HubSpot CRM

Ease of use. Once I receive a lead by email, its a simple matter of replying using the Hubspot extension and then I can modify it as a contact.

The call feature uses the computer, I wish it would just transfer to your cell phone.

This review relates solely to Hubspot's Sales module, and not the Marketing package. Our small business utilises Hubspot for lead management and conversion tracking - I can't speak to Hubspot's other functionalities in the marketing field. Hubspot's Sales free and growth bundles are great value; offering start-up businesses with the basic tools required for recording correspondence with leads and tracking conversions. However...

As your business grows you naturally seek out greater efficiencies achieved through CRM automation services (e.g. automated follow-up emails to stay front of mind with prospects) - it's at this point you upgrade to the costly Professional package because the business case stacks up, right?

This is where Hubspot falls over. Everything (I cannot iterate this enough, literally everything) you would logically expect the software to support or enable isn't available. Credit to them, their support function does try to help but they are severally handcuffed by the limitations imposed by backend engineers and software architects. The tech supports can only try to provide convoluted/half baked work around solutions but often these result in additional implications and barriers downstream.

The nail in the coffin for our business was when we tried to setup automated email sequences (a 101), but learnt that you cannot enrol contacts into these processes when sending emails 'from' the shared/team/company email (e.g. [email protected] or [email protected]) - rather, Hubspot requires users to send from their individual email (e.g. [email protected])

Have you ever corresponded with any business via a personalised email address? Whether I'm communicating with the local mechanic or Apple, I never email [SENSITIVE CONTENT] You engage with a shared mailbox e.g. sales or support or [email protected]

It's no brainers like this that force you to question Hubspot's services.

Hubspot CRM is very simple to learn and get using quickly. For most companies with 1-10 sales people it will have all the tools you need to connect your sales and marketing teams and manage leads, deals and pipelines.

Lacks some of the force actions of bigger CRMs, and the cost for sales enterprise is getting high.

Hubspot works really well for us as a notification and sales funnel program. You can automate work flows and have calls dialed immediately one after another so you aren't inputting phone numbers or having to find the next prospect to contact.

Can be overwhelming for those who are not experienced with a CRM. Because of the many functionalities, sometimes it can be difficult to get exactly where you need to be between contacts/companies. Obviously is not an issue after spending some time with the program.