HubSpot CRM vs. Trello

In my last position at a SAAS company, I used Salesforce and HATED IT. It was so clunky, and when I used HubSpot, it was like a breath of fresh air. Any company that does customer interactions and sales needs Hubspot. There is a TON of room for customization, which is AMAZING. I don't see anywhere that it wouldn't be a good fit.

Incentivized

It is well suited to my job requirements as I bring employees in, and I help offboard them as well. This tool helps me when I need to make sure all items are completed by a certain time frame, so I would say it holds us accountable. Someone who doesn't manage a group of people may not find this as useful when dealing with others but could use it for their own accountability when needing to track their accomplishments.

• It tracks emails including opens, clicks, and keeps a great log.
• I love how they give you options to build your own reports as well as some templated reports as well.
• It creates an easy way to work with your colleagues even if its remote positions.

Incentivized

• It helps make various workspaces. Each workspace can be used for a different set of task management and can be shared with the people involved.
• Creating task lists. We can create various task lists, the list title could be the status of the task, for example, In progress, approval, completed, etc. You can slide your task cards from one list title to another.
• Trello cards have a huge set of features like adding the heading and description of the task, you can also attach certain associated links and documents to the cards as well.

• Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
• The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.

Incentivized

• Allow tables as content for comment or description in Cards
• Assign priority to certain cards (easy for sorting)
• Create an open invite link for others to join/view the Trello board, without edit rights (so people don't need to install/use Trello if they want a quick glance on what's going on)

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

I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.

Incentivized

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.

Incentivized

Overall, Trello is a great tool to use. It's very user-friendly, very powerful and we've set it up to work well for our team. I've recommended it to others who need something free or very cheap and it's worked well for them too. If you're wanting something with more muscle, then I'd suggest looking at either monday.com or Airtable.

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

I haven't had much need to contact their support because the product is easy to use and pretty bug-free. I did reach out to them about swimlanes and I was able to find the information I needed very quickly and it was thorough and accurate information about current functionality. I love that they use their own product. That's always a good sign.

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

For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.

Incentivized

Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like Salesforce, required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.

Incentivized

Trello is easy for a non-technical person to use. Other management systems, like MS Project, frighten away less computer-savvy users. I've found this to be instrumental in getting volunteers to agree to step in and get fully involved with projects--particularly those that might span the entire year or involve many different pieces to completion.

Incentivized

• Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management
• Visibility/collaboration helps connect marketing and sales efforts vs them being siloed
• Connection with salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot

Incentivized

• Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
• Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
• Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.

Incentivized