HubSpot CRM vs. Microsoft Planner

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
HubSpot CRM
Score 8.4 out of 10
N/A
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]
Microsoft Planner
Score 7.7 out of 10
N/A
Microsoft Planner is presented as a solution to organize teamwork with intuitive, collaborative, visual task management. With it, users can create Kanban boards using task cards with files, checklists, and labels. Users can collaborate in Planner and Microsoft Teams and check visual status charts—all in the Microsoft cloud.N/A
Pricing
HubSpot CRMMicrosoft Planner
Editions & Modules
Free Forever
$0
Per Month [Unlimited Users]
CRM Bundle
$50
per month
No answers on this topic
Offerings
Pricing Offerings
HubSpot CRMMicrosoft Planner
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
HubSpot CRMMicrosoft Planner
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
HubSpot CRM
7.7
1589 Ratings
0% below category average
Microsoft Planner
-
Ratings
Customer data management / contact management8.51531 Ratings00 Ratings
Workflow management7.81501 Ratings00 Ratings
Territory management5.0184 Ratings00 Ratings
Opportunity management8.01434 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.21546 Ratings00 Ratings
Contract management8.0185 Ratings00 Ratings
Quote & order management7.41048 Ratings00 Ratings
Interaction tracking8.31489 Ratings00 Ratings
Channel / partner relationship management8.2186 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
HubSpot CRM
7.1
1059 Ratings
6% below category average
Microsoft Planner
-
Ratings
Case management7.2985 Ratings00 Ratings
Call center management6.8854 Ratings00 Ratings
Help desk management7.3907 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
HubSpot CRM
8.1
1399 Ratings
6% above category average
Microsoft Planner
-
Ratings
Lead management8.21320 Ratings00 Ratings
Email marketing8.01331 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
HubSpot CRM
7.5
1450 Ratings
1% below category average
Microsoft Planner
-
Ratings
Task management8.11392 Ratings00 Ratings
Billing and invoicing management6.8722 Ratings00 Ratings
Reporting7.61283 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
HubSpot CRM
7.5
1418 Ratings
1% below category average
Microsoft Planner
-
Ratings
Forecasting7.31118 Ratings00 Ratings
Pipeline visualization7.81347 Ratings00 Ratings
Customizable reports7.41307 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
HubSpot CRM
7.1
1354 Ratings
6% below category average
Microsoft Planner
-
Ratings
Custom fields7.71327 Ratings00 Ratings
Custom objects7.01153 Ratings00 Ratings
Scripting environment6.3132 Ratings00 Ratings
API for custom integration7.4943 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
HubSpot CRM
8.3
1311 Ratings
0% below category average
Microsoft Planner
-
Ratings
Single sign-on capability8.41172 Ratings00 Ratings
Role-based user permissions8.21248 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
HubSpot CRM
6.5
896 Ratings
12% below category average
Microsoft Planner
-
Ratings
Social data6.4878 Ratings00 Ratings
Social engagement6.6868 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
HubSpot CRM
7.5
1005 Ratings
3% above category average
Microsoft Planner
-
Ratings
Marketing automation7.3998 Ratings00 Ratings
Compensation management7.6655 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
HubSpot CRM
7.9
1192 Ratings
7% above category average
Microsoft Planner
-
Ratings
Mobile access7.91192 Ratings00 Ratings
Best Alternatives
HubSpot CRMMicrosoft Planner
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
7shifts
7shifts
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.4 out of 10
Todoist
Todoist
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.4 out of 10
TimeCamp
TimeCamp
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
HubSpot CRMMicrosoft Planner
Likelihood to Recommend
8.0
(1633 ratings)
7.5
(20 ratings)
Likelihood to Renew
9.7
(29 ratings)
3.0
(1 ratings)
Usability
7.8
(1480 ratings)
7.8
(4 ratings)
Support Rating
6.6
(23 ratings)
-
(0 ratings)
Implementation Rating
7.8
(8 ratings)
-
(0 ratings)
User Testimonials
HubSpot CRMMicrosoft Planner
Likelihood to Recommend
HubSpot
As I mentioned earlier, HubSpot helps organize the sales leads we contact. It makes it more accessible from the angle that we do not duplicate our work by contacting the same client by two different people. In addition, we can track the work and add reminders to follow up.
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Microsoft
I think Planner is a good platform for manage projects especially if I think that is integrated in MS Teams so, with a unique platform you can have the control about the project, about all the documents linked to the same project and at the same time, with the possibility to chat with other team members without change platform. I think also there are other platform (like Jira or Trello) which are better in terms of layout
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Pros
HubSpot
  • 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.
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Microsoft
  • I love the ability to tag and untag others as needed
  • I love the ability to customize the tag labels and that there are so many options
  • I love the ability to add comments and it notifies the others tagged in the task
  • I love that the task description can be changed as needed without notification to others assigned to the task
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Cons
HubSpot
  • 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)
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Microsoft
  • Would be nice to see a calendar view instead of a list view
  • Permissions aren't configurable, anyone can delete any task at any time and there is no recycle bin
  • Notifications aren't great, you have to be attached as an owner to a task to see comments and be notified of changes, and even then notifications aren't shown for a lot of things
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Likelihood to Renew
HubSpot
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.
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Microsoft
It's not up to me, but if it were, I would not recommend using this. It is another work productivity app, which, while it has its benefits, can actually detract instead of enhance work productivity.
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Usability
HubSpot
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.
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Microsoft
It is quite basic, there is a real lack of features, for example the lack of ability to tag another user has been quite frustrating. However, because it's quite simple, it's easy for teams to adopt into their daily work. Our team was able to set up and start using it very quickly.
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Support Rating
HubSpot
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.
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Microsoft
No answers on this topic
Implementation Rating
HubSpot
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
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Microsoft
No answers on this topic
Alternatives Considered
HubSpot
HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.
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Microsoft
Many areas of the company still use Trello to organize their activities and tasks, but gradually Microsoft Planner must replace the activities. Users are often "attached" to familiar technologies, but Office 365 takes advantage of the more organized use of the tools. This year we will not renew the Trello contract.
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Return on Investment
HubSpot
  • HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information.
  • The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version.
  • The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in
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Microsoft
  • It definitely have a positive impact in terms of ROI. as it is a part of Microsoft Suite so no need to put extra for its integration with teams or office
  • It also allows communication/chatting between team on any task and things can be clear on the spot in a timely manner
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ScreenShots

HubSpot CRM Screenshots

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.