What users are saying about
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Top Rated
590 Ratings
31 Ratings

HubSpot CRM

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Top Rated
590 Ratings
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Score 8.3 out of 100
31 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

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

Ontraport

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Charles Kirkland | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

HubSpot CRM
8.2
Ontraport
Customer data management / contact management
HubSpot CRM
8.9
Ontraport
Workflow management
HubSpot CRM
8.5
Ontraport
Territory management
HubSpot CRM
7.1
Ontraport
Opportunity management
HubSpot CRM
8.3
Ontraport
Integration with email client (e.g., Outlook or Gmail)
HubSpot CRM
8.8
Ontraport
Contract management
HubSpot CRM
8.0
Ontraport
Quote & order management
HubSpot CRM
7.5
Ontraport
Interaction tracking
HubSpot CRM
8.5
Ontraport
Channel / partner relationship management
HubSpot CRM
8.0
Ontraport

Customer Service & Support

HubSpot CRM
8.1
Ontraport
Case management
HubSpot CRM
8.1
Ontraport
Call center management
HubSpot CRM
8.2
Ontraport
Help desk management
HubSpot CRM
7.9
Ontraport

Marketing Automation

HubSpot CRM
9.1
Ontraport
Lead management
HubSpot CRM
9.0
Ontraport
Email marketing
HubSpot CRM
9.1
Ontraport

CRM Project Management

HubSpot CRM
7.9
Ontraport
Task management
HubSpot CRM
8.5
Ontraport
Billing and invoicing management
HubSpot CRM
6.9
Ontraport
Reporting
HubSpot CRM
8.3
Ontraport

CRM Reporting & Analytics

HubSpot CRM
8.1
Ontraport
Forecasting
HubSpot CRM
8.2
Ontraport
Pipeline visualization
HubSpot CRM
8.4
Ontraport
Customizable reports
HubSpot CRM
7.7
Ontraport

Customization

HubSpot CRM
7.9
Ontraport
Custom fields
HubSpot CRM
8.5
Ontraport
Custom objects
HubSpot CRM
7.5
Ontraport
Scripting environment
HubSpot CRM
7.6
Ontraport
API for custom integration
HubSpot CRM
8.2
Ontraport

Security

HubSpot CRM
8.8
Ontraport
Single sign-on capability
HubSpot CRM
8.7
Ontraport
Role-based user permissions
HubSpot CRM
8.9
Ontraport

Social CRM

HubSpot CRM
8.4
Ontraport
Social data
HubSpot CRM
8.4
Ontraport
Social engagement
HubSpot CRM
8.4
Ontraport

Integrations with 3rd-party Software

HubSpot CRM
8.6
Ontraport
Marketing automation
HubSpot CRM
8.6
Ontraport
Compensation management
HubSpot CRM
8.6
Ontraport

Platform

HubSpot CRM
8.1
Ontraport
Mobile access
HubSpot CRM
8.1
Ontraport

Email & Online Marketing

HubSpot CRM
Ontraport
8.5
WYSIWYG email editor
HubSpot CRM
Ontraport
8.7
Dynamic content
HubSpot CRM
Ontraport
8.3
Ability to test dynamic content
HubSpot CRM
Ontraport
8.3
Landing pages
HubSpot CRM
Ontraport
7.2
A/B testing
HubSpot CRM
Ontraport
7.9
Mobile optimization
HubSpot CRM
Ontraport
7.6
Email deliverability reporting
HubSpot CRM
Ontraport
9.1
List management
HubSpot CRM
Ontraport
9.4
Triggered drip sequences
HubSpot CRM
Ontraport
9.6

Lead Management

HubSpot CRM
Ontraport
8.2
Lead nurturing
HubSpot CRM
Ontraport
8.6
Lead scoring and grading
HubSpot CRM
Ontraport
8.2
Data quality management
HubSpot CRM
Ontraport
8.4
Automated sales alerts and tasks
HubSpot CRM
Ontraport
7.5

Campaign Management

HubSpot CRM
Ontraport
7.2
Calendaring
HubSpot CRM
Ontraport
6.2
Event/webinar marketing
HubSpot CRM
Ontraport
8.1

Social Media Marketing

HubSpot CRM
Ontraport
7.1
Social sharing and campaigns
HubSpot CRM
Ontraport
7.1
Social profile integration
HubSpot CRM
Ontraport
7.2

Reporting & Analytics

HubSpot CRM
Ontraport
9.0
Dashboards
HubSpot CRM
Ontraport
8.5
Standard reports
HubSpot CRM
Ontraport
9.0
Custom reports
HubSpot CRM
Ontraport
9.6

Platform & Infrastructure

HubSpot CRM
Ontraport
8.2
API
HubSpot CRM
Ontraport
9.6
Role-based workflow & approvals
HubSpot CRM
Ontraport
8.7
Customizability
HubSpot CRM
Ontraport
9.2
Integration with Salesforce.com
HubSpot CRM
Ontraport
7.3
Integration with Microsoft Dynamics CRM
HubSpot CRM
Ontraport
7.3
Integration with SugarCRM
HubSpot CRM
Ontraport
7.3

Pros

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

Ontraport

  • User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
  • ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
  • Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Jeremy Estes | TrustRadius Reviewer

Cons

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

Ontraport

  • Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
  • Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
  • Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
  • Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
  • Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
  • Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
  • Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Andrew Muller | TrustRadius Reviewer

Likelihood to Renew

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

Ontraport

Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
Anonymous | TrustRadius Reviewer

Usability

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

Ontraport

Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy | TrustRadius Reviewer

Performance

HubSpot CRM

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 7.7
Based on 4 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Chris Castillo | TrustRadius Reviewer

Support Rating

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

Ontraport

Ontraport 9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
Anonymous | TrustRadius Reviewer

In-Person Training

HubSpot CRM

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger | TrustRadius Reviewer

Implementation Rating

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

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Alternatives Considered

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

Ontraport

Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Matthew Watts | TrustRadius Reviewer

Scalability

HubSpot CRM

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz | TrustRadius Reviewer

Return on Investment

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

Ontraport

  • We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
  • We have been able to more effectively target relevant donors that have given more recently.
  • ONTRAPORT has consolidated the tracking software that we have used for contact information.
Kalyn Hoffman | TrustRadius Reviewer

Screenshots

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

Ontraport

General

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

Ontraport Editions & Modules

Edition
Pro$2971
Basic$792
Plus$1473
Enterprise$4974
  1. per month (3 Users -- up to 10,000 Contacts)
  2. per month (1 User -- up to 1,000 contacts)
  3. per month (2 Users -- up to 2,500 Contacts)
  4. per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."

Rating Summary

Likelihood to Recommend

HubSpot CRM
8.7
Ontraport
8.8

Likelihood to Renew

HubSpot CRM
10.0
Ontraport
9.1

Usability

HubSpot CRM
9.7
Ontraport
7.8

Performance

HubSpot CRM
Ontraport
7.7

Support Rating

HubSpot CRM
10.0
Ontraport
9.0

In-Person Training

HubSpot CRM
Ontraport
9.1

Implementation Rating

HubSpot CRM
9.6
Ontraport
9.1

Scalability

HubSpot CRM
Ontraport
8.2

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