Item: HubSpot CRM
Rating: 8
Author: Jenny Weeden

Use Cases and Deployment Scope

We use the Hubspot CRM on the sales side of our business to track sales activities and progress. It gives us a very visual representation of where each lead is in the pipeline. We love it because it connects seamlessly with the Hubspot Marketing tool, and helps us track leads throughout the entire sales and marketing process.

Pros and Cons

Customizable pipeline
Hubspot support team is phenomenal
Integration with Hubspot marketing tool makes "Smarketing" possible and easy

We love Trello, so an integration with Trello would be key
Other CRMs have more capabilities and features
Reporting is okay, but not great

Return on Investment

It helps us keep track of current prospects in the pipeline so we stay on top of them
Helps us keep a clear record of our conversations with prospects
It helps us find new prospects pulled in from the marketing tool

Alternatives Considered

Salesforce and Microsoft Dynamics

Hubspot CRM is much simpler than other CRMs I have used. We use the free version of Hubspot right now because it came with our subscription. I think SFDC is a better overall tool, but it isn't effective if you have bad SFDC administrators. Ultimately the ease of use of the Hubspot CRM is key for our small agency.

Other Software Used

Trello, Slack, Google Drive

Likelihood to Recommend

If you are using the Hubspot tool for marketing, the CRM is a great addition to your sales process.
If you are a larger company with more complex needs, this CRM may not be for you. It has many of the basics, but it doesn't compare to power CRM tools like Salesforce.

HubSpot CRM isn't the most complex, but it is easy to use.

Overall Satisfaction with HubSpot CRM