Item: HubSpot CRM
Rating: 10
Author: Georgia DeFrancisco

Use Cases and Deployment Scope

We use Hubspot for our lead curation, email marketing and contact follow-up. As a small team we needed to automate some of our email marketing efforts and segmentation of leads and their current place in the funnel. Hubspot has cut our process of leads by at least 1/3.

Pros and Cons

Client/lead segmentation
Email marketing campaign automation
Program integration

None to speak of at this time

Return on Investment

Decreased time to move lead from cold to closed
Increased ability to more narrowly segment leads and clients
Easy to brand out marketing pieces
Sped up 1-1 emails with templates and snippets

Usability

Hands down the easiest to learn but most useful and diverse and customizable CRM product we have used to date.

Alternatives Considered

Thryv

Thryv has a place in this market for businesses that are simple, don’t want segmentation or customization. But it was not for us. We need a more pliable
program that we can navigate to fit our needs and our clients

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

QuickBooks Online, Eventbrite, WordPress

Likelihood to Recommend

I have clients in multiple cities who fall in to various categories and are targeted differently with our marketing efforts. We easily set up hubspot to categorize our client cards to he’s suite our company needs

Hubspot Automated us to Success

Overall Satisfaction with HubSpot CRM