HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
Karbon
Score9.4 out of 10
N/A
Karbon is presented as a collaborative practice management solution for accounting firms. It includes communication and workflow tools to streamline practice operations, with task automation for common processes, and scheduling data collection. Its features encompass: Client Management - tracking the relationship with all the firm's customers. Knowledge Centralization - A single source of truth for job tracking. Business Analytics - Insights to guide firm…
I think HubSpot CRM is really worth it for small to large organizations who have at least 5 sales people. You really get more use out of the program the larger your sales team is. HubSpot CRM is such a robust program it does take time to learn and you need to be prepared to scale with it for years. You will be better at utilizing it after year 2 than year 1 for sure.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Having a tool where all of our task management and communication internally and externally is connect is a big pro for Karbon. When we made the switch we were able to eliminate multiple 3rd party tools we were using that didn't talk to each other. They are always updating and rolling out new features so you can stay up to date with what comes next to help your business. Being able to see all of the work agreed to for a client, all of the time budgets vs actual time, and then the specific tasks with specific notes, along with attaching all of the documentation (bills, emails, cc expenses ect) to the work items and having it all in one place so that the client work can be done by multiple people in our office has been a game changer for us for capacity and just not having one person hold all of the knowledge.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Resource management: Ability to view workloads of team members and reallocate easily in the event a team member is on leave.
Workflow management: Repeating workflows allows consistency of work and visibility of where work is up to.
Communication: As a remote team, communication is vital. We use tagging and assigning to ensure relevant team members are across the information they need to be. The client portal is handy for keeping sensitive information off email.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The mobile app could be better. It is fine for quick updates or checking something on the go, but it feels limited compared to the desktop version.
In my time of using Hubspot, the dashboard UI has changed twice I think, and it certainly isn't helpful when you're trying to get used a new view entirely.
I have observed HubSpot CRM sometimes has issues with large lists, and shows incorrect number on the list page versus the detail page.
Search can be improved, because sometimes it misbehaves or doesn't show what is expected.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Time integration with XPM: We use fixed fee billing through Ignition, with invoices flowing through to XPM where we manage WIP against time. At the moment, time recorded in Karbon needs to be manually entered into XPM. A direct integration that automatically pushes Karbon time into XPM would remove this duplication and improve accuracy. Alternatively, if Karbon could pull the relevant Ignition billing information through in a way that supported WIP management, that could remove the need to maintain time separately in XPM.
Intelligence and reporting: I find the Intelligence area quite clunky for the management reporting we need. It can be slow to load, includes former team members who are difficult to exclude, and it is not easy to quickly produce a clean report with the key information required to manage the business.
I would like simpler, faster reporting around measures such as team productivity, revenue compared to payroll costs, utilisation and other operational performance metrics. Ideally, these reports would be included in the current subscription model, easy to filter and export for use for management decisions. The current experience has not provided enough value for us, and as a result I cancelled the Intelligence section of our subscription this year.
Bulk workflow updates: Making changes across a large number of recurring client workflows can be time consuming because many updates need to be made individually. While Karbon allows bulk updates using standard work templates, applying these can overwrite or remove client specific customisation, so it is not always practical for established workflows. It would be useful to be able to add a new task section to existing recurring workflows in bulk, while leaving all existing client specific tasks, settings and customisations intact. This would make it easier to roll out process improvements across the client base without having to manually update every workflow.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
There is a steep learning curve with HubSpot compared to more rigid Client/Case Management APIs. The platform's openness can be overwhelming to navigate and to teach to those who are technologically challenged. Once you learn the navigation and the tools needed to complete tasks, it becomes easier. There was a lot of clutter on the navigation menu. If your subscription doesn't give you access to a tool, you should be able to deactivate it or remove it from the navigation, which could reduce the platform's overwhelming nature.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As mentioned previously, it is a great tool to increase overall productivity and transparency. The work appears in my-week making things hard to slip under the radar.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received the most votes for HubSpot CRM, as most employees preferred it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I used CCH Prosystems for many years and in different variations and versions. I found that the training provided was lacking and the program was not user friendly. My former firm paid a great deal of money and we didn't use half of the functions it claimed to have due to the unfriendly nature of the platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When the decision came to explore a platform that would migrate our data and leave the transition as seamless as I would like to see more native options for automation possible, a number of products were suggested. Once we saw HubSpot CRM we knew it was for us. My division were the trial usage group...which has led to enterprise adoption and we couldn't be happier.
I wish I could say that the support team has been awesome... but we haven't needed to utilize them, which is a testimony in its own right. The couple of minor issues we had were largely user education issues and were quickly handled.
The commitment the entire HubSpot team has for, not just their clients, but anyone in business that is open to learn resonates with everything they do. I subscribed to their blog and the free resources they deliver is truly amazing and they deserve kudos.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
