HubSpot CRM vs. Wondershare PDFelement

I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.

Incentivized

It's a wonderful asset to have when you lose your original Word doc, etc. so you can still edit a document (and not have to start from ground zero). That feature alone is why I bought this product and why I will continue to recommend.

Incentivized

• Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
• Task management is simple but effective.
• Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
• Gmail integration is quite smooth along with email tracking.

Incentivized

• PDFelement provides the same powerful features as Adobe Acrobat, but the interface is easy to learn and use. The product is extremely intuitive, which saves our clients from becoming frustrated as they learn the product.
• PDFelement Pro's ability to create fillable forms with the click of one button is one of our clients favorite features. I was impressed at how accurately PDFelement performed this task and the ease with which these fields can be edited, if needed.
• Security is more important than ever these days and PDFelement provides the encryption and permissions to protect documents quickly and easily. I especially like the batch encrypt feature, this makes it easy to protect multiple files with the same password.
• PDFelement makes it easy to extract the data from form fields. This is a huge plus for our clients.

Incentivized

• More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
• Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
• I would like to see more native options for automation.

Incentivized

• I wish there was a lighter program for just reviewing a document and then to transition seamlessly to an editing mode. It takes a few seconds longer to load than Preview on my Mac, and based on that frustration, I use Preview to view documents.
• A lower price for upgrades.

Incentivized

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.

Incentivized

Excellent, easy to use product

Incentivized

I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.

Incentivized

I am a novice and I am using it like a pro because it is so easy to work with

Incentivized

No issues. Works perfect

Incentivized

There is a lot of learning. Although some of the functions you can probably pick up relatively quickly, some of them, including compressing the size or using a different language, remains a myth to me.

Incentivized

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.

Incentivized

PDFelement is always in contact with me, by email and by giving constant tips and recommendations. But what makes me give you a 10, was the outstanding support service received on July 9th by one of your support professionals Amanda, who helped me with a tariff issue, and makes me [rate] your product.

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

Incentivized

Just pay, download, activate and start using it

Incentivized

We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.

Incentivized

I didn't try or buy other programs, but did a good bit of research on them. I went with PDFelement because of the lower pricing, and because of the rich features I learned it had. I also appreciated the great customer service I received from reps in the community forums, which showed me they have an aim in keeping their customers happy - which is always good to have when using fairly complex technical apps.

Incentivized

Super easy Word style layout and format.

Incentivized

• We were able to track good quality leads and push them to closure.
• The leads were contacted within 24 hours so lead drops were minimum.
• The sales and marketing team were accountable for generating leads and driving revenue becasue of AI-generated Targets.

Incentivized

• For me, it's been very important to me that my business as a pet sitter and dog walker not leave a negative footprint on the environment. To that end, it's been very important that i'm able to do as much paperwork as possible without using paper. PDFelement is wonderful at helping me meet those goals.

Incentivized