HubSpot CRM: Making your work-life easier, one project at a time.
August 11, 2021
HubSpot CRM: Making your work-life easier, one project at a time.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
Our organization utilizes HubSpot CRM as a whole, but each department uses it very differently. In my department, it helps keep the flow of each project that we are working on organized and up to date. Being able to track clients across different stages of where their websites are, saves our team a lot of time in our general scope of work.
- It is very straightforward and easy when moving a project from one stage to another.
- It is easy to update, change, and edit information within the Company and Contact level.
- The email tracking feature is extremely beneficial when trying to stay organized.
- I have run into many issues with emails bouncing that aren't actually invalid emails.
- It is difficult to change, add, or remove columns or rows because it needs to be done at the supervisor level, which most employees are not. This should be something that almost anyone who utilizes HubSpot CRM can do.
- Giving different options of viewing open tasks would be very beneficial.
- The billing stage is very fast and efficient which has increased our opportunity to send out quotes and increase revenue.
- Keeps our team up to date with payment denials so we can reach out to the client for updated information in order to have payments maintained.
- If a payment is denied, it is impossible to know that unless you are on the Billing team so it would be beneficial if the project would automatically be put on pause if the payment was denied.
It creates an easy flow of work from one part of company to another, almost effortlessly. It takes two seconds to search up a client on their Contact or Company level and then realize where they are in the Sales stages and where they need to be with our design team.
Compared to Wrike, it is much more user-friendly. It has multiple levels of dropdowns and different ways to view the stats or timelines you're working in. Wrike did not provide these features and made it very confusing to track where each project was. Also, HubSpot CRM creates tickets for each separate item and you can add, remove, edit those tickets as seen fit without messing up the general scope of work for that project.
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