Basecamp vs HubSpot CRM

• Task management - It is very easy to add, organize and discuss tasks within Basecamp's interface.
• The "Campfire" function is great for communicating when you just have a quick question for someone on the team.
• Notifications - Basecamp lets you decide how often and about what you'd like to be notified. The ability to respond to messages in Basecamp directly via email saves a lot of time.

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• Sequences- setting up email/call campaign sequences for automated emails.
• Automated emails shut off once the customer has responded so you can make a manual reply.
• Very user friendly for your sales or account manager staff.
• The ability to make templates for email and email tracking allows you to see how many times you have touched the client.
• Setting up meetings and including a Zoom link is very simple and it tracks it in the activity thread.
• Setting up tasks for daily operations allows you to never miss contacting or reengaging with a customer.
• The ability to create new companies and HubSpot pulls in their financial information.
• The analytics section allows you to be able to see your daily progress.
• The dashboard helps you manage your pipeline for sales and productivity.
• The ability to see email templates made across your department is very helpful.
• User friendly!!!

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• High Learning Curve. It's true that it can be easy to use, but to use well and effectively takes some time to learn. It's recommended to have an agreed-upon system in your team of what tools to use and when.
• Notification Overload. If people aren't careful they could send a notification to everyone when only a couple people were meant to be prompted. And since emails are sent by default, you could have your mailbox overloaded with unnecessary updates. This is where it takes a bit of training in your team to have an agreed-upon system.
• Lack of organization with Archived Projects. I will often need to reference an archived project to make a new one, but there is only a list of archived projects in alphabetical order, with no way to organize by archive date, or even search.

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• There is a lot of upsells within HubSpot. So while the custom sales reporting is great - I believe you have to pay more for it on most plans.
• The ability to enroll contacts in a sales drip campaign is on a 1-to-1 basis which can be cumbersome if you have an influx of leads.
• Depending on list size, email sends can be slow as it sends in batches.

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• It has saved me time when having to get the same message out to multiple restaurants
• It has helped us make smarter operational decisions because we can all collaborate on an answer in a shorter amount of time (instead of calling a meeting!!!)
• The calendar function allows us to plot out our marketing agenda for the month and add/change it together as needed. The chef will post his recipe, the managers will cost it out, the social media manager will post pictures on it, and ultimately we will get that information out on an info sheet to the staff by printing the page.

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• If you're a larger company with a lot of contacts, the platform will feel expensive. But when looking at it compared to money saved in direct mail and other offline outreach tactics (with less trackability and possibly less effectiveness), the value is more than there.
• The integrations and automations are allowing for smarter work, more appropriate, and targeted communications.
• The recent shift in pricing structure (to the marketing contacts model) allows for more flexibility in cost if not every contact is a sales or marketing opportunity.
• For true B2B inbound marketing, the platform does its job, just be mindful of the requirement internally to support it with high quality, lead-generating content. Otherwise you'll still be treading water.

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