HubSpot CRM Software Reviews

“Templates and sequences”

Pros

Prebuilt sequences were really useful and handling email responses felt very easy. I just had to choose the template I wanted and make a few final edits before sending.

Cons

It caught me off guard that I couldn't use it on my iPhone. Having to log in from a computer being the only option feels too limiting.

“Good value and support”

Pros

The pricing feels reasonable and the customer service has been reliable and helpful.

Cons

Customization options are pretty limited but aside from that, everything else works fine.

“Data tools and automation”

Pros

Being able to dig into the data however I need and get automations up and running quickly has been a big plus. It genuinely feels like this software was built by people who understand the kind of work I do. The academy is also really valuable for building broader skills beyond just using the platform.

Cons

Mobile app only includes a limited portion of what's available in the browser version and the software also doesn't perform particularly well in mobile browsers.

“Tools for growing teams”

Pros

This platform isn't built only for marketers, it works really well for business owners and executives too. There's a wide variety of resources available, it's simple to use and the features keep getting updated and improved over time.

Cons

The onboarding fee is the biggest downside. I'm totally fine paying the monthly subscription but that upfront onboarding cost feels too expensive for most small businesses.

“Steady progress”

Pros

Even in the short time I've been using this tool, I've noticed a lot of improvements. It's clearly evolving and with a few more additions, it could become much more user-friendly and offer a better overall experience.

Cons

A number of limitations still get in the way, it can't classify emails the way it does calls, call outcomes aren't customizable and upcoming tasks can't be filtered by sequence very well. Sequences also can't be configured to skip emails or tasks on holidays and tasks within sequences can't have different created and due dates. I also can't attach documents to an edited email in a sequence and once the 150-sequence enrollment limit is reached, editing a sequence becomes an issue. On top of that, tasks can't be sorted by "Associated with," calls can't be played back from the mobile app and the reporting dashboard isn't available there either. It's also difficult to filter bounced contacts and there's no way to view someone's LinkedIn profile directly from the platform.

“Calling tools but unreliable”

Pros

Getting around the system is easy and having calling built right into the CRM is really useful. The Gmail integration and email tracking are also features I appreciate and use regularly.

Cons

The downside is the frequent outages and workflows can sometimes take quite a while to trigger. I also often get notifications saying certain functions aren't working or that some activities won't be tracked for a period of time which gets a bit frustrating.

“great tool”

Pros

Whenever I need help, the support team is outstanding. I can reach them by phone, email or live chat and get quick assistance no matter the situation. Everyone is friendly and they always do their best to resolve things fast while also explaining the issue clearly so I can avoid running into the same problem again.

Cons

A few basic features are still missing which means there is more manual work than there should be.

“Templates and mobile access”

Pros

The templates, snippets, meeting links and filtering tools are really useful. They help me move through my accounts quickly and keep my work both fast and accurate. It's also nice having a mobile app available for the times I'm away from my computer.

Cons

One thing that frustrates me is when I'm drafting an email and have to pull information from a client's deal, the email draft I was working on doesn't get saved. It has happened to me several times. I'm also not a fan of the meeting setup because there's no way to add the address for where the meeting will happen. A location field would be a huge improvement.

“Complete and versatile”

Pros

Everything feels complete and easy to use. The software also offers a wide range of ways to use it which makes it very versatile.

Cons

Standout positives are how simple it is to use and the overall design of the software.

“Sales pipeline that works”

Pros

From managing leads all the way to turning them into real customers, this software gives me a really great set of tools for the sales process. It also makes work planning simple through tasks which helps keep everything organized.

Cons

One thing it's missing is automatic duplicate detection.

“Templates and features”

Pros

Integrating templates is really easy which I absolutely appreciate.

Cons

Its biggest advantage is how packed it is with features and options but that also means the learning curve is pretty steep. It doesn't feel especially simple at first.

“Flexible sequences and customization”

Pros

It is pretty easy to use and the customization options are a big plus. I also really appreciate being able to build sequences that automatically send emails and create daily tasks.

Cons

The dialing feature has been disappointing so we ended up using a different tool for that. Another frustration is that the sequence steps are not organized into a true cadence which means I have to go into my task list and manually open each contact one by one to complete the tasks. Other CRMs I've used handle this much better.

“Easy navigation and editing”

Pros

Getting around the system is easy and making changes doesn't take much effort. It's user-friendly and simple to navigate overall.

Cons

One issue is that it tends to slow down quite a bit later in the day especially on Fridays.

“Startup CRM for teams”

Pros

For a startup, this has been the perfect CRM. We needed something that would let us quickly gather a lot of information on every lead. In the beginning, everyone on the team was using their own separate tools and sometimes two of us would speak to the same client without knowing what the other person had already said. Now everything is in one place, including emails, notes and all the key details for each lead which makes follow-up calls much more organized and effective.

Cons

The free version is quite great but as your company starts growing, you may want to add more features and tools. At that point, it can get expensive especially if you need to purchase a license for every user on the team.

“Time-saving sequences”

Pros

This has made my work much more manageable overall. It saves me a ton of time thanks to features like sequences and templates since I can set up emails in advance and choose exactly which day and time they should be sent to as many contacts as needed. It also keeps everything organized. Instead of relying on multiple Google Docs for contact details and drafted emails, I can manage all my contacts in one place with a layout that's simple to navigate and the template feature lets me store as many email drafts as I want.

Cons

At this point, I haven't come across anything that makes me wish it had another feature or worked differently. Overall, it's been simple to use and has genuinely made my job easier.

“My daily sales tool”

Pros

I was pretty skeptical in the beginning. I honestly thought I didn't need it and would rather keep doing things the old-fashioned way. Turns out I was completely wrong. This has made my day-to-day work far more manageable and I no longer have to stress about forgetting to make a call or send an email. Every day, it reminds me exactly what needs to be done. I'm also able to build my own templates and automate them without much trouble. On top of that, I can clearly track how many emails, calls, deals and other activities I've completed each month. About nine months ago, my manager told me, "Sharon, if you use it, it will become your best friend." Well Fatima, you were absolutely right. Keep doing what you're doing!

Cons

Honestly, I don't have many complaints but the call recording could use some improvement. At times it's difficult to hear clients clearly and I do lose connection fairly often.

“Gmail integration and sequences”

Pros

Having Gmail integration alongside email tracking, the meeting tool and the sequences feature makes this software really valuable to use.

Cons

One limitation is that sequences can't be sent to multiple contacts at the same time and the emails sent to people who book meetings through the meeting tool still don't offer full customization.

“Great for growing teams”

Pros

Everything about using it feels easy, from the UX to the overall functionality. Customer support has also been excellent whenever needed and it works especially well for small to medium-sized businesses.

Cons

I don't have any complaints. In my opinion, it's the best option currently available on the market especially for small to medium-sized businesses.

“Workflows and outreach”

Pros

Everything about the service has been excellent. With workflows, I'm able to reach prospects at exactly the right time even when I'm not online. The sequences are especially useful for staying on top of follow-ups. I can also view a prospect's LinkedIn profile, company details and other helpful information which makes it much easier to send highly targeted emails. On top of that, being able to schedule posts for LinkedIn, Twitter and Facebook is a big plus. Thank you for it!

Cons

I'm currently using two it accounts and both are linked through Zapier. The only issue is that some new contacts from one account don't always get added to the other account.

“Deal tracking and templates”

Pros

Getting into it is easy and it gives a really great overview of deals. The email integration is useful and the templates help a lot with nurturing leads throughout the sales journey.

Cons

Sending emails with attachments directly from the system can be a bit awkward at times.