HubSpot CRM

Vorteile

To HubSpot's credit, their CRM functions really quickly and its basic features have a very short learning curve -- we onboarded our sales teams in multiple parts, with inside first followed several months later by outside reps. The main CRM we used before HubSpot was Microsoft Dynamics, and we are still significantly based there, but I attribute the positive reception of a new (and dramatic) software shift to HubSpot's ease of use and quick accessibility of prospect information.

Nachteile

We've run into a similar problem several times due to our industry being so niche (and therefore, the information we collect tends to be highly customized). We have needed to organize and implement quite a few custom fields, which GENERALLY HubSpot's CRM is very good about -- however, there are some significantly important fields that cannot be changed at all, even by HubSpot. We also have had some issues with company associations -- if your prospects work in an industry in which one company can have multiple locations (and the distinction matters), HubSpot's CRM does not lend itself well to that at all.

Vorteile

HubSpot CRM is a great entry level option for businesses who need a way to manage their contacts. Not only is the product easy to use but it is also free as well!

Nachteile

While the features are limited and push you to acquire other HubSpot licenses, this is only a small con when you account for the product being completely free.

Vorteile

I really wanted to be fair and find something that I like about HubSpot but, to be honest, when I tried to do so, I was unable. It has so many bugs, its control panel UX is so bad, the learning curve is so big and it lacks so many features, that this is the first review I make in Capterra where I cannot find anything I like of a piece of software.

Nachteile

Oh, god. I have TONS of things that not only I dislike, but HATE of HubSpot. 1) The learning curve is ridiculously big, as a result of a very badly designed UX and the constant bugs when using it. 2) You will need hours, days, weeks and sometimes months of hard work to design by yourself a decent landing page that will still lack many functionalities and look not so good. Their visual editor is really really bad, and coding in HubL is frustrating. And if you look for predesigned templates, most of them are terribly badly designed. It has issues every now and then, and you will lose contacts, automations will not work... a disaster. Their support chat works sometimes, sometimes not, just when they decide to make it available! Very careful with the Advanced Code Snippet box in your landing pages settings, don't place your tracking codes there: sometimes this doesn't work and you will lose retargeting opportunities. Also, email templates are terrible. Oh! And this one is the worst: if you tag your ads' URLs with UTM tags, HubSpot receives these tags but will not show you this info for all interactions, only for the interaction preceding the creation of the contact. TERRIBLE!!! I think this has to be the worst CRM ever in history!!!

Vorteile

This product is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right!

Nachteile

sometimes there is a feature that I would like to upgrade that seems simple but they don't have it. For example when creating a task it defaults it on the desktop version to due at 8:00 AM and will not allow the user to set their own task due time default. Many people ask for this.

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.