Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use it to keep track of new leads coming in, setting reminders, patients settings meetings with us. We use it to see where our leads are coming from, what ad they came from. We have may reports running as well. We love that we can also set email templates which makes responding to people much quicker. There was a learning curve but not that it is filtered to what I need to see and work on it is great.

Pros and Cons

ongoing task reminders
appt. setting and tracking
reports
email templates
easy to track correspondence with people via email or text or call

Seeing what leads are newest can be an issue if I don't have the right filter clicked
emails need to be in a separate location from new leads
a way to send images would be great

Return on Investment

allows us to see quality of leads instantly.

Usability

I like it as it has many many options to customize to your needs.

Team Alignment Benefits

All works well together.

Alternatives Considered

Axiom Sales Force Development

It is more user friendly and has many options

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

Aircall, Miro, Atlassian Confluence, Asana

Likelihood to Recommend

I would definitely suggest HubSpot if you are needing to track leads, lead status, setting meetings, and needing to set follow-ups with potential clients. It works great and you can even integrate a calling system within HubSpot to see calls, emails, SMS, all in one place. When an appt. is booked you can set it to automatically go to your calendar so that nothing is missed. If you do reports for work you can also do this right in HubSpot. Marketing efforts can also be easily tracked within as well. It works great!

Highly compatible and convenient

Overall Satisfaction with HubSpot CRM