Likelihood to Recommend It is a great tool overall, but it is expensive. Selling it to management to keep as an expense for small nonprofits is challenging. It is a powerful mobilization tool and often underused when compared to the price tag, however. Moreover, it is cumbersome for new users to learn how to use it and there is little in the way of video tutorials.
Read full review As I mentioned earlier, HubSpot helps organize the sales leads we contact. It makes it more accessible from the angle that we do not duplicate our work by contacting the same client by two different people. In addition, we can track the work and add reminders to follow up.
Read full review Pros Some people find the Create A List tool more intuitive than other record-querying equivalents, which can make it easier for digital organizers to target and segment bulk emails, broadcast texts, door-knocking sheets, etc. The ability to add custom fields on both Contact and Contribution records allows for some flexibility in making the system adapt to your organizing model There aren't a lot of other tools out there that make phone banking quite as accessible EveryAction's Email Series/Automations allow for some pretty sophisticated things to run mostly on their own, from welcome and reactivation series, to drip campaigns For the most technical EveryAction users, the ability to customize online form appearance and functionality using callback functions allows for pretty intricate customization of submitter experiences (e.g. redirecting form submitters to different destinations based on how they filled out the form) Read full review Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens. Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting. Automation for follow-up : With its feature called "sequences", follow-up emails made easy. Read full review Cons Tech support resolutions and turnaround time (when going through basic channels). Continuity of the software—We recently lost a feature we had enjoyed for the first several months and were told that it is "not currently possible" with our version of VAN—even though we had it. I wish you could see ALL bulk uploads at ALL times, not just the last 100 batches or lines. Read full review A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off) Read full review Likelihood to Renew We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!
Read full review 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.
Read full review Usability It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.
Read full review 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.
Read full review Reliability and Availability I have found that system disruptions are rare and find that the communication from Bonterra Development + Digital in those instances to be informative and timely. I can only recall the system being down one or two times in the 8 plus years I have used Bonterra Development + Digital.
Read full review Performance Will not go higher than 8 because of how often I end up locked out
Read full review Support Rating I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career. With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion
Read full review 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.
Read full review Online Training They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.
Read full review Implementation Rating We had some issues in the transition. The group that was contracted by EveryAction to transfer our data was not adequate. Information was misplaced, and everything took longer than it was supposed to. However, our personal EveryAction rep was fabulous, and eventually, they made everything right, including giving us some additional time with the rep.
Read full review 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
Read full review Alternatives Considered Blackbaud is a Cadillac, and not needed by most small nonprofits of 3 million or less in income. We looked at several prior to choosing EveryAction. We are very pleased with EveryAction but wish that the training was more involved from a corporate perspective and that customer service could actually help more.
Read full review HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.
Read full review Scalability It just works whenever we need it. We'd grown our list and scaled up substantially since buying the product and have had no issues.
Read full review Return on Investment It has saved me time because I can create events and connect Zoom directly and immediately save new contacts to my database from the registration. In targeted emails, we have been able to collect small dollars through low effort fundraising asks. Negative impact is many of our staff is not able to use it yet due to difficulty of navigation so they are going through user guides and tutorials and training to figure it out. Read full review HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information. The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version. The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in Read full review ScreenShots Bonterra Development + Digital Screenshots