HubSpot CRM Software Reviews

“Starter plan with templates”

Pros

It's nice that the platform feels premium and that even the starter plan includes up to five email templates which gives a decent amount to work with.

Cons

One frustrating part is that the system doesn't always keep up when I'm moving quickly. If I'm working from a filtered lead list and change a property that should remove someone from that list, the update can take too long so the contact still shows while I'm going through it. Another annoyance is that when I open an individual contact and delete them, my filtered list resets completely and I have to go back and reapply as many as four filters again.

“Open workflows and prospecting”

Pros

One thing that really works well is how open the platform feels, you can see everyone's work and tasks clearly. It's very simple to use and has taken a lot of the hassle out of daily work. I use it every day and the Sales Navigator integration makes prospecting much more convenient. The built-in calling tool for contacting prospects is also very useful.

Cons

I'd only make a small change to the way the contacts are displayed.

“Easy contact follow-ups”

Pros

Staying on top of contacts and following up is very simple with this software.

Cons

My biggest complaint is the pricing. They could definitely manage costs better especially for the custom enterprise version.

“Customer success pipelines”

Pros

Being able to tailor the pipeline views and add custom properties that match our Customer Success strategy has been a big plus.

Cons

I do wish there were a more thoughtful way to organize customers beyond only by company or deal.

“Fast automation”

Pros

From my perspective with just a few clicks, everything is automated and the interface is genuinely engaging and enjoyable to use.

Cons

On the other hand, I think the tool seems to focus primarily on visual appeal and remains somewhat limited in terms of the tangible benefits it delivers to users.

“Contact lists and timeline”

Pros

One thing that really works well is how quickly I can import contacts and sort them into lists based on contact type or connection type. That organization feature has been especially useful for keeping everything in order. It's also helpful that I can add other users and view a full chronological timeline of every contact point without needing to directly check in with the employee. Sending emails to specific lists is fast and convenient too.

Cons

Getting started was a bit challenging and I had to spend a lot of time searching online to understand how to use all the features. I also ran into some import issues where not all the information showed up although I was able to troubleshoot it myself. It definitely isn't the most simple platform at the beginning.

“Reliable uptime and forecasting”

Pros

One thing I really appreciate is how consistently the platform stays up and running. The email integration works really well and the forecasting features are especially useful.

Cons

Pricing feels a bit on the expensive side. I'd be happier with a lower-cost option that includes fewer features.

“Contact and pipeline tracking”

Pros

Keeping contacts organized, managing pipelines and tracking leads all work really well.

Cons

Free version is pretty limited and the paid plans feel a bit pricey.

“Lead organization features”

Pros

It packs in a lot of useful features and works well once you get going. Being able to build different lists to organize lead sources, retarget people later or upload audiences to Facebook for lookalike campaigns has been especially helpful.

Cons

Getting started took a bit of extra effort because it was not very simple at first. I had to do some additional Googling to figure out where to enter information and how to use certain features and even now I still come across better ways to do things as I learn the system.

“Teamwork booster”

Pros

Working in a collaborative setting with people who have different skill sets, this kind of all-in-one platform really helps us move quickly and close the gaps between team members' abilities.

Cons

There are still a few advanced editing options missing especially around drag-and-drop which some people on my team would like to have. That said, if you can invest the time, custom templates can help make up for it.

“Team contact tracking”

Pros

Having thousands of contacts in one place makes a big difference especially when details like phone numbers and email addresses are quick to pull up. It also keeps key information on every contact, including Lead Status, Lead Type and Lead Source which helps a lot with staying organized. Everyone in the company can stay updated on the progress of each contact and it's also useful for managing upcoming and recurring tasks with notification reminders. Another plus is that co-workers can access the same information and leave notes on contacts for the whole team or for specific employees.

Cons

A few of the extra features are locked behind the higher-priced plans which is a bit frustrating. It's also somewhat annoying that if two people share one email address, the system won't let you create two separate profiles for them.

“Reliable performance”

Pros

Functionality has been excellent and it's a tool I've continued using without hesitation.

Cons

Contact information could be more helpful when trying to get the job done.

“Powerful but hard to learn”

Pros

Packed with features, this software lets you do a wide range of tasks and gives you plenty of options. It's highly customizable too so you can set it up pretty much the way you want although it is quite complicated to work with.

Cons

Price is very high and the complexity makes training new staff especially difficult. Getting a new team member up to speed on how to use it is a tough and time-consuming job.

“Insightful content and layout”

Pros

Their articles offer genuinely useful insights and I really enjoy the content they publish. The software itself is well organized, clearly laid out and simple to use.

Cons

The free plan is quite limited so there isn't much you can actually do with it. Because of that, you end up relying on different software for your companies and can't connect them together.

“Clear lead tracking”

Pros

Right away, this gave us much better visibility into our contact list, helped us organize prospects and stay on top of follow-ups with hot leads. Getting it set up across the company was very easy. As we've started using some of the more advanced features, it's become even more impressive.

Cons

Manually logging certain offline interactions with prospects can feel a bit overwhelming in the beginning. Still, it's necessary if you want to keep a full view of your customer base.

“User-friendly with great support”

Pros

Overall, the platform is very user-friendly and well organized and the company also provides excellent online academy training courses along with outstanding customer support.

Cons

One downside, in my view, is that some workflows can take a bit of time to fully understand and get the hang of.

“Well-designed and quick to start”

Pros

The product feels thoughtfully designed. Even though it offers a lot of features and seems quite powerful, I didn't even use everything it can do, it was still easy to navigate and fast to get up and running.

Cons

Email automation side didn't work for me and I eventually switched to ActiveCampaign because it's more advanced and a better fit in that area.

“Inbound tracking tools”

Pros

For digital inbound marketing, this works really well. Being able to track where contacts come from and follow their digital journey adds a lot of value. The lead qualification process also runs nicely. Building reports is easy and handling email marketing is simple too.

Cons

The only frustrating part is editing a large number of contacts. Since there's no table editing option, you have to open each contact one by one which takes a lot of time.

“Lead management standout”

Pros

Getting started with this software is very easy and it's also simple to teach to new employees. The interface feels very user-friendly and the Lead Management feature is really what makes this software stand out.

Cons

Connecting it with an existing business setup can take some time but once everything is in place, it works very well.

“simple reporting”

Pros

Everything about this tool feels far more simple and user-friendly and it has made reporting and analytics much more aligned for our team.

Cons

Honestly, I don't have many complaints. The only thing I'd point out is that the chat feature could be more powerful and some of its privacy settings don't align well with our security model.