Likelihood to Recommend I would absolutely recommend EngageBay to any customer looking to switch from
Marketo or
Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.
Read full review So there was a deal I was not able to find in all pipelines, basically in all deals view. Then I shifted it to a deals stages-wise view. It helped me understand how many deals I have in follow-up stages to keep following up on time. I will not miss any follow-ups, especially the ones that are very important to take. So that's what I like about HubSpot: they have views.
Read full review Pros Lead / customer tracking Automated emails Automations Read full review Easy-to-use platform, simple navigation, and data entry that creates a good user experience. Integrations with critical software and platforms across all arms of our business. In-depth analytics that provides clear data on staff and organizational performance (i.e., revenue and sales tracking). Logging of communication to easily refer back to previous emails/calls/etc, including call recording, which is also useful for compliance and training. Read full review Cons Landing pages Livechat feature Lead/customer integration Read full review There are some limitations on report building. They need to have more options to add to the x/y axis There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense. It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job. Read full review Likelihood to Renew 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 EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.
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 Support Rating Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.
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 Implementation Rating 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 Salesforce and
Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use.
Salesforce is extremely complex, especially when using in conjunction with
Pardot . EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.
Read full review Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like
Salesforce , required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.
Read full review Return on Investment Improved lead management and helped build lead data by 4-5x in size Helped improve investor base with 100-150% growth in investors by year 1 Generated dozens of calendar invites to call potential investors in first year 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