HubSpot CRM vs. Teamwork.com

Well Suited - If you have a small sales team and want to focus on your priority leads - Need a tool to frequently email your top of the funnel to ensure brand recall happens the fastest possible way Not Suited - If you are expecting excellent UI/UX with a gamified approach CRM - Looking for a quick easy to use CRM (HubSpot required technical knowledge to setup).

Incentivized

Teamwork is awesome for teams who need a flexible tool that supports all types of projects. Since it supports kanban it makes visualizing the work to be done and the work in progress very easy. The Gantt chart support is decent and helps to understand how a team is doing when it comes to getting work done in a given time frame. Teamwork isn't a great option for companies that have a bunch of projects going simultaneously due to the way Teamwork structures their billing based on a number of active projects.

Incentivized

• 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.

Incentivized

• I am a believer that simple and easy should be the key to create great opportunities.
• Teamwork has helped me to turn simple task management into the execution of large, massive projects.
• It has certainly worked great in helping to maintain workflow in my department.

Incentivized

• 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)

Incentivized

• Visualization needs to be improved, charts graphs are limited
• Value stream mapping should be available to determine and prioritize the work.
• Documentation should be available stepwise with export and printable facility.
• It should be configurable like ERP with cross functionalities of different users, where users login, assign and approve the work, job or project details, where it should be collectively effected on a project.
• Add many examples, little more AI, Machine learning required for suggestion and recommendation. It would be a plus point

Incentivized

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.

Incentivized

We are already at an annual contract, and have been for the past 5 years; so far the system has delivered, and our personal is already trained in it. A major overhaul of our entire infrastructure (as in moving everything to a single, unified platform) might change the current continuity of Teamwork Projects on our organization, but that's not feasible in the near future.

Incentivized

It's incredibly easy to use, pretty intuitive even to those who are not as technically savvy. For all the basics, most people can figure it out. I think the piece that can get tricky is how things are defined and how to correctly label opportunities at certain stages of the pipeline without getting confused or accidentally duplicating work that's already been done.

Incentivized

I give it a 9 out of 10, because there is a bit of a learning curve when you first start using Teamwork Projects because there is a lot to learn & recognize where to find it. They do offer a good range of tools that can be applied to every project - So say you're working on an internal project and don't need Milestones or Billing, you can shut those modules off. This can help simplify the interface for beginners. Once you've had a few days in Teamwork Projects, I think it's a 10/10 usability. It's very easy to accomplish your tasks and keep track of what you're managing.

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

We've been able to meet with the customer success team on multiple occasions to discuss the roadmap and learn about the company culture. Being based in Ireland, we occasionally have to wait until they wake up to get support requests handled in the states and larger conversations about big enhancement requests were politely collected but not followed up on

Incentivized

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

This answer may be a little more concise, as it's simpler! Although functionality is fairly similar, Management brought the Sales team into the boardroom and took us through a high-level guided tour of both Pipedrive & HubSpot CRM. It essentially boiled down to which interface do you prefer/which can you see yourselves using quicker/easier/faster? End result: HubSpot CRM based on unanimous decision!

Incentivized

I spoke about this quite a bit before, but as far as usability goes, Microsoft Projects is totally useless for me, so I avoid it at all costs. Basecamp was just a task management app and had very small feature set beyond that. We had to rig it to do other things for us, but it failed at that. Asana was a very nice app to trial, but it lacked many of the features that we were looking for.

Incentivized

• Tradeshow Lists and being able to create lists for our sales team to reach out.
• Email Campaigns about new products and having CTA links for people to click which turn into purchase orders.
• Creating Events and sending out invites for the events and those have turned into leads and business!

Incentivized

• Teamwork was a great starter into project management software. We were WAY more organized and efficient than we ever were with Trello boards and the PM software included with our accounting system.
• Clients were mostly pleased with interacting with Teamwork, and appreciated the ability to track their comments and requests in one place.
• Ultimately, we stopped using Teamwork after about 6 months because we need something more focused on web development projects specifically

Incentivized