Daxko Operations vs. HubSpot CRM

Daxko is great for managing our members. As members enter the organization they are promoted to sign in and the staff are taken to their Daxko page which gives us all of their contact information. This is a helpful feature and I have no complaints. In terms of signing people up for programs through the same system, it can be complicated because there are a lot of extra steps to take in the sign up process

Incentivized

I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.

Incentivized

• Operations provides us with accurate membership billing
• We love the access given to us for detailed reporting for memberships and programs
• Ease of use and accuracy for our fundraising records and entries
• Customer Service with Daxko is top notch! I actually love calling with any issue that I may have, because they seem truly happy to help. Makes it worth while!
• Since it is a web based service, I can access it at anytime to correct any issues that may occur.

Incentivized

• Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
• Task management is simple but effective.
• Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
• Gmail integration is quite smooth along with email tracking.

Incentivized

• I have given suggestions to Daxko and they are very receptive to my comments & agree with me. On Engage you can "task" to individual people but, can only "task" a department on an initiative - I'd like the option to task my entire department so whoever has contact with that member first can implement the task. (Side note: the majority of my staff is part-time and do not work consecutive days - this is part an in-house operations issue which is why I made the suggestion for small non-profits such as ourselves)

Incentivized

• More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
• Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
• I would like to see more native options for automation.

Incentivized

Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.

Incentivized

I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.

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

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

Overall we selected Daxko Operations because it’s used and recommended by YMCAs across the nation. When comparing similar systems we concluded that the features and the price of Daxko were comparable to any of the other systems that promised the same features. Overall we are pleased with our decision.

Incentivized

We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.

Incentivized

• Online registration for programs has encouraged more people to participate in our programs. They can register in the comfort of their own homes.
• We are going 24/7 this month, and with Daxko's Mobile Pass that connects with Operations, we feel that not only will we be able to increase our membership base, but provide a safe and secure environment for our members to access any time of the day!
• Everything that Daxko Operations provides to us as customers contributes significantly to our success as a YMCA.

Incentivized

• We were able to track good quality leads and push them to closure.
• The leads were contacted within 24 hours so lead drops were minimum.
• The sales and marketing team were accountable for generating leads and driving revenue becasue of AI-generated Targets.

Incentivized