Item: HubSpot CRM
Rating: 9
Author: Roberto Gonzalez

Use Cases and Deployment Scope

We use HubSpot CRM for communication and tracking orders and request revisions. All information is now tracked through this system. It also tracks our revenue as well.

Pros and Cons

Organizes workflow
saves emails
tracks revenue

save filters correctly
ability to change deal/ticket descriptions to match current systems

Overall this program is great and we use it everyday for all jobs coming in and out. The communication within our organization is now solely through this program and is helping to move projects through the pipeline smoother than the other programs we have tried. Getting notifications through our other devices is also very helpful so we miss less questions or concerns from our fellow team mates!

Alternatives Considered

Asana and ClickUp

The other programs that we have used prior to HubSpot CRM were not as user friendly and each department was using different programs for communication and tracking now that we all solely use HubSpot CRM it has helped with our workflow extremely. Having the ability to save art files and invoices has helped a lot as well.

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

Asana, ClickUp

Likelihood to Recommend

HubSpot CRM is great at tracking and communications between sales estimators and project managers in our building. We get submitted Jot forms for orders and they could come in a bit more organized and easier to read but since a link to a cleaner form is sometimes provided that helps in most cases

HubSpot CRM is one of the best tools to get workflows to move quicker in any business

Overall Satisfaction with HubSpot CRM