Item: HubSpot CRM
Rating: 9
Author: Addison Harrison

Use Cases and Deployment Scope

It organizes all of our leads versus prospects versus applicants and students, while ensuring that no one gets missed. It also helps communicate amongst everyone in the department on who has been contacted and who has not been by logging all activity. This way everyone is on the same page. It helps for a much easier and smoother system!

Pros and Cons

Logging calls and emails with accurate time stamps
Connecting the text messaging function
Organizing and keeping track of where everyone is in, in their sequence

I wish for the calling aspect, we could add the outcome of the call if we connected with them. We can select connected, busy, no answer, etc. but if they answer, were they interested in the product, did they book a tour, are they no longer interested, etc. We typically put these in the notes, but our department loves to track calls, so for now we have to use a separate service
Now that the texts are automatically logged, that has been so wonderful! It'd be nice if on the activity log I can filter to just show texts, like I could for emails and calls.

Return on Investment

Shorter Deal Cycles
Faster Conversions
Lost Communication for before full HubSpot switch

Usability

I have only ever used one other CRM, which was RentCafe mixed with Yardi, for a leasing office. It was not super functional. This has many more options to make notes, log calls and emails, etc. There was a lot of jumping back and forth between the two systems and wasn't super helpful. I love that HubSpot is dedicated on one site.

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?

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

Other Software Used

Microsoft 365, QuickBooks Online, PandaDoc

Likelihood to Recommend

I don't have a specific scenario. I typically always recommend it, I think it's a extremely useful computer system. I used to work at a leasing office and that would have been so simple to use it this way. While, someone who does not have to make marketing emails or more, it may not be as useful. My father runs a golf course pro shop and we have talked about the function of Hubspot, but they don't send a ton of emails/need everyone in their system besides those who have played and those who are members. They more or so need it as a function to scan their items for purchasing and know how to charge them. Maybe if HubSpot had their own billing system/invoice creator like QuickBooks?

HubSpot for the win!

Overall Satisfaction with HubSpot CRM