What users are saying about
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Top Rated
633 Ratings
15 Ratings
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Score 8.9 out of 100

HubSpot CRM

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Top Rated
633 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

HubSpot CRM

HubSpot CRM is perfect for sales/marketing teams that require a simple CRM tool with few advanced features. This is all included in affordable plans that range from free to $50 a month. The more advanced features that larger companies may need to use are not included in these plans. HubSpot provides awesome comprehensive features in some of their more expensive plans, which might be suitable for later-stage companies, not startups.
Fedor Paretsky | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
HubSpot CRM
8.1
Customer data management / contact management
Contactually, by Compass
9.8
HubSpot CRM
8.8
Workflow management
Contactually, by Compass
9.5
HubSpot CRM
8.4
Territory management
Contactually, by Compass
8.9
HubSpot CRM
7.1
Opportunity management
Contactually, by Compass
9.4
HubSpot CRM
8.3
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
HubSpot CRM
8.8
Contract management
Contactually, by Compass
6.0
HubSpot CRM
8.0
Quote & order management
Contactually, by Compass
6.0
HubSpot CRM
7.5
Interaction tracking
Contactually, by Compass
9.8
HubSpot CRM
8.4
Channel / partner relationship management
Contactually, by Compass
9.8
HubSpot CRM
7.8

Customer Service & Support

Contactually, by Compass
9.1
HubSpot CRM
8.0
Case management
Contactually, by Compass
9.7
HubSpot CRM
8.2
Call center management
Contactually, by Compass
8.0
HubSpot CRM
8.1
Help desk management
Contactually, by Compass
9.7
HubSpot CRM
7.9

Marketing Automation

Contactually, by Compass
9.7
HubSpot CRM
9.0
Lead management
Contactually, by Compass
9.8
HubSpot CRM
8.9
Email marketing
Contactually, by Compass
9.5
HubSpot CRM
9.1

CRM Project Management

Contactually, by Compass
6.3
HubSpot CRM
7.7
Task management
Contactually, by Compass
7.0
HubSpot CRM
8.3
Billing and invoicing management
Contactually, by Compass
5.0
HubSpot CRM
6.7
Reporting
Contactually, by Compass
7.0
HubSpot CRM
8.1

CRM Reporting & Analytics

Contactually, by Compass
7.0
HubSpot CRM
8.0
Forecasting
Contactually, by Compass
7.0
HubSpot CRM
8.0
Pipeline visualization
Contactually, by Compass
7.0
HubSpot CRM
8.3
Customizable reports
Contactually, by Compass
7.0
HubSpot CRM
7.6

Customization

Contactually, by Compass
7.0
HubSpot CRM
7.9
Custom fields
Contactually, by Compass
7.0
HubSpot CRM
8.4
Custom objects
Contactually, by Compass
7.0
HubSpot CRM
7.5
Scripting environment
Contactually, by Compass
7.0
HubSpot CRM
7.5
API for custom integration
Contactually, by Compass
7.0
HubSpot CRM
8.2

Security

Contactually, by Compass
7.5
HubSpot CRM
8.6
Single sign-on capability
Contactually, by Compass
9.0
HubSpot CRM
8.5
Role-based user permissions
Contactually, by Compass
6.0
HubSpot CRM
8.7

Social CRM

Contactually, by Compass
8.4
HubSpot CRM
8.2
Social data
Contactually, by Compass
9.8
HubSpot CRM
8.2
Social engagement
Contactually, by Compass
7.0
HubSpot CRM
8.3

Integrations with 3rd-party Software

Contactually, by Compass
9.8
HubSpot CRM
8.6
Marketing automation
Contactually, by Compass
9.8
HubSpot CRM
8.5
Compensation management
Contactually, by Compass
HubSpot CRM
8.7

Platform

Contactually, by Compass
9.4
HubSpot CRM
8.1
Mobile access
Contactually, by Compass
9.4
HubSpot CRM
8.1

Pros

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | TrustRadius Reviewer

HubSpot CRM

  • Hubspot CRM is fantastically easy to navigate and use. Having used three other big-name CRM systems, I would say Hubspot has been by far the easiest to set up and use on a regular basis. The list and contact profile views are beautifully designed and intuitive to manipulate as needed.
  • Hubspot CRM's Lists functionality is so convenient for segmenting your master contact list in all sorts of ways. I use it anytime I need to find out how many or who from our list fits a narrow set of criteria. Even in past jobs where we had other database tools that we could use, Hubspot was the fastest and easiest to get that information.
  • Hubspot makes it easy to import your contact lists from other tools and sources. The migration tool is intuitive and works reliably. I was able to onboard a list of about 500 contacts in less than 10 minutes, including the time it took to diagnose compatibility errors on the first import.
Josh Summerhays | TrustRadius Reviewer

Cons

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

HubSpot CRM

  • The ON or OFF nature of tracking email means that you’re not only capturing conversations with prospects, but with anyone you interact with. This can add redundant or undesirable data to your CRM. It would be nice to be more selective with tracking, or have the ability to customize tracking specific types of interactions.
  • Setup and Implementation calls were not extensively planned or organized, meaning we spent much of our time with the specialist going over previously discussed user requirements and troubleshooting, rather than implementing our desired state.
  • Features and functionalities like data point anchoring for reporting (which were promised during the sales process), were either incomplete or did not function as expected. Once we entered a formal engagement, it was communicated to us that we could not build some of our desired reports as envisioned and that email tracking would only be possible by manually clicking a checkbox in all outgoing messages. This led to further troubleshooting and requirements gathering, taking away from our bank of allotted hours with our implementation specialist.
  • Our client success manager was very helpful and friendly, however, no clear communication channels were established outside the CSM. This meant that we couldn’t always be sure where to properly route requests for setup, feature clarification, etc., as some of those responsibilities were not the CSMs.
  • Once our requirements became more clear to the Services team, we were informed that we would need to invest in the more expensive version of Hubspot CRM for Premium features and customization, some of which would not be available until an upcoming release.
  • We ended up having to manage most of the data migration ourselves, relying on an intern and internal project management to manually de-duplicate contact and company details from Pipedrive.
  • Reporting and dashboard-building on outreach activities was cumbersome, and not intuitive, relying on an axis-system of data points that even our Implementation Specialist struggled with at times.
Ryan Roch, CSM | TrustRadius Reviewer

Likelihood to Renew

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

HubSpot CRM

HubSpot CRM 10.0
Based on 3 answers
Because it's integrated with HubSpot marketing platform, which is indispensable, and works simply and seamlessly with the marketing platform. The CRM is intuitive, never a time burden, and makes doing business development work a whole lot easier and enjoyable. I think at this point it's safe and fair to say we would be somewhat lost without the CRM.
Greg Linnemanstons | TrustRadius Reviewer

Usability

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

HubSpot CRM

HubSpot CRM 9.7
Based on 2 answers
Because it's so easy, and without anything but a "Welcome to HubSpot CRM video" . I think my 83 year old mother could figure it out.
Greg Linnemanstons | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 10.0
Based on 4 answers
They were quick to respond to questions we had regarding the Hubspot system and would log in to our account directly to see exactly what we were seeing to help resolve issues.

They'd explain the solution so we could learn how and why. If something we were trying to do wasn't possible, they also explained how and why.
Erin Harris | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 9.6
Based on 6 answers
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
Greg Linnemanstons | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

HubSpot CRM

We had already started using HubSpot by the time I started here and it was a natural fit to use the HubSpot CRM alongside the marketing platform. It's been hugely successful for us, so I don't have any experience with another CRM here. At previous companies I've had experiences with software like Sedona Office, Shafer's, and SmartService (which tied into QuickBooks). HubSpot CRM has the best user interface of any CRM I've used, and been the easiest to work with. Sedona was probably the only other CRM that had comparable flexibility and could do some of the things we do in HubSpot, but the interface was much older and clunkier (it was also more industry specific). HubSpot CRM is the best CRM tool I've used over the last decade of experiences across a number of companies.
John McMahon | TrustRadius Reviewer

Return on Investment

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

HubSpot CRM

  • Increased prospecting power is a definite plus. The tools it puts in your reps hands will help them propspect more efficiently and powerfully, e.g. Sidekick and HubSpot company database.
  • Better deal tracking and reporting.
  • More effective followups using the rich background information available on the timeline.
  • Better communication internally to make our sales, marketing, and underwriting teams more effective and work better together.
Spencer Rule | TrustRadius Reviewer

Screenshots

Pricing Details

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Contactually, by Compass Editions & Modules

Additional Pricing Details

HubSpot CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

HubSpot CRM Editions & Modules

Edition
Free Forever$01
  1. Per Month [Unlimited Users]
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
HubSpot CRM
8.7

Likelihood to Renew

Contactually, by Compass
1.0
HubSpot CRM
10.0

Usability

Contactually, by Compass
7.0
HubSpot CRM
9.7

Support Rating

Contactually, by Compass
HubSpot CRM
10.0

Implementation Rating

Contactually, by Compass
HubSpot CRM
9.6

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