Make Money Moves with Hubspot.
November 24, 2023
Make Money Moves with Hubspot.
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
For the last 6 months we have been using Hubspot to track deals from pre-bid all the way through the project wrap and even after - it's great that we can link companies and contacts to bids because when we have a repeat customer reach out for help with a project, we can see right in their contact card that we've worked on projects with them before. I love the pipelines feature in deals too, because our company has multiple channels of income managed by separate departments - organizationally it really simplifies things. The last thing I'll mention is tasks, sometimes all you need is a simple reminder to follow up with someone and hubspot makes it really easy, once again!
- Deal tracking: all info you need is in one place and even integrates with other platforms you may be using, such as QuickBooks, panda docs, monday.com, and Apollo.io. You can view contracts, external documents, associated contacts and companies, and all relevant deal info right in one spot. If you click on any of those associated contacts or companies, you'll be able to see any associated deals in one spot as well.
- Pipelines, my company, sells post-production finishing services such as color grading and sound effects editing. We also rent office space. We have two different people taking care of each of these streams of revenue, and keeping them in two separate pipelines in HubSpot ensures that these employees only have to look at information relevant to them.
- The other day, I spoke to our wonderful customer service rep, Lexie, about this. Hubspot, the way we use it, is pretty much perfect and meets all of our needs. The only thing that would be the icing on the cake would be a prospecting tool like Apollo.io uses. It seems like Hubspot and Apollo are super similar. However, we really don't like Apollo. The ease of use and customer support that Hubspot provides is just not there. Hubspot doesn't have the same intensive prospecting tool that Apollo does, though, so alas, we're stuck. If Hubspot kicks off a prospecting tool, I've expressed interest to Lexie in testing something like that.
- Consolidated CRM efforts (no more spreadsheets, calendars, etc, in 17 different places).
I don't think I've experienced server issues once in the past six months that I've used Hubspot, whereas I experienced ongoing server issues with all of the above. Also, each of those products does something a little different. Hubspot kind of combines the functionality of all of those into one spot, and that's the most convenient thing.
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