HubSpot CRM

Vorteile

Easy to track the reports and activities with time stamps. The team would know who handled or took an action on the insurance tasks

Nachteile

Sometimes I forget to save or if there is a network issue , all of your work go in vain.

Vorteile

You can configure workflows that allow you to register in spreadsheets and send e-mails at specific moments.

Nachteile

Some features are complicated to perform.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und Bitrix24

Gründe für den Wechsel zu HubSpot CRM

The benefit-cost relation was the most important feature that we considered

Vorteile

The best feature for me is being able to service my clients this app has the best customer management features I have seen, I have on my mobile and work desk top so I can basically monitor my business from everywhere.

Nachteile

I just wish I had a way of emailing my clients directly from the app, that word make it way easier.

Vorteile

They have high value skills that are free

Nachteile

you have to go through many short videos while doing a course.

Vorteile

Ease of use, ability to use some of their more advanced features for free

Nachteile

Customer support lacking and once you sign a contract it is VERY hard to change

Vorteile

Hubspot CRM has had a huge influence in our company for some years now and we are assured to keep using for its excellent work in bridging the gap between us and our customers. We easily engage with our customers through live chats and virtual meetings and this has made us get closer to our customers. HubSpot CRM has amazing reports which gives us insights about the services we are offering our customers and allows us to follow up on customer engagements to ensure their satisfaction.

Nachteile

We get all we need from HubSpot CRM and so far everything has been working on smoothly and to our benefits.

Vorteile

The tools for tracking customer interactions and automated follow-ups saved me so much time.

Nachteile

Apart from the free version which already offers some basic tools, the advanced features can get quite expensive

Vorteile

It's the gold standard basically for everything it touches, including CRM. The integration and tools are amazing.

Nachteile

So insanely expensive-- to purchase, implement and keep up with. If you can afford it, it's amazing.

Vorteile

Tool was easy to use, easy to navigate, worked well for us in a B2C setting.

Nachteile

Analytical functionalities could be better, support wasn't great (we weren't [saying extra for it though)

Vorteile

it's very simple (ish) to setup and use on a daily basis, and as long as your subscription covers the features you are looking for it does everything you might want

Nachteile

but you will have to pay for those features, and obviously there is functionality that is going to cost more

Vorteile

I love how Hubspot offers to grow with your business. It starts free and as your needs grow, you get everything in HubSpot, from a CRM, to CMS to an extensive marketing and sales platform

Nachteile

It's a little on the expensive side. Initial setup takes in depth understanding of Hubspot works. But once you've set it up, its a bliss.

Vorteile

What I liked most about Hubspot CRM is how intuitive and easy to use it is. The interface is clean, modern, and visually appealing. It doesn't feel cluttered or overwhelming like some other CRM platforms. Even with all of its powerful features, Hubspot has done a great job at keeping things simple and user-friendly. Another major pro is the wide range of tools and integrations that come with Hubspot CRM. From email marketing to meetings scheduling, it has everything you need to manage the entire customer lifecycle. And with hundreds of app integrations, you can connect Hubspot to your other critical business systems with ease. This level of connectivity is superb.

Nachteile

One slight downside is that the free version of Hubspot CRM has a lot of limitations that do not seem important on first hand; but are essential. Still, overall, even the free plan is quite fully featured for smaller businesses. The premium paid plans unlock more advanced functionality, but of course come at a significant added cost.

Vorteile

Creating, sending and managing email marketing is simple.

Nachteile

Would like a little bit more customization options in email creation.

Vorteile

How it's innovative and integrates marketing and sales solutions to empower every business.

Nachteile

Maybe how much it costs and some times we feel some difficulty trying to migrate date from HubSpot CRM to other tools.

Vorteile

Automated workflows from lead capture (landing pages/surveys) to nurture and sale

Nachteile

easy to get lost in the detail and functionality, although there are lots of tutorials and support to help

Vorteile

We like entering all the leads we meet at trade shows. Gives us one place where we store all the info and allows us to see our communications with them.

Nachteile

Sadly I think I may be missing out on some of the features, I need to take a deeper look at this.

Vorteile

Hubspot est rapide à déployer, pour une efficacité immédiate

Nachteile

Une interface à prendre en main, parce que très simplifiée

Vorteile

It was inexpensive and has some features that we were interested in using it does feel clunky at times and we have to use many clicks to get a task done

Nachteile

I’m speaking from an end user perspective we used it and it was not a good experience. However I don’t know of too many CRM projects that are good

Vorteile

HubSpot has a friendly user interface and has good training so anyone can use it, it also integrate seamlessly with other tools that we use.

Nachteile

For now it is good, nothing to complain about as it meets all of our expectations

Vorteile

Comprehensive marketing automation platform with an easy to use interface. Easily manage CRM and marketing workflows.

Nachteile

Some concepts and workflow logic can be challenging. But if set up correctly, can easily solve complicated marketing issues.

Vorteile

My team has been using Hubspot for year. Hubspot makes finding qualified leads easier. The features help with every step in the sales pipeline. Lead capture, email marketing, engament tracking, and intergrateing it with my team was a snap.

Nachteile

Maybe little more calling prospect time. However this is still not bad but couod be improved.

In Betracht gezogene Alternativen

Square Point of Sale und Salesforce Sales Cloud

Gründe für den Wechsel zu HubSpot CRM

One of the main factors was the engament when I inquired about it. The level of service is suprising for the price.

Vorteile

HubSpot is great because it's an all-inclusive software for our marketing needs. We use HubSpot for all of our emails, blogs, and landing pages. The Workflows tool allows us to easily track lead engagement. We're able to manage and track our marketing efforts like never before. I find HubSpot much easier to use than WordPress, where our website is hosted. Possibly the best part of using HubSpot is the customer support! At times the wait can be long, but I always reach an actual person, and they are so helpful and nice! If they don't know how to do something they always look into it and get back to you via email. They're lifesavers!

Nachteile

The software can do so much that there is still a lot to learn. When creating contacts HubSpot has a tendency to fill in the missing information with what it can find on the internet, which is not always accurate. Sometimes there are features I would like to use that HubSpot doesn't have, like it only allows one level of progressive profiling in forms, and one level of subtasks in Projects. Sometimes the Design Manager and Page Editor can be difficult to work with.

Vorteile

Generally speaking since i started using the HubSpot CRM i don't have much to worry because it have all the features i want and this make it so good

Nachteile

HubSpot CRM is a little bit difficult to master the software because is some how complex and a little expensive compare to others

Vorteile

I love that the CRM comes free with any of the other resources. I originally purchases the sales engagement package and storing and sending emails and templates from outlook is so easy, and makes it easy to collaborate and get feedback from others. The CRM is easy to use and I love that it has a Persona section, this is the new way marketing and sales are headed.

Nachteile

Sometimes the add-in causes my outlook to crash. This may be an issue with my computer or the program. The customer care also is not good for my subscription, only chat no phone.

In Betracht gezogene Alternativen

SugarCRM

Warum HubSpot CRM gewählt wurde

We still use Keap but are trying to fade it out, ease of use is not there and Keap does not offer all the features we need or are looking for.

Zuvor genutzte Software

Keap

Gründe für den Wechsel zu HubSpot CRM

Pricing and features.

Vorteile

Easy to import contacts and create lists based on type of contact or type of connection. I like using this feature for organizing my contacts. I also like that I can add other users so that I can see the chronological timeline of all contact points without having to interact with the employee. Able to send emails out to specific lists easily and quickly.

Nachteile

Challenging to use at first and I had to google a lot to figure out how to use all the features. Issues with importing and not seeing all of the information but was about to troubleshoot on my own. Not super intuitive to start out.

In Betracht gezogene Alternativen

Kit

Warum HubSpot CRM gewählt wurde

More features in hubspot to connect with landing pages and emailing.

Zuvor genutzte Software

Mailchimp

Vorteile

Hubspot is very user friendly. It also has multiple options to set reminders to follow up with patients, insurance companies, etc. It is very easy to upload all files to each patient and the files are easily accessible to other users that need the information.

Nachteile

The only issue I had was merging files together, however, after reaching out to customer service, the issue was quickly resolved.

In Betracht gezogene Alternativen

MatrixCare Home Health & Hospice

Gründe für den Wechsel zu HubSpot CRM

Brightree is very expensive and when/if you no longer have an account with them, you lose access to everything you have uploaded to their system. With Hubspot, you never lose access to the information you put into the system.

Vorteile

HubSpot's CRM is an intuitive, comprehensive solution to seeing all of your data in one place. You can automate and personalize emails, create deals to track sales cycle and revenue, set reminders for when you need to reach out to someone next. If you follow the procedure, there is great transparency for your team.

Nachteile

The CRM can feel overwhelming at times. If you have a large team utilizing the software, it's crucial that all team members use the system the same way, lest someone forget to log a task and multiple people wind up sending communications to the same person- this annoys and confuses your customers and prospects!

Vorteile

Being apart of a growing company, Hubspot is great for a small team as well as one that may be experiencing growing pains. It's extremely user-friendly & intuitive.

Nachteile

There are a couple issues that could be fine-tuned (additional filters or a way to add customized filters would be amazing).

My biggest gripe is that there isn't an option to auto-enroll contacts into a sequence & you are required to click through each client.

Vorteile

There are only 2 CRM's worth using one is Salesforce the other is Hubspot. I have used both and have spent months comparing the two in a previous organization. It's clear to me that Hubpsot is superior in terms of learning curve, setup time, ease of customization. It also doesn't cost an arm and a leg.

Nachteile

It would be nice if there were more integrations in the app store, but I'm sure that'll take time.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu HubSpot CRM

Isn't it obvious?

Vorteile

I love that I can really customize my screens with the fields that I want, and even create my own fields that suit my business uniquely

Nachteile

It was HUGE and sometimes hard to find things

Vorteile

Practical software for CRM management. It is very easy to use and there isn't a huge learning curve for new users switching from another software.

Nachteile

Not as good as Zoho CRM for cost. Zoho CRM includes more options and more complete CRM tools.

Vorteile

It was very user friendly and easy for me to understand with the library of training materials.

Nachteile

It was hard to get my sales team trained with this CRM.

Vorteile

I like that Hubspot is pretty easy to use and intuitive- it's simple to find a client or more by searching for them or using filters (geographic location, date of onboarding, activity status).

Nachteile

Unfortunately, there are some categories within Hubspot that I feel are not accurate when updates happen. I am not even sure if this is a flaw of Hubspot or simply the team from my organization that inputs the data... But when I search for a client, there may be erroneous information attributed to the client, and ofttimes this has to be updated manually.

Vorteile

Free CRM which has enough functionality to power a start-up. Vast amount of material available online to help a business customise HubSpot to suit its needs and plenty of integrations available to connect as your business grows. The support available as we onboarded was fantastic and helped us achieve a return on our investment into the premium areas.

Nachteile

The sheer quantity of topics covered in the library appeared daunting at first, but asking for guidance from the onboarding specialist for those in the team who were motivated to learn alleviated this issue.

Vorteile

It is easy to see prospects and lead profiles to see how they react to emails, phone calls...
There is a lot of the key features, but for me personaly is that you start for free.

Nachteile

There have been multiple times where we lost data and data was unretrievable. On the other side we need to repeat the steps because, I believe, bugs would prevent to save our data.

Vorteile

If you're using HubSpot strictly for its automation features, then this is definitely the right software for you. It's fairly easy to use and I enjoy all of the analytics and other things that it provides. Will use it in the future.

Nachteile

If you're not savvy when it comes to these types of softwares, it WILL be difficult to use. Otherwise, I don't have many complaints, because once you understand it, you can't really live without it!

Vorteile

The ability to quickly and easily see where each client stands within the pipeline. Ease of catagorization

Nachteile

Nothing that I have experienced yet. This has made customer/client tracking so easy to see/follow up at a simple glance.

Vorteile

I love that i have all of my marketing, sales, and website hosting all in one place. I can also track the analytics right from hubspot as well.

Nachteile

There needs to be more options to build reports. like secondary info tracked on top of the original info we had.

Vorteile

I use this software to track the status of potential clients as well as to manage and track onboarding tasks. I love that I customize so much of this platform to my specific practice needs and steps for onboarding. HubSpot has allowed me to drastically reduce my use of to-do lists and sticky notes because I am now able to have everything centrally located in HubSpot!

Nachteile

It took me a while to get used to the interface and navigating the features most relevant to my needs. Once I got it down though it's been easy to navigate and allowed my to be more efficient in my processes for onboarding.

Vorteile

It's intuitive and easy to learn how to use. It's also incredibly customizable - setting up a net new integration with a third-party vendor was practically painless.

Nachteile

Their email creation tool is great, however, it can't import custom fonts to help keep messages aligned with branding.

In Betracht gezogene Alternativen

Salesforce Marketing Cloud

Gründe für den Wechsel zu HubSpot CRM

Price, interface, integration, and customizing fields.

Vorteile

My favorite part of HubSpot is how connected everything is. I can keep the voice of the company and the content the same across various different platforms. Also - the customer service is always great.

Nachteile

The only con for some looking would be that the price is definitely expensive. While I do think it's worth it for something like this - it might be too large of a cost for a very new company to take on.

Vorteile

- Email tracking and follow up. Great to see when people open your email and how effective it is.
- Automatically building in company information. Example - description, year founded, approx. # of employees
- Connectivity to Gmail
- Analytics and tracking of emails

Excellent customer support and learning opportunities.

Nachteile

- It is difficult to edit contacts on the site. If you need to edit a group of contacts you need to download the spreadsheet, edit, and re-upload
- It is freemium. They are going to charge you for the features you want and need.

Vorteile

I needed a platform that allows me to track multiple clients and keep detailed notes, emails, and conversations and this does that

Nachteile

Some of the notifications are a little over kill, but I guess more is better than none!

Vorteile

I love that the CRM is free and easy to use system. It does all the things that I needed it for. Contacts and other information.

Nachteile

It really does not have all the features of a paid service, but it doesn't matter. Contacts, layout and the easy to use software. I have no cons.

Vorteile

It's easy to work with it, you can understand a lot alone.

Nachteile

You can do basic graphics, and I know it's not the most important thing in Hubspot, but could be great inlcude "average compairing" and "tendency line" options (just an idea, but how many simple analysis tools could plus there)

Vorteile

Easy to use and lots of features, such as creating different lists to organize where you get leads from and if you want to retarget them later or upload to FB ads to create look-alike audience.

Nachteile

A little challenging to use at first so I needed to do some extra googling to find where I enter info and how to utilize different features. I also always feel like I’m finding a new way to do things that make it easier but it is not very intuitive to start out.

Vorteile

Amazingly easy to use.
Many features to help move along the sales process like email sequences and templates.
Being able to see when a customer opens an email is a game changer.
I love being able to see all of the Activity log in a scroll-able timeline to easily know what was communicated to the customer last.

Nachteile

The mobile app needs a little work, but I can tell it's getting better every day. Seems like every time I log in from the road the app seems to more closely resemble the desktop version.

Vorteile

Great support and training resources, especially cost effective for a new start-up.

Nachteile

Building the platform is a lot to undertake while in the ramping up of the start-up business.

Vorteile

I love the lead capture system they have and the analytics products to help our customers.

Nachteile

Little hard to learn to use at the beginning but I am not very computer savvy.

Vorteile

Easy to work , easy to navigate through the website

Nachteile

Nothing, everything is working fine for us