HubSpot CRM Software Reviews

“Project tracking dashboard”

Pros

Dashboard works really well for managing projects and it helps employees keep track of jobs and customer contacts in one place.

Cons

There's a bit of a learning curve if you want to take full advantage of everything the software can do.

“Helpful tutorials and simple design”

Pros

The tutorials are what I appreciated most since they made it simple to learn the platform and tailor the app to fit our needs. The interface looks polished, feels simple and is very user-friendly. My colleagues and I were able to get comfortable with it in a short time.

Cons

Only real downside I can point to is the price.

“Strong CRM but pricey plans”

Pros

This is a really powerful CRM for tracking leads and potential customers through different stages. It does a great job of helping manage the pipeline and it connects well with major tools like Mailchimp.

Cons

Free tier is pretty limited. While the platform is powerful, the premium plans come with premium-level pricing so it's not a very affordable option for a startup.

“simple contact tracking”

Pros

Everything feels very simple and easy to use and there are plenty of free features available as well. I used it to keep my contacts organized, track the last time I reached out to each person and store their details and notes in one place.

Cons

Setup could be a bit awkward at times. For instance, there's no entrepreneur or sole trader option so you have to create the contact as a person first and then link them to a company instead of having a single combined option for that type of contact.

“Helpful shared message threads”

Pros

Being able to view the full back-and-forth with customers in a single message thread was really helpful. It's especially useful when multiple CSRs are handling the same mailbox and need to stay aligned.

Cons

One thing missing is Excel support and there's also no way to insert tables or images into the text box.

“Useful integrations overall”

Pros

This tool works well with a wide range of other products which is definitely one of its strong points.

Cons

At the time, it wasn't tailored specifically for recruitment so it didn't really meet the particular needs I had.

“Notification overload and ticketing confusion”

Pros

It works well for building out process flows and we use it across both recruiting and business development.

Cons

The notification setup is frustrating and the ticketing side can be confusing. We often end up getting repeated alerts and duplicate information.

“Automation and unified workflow”

Pros

Bringing this into our workspace systems and tools turned out to be a major win for us. We started seeing the benefits right from the initial deployment. The built-in project management features help us handle the many stages of project execution much better. We can monitor progress, assign resources without friction and keep project tasks moving so deadlines are met on time. On top of that, it has centralized all of our information, including past project details, product design documents, contracts and customer records so the whole team can access what they need without delays. We also really value the strong marketing automation capabilities. They help us build effective marketing campaigns and track the leads that come from them. Keeping clients updated about new products has become much more manageable as well. Because of that, our sales cycle is now more aligned and efficient while giving the sales team better visibility into prospect activity. The sales performance and customer engagement reports also help us plan more strategically and respond to business challenges in a smarter way. Another big advantage is how much room it gives us to be creative. We have refined and customized the dashboard so it only shows the metrics and KPIs that matter to us, giving us a broad real-time view of performance.

Cons

Compared with other systems, this one really sets itself apart. It connects effortlessly with our design and project management tools which has created a more unified workflow and removed the need for manual data entry. We have also been able to scale it and add features that support the demands of our more complex environment.

“Flexible pipelines that fit”

Pros

This is easily the most user-friendly CRM I've worked with so far. The level of customization is excellent especially when it comes to building your own pipelines to match the way your business and sales process actually work.

Cons

Getting everything set up at the start can feel a bit overwhelming but the support team is there to help you through it.

“CRM with deep automation”

Pros

At its core, this CRM is really easy to use but it also has a lot of depth. There's plenty of room to take things further with automations and workflows when you need more advanced functionality.

Cons

Pricing can climb pretty fast and quite a few features are locked behind upgrades. Even just clicking on something outside your plan can prompt fairly aggressive follow-up from sales reps pushing you toward a higher tier.

“Customer insights that help”

Pros

Once the platform is fully integrated with your current software tools and website, the amount of customer information you can pull from it is incredibly valuable. It gives sales reps insights they usually would not have access to without a system like this and that can make a huge difference when it comes to closing deals and turning leads into actual customers.

Cons

The biggest downside is the cost. It can be difficult for an agency to pitch this to a client who has never worked with a CRM before and does not yet understand the value a system like this can bring.

“Time-saving follow-ups”

Pros

Keeping track of customer interactions and setting up automated follow-ups has saved me a huge amount of time.

Cons

Other than the free version which already includes some basic tools, the more advanced features can become pretty expensive.

“Contact history that helps”

Pros

The standout benefit for me is having a full record of contact history saved right inside each contact record.

Cons

At times, the more advanced features can feel a bit complex but there's plenty of support available to help you work through them.

“Simple navigation and sales logging”

Pros

Getting around the system is very easy and it works really efficiently for recording sales activities.

Cons

I honestly don't have any major complaints, aside from the occasional glitch that shows up once in a while.

“Powerful tools and flexibility”

Pros

Right away, the user-friendly interface made it appealing and the free tier offers a lot of value. It connects easily with other IT tools and gives plenty of customization options. The automation features, reporting capabilities and dependable support also make managing and scaling customer relationships much more convenient.

Cons

A few drawbacks are the higher cost of advanced features, pricing that can feel a bit complicated and some limits when it comes to very deep customization.

“simple pipeline management”

Pros

The interface feels very simple and handling deals, setting up pipelines and managing everything else is easy.

Cons

Sometimes it prompts you to upgrade just to access very basic features that other CRMs already include at the same price point.

“simple CRM with great UI”

Pros

This is the most simple CRM I've used so far. The interface looks fantastic and it still manages to be very capable while staying simple to work with.

Cons

Managing tasks gets difficult once you're handling a large number of deals.

“Website and contacts together”

Pros

Having one platform to handle both website content and contacts is really convenient and keeps everything together in a single system.

Cons

Setting up even basic automation feels overly complicated especially when unexpected upgrade prompts keep getting in the way.

“Simple email campaigns”

Pros

Putting email campaigns together is very easy and the platform is easy to work with.

Cons

There's still a bit of a technical learning curve but it was manageable enough.

“A refreshing Salesforce alternative”

Pros

Switching over from Salesforce feels like night and day.

Cons

There are just too many beta features to keep track of and it almost feels like you need to keep an agency on retainer to get the most out of it.