HubSpot CRM vs. Wise Software

HubSpot does well with reporting, dashboards, and the integration of AI Tools. They also helped us streamline and enforce our department workflows and create compliance tools to keep staff accountable and productive. It provided better outcomes for the clients we serve. The dashboards give our Executive Team the data they need to generate funds and secure grants that enable us to continue our work.

Incentivized

• HubSpot shows all customer interactions in one place.
• It makes tracking deals and sales stages very easy.
• It saves time by automating follow-ups and reminders.
• It connects smoothly with other tools we use.
• It gives clear, real-time reports and dashboards.
• It helps sales and marketing work together with better leads.

Incentivized

• 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.

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

It is an excellent tool that has unlimited possibilities. Much of the issue is how to leverage those tools and equipping your team to use the tool as effectively as possible. Often times it was said, doesn't matter which one you choose, as long as you are using it. I found this very true!

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

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

Our team did use Zoho CRM in the past, and it was a user-friendly tool. It was cost-effective as well. However, we later decided to go with HubSpot CRM because it offered us some valuable features. Zoho CRM was not compatible or easy to use with our existing tools. However, HubSpot CRM was easy to integrate with our existing tools, and it was straightforward to keep all our clients' data in one place.

Incentivized

• 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.

Incentivized