HubSpot CRM vs. Viewpoint Vista

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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The company has made a commitment to the use of the Vista products and continue to move forward trying to implement more with the Vista HR Management. From timekeeping to onboarding in the near future we strive to look for better ways to utilize the products for our accounting and payroll purposes.

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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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• New employee on-boarding and personnel management
• Full spectrum accounting management (AP/AR/Payroll)
• Project management from contract award through project close-out
• Data security management, reporting and anlysis
• Equipment full lifespan management for costs, revenue and location tracking
• User Database allows for built-in customization capabilities to fit the most unique business requirements

• 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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• Their payroll module is terribly slow and very clunky.
• Job costing parameters are very strict and limited.
• Each module interface has too many forms and screens.
• There is too much flexibility regarding where to put information into the system. There isn't one place to do anything, which creates confusion for staff.

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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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It is extremely customizable and tracks so many complicated costs very well, more-so than other construction software programs out there that we've used in the past. It is also not an easy program to use for those even slightly not comfortable with a computer. The help sections/knowledge base could be better organized and updated more. It is a very powerful software program for our business and we rely on it hugely to see how our projects are running in real-time.

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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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I think that Vista's is an easy program to use very user friendly with lots of help features to allow the user to fix an issue without having to put a support call into Vista. The reporting and exporting capability's are strong.

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Only issue is when there is an upgrade - it takes several times to get back logged in. Otherwise no issues with getting on to the program. We are set up on lap top or on the remote desk top. Works 90% of the time

No issue downloading the reports - I do find sometimes it is easier to export and save than it is to print to a pdf. Options on the different reports not consistent. You can print a couple projects on the JC Contract Status Report - but you have to do each project for the JC Cost by contract item - when neither one is a drill down - not a big deal

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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When privately owned, it was very good, then dropped when owned by Bane Capital Investments. Now that it has been bought by Trimble and has a home, support is back up again. Response time is better than most software companies, and the information provided is good. They have Chat support for quick answers, and a good Knowledge Base and video libraries.

I was not part of the in person training. I am assuming the training went well - but I did all my training through viewpoint academy.

Excellent training! They keep you on track to insure your implementation is going as planned. There are ample ways to receive additional training and training can be provided by position type. If you put on the effort, the training is there.

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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The trainer Viewpoint sent did not understand the processes, he only knew where the modules were located. He had no understanding of the actual process itself.

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I personally have not used another ERP system other than Viewpoint Vista. I am sure there are others out there, but from listening to my managers experiences before Great Basin Industrial implemented Viewpoint, the other options were less superior to what Viewpoint offers. I think if you are looking for an ERP system in the construction industry, then Viewpoint is the way to go

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I wasn't part of the integration.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For a small business - this program is well used in the accounting and operations. The two different work plans are set up for success. Alot of the programs we do not use - but like the reports that are generated - one disadvantage if you do not know crystal reports you cannot edit your form to meet your needs so there is a lot of printing different several forms to get all the information you need.

I wasn't part of the integration.

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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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• Not sure I can speak to this as the company moved to Viewpoint before I began here. I think it is helpful for the Project Management and Superintendent staff to easily review how specific job items went, which we do in the PM contract drilldown analysis

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info