HubSpot CRM vs. InEight

I think HubSpot CRM is really worth it for small to large organizations who have at least 5 sales people. You really get more use out of the program the larger your sales team is. HubSpot CRM is such a robust program it does take time to learn and you need to be prepared to scale with it for years. You will be better at utilizing it after year 2 than year 1 for sure.

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For engineering and constructions project, InEight Document is one of the best out there. It is flexible, end-user and admin friendly and has enough features for any size company. If you need to be able to track documentation and have good revision control, easy review workflows, and good transmittal workflows, InEight Document is great.

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• With a unified workflow, we can effortlessly update contact records, generate sales deals, and dispatch personalized marketing emails.
• With Breeze AI, I can easily automate tasks by giving it the proper prompt. It doesn’t generate random text. It helps in managing tasks.

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• Tagging segments of work.
• User defined views and descriptions for all screens.
• Customizable ribbons to provide an efficient use of the software.
• Multiple layers/dependents to allow for an extreme drill down of the work and the ability to roll up to a more useful level for upper management review.
• You can bid the work as you would build it, in detail.

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• The mobile app could be better. It is fine for quick updates or checking something on the go, but it feels limited compared to the desktop version.
• In my time of using Hubspot, the dashboard UI has changed twice I think, and it certainly isn't helpful when you're trying to get used a new view entirely.
• I have observed HubSpot CRM sometimes has issues with large lists, and shows incorrect number on the list page versus the detail page.
• Search can be improved, because sometimes it misbehaves or doesn't show what is expected.

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• Provide a simpler version (cliff notes) of the knowledge database
• Offer versions of InEight for smaller companies, i.e. less than 20 emplyees, under $5M in revenue
• When an estimate is complete, offer a dialog box to ask if the job was won, lost, or still in progress. We tend to leave most of our estimates in the bidding column. This is a user error, but the prompt would be helpful.

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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.

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Some features with InEight's TeamBinder are worthy of single use, however the review feature and subsequent revision and version numbering could be improved. We will be aiming to roll out the package to encompass our internal documentation in the near future and will be in a better position to judge the usability after that point in time.

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There is a steep learning curve with HubSpot compared to more rigid Client/Case Management APIs. The platform's openness can be overwhelming to navigate and to teach to those who are technologically challenged. Once you learn the navigation and the tools needed to complete tasks, it becomes easier. There was a lot of clutter on the navigation menu. If your subscription doesn't give you access to a tool, you should be able to deactivate it or remove it from the navigation, which could reduce the platform's overwhelming nature.

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I would give it an 8 out of 10 because the software can be a bit cumbersome to new users. It also takes a long time to set up the library and input all of your companies needs so that the software will provide the level of service required to estimate projects. However, once the software is set up it is a powerful tool. We only use a portion of what the software is capable of delivering

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It has never gone offline or became unavailable during our time with the system

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Sometimes the pages take a while to respond, specially when editing parameters.

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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.

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Why do we call support? Always because some things got broken, right? And when it happens, the likelihood of us getting in troubles waiting the support to fix it, it's tremendously high, almost certain. Through my experience with InEight, I'm really concerned whenever I see an update message in the screen, we got really used to see errors in reports right after an update is released. You can see by my tickets, that some of my issues last too long, as client perspective. We had to send messages to our clients excusing us for the weekly report that is being shared due to internal issues, not once, not twice.

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The support we had was phenomenal and very detail oriented, which was a necessity during the implementation phase and level of complexity of the projects we had ongoing at that time.

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We received the same level of quality, attention and dedication that was delivered during the in person training sessions.

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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

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Since the original inception, I have been required to overhaul the system so that it is more user friendly and combines both aspects of our business, documentation and drawings. Being able to control revision and version numbering has been a key struggle that only staff training has been able to mark this as complete.

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Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received the most votes for HubSpot CRM, as most employees preferred it.

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Both Sage Estimating and InEight programs have their unique capabilities. Sage Estimating is much more configured for use in detailed construction, the majority of which are for non-nuclear projects. InEight has so many more capabilities, especially in creating our own libraries of data, which are vital in creating an estimate. The ability to access historical data (pricing), is an outstanding feature of the program.

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InEight is a good system that has scaled nicely as the company has grown. the tools are still readily available and applicable for our larger scope of work. It has kept up with the growth of the company very nicely

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• When the decision came to explore a platform that would migrate our data and leave the transition as seamless as I would like to see more native options for automation possible, a number of products were suggested. Once we saw HubSpot CRM we knew it was for us. My division were the trial usage group...which has led to enterprise adoption and we couldn't be happier.
• I wish I could say that the support team has been awesome... but we haven't needed to utilize them, which is a testimony in its own right. The couple of minor issues we had were largely user education issues and were quickly handled.
• The commitment the entire HubSpot team has for, not just their clients, but anyone in business that is open to learn resonates with everything they do. I subscribed to their blog and the free resources they deliver is truly amazing and they deserve kudos.

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• the positive impact is that it has helped us better gauge staffing and staff jobs appropriately
• negative impact is that it takes a lot of time for new users to learn the software
• the positive impact is that many of our clients use it, making collaboration easier with them
• positive impact is that we can see our percent complete easier
• positive impact is that it is easier to share documents to our team internally

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info