HubSpot CRM Software Reviews

Pros

Process automation is one of its strongest points and there have been plenty of useful additions lately, like deal workflows.

Cons

A few selection criteria show up in lists, such as the last 60 days but are missing in views and the reverse happens too. Dashboards also feel quite limited in how much detail they can handle, you can only see two properties at the same time, there are no calculated fields and list memberships can't really be used properly in charts. On top of that, multi-checkbox properties need a workflow just to append a tag correctly, otherwise bulk edits end up deleting tags that were already saved.

Pros

The pipeline and deal tracking are useful and it helps that each customer is connected to their company.

Cons

Opening a deal feels dull because I have to keep jumping back and forth to locate the contact again as well as the quotes.

Pros

Using this feels almost unreal because of how simple it is. I can make calls through it, keep all of my data stored securely and organize everything with filters. The whole setup feels clean and tidy.

Cons

I honestly haven't run into any downsides with it so far.

Pros

Getting around the system feels very easy and the different components are easy to follow and understand.

Cons

Managing pipelines has been more challenging than with the last CRM I used. I also wish logged notes and calls were grouped together better so I wouldn't have to keep scrolling to find past conversations and details.

Pros

Once you really get into using it, it becomes quite user-friendly and the reporting features are excellent.

Cons

At times, it can be a bit tricky to navigate and get things set up the way you want. Still, once you understand it, it works well. The quota setup process could definitely use some reworking.

Pros

It does a good job of keeping client contacts organized and helping move the marketing process along. Getting comfortable with the system doesn't take long either.

Cons

As an attorney, I've noticed there are other products built more specifically for legal work that combine the sales funnel with client management and even some basic accounting. This one feels more geared toward a general audience.

Pros

It's a very user-friendly platform with plenty of customization options and the developers keep making regular improvements and enhancements.

Cons

There's occasional latency although that may be related to our internet connection and similar factors.

Pros

Handling routine day-to-day work has become much easier thanks to the automation features for lead management, email and communication tracking and task management. The Gmail integration along with connections to other platforms also helps simplify daily sales activities and keeps everything moving more efficiently.

Cons

One limitation is that full white-label functionality is only included with the highest-tier subscription. It can still be added to lower plans but the premium tier would feel more worthwhile if it included additional modules and broader use cases.

Pros

Once you get familiar with how it works, it becomes a very powerful tool. That said, expanding your knowledge of the product is difficult unless you spend a lot of time actually using it.

Cons

When your use case is more unique, the software can feel pretty unwieldy and that tends to get worse the longer your organization has been using it.

Pros

Having a clear overview of the customer database is really helpful. It makes reaching out to leads much simpler and the way customer stages can be grouped keeps everything more organized. Creating deals is also easy and the customization options give the software a lot of flexibility.

Cons

One downside is that it needs a fairly powerful computer, otherwise the loading can feel slow. Another limitation is that follow-up emails outside of a sequence can't be sent within the same email thread or conversation.

Pros

Keeping tabs on clients is really easy with this system and pulling up reports to monitor performance is just as convenient.

Cons

What gets frustrating is the lack of a forwarding feature especially when an urgent document needs to be sent along quickly.

Pros

Getting comfortable with the interface happens pretty quickly and it's very easy to use. I only have a modest coding background but building workflows still just takes basic knowledge. That really helps make work automation much simpler.

Cons

The attachments feature works well but it really needs folders so documents can be organized properly. Our sales process generates a large number of files and keeping them ordered in the attachments area can be difficult. I'd also like to be able to tag "non-IT" users in notes and calls since that matters when working together with trade partners.

Pros

The thing I appreciate most is the range of filters built into the reporting features, contacts and companies sections.

Cons

There really isn't anything on the platform that I strongly dislike.

Pros

Having the contact view available, along with the option to download whatever information I need, is incredibly useful.

Cons

Chart views feel a little limited and it's not always simple to pull the specific information you need from them.

Pros

Keeping up with customers is very easy with this. Emails, notes and phone conversations are all available with a single click which makes follow-up much more convenient.

Cons

One limitation is that once a customer is entered, the input date can't be changed. Also even though customers can be organized into categories, they can go "cold" and sometimes slip through the cracks which makes them harder to stay on top of.

Pros

The filtering tools are really helpful because they let me narrow things down to exactly the customers I need to view. Since I work across two regions, Americas and EMEA, it's simple to switch between them and concentrate on whichever region I want at the time.

Cons

What bothered me is how limited the formatting options are when setting up email templates for customers. There are only about 7 or 8 font choices and it won't let you make the text smaller than 7 pt. Because of that, I end up using Outlook whenever I send an email so I can adjust those details properly.

Pros

Right from the start, the platform feels very user-friendly. Moving through the different sales stages is easy, adding data takes very little time and the updates have been great.

Cons

If you change a field in the contact section, it does not automatically carry over to the same field in the company section. Also, phone numbers have to be entered in a very specific format for the system to recognize them.

Pros

Getting around the platform feels very easy. Filtering notes is simple, the overall experience is simple and I really appreciate how accurately it tracks email engagement like opens and clicks.

Cons

Task management is where it gets tougher. There isn't much automation so outreach tasks can pile up quickly and become difficult to stay on top of especially when you're handling a large volume.

Pros

easy and practical to use. It works really well for keeping up with tasks and following up with customers by phone.

Cons

I honestly don't have any complaints about HubSpot CRM.

Pros

It's pretty easy to get started with especially with the many layers available but it also has enough depth if you want to build things out in a much more complex way.

Cons

Some parts of the interface feel too inconsistent, like how the contacts view is quite different from the deal stage view.