HubSpot CRM vs. Planhat

Most of our clients are either government institutions or Education sector clients, such as universities, colleges, Coaching Institutes, and Competitive boards. We store their data in a single place. That means we can keep our one client's data in one place without any confusion. Our data is always clear and understandable while it is in HubSpot CRM.

Incentivized

Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.

I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.

Incentivized

• The ability to create marketing campaigns and have control over when to stop and when to send the next according to your cadence design is excellent. However the ability to see the performance and the history for each prospect is so simple and so accessible - I kicked myself for not getting it sooner.
• Having one place to create companies and contacts as well as score leads and track all contract products means we don't have to miss any renewals.
• The Deal tracker gives us the ability to track multiple pipelines as well as team and individual metrics like average sale, percentage of goal, contribution to team effort which when mixed with an activity tracker means the team stays lean and mean to crush all goals.
• The real time chat feature means prospects can navigate to our landing page for info about us, levels of product availability, pricing and begin a quick chat with members of the sales and support team.
• Intel features along with lead scoring, SEO integration, podcasts and white papers all combine to be the most comprehensive CRM you could need.

Incentivized

• Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
• The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
• The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.

• At times, it feels like there are too many options, which can be overwhelming when trying to grasp all that it has to offer fully.
• The reporting features are lacking. It can be challenging to pull and export reports to share with users who are not on Hubspot.
• It appears to have more issues with Windows; it consistently logs out and requires re-login to the CRM and the HubSpot Outlook add-on.

Incentivized

• 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.

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

Once you are set up with HubSpot CRM, it becomes difficult to use any other tool, as it integrates you into the workflow and makes it a habit to log in to HubSpot to identify tasks for the day. The overall ease of use is also a brilliant factor in using HubSpot. They push you towards deal closure and revenue generation.

Incentivized

It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.

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

Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.

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 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.

Incentivized

I believe Planhat is the best Customer Success Management tool in the market. It gives me a 360-degree view of all my customers and has a modern interface as compared to the other similar tools that I have used. Planhat also offers a competitive pricing that makes it easier for my team to evaluate as compared to other similar platforms. The support team of Planhat is also great which makes it the right fit for my organisation

Incentivized

• Gave a ton of visibility into user and sales funnel.
• Able to get back to new signups or inbound leads much faster, sometimes within minutes. We have a Slack integration that's super helpful.
• Saved hours each week that were earlier spent digging through emails or spreadsheets for context; meetings are a lot shorter because it is super easy to go through the created reports.

Incentivized

• Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
• The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.