HubSpot CRM Software Reviews

“User-friendly forms and workflows”

Pros

Interface is simple to navigate and the features feel very user-friendly. Using forms and workflows also makes it possible to collect a lot of relevant information which has been really valuable.

Cons

There's a minor limitation when trying to capture certain very specific data but it only comes up about 1% of the time so it's pretty negligible. Aside from that, the platform provides plenty of data to work with.

“Features without limits”

Pros

This software was excellent. It's a bit expensive but if you have the budget, there's almost no limit to what you can do with it.

Cons

My only complaint is that when your budget is tight some of the features you might need at the time just aren't accessible.

“Startup essentials”

Pros

Right from the start, it covers pretty much everything a startup or any business could want. Beyond the strong feature set, they also put out really helpful blog content that explains a lot of important practical use cases and how to get the most out of the platform.

Cons

One thing I'm not too thrilled about is that a few features sit behind a paywall. That said, I get that they have to monetize somehow.

“Retention boost!”

Pros

It's simple, easy and focused on delivering results. It has helped our business strengthen customer relationships and improve retention.

Cons

Getting the most out of it takes a lot of effort and ongoing attention. We really have to stay fully committed to the process to see strong business results and that ends up taking quite a bit of time.

“All client data together”

Pros

Having all of our client information in one place has been a huge plus for us especially since the platform is free. Being able to import data from Excel made it possible to move on from Google Sheets and build out our database properly. Along with the built-in database, it gave us much more detailed client information and really improved what we had available at a glance. We're also very happy with the option to add custom fields in the CRM and set up different views for different users.

Cons

Honestly, there's not much to complain about. Compared with some of the other tools we use, this one does take a bit longer to set up and get everyone fully comfortable with. That said, once it's tailored to your needs, it becomes much more easy to work with.

“great vendor and client lookup”

Pros

Being able to bring up all vendors and clients whenever I need them is really useful. It helps keep the workflow moving and makes specialty mailings much easier to handle.

Cons

It was a bit tricky to get used to at first but great tool overall. I also wish the card scanner were built into the main application.

“Powerful and easy to use”

Pros

This has been the best all-around option I've used, with plenty of functionality while still being simple to work with.

Cons

Pricing is on the expensive side and it gets even higher as you move up to more advanced features.

“CRM for every team”

Pros

It feels like a CRM on steroids. We're able to handle sales, marketing and customer service all in one platform which makes everything much more connected and efficient.

Cons

Biggest limitation for us is that organizations can't be split. We run two separate businesses but there's no way to combine them and use HubSpot for inbound emails the way we need.

“Works well once learned”

Pros

Once you get familiar with how it works, it becomes easy to use.

Cons

Loading can be slow and some tasks take more clicks than they should.

“Clear, simple, reliable”

Pros

Everything feels very clear and easy and the software is simple to use. I personally really enjoy using it.

Cons

There's honestly not much I can criticize. I've definitely used other products that were worse.

“Automated workflows”

Pros

I really enjoy the automated workflow and the fact that I can track everything in both Kanban and list view.

Cons

Price feels a bit high when compared with other tools available on the market.

“Reporting and segmentation”

Pros

Generating reports is very easy and it makes it clear which prospects are tied to specific marketing campaigns events or territories. There are also plenty of picklist options for organizing lists and collecting detailed contact data.

Cons

Site can be hard to navigate when you first start using it.

“All-in-one with free trial”

Pros

Their free trial tier is probably my favorite part. It's also nice having everything bundled into one all-in-one platform.

Cons

Biggest downside is the price. It's just too expensive especially if you want access to all of the features.

“Quick setup and user-friendly”

Pros

Getting this software installed and up and running was easy and using it day to day feels very simple.

Cons

It may still feel a bit confusing for people who don't have much experience working with CRM software.

“Workflows and automation”

Pros

It's very simple to use and I really love the workflows and automation it gives us.

Cons

Its handling of custom objects isn't very good.

“Helpful demo”

Pros

Having a DEMO feature made a big difference for me. It walks first-time users through the interface step by step and that was really helpful when I was just getting started and still new to the software.

Cons

The interface itself doesn't feel very beginner-friendly. There are a lot of detailed functions on the screen and as a new user it can be a bit overwhelming to know what to focus on.

“Reporting and cloud access”

Pros

The interface is very detailed and flexible which makes it simple to create reports and share information with coworkers. I also appreciate that it keeps records in the cloud so we can reach them anytime we need and export them into other applications. Because of this software, we've been able to bring multiple processes together in one place which helps keep all our information organized and current. The insights it provides have also supported us in building realistic plans and initiatives for our future goals.

Cons

I don't really have negative points to mention because it only takes a little basic practice to get comfortable with it and once you learn how it works, handling your responsibilities becomes very manageable.

“Workflows and deal boards”

Pros

At first glance, the layout and header look pretty basic but the platform ended up doing far more for us than I expected. The workflow tools are a huge part of that and there's honestly enough depth there that you could build entire online classes just around workflows. We've created around 50 of them and they've saved me a ton of time when it comes to communication and answering FAQs for our contractors. The deal boards are excellent too and the contact management setup lets me email, text or call a candidate all from one place.

Cons

There was definitely a learning curve at the beginning and every now and then it runs into bugs or slows down and freezes during busy, high-capacity times. That said, the support team has been incredibly responsive through both chat and phone and they usually get back to you right away. I even had one support rep record a live webcast-style video to walk me through fixing an issue which was incredibly helpful.

“Pipeline I love!!”

Pros

The pipeline is easily the standout feature for me and the part I enjoy using the most.

Cons

There wasn't anything about the product that I disliked.

“Clear pipeline visibility”

Pros

Being able to quickly see where each client is in the pipeline has been really helpful. The way everything can be categorized also makes it much easier to stay organized.

Cons

I haven't run into any issues so far. It has made tracking customers and clients much simpler and I can check progress and follow up at a quick glance.