What is our primary use case?
I have been using HubSpot CRM for at least eight years.
My main use case for HubSpot CRM is to manage my pipeline and all my customer relationships, handling everything to do with calls, notes, and emails.
In my day-to-day, all the meetings that I take are transcribed by Fathom, and those Fathom notes are pushed into HubSpot CRM, allowing me to move them to stages. I also use Breeze to move deals from one stage to the other, which helps me keep on top of things with the deals that I have and manage.
What is most valuable?
The best features HubSpot CRM offers include managing outgoing and incoming calls, so everything is managed through HubSpot CRM, including call transcriptions and conversations, ensuring that nothing falls apart.
I find the integration with call transcription and conversation tracking especially helpful, and all the emails that I send from my Gmail are synced to HubSpot CRM, allowing me to know who opens my email and who clicks the links I send. This means I don't have to go to HubSpot CRM specifically; I can manage everything from Gmail.
HubSpot CRM has positively impacted my organization by ensuring that things do not fall through the cracks, allowing me to keep track of all the opportunities and move them from stage to stage and status to status.
What needs improvement?
To improve HubSpot CRM, I think they should have a sequence feature like how Outreach or SalesLoft has it, and possibly incorporate a Gong-like feature where you can give feedback and receive feedback from all the conversations you're having with prospects and customers.
I would love to see a Gong.io-like feature integrated into HubSpot CRM.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
HubSpot CRM's scalability is pretty good.
How are customer service and support?
The customer support for HubSpot CRM is fantastic.
Which solution did I use previously and why did I switch?
Before using HubSpot CRM, I did use Salesforce, but it was for a different organization. Since I operate my own startup, I don't think I can actually budget for Salesforce, which is more expensive than HubSpot CRM. HubSpot CRM gives me all the features I've wanted and probably more than what I want, so I chose HubSpot CRM for my business.
What was our ROI?
I don't think I can quantify time savings or ROI; HubSpot CRM just does the job for me. I don't have any other CRM, so I've been using CRM for the last 15 years, and HubSpot CRM helps me get the job done. Without HubSpot CRM, I don't think I can manage my customer relationships.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing has been pretty straightforward; HubSpot CRM offers a zero human sign-up to try and no pressure calls with their salespeople, which I really love about HubSpot CRM, as they're not pressuring me to meet.
Which other solutions did I evaluate?
Before choosing HubSpot CRM, I did evaluate other options; I was using Excel sheets, Google Spreadsheets, and Pipedrive, which is pretty good for sales, but Pipedrive doesn't have as many options or features as HubSpot CRM.
What other advice do I have?
HubSpot CRM is deployed in my organization on the cloud; it is subscription-based and hosted on the cloud, so HubSpot CRM is not on my premises or hybrid.
I'm not sure which cloud provider is used for HubSpot CRM; I just purchase a subscription from HubSpot CRM, and maybe they manage which cloud they select.
Regarding HubSpot CRM's AI capabilities, I think it's super secure, and I believe in the founders, philosophy, ideology, and people behind the product.
In terms of accuracy and reliability of output, HubSpot CRM is pretty accurate; I haven't come across something that is not accurate.
My advice for others looking into using HubSpot CRM is that it's a great CRM, especially for startups and new products and services; it's easy to use with mobile apps, web-based applications, and the extension for Google Chrome that integrates with Gmail is amazing. I think that's the starting point for cloud-native companies.
I would rate HubSpot CRM a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.