Item: HubSpot CRM
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

It is mainly used as a CRM system. Mainly the Sales and Customer Success department use HubSpot. Also, many of us use HubSpot to schedule our tasks. Otherwise, it is used mainly for retrieving client info, scheduling calls and emails to clients. We further do regular CSV exports for our own reporting.

Pros and Cons

Scheduling tasks
Good export functionality
Previews

Deals lists update slowly.
Deal Values sometimes not transferred from synced backend.
Default view too zoomed in.

Return on Investment

Eases up reporting a bit
Helps sales reps to focus on high priority clients
Streamlines tasks

Usability

More functionality than other CRMs I have used. The pipeline view could be a bit more prominent in the entire system. Definitely, the best workflow automation implementation compared to other programs I have used. Have not tried the mobile app yet, but have had rather poor experiences with the competition.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

Intercom, Jira Software, Teamleader

Likelihood to Recommend

Well suited for general Sales applications such as following up with clients via email and phone. A great scheduling tool helps not to forget any meetings. Also, suited for some customer success follow-ups with onboarded clients. Not useful for other departments such as finance due to limited reporting options.

Great tool across departments

Overall Satisfaction with HubSpot CRM