Item: HubSpot CRM
Rating: 10
Author: Coreen Hayes

Use Cases and Deployment Scope

We use HubSpot CRM to field our clients and keep good track and care of them. We use it to remind us of payments, to place orders and to update a client. I Use HubSpot CRM to keep track of the clients that need reviews and set up many task reminders to keep myself and others in my company on task. HubSpot CRM is an optimizing program, allowing all our clients in one spot with very detailed notes and call information. I am able to email our clients straight from their folio, keeping very precise info on the client right where I need it. Keeps me alerted on past due and most current also allows for specified days in the far future. I don't know honestly what I would do with-out this program, it is the most optimizing program I have ever used.

Pros and Cons

Able to move client to the next order of progress keeping the client up to date in the process.
The call log is great to keep an eye on whether the client has been contacted. Keeps our crew on point with not calling enough or calling too much.
When clients are moved in the system it can be automated to automatically generate tasks that keep us on point.
Allows us to send and receive email in the clients folio - keeping very handy detail on the individuals order.

There's this really annoying pop up (Says HubSpot) that occurs to the right side of my screen. It always pops up when I am typing and sometimes I don't notice it right off. It basically stops you from being able to type anything.
My workmate and I have had this discussion several times, it would be nice to be able to pin more than one item to the top 2 would be great 3 would extra optimize!

Return on Investment

In our business the projection is wonderful - however ever changing due to death - we get started with cases all the time and then end up refunding at times due to death.
Our growth has shown and these tools, and surely shows where we are at pretty accurately at any given time.
We have noted that our clients do move through the system pretty quickly due to the tasks and the strong understanding of moving them quickly.

Usability

I have used other software and it just has never been so detailed on the program. I think what I love about HubSpot CRM is that it quite laterally keeps us on the same page. The alerts (with emails and pop-ups on the tasks) are very helpful! The ease of setting appts and alerting everyone as I choose with location and address is fabulous!

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 Commerce, Paychex Flex

Likelihood to Recommend

HubSpot CRM is exceptional for small business, we are all able to see what's going on in real time. If I need someone's immediate attention to a specific folio I can tag their name in it, sending them an email alert. When a client calls I am able to load them into the query and specify all of their info Address Email Phone and any further details that may help us to personalize their case to them. If our sales person makes a call he logs his call and I can see time and date stamp and know that this client has already been helped. Having a paid in full or pending situation on HubSpot CRM helps us to know who is paid and who still needs to pay. It is frustrating on the automated side when people are able to submit for services and items that we do not offer or have in our company. It would be nice that upon entry into the system that they would have to select from a list of items and or services we actually offer.

Organized to a fault!

Overall Satisfaction with HubSpot CRM