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Kickserv vs HubSpot CRM Comparison

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Overview

Category Leaders

Built and Trusted By 1000s of Service Pros! Complete Paperless Job Management: Leads, Estimates, Team Scheduling, Running...

Category Leaders

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

0

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

0

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

332

5

4

3

2

1

191

104

23

6

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.5

3.4K

5

4

3

2

1

2.1K

1.1K

187

39

18

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

I am extremely happy with Kickserv. There is a bit of a learning curve but I am very pleased.
They have excellent customer service that we have found to be responsive and personal. I would recommend Kickserve to anyone looking for a cost effective and well designed customer management system.
If you need help or have questions, tech support is always there ready to help. Actually, a rep called me after signing up to see if I needed help or had any questions and right then, I thought WOW.

Pros

The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.
It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.
Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.

Cons

The APP has always been very poor and its so hard to use, we've never been able to use it the past 2-3 years because of how poor it is.
Editing estimates does not work correctly. There are problems with payment capturing in Kickserv.
The company has horrible customer support took over a month to correct their error and after multiple calls no response, cannot not recommend to anyone.

Cons

Also, there is a hard limit of 1,000 custom fields, which is not something you can even buy more of, which in my opinion is a severe limitation.
Lack of industry specific columns or trackers. Lack of customization to suit the needs of the industry I was in.
There have been multiple times where we lost data and data was unretrievable.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features137
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Bid Management
  • Billing & Invoicing
  • Booking Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Chemical Usage Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commercial Moves
  • Communication Management
  • Communications Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Debit/Credit Card Processing
  • Digital Signature
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Estimating
  • FAQ
  • File Storage
  • Financial Management
  • For Carpet Cleaners
  • For Commercial and/or Industrial Electrical Contractors
  • For Field Service
  • For Financial Institutions
  • For Handyman Industry
  • For Janitorial Services
  • For Mac Devices
  • For Moving Companies
  • For Pest Control Companies
  • For Plumbing Industry
  • For Startups
  • For iPad Devices
  • Forecasting
  • GPS
  • Geographic Maps
  • Image Capture
  • Intake Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Local Moves
  • Location Tracking
  • Maintenance Scheduling
  • Marketing Automation
  • Messaging
  • Military / GSA Moves
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Location
  • Online Booking
  • Online Payments
  • Online Time Clock
  • Opportunity Management
  • Payment Collection in the Field
  • Payment Processing
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Photos / Images
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Preventive Maintenance
  • Progress Tracking
  • Project Management
  • Property Layouts
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Repair Tickets
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rescheduling
  • Resource Scheduling
  • Route Management
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service History
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Technician Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Warranty Tracking
  • Web Forms
  • Work History
  • Work Order Creation
  • Work Order Management
  • Workflow Management
  • Total features96
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Bid Management
  • Billing & Invoicing
  • Booking Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Chemical Usage Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commercial Moves
  • Communication Management
  • Communications Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Debit/Credit Card Processing
  • Digital Signature
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Estimating
  • FAQ
  • File Storage
  • Financial Management
  • For Carpet Cleaners
  • For Commercial and/or Industrial Electrical Contractors
  • For Field Service
  • For Financial Institutions
  • For Handyman Industry
  • For Janitorial Services
  • For Mac Devices
  • For Moving Companies
  • For Pest Control Companies
  • For Plumbing Industry
  • For Startups
  • For iPad Devices
  • Forecasting
  • GPS
  • Geographic Maps
  • Image Capture
  • Intake Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Local Moves
  • Location Tracking
  • Maintenance Scheduling
  • Marketing Automation
  • Messaging
  • Military / GSA Moves
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Location
  • Online Booking
  • Online Payments
  • Online Time Clock
  • Opportunity Management
  • Payment Collection in the Field
  • Payment Processing
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Photos / Images
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Preventive Maintenance
  • Progress Tracking
  • Project Management
  • Property Layouts
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Repair Tickets
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rescheduling
  • Resource Scheduling
  • Route Management
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service History
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Technician Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Warranty Tracking
  • Web Forms
  • Work History
  • Work Order Creation
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations15
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations1128
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

A Must Have for Service Companies!

Reviewed 11 years ago

I highly recommend SSK to anyone that utilizes field staff in the service industry. In fact I am sure there could be additional applications such as in salons or spas scheduling beauticians or technicians. Overall win for the user.

Pros

I have been using SSK for several years now and it has had a tremendous positive impact on my business. It was very easy to implement and customize and I have new employees adopting use within a day. We use SSK for scheduling which has a great drag and drop feature for rescheduled jobs. We also pretty much do all of our billing and payments directly through SSK and sync with QuickBooks. It is a great time saver from the time we answer the phone to the time the job is complete and payment is made. To top it off the support is great. I have had very few issues but when they have arisen they were handled promptly and with care. My business without it is tantamount to not having a cell phone in these days and times.

Cons

I would like to see more CRM features.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Kickserv

Reviewed 3 years ago

Great CRM when used correctly.

Pros

Easily enter, schedule, assign and track appointments/task.

Cons

Cross platform functionality. Works great on Windows, not so well on ISO.

Vendor response

Thank you so much for your kind words, Randy. We really appreciate you taking the time out to share your experience with us.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Love this program!

Reviewed 7 months ago

I absolutely love this program and highly recommend it. The best CRM I have ever used, I have over 20 years plus experience with CRM programs so that says a lot.

Pros

This program talks with Everything! Your QB software, and has an app for out in the field. I can do everything start to finish in this program.

Cons

I would love the ability to color-code technicians out in the field on the calendar.

Vendor response

Hello, 10/10 is awesome! We are glad to hear that you love Kickserv and that we are meeting your needs and expectations! I would love to have the opportunity to speak to you about our color-coding options in Kickserv. You can reach me directly at Juan.herrera@kickserv.com Thank you for taking the time to leave us a review and for being a part of the Kickserv family!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Easy to use and a visually pleasing CRM

Reviewed 4 years ago
Pros

I like how the software is easy to use. I enjoy the layout of the CRM and it is visually pleasing to the eye.

Cons

I wish there was a way I could apply a large payment to multiple invoices at one time. Or wish there was a way I could email multiple invoices in 1 email instead of having to do the above in separate emails or separate payments.

Vendor response

Hello Rachelle, Thank you for the feedback. We thrive on the needs and wants of our customers. The single payment applied to multiple invoices is a feature that is on the roadmap. There are some technical challenges involved and we are working to solve those so we can enhance the invoicing work flow which will include statement like capabilities as well.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Great Software for a 1 to 5 Truck Operation!!

Reviewed 7 years ago
Pros

It was really easy to use. I was able to take my business from 3 employees up to 15 before I started feeling any pain. The estimates were customization with HTML. We were able to add some very cool code that would add offer banners depending on what was in the estimate. It tracks every time your customer opens your estimates. Great for know who to call. The software works well with quickbooks online. The work flow is logical.

Cons

It was week on CRM functions like phone and email integration. The mobile app never worked for us but to be fair our account may have outgrown the design. There was no ability to group several jobs in to a project. This hurts when trying to find sale conversion rates because we often wrote several optional estimate to win 1 project. Not having enough features to take my business for 20 to 50 employees. I would still be using it if they had developed a few more features or integrated tightly with a office CRM. Kickservs has a really nice integration with QBO at the invoices level but none at the prospect or estimate level. If KS's contacts and estimates would of synced and mirrored QBO I Would of found a CRM to layer over KS to get the features I needed.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Kickserv logo

Kickserv

Best CRM Platform!!

Reviewed 3 years ago

-Easy way to download and calculate jobs for accounting. -Great way to have clear access for everyone in the company to the CRM via the app. The detailed and yet simple organizational process with Kickserv has added tremendous value to us.

Pros

-Organization of data and customer list -Convenient way to calculate weekly, monthly jobs sold. -

Cons

-Sometimes it does not load properly -Would be great what time notes are added to NOTES section for each tab

Vendor response

Hello Amir, Thank you for your feedback and EXCELLENT scoring. We have been doing field service work for well over 30 years now. Plus, thank you for your feature request since I was able to submit it within our Product Board.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Sidekick Rocks

Reviewed 11 years ago

I probably recommend Sidekick to someone once a week. I've shopped and used other solutions and Sidekick blows them away in performance, features, price, support - across the board. I even recommend it to people who don't need to track resources because it's so flexible, you can use it as a CRM. Overall, 5 out of 5 stars.

Pros

Super easy to understand and get set up. We were up and running in only 1 day. There's very little training that new users need to use SK. Extremely flexible - I've been able to easily customize the product to show the things we like to see and to run the way we want it. Reports - the capabilities of the reports are amazing. You can build just about any report you can imagine. Price - I get excellent...

Cons

Old data - can be hard to get rid of. I'd like to see a feature where if a user inactivates a custom field, all data in that field on job and customer records can be erased. Text fields - have a limited number of characters so your jobs and client info have to be concise. You can't write a book for a job order. Some features don't quite work the way you would expect (timecards) - they don't actually integrate to QB, so it's kind of a teaser and we spent a fair amount of time trying to use the time tracker only to have to go to another solution.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Needs to accommodate Canadian taxes

Reviewed 6 years ago

We were 98% about to sign up with Kickserv as our CRM and work flow system, but their software does not allow functionality for Canadian taxes (GST and PST). I contacted Kickserv about this, but they were not able to offer that functionality at the time, nor offer a suitable work-around, so we had to go with another provider, which is actually based in Canada.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Kickserv logo

Kickserv

Servicing Company - Long-time User

Reviewed 10 months ago

Generally very good.

Pros

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way. - The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another. - Although there has been some down time (which can be very difficult because we cannot function), but over...

Cons

- Support is sometimes tedious. - New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business. - We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are...

Vendor response

Thank you Doug for your continued support and taking the time to leave us some feedback. We greatly appreciate it. Know that your feedback does not fall on deaf ears and we are always working on ways to improve Kickserv.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Lots of bugs, calendar feature unusable

Reviewed 4 years ago

Horrible

Pros

Easy to learn at first. Sends reminder emails to clients for jobs...

Cons

The calendar is buggy. Will repopulate canceled posts on its own. Has a reoccurring scheduling feature that sometime works sometimes doesn’t. Drop clients for no reason. Been working with kickserve for two years and still no solution to these scheduling errors. They cost me money, frustrate clients, and force me to be ever vigilant so that I have to triple check bugs and scheduling. The only reason I am still with these guys is because it’s too time consuming to switch crms.... this is a horrible Crm for a mid sized or small and growing company... walk away

Vendor response

Hello Jessica and Derek, I spoke with you on the phone. We discussed a better customer flow when managing event cancellations that should prevent issues with our repeating jobs feature. We regret that any confusion and extra work that this may have caused you. As we discussed we are actively working to make our repeating jobs features more dynamic as well as the rest of the program. We appreciate your continued loyalty to work with Kickserv. We aim to exceed expectations.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Kickserv logo

Kickserv

Tried the rest, then found the BEST

Reviewed 7 years ago

I am a small business owner with lofty aspirations. When we started our new brand, our Field Services Software was a HUGE priority. We have tried, tested, and purchased half a dozen of the other field services software applications listed on capterra. I became SO discouraged that when I came around to Kickserv I was looking for the software that, to be frank, sucked the least. I have found THE BEST...

Pros

No pros were added to this review

Cons

No cons were added to this review