HubSpot CRM vs. MCA Suite

I think at this time, every company should have a CRM. That being said: For smaller companies without a growth perspective, the system might be too big and hard to set up compared to other solutions. If there is a scaling process ahead and you need a system that grows with you, I´d always recommend using HS.

It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

• The sales funnel is one of my favorites in the entire industry.
• Their task managing system truly helps Account Executives be on top of every lead and opportunity without dropping the ball.
• The data tracking for KPI truly helps our team set goals and improve weekly.
• The e-mail sequences are top tier as well.

• They have lots of detail on the deal pages.
• It allows for multiple internal and external users.
• It has global search functionality.

• Let's integrate with Shopper Approved to automate collecting reviews for existing clients. It would be easy with templates and sequences to integrate Hubspot clients and help their businesses grow and succeed. while Hubspot goes above and beyond for them. So many small businesses are manually doing this right now and don't realize there is an easier way.
• I wish there was a way to automatically have Tasks titled to match the email or phone call their correspond within the title. This way when I am looking at my tasks for the day at a quick glance they don't all just say "Followup with" / For example if my subject line in my email is "Ditch Trustpilot," that could automatically populate into the task title, so that I quickly know that I can call them about upgrading from TP to our service."
• Can't think of anything else at the moment

• Poor reporting.
• Filtering is clunky.
• They could improve on data visualization.
• Renewal advances that are not refinances are difficult to manage.

Because it's integrated with HubSpot marketing platform, which is indispensable, and works simply and seamlessly with the marketing platform. The CRM is intuitive, never a time burden, and makes doing business development work a whole lot easier and enjoyable. I think at this point it's safe and fair to say we would be somewhat lost without the CRM.

HubSpot's platform communicates all in one place. It is very organic in how you can find the information with the associations built in. This makes it easy to open an an object and see all the other objects in the CRM at a glance. You are also able to click on the other objects and review those records quickly and efficiently. With just a few clicks you can go from a contact to a company to the deal.

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.

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

The free version alone stacks up pretty well against the mentioned competitors. I believe as your business operations grow, the price points for additional users and needed functionalities will grow as well, and HubSpot is well within competitive pricing to compete with the other enterprise-level systems. I’ve stuck with HubSpot for a long time.

We haven't used any others.

• Hubspot CRM allows us to save tons of time by automating our workflows and emails that go out to prospects and customers. These can be very detailed by differentiating by product, lifecycle, and vertical
• Hubspot CRM allows us to easily forecast future demos and pipeline (people who have demo'd but haven't closed yet.
• Hubspot allows us to automatically distribute inbound leads. It's the best inbound marketing platform in the world!

• We've been able to grow our working capital program over the years with the help of MCA Suite.
• Data management is difficult, and we struggle with reporting.
• We have granted merchants dedicated to their advances for tracking purposes.