An easy decision - you cannot go wrong 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
- 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.
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.
