Overview
ProductRatingMost Used ByProduct SummaryStarting Price
HubSpot CRM
Score 8.5 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]
Planhat
Score 8.5 out of 10
N/A
Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.N/A
Pricing
HubSpot CRMPlanhat
Editions & Modules
Free Forever
$0
Per Month [Unlimited Users]
CRM Bundle
$50
per month
No answers on this topic
Offerings
Pricing Offerings
HubSpot CRMPlanhat
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
Community Pulse
HubSpot CRMPlanhat
Considered Both Products
HubSpot CRM
Chose HubSpot CRM
Easy to use and more friendly. Has a lot of features and automation. Easy to set up and has a lot of reporting options. Alignments between the sales and the marketing department. Task management and reminders via email. Playbooks to ease entering some information. Easy activity 

Chose HubSpot CRM
After evaluating other products, we settled on Hubspot for ease of setup, and the person performing the setup already had experience with Hubspot. Also, we found for the price we were paying; there were more features available than some of the other CRMs researched. Hubspot, we 

Planhat
Chose Planhat
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead.
In my position, Planhat is better suited as it is more graphical, more flexible, and 

Top Pros
Top Cons
Features
HubSpot CRMPlanhat
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
HubSpot CRM
7.8
1588 Ratings
1% above category average
Planhat
-
Ratings
Customer data management / contact management8.51530 Ratings00 Ratings
Workflow management8.01500 Ratings00 Ratings
Territory management5.2184 Ratings00 Ratings
Opportunity management8.21433 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.41545 Ratings00 Ratings
Contract management8.0185 Ratings00 Ratings
Quote & order management7.41047 Ratings00 Ratings
Interaction tracking8.31488 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
7.0
1057 Ratings
8% below category average
Planhat
-
Ratings
Case management7.0983 Ratings00 Ratings
Call center management7.0852 Ratings00 Ratings
Help desk management7.1905 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
HubSpot CRM
8.3
1398 Ratings
9% above category average
Planhat
-
Ratings
Lead management8.41319 Ratings00 Ratings
Email marketing8.31330 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
HubSpot CRM
7.5
1449 Ratings
1% below category average
Planhat
-
Ratings
Task management8.01391 Ratings00 Ratings
Billing and invoicing management6.8720 Ratings00 Ratings
Reporting7.71282 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
HubSpot CRM
7.7
1416 Ratings
0% above category average
Planhat
-
Ratings
Forecasting7.41116 Ratings00 Ratings
Pipeline visualization8.01345 Ratings00 Ratings
Customizable reports7.61305 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
HubSpot CRM
7.2
1353 Ratings
5% below category average
Planhat
-
Ratings
Custom fields7.81326 Ratings00 Ratings
Custom objects7.41152 Ratings00 Ratings
Scripting environment6.3132 Ratings00 Ratings
API for custom integration7.3942 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
HubSpot CRM
8.4
1310 Ratings
1% above category average
Planhat
8.5
12 Ratings
4% below category average
Single sign-on capability8.51171 Ratings00 Ratings
Role-based user permissions8.21247 Ratings8.512 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
HubSpot CRM
6.8
895 Ratings
8% below category average
Planhat
-
Ratings
Social data6.7877 Ratings00 Ratings
Social engagement6.9867 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
1004 Ratings
4% above category average
Planhat
-
Ratings
Marketing automation7.6997 Ratings00 Ratings
Compensation management7.3655 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
HubSpot CRM
7.9
1191 Ratings
6% above category average
Planhat
-
Ratings
Mobile access7.91191 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
HubSpot CRM
-
Ratings
Planhat
8.8
12 Ratings
3% above category average
API00 Ratings8.711 Ratings
Integration with Salesforce.com00 Ratings9.08 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
HubSpot CRM
-
Ratings
Planhat
8.3
13 Ratings
6% below category average
Product usage00 Ratings9.013 Ratings
Help desk / support tickets00 Ratings7.611 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
HubSpot CRM
-
Ratings
Planhat
8.6
13 Ratings
1% above category average
NPS surveys00 Ratings9.011 Ratings
Sponsor tracking00 Ratings8.08 Ratings
Customer profiles00 Ratings9.313 Ratings
Automated workflow00 Ratings7.512 Ratings
Internal collaboration00 Ratings9.512 Ratings
Customer health scoring00 Ratings9.013 Ratings
Customer segmentation00 Ratings7.713 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
HubSpot CRM
-
Ratings
Planhat
8.1
12 Ratings
3% below category average
Customer health trends00 Ratings8.412 Ratings
Engagement analytics00 Ratings7.112 Ratings
Revenue forecasting00 Ratings8.08 Ratings
Dashboards00 Ratings9.012 Ratings
Best Alternatives
HubSpot CRMPlanhat
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
ChurnZero
ChurnZero
Score 8.9 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.3 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
Creatio
Creatio
Score 9.3 out of 10
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
HubSpot CRMPlanhat
Likelihood to Recommend
8.2
(1632 ratings)
8.7
(13 ratings)
Likelihood to Renew
9.8
(29 ratings)
-
(0 ratings)
Usability
8.1
(1479 ratings)
8.0
(6 ratings)
Support Rating
6.6
(23 ratings)
9.7
(4 ratings)
Implementation Rating
7.8
(8 ratings)
-
(0 ratings)
User Testimonials
HubSpot CRMPlanhat
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.
Read full review
Planhat
For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat
Read full review
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.
Read full review
Planhat
  • Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
  • Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
  • Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.
Read full review
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)
Read full review
Planhat
  • Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
  • The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
Read full review
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.
Read full review
Planhat
No answers on this topic
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.
Read full review
Planhat
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Read full review
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.
Read full review
Planhat
The support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.
Read full review
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
Read full review
Planhat
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.
Read full review
Planhat
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
Read full review
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
Read full review
Planhat
  • Clear reporting has helped us to identify churn risks more effectively, and therefore proactively work on those accounts to mitigate risk
  • Usage data coupled with license reporting has identified many upsell opportunities that are now being worked on by the sales and CS teams
  • Playbooks have helped new CSM's onboard customers more effectively, thus setting that client up for success during the rest of the customer lifecycle
Read full review
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.

Planhat Screenshots

Screenshot of Insights identify outliers in a portfolio to help users understand risks and opportunities.Screenshot of Displays clients through any filter to shows only the information that matters.