Item: HubSpot CRM
Rating: 10
Author: Alex Chaidaroglou

Use Cases and Deployment Scope

We use HubSpot CRM to track the progress of leads, demo requests, form submissions etc. We keep track of their data, our touchpoints with them, previous communication, as well as their current stage. It helped us in our early stages by having a free plan which helped us get accustomed to it and now we are using it for our sales operations.

Pros and Cons

UX
easy to use
plenty of fields and customization

Some field edits / renames could be easier to do without visiting another page

Return on Investment

We stopped losing leads that we might had forgetten to follow up when we were using spreadsheets
We easily kept track of quotes given and previous lead interaction
We spotted duplicate leads or leads with a previous interaction with us

Usability

I haven't used many other CRM software, only a couple, but I'd say that HubSpot CRM is very user friendly, with a seamless User Experience. This makes it very easy for someone who is not familiar with CRMs to just input their lead data either manually or automatically and start tracking them. The other tools I tried were a little bit more complex, revolving mostly around deal flow etc

Team Alignment Benefits

We haven't really tried to align marketing and sales efforts yet. We have used it primarily for sales

Alternatives Considered

Microsoft Excel and Pipedrive

HubSpot CRM was a better fit for us because it took Excel's functionalities some steps further and added automation and other usability on top of it. This was great to keep things simple. Compare to another CRM, to us HubSpot was more fitting because we don't use a lot deal flow and pipeline functionalities, but rather keep track of leads, communication, their stages etc.

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

Likelihood to Recommend

I think for small businesses and startups that have simple sales operations, HubSport CRM can be a great option to start with their free plan and probably continue as well. We still use it and I think it can help businesses automate and streamline tracking their leads, rather than using Excel files. It keeps things easy and to the point. We haven't tried more advanced features such as integrations or lead scoring so I can't comment on more complex use cases.

Great CRM for SMBs with a free plan

Overall Satisfaction with HubSpot CRM