HubSpot CRM vs. Nintex

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.

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We use Nintex to automate fundraising outreach at scale. It helps us send personalized emails to a large contact list, and we’d also like to automate follow-ups when there’s no reply.
If you need highly customized solutions or clean, fully controllable code, I wouldn’t recommend Nintex. It has many features, but it’s not the same as building your own system from scratch. That said, it can save a lot of time for standard automation workflows.

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• With a unified workflow, we can effortlessly update contact records, generate sales deals, and dispatch personalized marketing emails.
• With Breeze AI, I can easily automate tasks by giving it the proper prompt. It doesn’t generate random text. It helps in managing tasks.

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• Integrations with other services using various secure authentication methods, along with the seamless integration with SharePoint, are the icing on the cake. This makes it superior to other BPM tools available in the market.
• Flexibility in application development - The diverse configurable properties offer multiple ways to utilise the controls and events, affording the flexibility to expand your scope and enabling the creation and use of processes in a myriad of ways.
• The streamlined and efficient deployment process significantly accelerates release management, allowing for faster and smoother implementation of updates and new features.
• The user interface of the pages offers a more refined and appealing look and feel compared to most other BPM tools.

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• 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.

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• If you are creating a process with parallel subprocesses, there's no way to see, in a single view in Nintex, all the steps for the subprocesses. You have to view each sub-process in its own view, so it's hard to see what's going on at a high level.
• There isn't an easy way to filter the processes by another user (not yourself) in Nintex. There is a report that shows processes and objects by user, but that's not as convenient. This is something that I've seen in other tools (OpenPages by IBM) so I am surprised that it is missing.
• Nintex doesn't really have a way to capture iterative processes (which we have a lot of). It's designed for linear processes.

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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.

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We are currently investigating which collaboration platform best suits our needs. Chances are that we move to SharePoint Online and then we're going to also consider the microsoft power platform (power automate and power apps) to develop forms and workflows. Aspecially the pricing model for the cloud is currently a blocking factor to go for the Nintex solution in the Cloud.

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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.

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Based on the on-prem experience with this tool, I believe that they have a lot of potential to help the online version catch up to where the on-prem left off. Nintex developed their online version and it is not as fully formed or capable compared to the on-prem version, and the licensing model scales back what we would have liked to be an expansion or at least continuous improvement of existing flows. It is also not near as user friendly specifically to non-developers and has an uncanny similarity to Microsoft Flow in the online instance. Consistent with my reviews of the tool - I believe they have some good approaches to design thinking that, if translated well from on-prem to online, could make this a clear winner again.

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The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.

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Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.

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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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The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.

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The trainer addressed the smallest queries in a friendly and timely manner; He walked us through all the necessary products we were using

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I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.

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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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1.Start with Simple Workflows: Begin with basic workflows to gain user confidence before tackling complex processes.
2.Involve Stakeholders Early: Engage business users and IT early to align workflows with real business needs.
3.Comprehensive Training: Invest in user training to ensure smooth adoption and reduce resistance.
4.Leverage Prebuilt Templates: Use Nintex’s templates to speed up implementation and maintain consistency.
5.Iterate and Optimize: Continuously improve workflows based on user feedback and performance metrics.

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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.

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Microsoft environment does not have the scalability of Nintex; it is perfect for small and medium-sized companies, especially in environments where Microsoft environment is almost entirely used. Although Microsoft offers options to connect to other applications, its platform lacks the development and robustness that Nintex provides. Nintex not only covers Microsoft environments but also Google and other important platforms.

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The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.

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• 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.

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• People have woken up to the amount of overlap after mapping their processes.
• People can be resistant to process changes. You need to have the support from above or support from the 'business' that you are process changing to be able to see the positive impacts.
• Numbers talk. if you can get a general salary figure from your HR dept to show savings for 'employee bands', then when you present reports, they will be all the richer in data.

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