Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use HubSpot for managing our client database and tracking their contact status. It allows us to call leads, automate emails, book meetings, track profits and more.

Pros and Cons

Automation
Reports
Contact Organization
Calling Leads
Task management
Templates

More specific email logging settings
Easier to edit report dashboards
The phone app version could be more user friendly when calling contacts / completing tasks

Return on Investment

Increased efficiency
Increased leads and calling
More meetings booked with clients

Great and easy to use for computer version.

I would recommend updates for the mobile app / phone version, it makes it really hard to call down a list of contacts like I would on a computer. If there is a way to create a list for calling, almost like a task list, and easily progress to each person next that would make it a lot easier for calling on the go vs. currently having to search and click into each contact manually.

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Likelihood to Recommend

- Great for calling leads and organizing tasks
- Good for sales flow and processes
- Helps to automate contacting people

HubSpot is great for Real Estate!

Overall Satisfaction with HubSpot CRM