Likelihood to Recommend Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
Read full review As I said previously, I was not a fan at the beginning because, like everyone, I don't take change so well. Once I started following leads through HubSpot Marketing Hub, I integrated it with my email and created templates for what I needed, I started to see the positives immediately. My time working was better spent as I eliminated time put in routine tasks. I was able to track all communication in HubSpot Marketing Hub, we created systems in the office assigning tasks to one another and, through HubSpot Marketing Hub, our leads were able to book meetings in my calendar automatically. To be honest, if you are in sales and marketing, I cannot think of scenarios where HubSpot Marketing Hub cannot help. All I would like to say is, when using templates, pay attention to where you send them - you may need some personalization. I would encourage the management of HubSpot Marketing Hub to create short tutorials for beginners like me who need to configure and start using various features: setting up deals, templates, and dashboards.
Read full review Pros The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved. I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact. Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate. Read full review All-in-one software - the main thing HubSpot does well is the breadth of functionality. Easy of use - personally, I find it more intuitive than Marketo, which is the other MAP that I know well. Ads - I like that we can drill down on ads by channel, ad group, campaign, and even create and see performance data at each level. Read full review Cons The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters. Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks. At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs. The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective. Read full review While Hubspot has added some collaborative tools, I think this could improve. I'd like to see more options to comment on emails and ways of being able to share out changes as well as approval channels. The ability to update ads via the calendar is pretty cumbersome. There's no good way to bulk edit or update. You have go into each one individually. Real time edits would be nice. If you have multiple people working on the same thing, you'll get kicked out and your changes might not be saved. Read full review Likelihood to Renew There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Read full review Our business relies on the HubSpot platform to manage our marketing, sales and CRM processes. HubSpot marketing automation helps us define our activities and streamlines them in a cohesive and efficient way. Without HubSpot, we will have to revert to the 'old way' of doing everything with a variety of disparate systems.
Read full review Usability Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
Read full review While there are some frustrating things that pop up unexpectedly ("wait... I can't do X?"), I have found HubSpot to be easy to use and extremely helpful to my daily work. The documentation is really good, and when it's not helpful, the support staff have been amazing.
Read full review Reliability and Availability The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
Read full review They have had issues with system availability over the course of days. Sometimes the system is unusable, other times updates simply take a long time to show up. It's better now but, from a reliaibility standpoint, HubSpot is not Salesforce.com yet. Still great software though.
Read full review Performance The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Read full review With all the new features in HubSpot, the system can get a tad slow sometimes... That said, most of the time it is lightning fast and I have no problems. Because most of the integrations are API, they silently work in the background. I have not had trouble with lag due to HubSpot integration
Read full review Support Rating The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
Read full review During the few times I've needed it, HS support has been accessible, helpful and efficient. Often rolling up their sleeves to make changes for you as opposed to leaving you with a list of instructions to decipher on your own.
Read full review In-Person Training I did the 2-day classroom at HubSpot's corporate office in Cambridge. First off, it was amazing to see their corporate office in general. They have such a cool office environment. But it was also great to have the ability to learn in a workshop format with other HubSpot users and meet my Account Manager/ Inbound Marketing Consultant in person.
Read full review Online Training Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Read full review I went through Inbound Marketing University in 2006. Great training and helped my transition from traditional (outbound) marketing to inbound marketing that I've been able to apply to a number of businesses from wastewater and water reuse, to professional services and SaaS. Share information of value to build awareness and trust. Answer customers' questions in a transparent way to generate more qualified leads. Understand the difference between a marketing qualified lead and a sales qualified lead and put together a lead nurturing program. Your sales and marketing efforts will see significant ROI.
Tom Smith Strategist | Digital | Analytics | Marketing Automation | Content Marketing | Integrated Marketing |
Read full review Implementation Rating Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Read full review My biggest piece of advice for those who are implementing Hubspot is that you need to devote the time up front and learn how to use the product. Once you learn how to use Hubspot, it will be much more effective as well as much easier to use in the long run
Read full review Alternatives Considered It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
Read full review Other competing software such as Zoho and
Boomtown may have more bells and whistles, but it is too cumbersome and has many parts that only advanced users can operate. With HubSpot, each function is within reach of the average agent. It doesn't overpromise and then makes you feel incompetent when you can't use it all...
Read full review Scalability This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
Read full review HubSpot is addressing this more and more. Currently you can assign tasks to designated sales teams, which grow as you grow. They've added free baseline products for those just getting started. These and more contribute to the scalability of HubSpot - so I gave it an 8 and am hoping for more in the future!
Read full review Return on Investment It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention. Read full review HubSpot has helped us increased our lead generation. HubSpot has allowed us to continue to grow our customer base without having to spend a ton of marketing dollars on advertising. HubSpot has allowed our company to standardize our process and bring the company onto one platform for sales and marketing. Read full review ScreenShots HubSpot Marketing Hub Screenshots