Great tool once it is set up and operational
September 29, 2023
Great tool once it is set up and operational
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
We use Hubspot CRM to keep track of our sales pipeline, as well as for sales and marketing automation with inbound and outbound leads. The business problems we are trying to solve for are to organize our sales funnel, automate some of our manual work, and have a tool that accurately reports with metrics that are useful in driving decisions our sales team makes.
- Hubspot CRM makes it easy to see data on different customers. What type of customer are they, where are they located, important info like that is easy to track
- It's easy to build reports on calls/meetings booked, etc.
- We are able to automate a lot of the funnel eliminating manual/tedious work through workflows.
- There are certain areas of Hubspot that take getting used to. Building my first workflow was difficult and took a few interactions with the support team to solve. Thankfully Hubspot support is pretty quick to respond and usually helpful.
- The reports are great but can take some custom work to get set up that took some time to figure out.
- Sometimes there is too much information available, I wish I could customize some of the pipeline views to make it simpler/cleaner.
- It's too early to tell... Our team is new to using the software. Early indications show that it will save us a lot of time, which could result in increased revenue.
Hubspot is much easier to use, way more features, and a better overall experience.
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?
No
Would you buy HubSpot CRM again?
Yes