Cloze vs. HubSpot CRM

It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.

Well Suited - If you have a small sales team and want to focus on your priority leads - Need a tool to frequently email your top of the funnel to ensure brand recall happens the fastest possible way Not Suited - If you are expecting excellent UI/UX with a gamified approach CRM - Looking for a quick easy to use CRM (HubSpot required technical knowledge to setup).

Incentivized

• Contact management
• Contact enrichment
• Email management

Incentivized

• Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
• Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
• Automation for follow-up : With its feature called "sequences", follow-up emails made easy.

Incentivized

• Not good as a comprehensive project management tool.

Incentivized

• A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
• Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
• I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)

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

It's incredibly easy to use, pretty intuitive even to those who are not as technically savvy. For all the basics, most people can figure it out. I think the piece that can get tricky is how things are defined and how to correctly label opportunities at certain stages of the pipeline without getting confused or accidentally duplicating work that's already been done.

Incentivized

The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.

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

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

Takes the functionality much further

Incentivized

This answer may be a little more concise, as it's simpler! Although functionality is fairly similar, Management brought the Sales team into the boardroom and took us through a high-level guided tour of both Pipedrive & HubSpot CRM. It essentially boiled down to which interface do you prefer/which can you see yourselves using quicker/easier/faster? End result: HubSpot CRM based on unanimous decision!

Incentivized

• Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI.

• Tradeshow Lists and being able to create lists for our sales team to reach out.
• Email Campaigns about new products and having CTA links for people to click which turn into purchase orders.
• Creating Events and sending out invites for the events and those have turned into leads and business!

Incentivized