Item: HubSpot CRM
Rating: 9
Author: Mantra Manan Saraswat

Overall Satisfaction with HubSpot CRM

Use Cases and Deployment Scope

We use HubSpot CRM mainly to manage our sales leads and stay on top of follow-ups. I use it to track conversations, log calls and meetings. My day-to-day of using it usually has me looking at my tasks, checking out new signups, updated conversations and deals, and the timeline view of the conversation trail is super helpful. We have a couple of apps and tools integrated with HubSpot CRM, so that makes the different ops workflows particularly productive.

Pros and Cons

Pros

Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
Task management is simple but effective.
Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
Gmail integration is quite smooth along with email tracking.

Cons

The mobile app could be better. It is fine for quick updates or checking something on the go, but it feels limited compared to the desktop version.
In my time of using Hubspot, the dashboard UI has changed twice I think, and it certainly isn't helpful when you're trying to get used a new view entirely.
I have observed HubSpot CRM sometimes has issues with large lists, and shows incorrect number on the list page versus the detail page.
Search can be improved, because sometimes it misbehaves or doesn't show what is expected.

Return on Investment

Gave a ton of visibility into user and sales funnel.
Able to get back to new signups or inbound leads much faster, sometimes within minutes. We have a Slack integration that's super helpful.
Saved hours each week that were earlier spent digging through emails or spreadsheets for context; meetings are a lot shorter because it is super easy to go through the created reports.

Usability

1. Very easy to get started; can literally set it up in hours.
2. Gives great visibility of new leads and the entire sales funnel, and granular tracking of what's happening in every deal.
3. Platform is super responsive and fast, even though it handling a lot of data.
4. Every feature or flow is very carefully thought out and the UI is very easy to get used to.

Alternatives Considered

Salesforce CRM Analytics, Linear App and Apollo.io

We use Apollo.io, but that's just for some sales automation. Mostly, HubSpot CRM has everything that a not-so-power user of a particular stream would ask for. You cannot go wrong with HubSpot CRM, and a very easy decision unless somebody has very specific requirements. As a CRM, it is very easy to get started with.

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

Apollo.io, DevRev, HackerOne

Likelihood to Recommend

It works well:
1. Small to medium scale startup; Growing list of leads (1000s) and deals (100s)
2. If your team has a lot of sales and support members and related work, HubSpot CRM helps in bringing a lot of visibility.
3. Want a CRM that is easy to setup (maybe hours to days).

It MIGHT not work if:
1. For very custom reporting
2. Team needs a lot of heavy mobile access; say you have a door-to-door or road ops team.
3. A very big and operational heavy organization.

HubSpot CRM Feature Ratings

Comments

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An easy decision - you cannot go wrong with HubSpot CRM