In summary, we'd like to get a third-party phone number that each of our sales reps can add to their HubSpot account. We also want to be able to send one-on-one SMS since the HubSpot SMS add-on only works for replying to incoming messages. We would like to be able to start a conversation one-on-one via text. Do you have any recommendations?
there are a few good options depending on how custom you want to go.
Out-of-the-box solutions:
I recommend starting with platforms like Aircall and CallRail. Both have strong integrations with HubSpot and are relatively easy to set up without too much hassle.
Aircall is a solid choice if you're looking for something that works well with HubSpot right away.
CallRail is another strong contender if you're looking for a straightforward option.
You can check them out online to get a sense of their features and read up on reviews. Both platforms have been around for a while, so there’s plenty of feedback available to help you decide.
How to shortlist:
Step 1: Check out the features and reviews for each platform (don’t just rely on ratings—people tend to write reviews when things don’t go their way).
Step 2: Avoid jumping into long-term contracts right away. Always ask for a trial and try the platform for a month or two(remember you are not just paying for the product but also for the service)
Step 3: Ensure your use cases—like SMS, calls, and reporting—are met and that everything integrates smoothly into HubSpot.
Step 4: Once you’re satisfied, only then consider moving to a yearly contract. The month-to-month approach might seem pricier upfront, but it gives you flexibility if things don’t work out.
Custom solutions:
If you’re looking for a fully custom solution with deep integration and more control, Twilio is a fantastic option. But be prepared—it requires some development work, so it’s better suited for advanced setups.
there are a few good options depending on how custom you want to go.
Out-of-the-box solutions:
I recommend starting with platforms like Aircall and CallRail. Both have strong integrations with HubSpot and are relatively easy to set up without too much hassle.
Aircall is a solid choice if you're looking for something that works well with HubSpot right away.
CallRail is another strong contender if you're looking for a straightforward option.
You can check them out online to get a sense of their features and read up on reviews. Both platforms have been around for a while, so there’s plenty of feedback available to help you decide.
How to shortlist:
Step 1: Check out the features and reviews for each platform (don’t just rely on ratings—people tend to write reviews when things don’t go their way).
Step 2: Avoid jumping into long-term contracts right away. Always ask for a trial and try the platform for a month or two(remember you are not just paying for the product but also for the service)
Step 3: Ensure your use cases—like SMS, calls, and reporting—are met and that everything integrates smoothly into HubSpot.
Step 4: Once you’re satisfied, only then consider moving to a yearly contract. The month-to-month approach might seem pricier upfront, but it gives you flexibility if things don’t work out.
Custom solutions:
If you’re looking for a fully custom solution with deep integration and more control, Twilio is a fantastic option. But be prepared—it requires some development work, so it’s better suited for advanced setups.
