if the Gmail integration could automatically pull in more fields, like connecting details from someone's email directly into the CRM such as their name, title and similar information, maybe with some AI support. The system can also be a little slow at times. Another limitation is that you can't assign two deal owners within the deal stages which would be helpful when a case is being handled together with a colleague. You also can't set next steps in deals. On top of that, it's hard to get a full picture when companies are organized in different structures because the overall information isn't visible in a clear way. A tree-style structure or mapped overview would make that much easier to understand.

“Reporting insights”

Pros

Pulling reports is very easy and it makes it simple to see what's working and what isn't in the way we communicate with both clients and prospective clients.

Cons

There's honestly very little to complain about and it fits in well with both our sales and support workflows.

“Simple and reliable”

Pros

Using it has been easy and I've really appreciated its availability, the service and how well it handles tasks.

Cons

It does lose connection from time to time but aside from that, it's very simple to use.

“Quick to learn”

Pros

Everything is very point-and-click so even someone with almost no experience can figure out how to use the software properly in a short time.

Cons

Customization options are pretty limited and the reporting feature still feels like it could be much better.

“Clear visibility and tracking”

Pros

Right away, the platform feels easy to use. It gives us clear visibility across the business and the learning resources that appear at key points have been genuinely helpful. The tracking and logging features are also a big plus and help keep everything organized.

Cons

The downside is that when there's a known or system-wide issue, it can really disrupt the entire business day. Another frustration is that emails from people who aren't already saved as contacts won't log properly even if you add them before replying.

“Lead tracking at scale”

Pros

Handling 20K+ potential customer leads is much more manageable with this software. It helps me stay organized, rate each lead and sort through everything efficiently.

Cons

I'd still love more flexibility with the contact properties. For example, when viewing contacts through filters, it would be helpful to edit the properties that are currently static instead of having to reset or change them every day I log in.

“Customizable and complete”

Pros

It covers a lot and offers a high level of customization which is exactly what matters most to me.

Cons

Linking documents to emails can be pretty frustrating. To pull up the most recently used documents, I have to switch from "ALL" to "FREQUENT," then back to "ALL" and "FREQUENT" again just to make them appear.

“Flexible fields and pipeline”

Pros

One thing I really appreciate is how flexible it is when adding fields to prospect profiles. It does a really nice job of keeping my tasks and pipeline organized which helps me stay on top of weekly calls and meetings. It's also very user-friendly and didn't take long to learn.

Cons

A frustrating issue comes up when an email bounces. After that, the system seems almost unable to recognize that address again. Even when the bounce happens by mistake, I still haven't been able to log emails connected to that address afterward.

“Fast customer journey tracking”

Pros

What really stands out is how quickly you can connect with a customer and the team can clearly review the customer journey, persona and any relevant information that has already been shared.

Cons

The only downside is when the platform goes down for maintenance although that doesn't happen very often.

“Flexible and user-friendly CRM”

Pros

Using this CRM feels very easy and it can be customized to fit different needs really well.

Cons

There do seem to be frequent updates and there are occasional outages from time to time.

“Responsive updates and design”

Pros

Using it feels very easy and I appreciate that it's constantly being updated while also actively asking users for feedback.

Cons

It can start to bog down when too many tasks are assigned although that might be related to an internet connection issue.

“Pipeline tracking but slow”

Pros

Getting around the platform is fairly easy and it helps keep track of where prospects are in the process. The sequencing functionality is also a helpful part of the workflow.

Cons

At times the system freezes and can feel too slow. Some of the reporting features also need more automation to be truly efficient.

“Reliable support”

Pros

This software is at the center of how we run our business so if it goes down, everything feels it. That said, their support team really stands out in those moments. The minute we reach out, it's obvious they're doing everything they can to resolve the problem as quickly as possible.

Cons

Every now and then, it logs me out unexpectedly and getting signed back in can take a bit longer than it should.

“Clear learning resources”

Pros

The learning materials and resources from the IT team are easy to understand.

Cons

Pulling reports from my data can be challenging.

“Workflow tracking and reporting”

Pros

Creating tasks, keeping up with workflows and locating or building reports is really easy.

Cons

At times, after the software gets updated, the system can feel a little slow.

“User-friendly with great integrations”

Pros

Using it feels very simple and the integration works amazingly well.

Cons

There were a few occasions when the system crashed or ran into bugs.

“Customer management tools”

Pros

There's an impressive range of things you can do for customer management. Even with only limited experience using CRMs, I can still see how much this helps us stay organized and manage our early-stage customers more effectively.

Cons

A few features are restricted to admins so regular users don't have as much flexibility. That said, I can understand why those limits are in place.

“Task and client tracking”

Pros

Using it felt very easy and it was much simpler than a lot of other software I've tried. Keeping track of my tasks was no trouble and I could quickly pull up information on a client or prospect whenever I needed it.

Cons

Honestly, I can't say I had any complaints about it.

“Team collaboration hub”

Pros

It's been extremely useful for teamwork and staying on top of client follow-ups and all the integrations are really helpful and add a lot of value.

Cons

Getting started is fairly complicated especially when it comes to understanding how to use all of the important and valuable integrations.