Acumatica vs. HubSpot CRM

I would love to recommend it to my friends and colleagues. They have a dedicated storage manager along with some really good cloud capabilities, which helps get the work done efficiently and professionally. We have been using it since 2022, and they are great in this segment.

I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.

Incentivized

• We just went live about two weeks ago, so we are here at Acumatica Summit to see everything it's capable of. One of the things it is capable of is the dashboards and the integration with some of these third-party people to ensure we can get the data we need when we need it, so we're looking forward to getting all that live for us.

Incentivized

• Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
• Task management is simple but effective.
• Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
• Gmail integration is quite smooth along with email tracking.

Incentivized

• There are a few spots where there is a list of data that we need a total for and we have to extract to Excel to get a total. It would be helpful to see a sum right in Acumatica.
• For the first time today I had an interesting glitch - my entire bank reconciliation unchecked the "reconciled" column and needed to be redone for the month. Funky little glitches happen from time to time
• Pivot tables don't seem to update as expected by using filters

Incentivized

• More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
• Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
• I would like to see more native options for automation.

Incentivized

I gave this 10 rating because Acumatica ERP is the backbone of the organization, next to the IT Team. We use this software for many different parts of our business. For example our Retail service stations that utilize the inventory, billing, and financials. Our Distribution company that uses it for Field services, CRM, Sales, Accounts and Financial consolidation of all company financials.

Incentivized

Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.

Incentivized

I give it an 8 because it is very intuitive and easy to use for day to day work. I find it more difficult to create general inquiries and financial statements than it seems that it should be. It's not very intuitive in those areas.

I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.

Incentivized

It's always available.

there have been some performance issues

Incentivized

We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.

Incentivized

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.

Incentivized

It was on General Inquiries and it's just a complex topic.

Most of the trainers are amazing, but there were a couple who simply read the training guide

Incentivized

I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

Incentivized

If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

Incentivized

Acumatica's sales process was much better than that of NetSuites. The NetAtWork team spent much more time with us and showed us how Acumatica really could do everything that we needed it to do, with examples using our data.

Incentivized

We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.

Incentivized

No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• We were able to work in one system with customizations we needed in inventory and add all our grants in the same system
• Direct mail invoices was moved to an automated PO system saving time and allowing better financial tracking
• The grant module can be cumbersome requiring flip flopping to program partners etc during set up

Incentivized

• We were able to track good quality leads and push them to closure.
• The leads were contacted within 24 hours so lead drops were minimum.
• The sales and marketing team were accountable for generating leads and driving revenue becasue of AI-generated Targets.

Incentivized