Item: HubSpot CRM
Rating: 8
Author: Neil Steytler

Use Cases and Deployment Scope

I use HubSpot CRM to track deals - I move them into different funnels as they progress through the sales journey from a qualified lead all the way to closed deal. I also use to to log support query tickets.

Pros and Cons

Lets the sales team know what stage the clients are at
Great for communicating in between internal departments
Great for reminding sales to follow up on certain dates

I like colours - I want to know certain things about a client just by seeing a different colour.
To elaborate on the color - if a client is cash or finance I'd like to know by seeing what colour the deal is.

Usability

HubSpot CRM is much better than ASANA but I have never used Salesforce so I don't have anything to compare it to.

Alternatives Considered

There is very little automation in ASANA and no reminder task setting

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?

Would you buy HubSpot CRM again?

Yes

Likelihood to Recommend

The calendar settings could be better. I would suggest using the Calendy model

HubSpot CRM for tracking deals

Overall Satisfaction with HubSpot CRM