Basecamp vs. HubSpot CRM

Basecamp is a wonderful tool for teams of varying degrees of technical knowledge, teams managing lots of different types of "agifall" and waterfall projects, and teams that are remotely distributed. It's probably less useful for more strictly agile-focused development teams, compared to other more flexible software applications like Jira and Asana.

Incentivized

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

• Task management - It is very easy to add, organize and discuss tasks within Basecamp's interface.
• The "Campfire" function is great for communicating when you just have a quick question for someone on the team.
• Notifications - Basecamp lets you decide how often and about what you'd like to be notified. The ability to respond to messages in Basecamp directly via email saves a lot of time.

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

• High Learning Curve. It's true that it can be easy to use, but to use well and effectively takes some time to learn. It's recommended to have an agreed-upon system in your team of what tools to use and when.
• Notification Overload. If people aren't careful they could send a notification to everyone when only a couple people were meant to be prompted. And since emails are sent by default, you could have your mailbox overloaded with unnecessary updates. This is where it takes a bit of training in your team to have an agreed-upon system.
• Lack of organization with Archived Projects. I will often need to reference an archived project to make a new one, but there is only a list of archived projects in alphabetical order, with no way to organize by archive date, or even search.

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

When I bring new people onto a project, it's immediately obvious how to use Basecamp. I don't have to worry about teaching them the features or walking them through it, it's just incredibly user-friendly. For this reason, I'll continue to renew my subscription even as new people are brought onto production jobs or the client changes.

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

It is easy to use, even for clients who have no experience with the platform. It can only get a little cumbersome to ensure that a client can't see certain documents you might want to keep in the Docs & Files folders. And sometimes, getting a client to actually use an unfamiliar platform can be a challenge.

Incentivized

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

I've never experienced downtime while using Basecamp, or been unable to access it when I needed it. That's not to say they've never had downtime, but I've been lucky enough not to encounter any, and I work odd hours, including late nights when maintenance is often undertaken.

Incentivized

For the many reasons I've given, Basecamp is a very strong program. There are a few features I can imagine that might make it even better, but I don't have a basis for comparison to be able to say that there is definitely a better one out there. I've noticed that Basecamp has evolved a bit from the time I started using it until now, so that makes me think that the producer of this program values it and believes in continuous improvement. If you could use the features offered by Basecamp, I would think you could use it with confidence.

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

Decide the process before implementation - i.e. when it's due 8/9 does that mean 8am, noon, 5pm, 11:59pm? Check your to-do list frequently Set-up templates - just not with the dates (they can be funky)

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

Pretty good, but [Basecamp] has its drawbacks. Honestly I find the interface non-intuitive and sometimes have trouble figuring out how to change the status of a task. Perhaps it has something to do with the way it was originally set up by the admin, but I'm not sure. I liked Jira's drag and drop obvious functionality, but the project management side of the software was lacking. Smartsheet has excellent project management functionality, but the task management isn't as good.

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

• It has saved me time when having to get the same message out to multiple restaurants
• It has helped us make smarter operational decisions because we can all collaborate on an answer in a shorter amount of time (instead of calling a meeting!!!)
• The calendar function allows us to plot out our marketing agenda for the month and add/change it together as needed. The chef will post his recipe, the managers will cost it out, the social media manager will post pictures on it, and ultimately we will get that information out on an info sheet to the staff by printing the page.

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