We utilize HubSpot CRM as our prime storage and tech hub to connect with our clients and our tech stack. We also use it to market to existing clients and to create and track cold campaigns, splash and micro-pages and monitor and collect all the relevant data associated with each. Probably one of the most valued features is the ability to fully integrate our data which made the transition super simple. The dashboards and ability to create visual dashboards and control who has access is a great way to keep the team united and on point. We utilize the marketing and sales features but not the service or help desk features but the integration/api options ensure that any apps that you must have, can integrate.
Pros
The ability to create marketing campaigns and have control over when to stop and when to send the next according to your cadence design is excellent. However the ability to see the performance and the history for each prospect is so simple and so accessible - I kicked myself for not getting it sooner.
Having one place to create companies and contacts as well as score leads and track all contract products means we don't have to miss any renewals.
The Deal tracker gives us the ability to track multiple pipelines as well as team and individual metrics like average sale, percentage of goal, contribution to team effort which when mixed with an activity tracker means the team stays lean and mean to crush all goals.
The real time chat feature means prospects can navigate to our landing page for info about us, levels of product availability, pricing and begin a quick chat with members of the sales and support team.
Intel features along with lead scoring, SEO integration, podcasts and white papers all combine to be the most comprehensive CRM you could need.
Cons
More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
I would like to see more native options for automation.
Likelihood to Recommend
I have used a number of CRM's from Salesforce to basic CRM's in the automotive business niche to fully AI driven that has the ability to handle outreach and many other functions. However, HubSpot CRM is hands down the most well rounded, easy to use but fully scalable CRM I have used.
We use HS CRM to track and manage individual client opportunities across the sales pipeline. We track deal progress across the sales lifecycle and manage all information, updates, tasks, and client communications across each deal stage. We utilize distinct pipelines for various types of deals, including new opportunities and existing opportunities in the form of change orders or project extensions. We track and manage all client and vendor contacts in the CRM and integrate these components across the various deal stages. This enables us to have clear, real-time information on our sales pipeline, allowing us to coordinate internal activities cross-functionally with levels of automation and process workflows. It also allows us to track and manage data specific to business development and sales in a meaningful way.
Pros
User Interface and ease-of-use.
Levels of integration and workflow management.
Dashboards
Deal stage management.
Customization.
Cons
Integrations with MS Outlook can be wonky at times.
A lot of information is available, but not all of it is useful. It can make navigation difficult.
Likelihood to Recommend
Well-suited for tracking and managing client contacts and opportunities across the sales lifecycle. I haven't had much experience with other CRMs, so I don't have a lot to compare it with. Has been difficult to use for sales forecasting.
VU
Verified User
Director in Engineering (Pharmaceuticals company, 11-50 employees)
HubSpot CRM is used among all front-office (Sales) staff in our facility as a virtual "rolodex" of sorts: capturing conversations and contacts.
This is an invaluable tool should a team member be away from work - by logging in to HubSpot CRM, whoever is taking over their duties can easily access their email contact list at a glance.
Prior to this, the problems we faced were:
A) no real aggregation of business contacts short of a business card folder B) full access to everyone's computers was a must in the event of absences
Pros
Tracking of emails
Building a contact list
Access from any device (remote or in office)
Cons
Some features are locked behind more expensive tiers
A slightly better designed UI for readability would be great
Likelihood to Recommend
HubSpot CRM is a great lead generation tool and lead contact aggregator. Browser-based, it lives online and is accessible remotely from any device. The lowest tier is also free - these factors combined makes it a viable tool for smaller businesses with a smaller sales team. As businesses grow, other tiers are available; however, pricing can be a little prohibitive and should be taken into consideration for long-term needs.
I use HubSpot to get updates from the sales team on potential deals in out pipeline. The operations team is also using HubSpot CRM to create dashboards where we can see the number of customers signed up for new products, or MALs, MQLs, and other leads. The dashboards have been really helpful for product leadership to see what's happening.
Pros
Tracking deals in the sales pipeline
Creating dashboards to track leads for specific products
Tracking sales KPIs
Cons
UI is not intuitive. If you're not part of a team that regularly uses the tool, it's easy to get lost
Sidebar navigation doesn't show you additional features that are nested
Would be nice to set some dashboards as favorites
Likelihood to Recommend
It's great for tracking when we last communicated with a lead or prospect so that we can all see what was said, what needs to be done next, and when. In the case of the dashboards, we can see how many customers have given a feature of the product a certain score. These aggregated scores are really helpful for making product decisions.
I am the Marketing Executive with my company Tri-Tronics and HubSpot has been a game changer for me. I use it for multiple different things like scheduling out our social media posts, building email campaigns, creating blogs for our website that integrate seamlessly. I also support the sales team when they are out on the road at trade shows and meet potential clients or gather leads I can create lists on the fly and send follow up emails to them or even better, send live emails to them while at the expo directing them to our sales team for increased exposure.
Before HubSpot everything was a little more difficult and tedious but HubSpot's all in one marketing platform has made not only my life easier but, our entire companies lives easier and this way we are able get things done faster, more efficiently and in return gives us more time to make an impact on our industry.
Designing emails is awesome too from a marketing perspective because while the messaging itself catches the eye so does the visual and design aspects HubSpot has to offer and we have seen an increase in how effective our campaigns are. Their CRM makes it really easy to track analytics and data so that way we can review what went right and what went wrong, button things up and make sure we are working in the most efficient way possible no matter the task. I would recommend HubSpot to anyone who needs an easy to use, effective CRM platform.
Pros
Marketing Emails
Lead Scoring
Call Tracking
Cons
Maybe allow for more freedom in email template design.
Make excel spreadsheet lists easier to integrate.
Stop disconnecting social accounts so frequently.
Likelihood to Recommend
I can't really think of any scenarios or anything where HubSpot is is not appropriate but some areas that HubSpot is well suited like I previously stated is definitely the social media scheduling. Prior to HubSpot I would have to log on to each social account and upload status', images, videos separately and set posting times live whereas now I have control of all of our social channels and can schedule out posts for our most optimal posting days and hours.
I also really love the automated workflows, it feels like I don't have to do anything and the CRM is making updates and sending things out to prospects/clients to our liking 24/7 whenever it is most appropriate. It's also really well suited for data tracking whether its my marketing team benefiting or our sales team and managers able to track calls. I know the sales team loves how well organized and grouped their lists and contacts are as it makes it easier for them to communicate within their general sector of the business.
It helps us to keep track of Creators we work with and to stay in touch / follow up with people that we are looking to partner with as an ecommerce brand.
Pros
Follow up
Dashboards
Easy to use
Cons
Making property manager easier to edit
Likelihood to Recommend
If you manage a brand or do sales, its really easy to keep a database of contacts and make tasks to be sure to follow up. Follow up is crucial in these industries, staying top of mind and HubSpot helps with that
I use HubSpot to find leads and reach out to potential clients. I use the tasks to keep up with my day to day assignments and it keeps me in constant contact with my clients as I set reminders to reach out to them periodically. Sometimes we have issues connecting out customers into our Business Central account to place orders, but we have a great support team that helps us if that ever happens.
Pros
Keeps items organied
Keeps me on track with my assignments
Has a great customer support team
Cons
Automatically connecting contacts to companies if they share a domain
Confirming that the domains entered are valid and correct
Allowing larger picture sizes to be documented in the notes and calls
Likelihood to Recommend
It is great for marketing purposes and reaching out for cold calls to build leads. It could use some work on letting you know which specific contact opens an email when multiple address from a company are receiving a message. It would be nice if we could know the time zone that companies are in as well, in order to plan out the tie of day we make a call to a client. (Ex. EST, CST, MST, PST, etc.)
VU
Verified User
Representative in Sales (Consumer Goods company, 51-200 employees)
I use HubSpot CRM mainly for email outreach, scheduling meetings, and automating tasks with features like "Sequences." It addresses business problems such as manual task management, inefficient email campaigns, and bottlenecks in the process of scheduling. The scope of use spans across the marketing department, playing a key role in marketing strategy development.
Pros
Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
Automation for follow-up : With its feature called "sequences", follow-up emails made easy.
Cons
It is more helpful if HubSpot CRM can provide notification or email to the user whenever the email is disconnected with the HubSpot calendar.
Even though it has seamless integration, it would be better if it integrate more other tools or third party tools.
It has good user interface but when it comes to create advanced reports then it is not easy for the people, who have less technical expertise.
Likelihood to Recommend
The well suited scenario is when I want to follow up to the people whom I reached previously. With the feature "Sequences", it automatically sends the follow ups, who didn't replied in the previous days. This also helped my sales team to close the deals. The less appropriate scenario is when we want to do deep customization.
HubSpot CRM allows me to have a consistent and smooth workflow generating new leads for the business. It has streamlined my process to be able to work efficiently through very busy days. It allows me to create smooth processes that are automated so even those small details are being accounted for. Overall, it creates a great environment and works in how I want to plan my day accordingly.
Pros
Sequencing
Templates
Integration
Cons
Texting Functionality
Closed Won / Closed Lost page
More filtering functionality
Likelihood to Recommend
Completing bulk tasks on leads to clean out the pipeline is a strong suit for HubSpot CRM. Also, having sequences that allow for automatic contact with the lead generated. This allows you to work on other leads while still getting to every lead. The clean look and outline on using HubSpot CRM makes work very efficient.
VU
Verified User
Employee in Sales (Consumer Goods company, 51-200 employees)
We use HubSpot CRM to track everything with our clients. I am notified of every email that goes in and out, and it keeps me perfectly up to date on where my clients are in the purchasing process.
Pros
Tracks communication between clients
Adaptable in how it organizes information
Reporting performance related data
Cons
Better automated task functionality
Having one window you can operate out of, I typically need multiple tabs open to work efficiently.
Likelihood to Recommend
HubSpot CRM excels in allowing me to stay up to date on my clients. I am notified of every email, note, and task that is put on contacts I am following. This keeps me aware throughout the day of where I can best utilize my time and attention. I wish there was a more easily customizable automated task system, to follow up thoroughly when needed.
VU
Verified User
Employee in Sales (Automotive company, 51-200 employees)
