Item: HubSpot CRM
Rating: 9
Author: Manan Vora

Use Cases and Deployment Scope

We use HubSpot across our marketing and sales channels. On the marketing form, we use HubSpot to collect lead information via their tracking code and forms. For sales, we use it to keep track of all the organizations we've connected with along with all the individuals at the company. We also use it to keep track of all the ongoing conversations, create and send quotes and maintain all our sales deals on HubSpot.

Pros and Cons

The base tier is free.
All in one software to manage your sales and marketing.
They integrate with most other software platforms.
The setup is very easy.

Upgrading for any paid feature is very expensive.
The mobile app has limited functions.

Return on Investment

Improved data management.
Sales and Target tracking.
Sales and revenue forecasting.
Easy adoption for the team.

Usability

We have tried out multiple CRM software like PipeDrive FreshSales, etc., but the simplicity of HubSpot's setup and day-to-day interaction got us hooked. Right from integrating the CRM on our website to collecting data and managing it, HubSpot has a very simple flow. The platform they have created is also very intuitive and easy to use. Additionally, you can also customize the data collection with unique data points if you have a little bit of tech knowledge - which HubSpot makes easy by providing extensive documentation. Another great thing about HubSpot is that the base software is free, so businesses that are starting off can save money by switching to HubSpot CRM.

Alternatives Considered

Pipedrive, Freshworks CRM (formerly Freshsales), Zoho CRM and Close

1. HubSpot CRM has a great free version - so it's an easy starting decision 2. The options HubSpot CRM has for managing sales - with Quotes, email integrations, Marketing Forms, etc., make the process of collecting and closing deals easy - most other tools did not have the full range of capabilities. 3. The UI/UX for HubSpot is great - compared to Freshworks CRM or Zoho.

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

ClickUp, Slack, Conversion.ai, Loom

Likelihood to Recommend

HubSpot CRM is perfect for most businesses - especially Small and Medium businesses who need a way to collect and organize their leads, sales, and any other business contact data. HubSpot has an easy - non-tech setup that can be added to any website and most tools that a business would use to collect data. This makes it easy for businesses of any size and in any sector to get up and running with HubSpot. Additionally, they have most features that a business would require to get their sales and similar business processes in order. However, if a business requires any customization in its sales processes, HubSpot won't be the best option considering they don't let you customize most flows.

Sales and Marketing focused CRM tool

Overall Satisfaction with HubSpot CRM