Agiled vs. HubSpot CRM

Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.

In my last position at a SAAS company, I used Salesforce and HATED IT. It was so clunky, and when I used HubSpot, it was like a breath of fresh air. Any company that does customer interactions and sales needs Hubspot. There is a TON of room for customization, which is AMAZING. I don't see anywhere that it wouldn't be a good fit.

Incentivized

• Invoicing
• Business overview
• Contracts

• It tracks emails including opens, clicks, and keeps a great log.
• I love how they give you options to build your own reports as well as some templated reports as well.
• It creates an easy way to work with your colleagues even if its remote positions.

Incentivized

• CRM
• Proposals
• Scheduling

• Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
• The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.

Incentivized

To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.

Incentivized

While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.

I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.

Incentivized

Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.

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

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

Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like Salesforce, required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.

Incentivized

• Better keep track of contracts
• Better understand income and expenses
• Centralized business details

• Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management
• Visibility/collaboration helps connect marketing and sales efforts vs them being siloed
• Connection with salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot

Incentivized