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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.

The tech supports can only try to provide convoluted/half baked work around solutions but often these result in additional implications and barriers downstream.
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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. Everything (I cannot iterate this enough, literally everything) you would logically expect the software to support or enable isn't available.
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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? And ultimately, it's going to provide you with the answers that you need, whether or not this is going to be a good fit going forward.Ĭons: As your business grows you naturally seek out greater efficiencies achieved through CRM automation services (e.g. There's certainly no risk getting started with that. Figure out whether or not it's going to work for you, and get a true feel of how it works, which can be phenomenal when you're trying to roll out a software to someone. If you're considering HubSpot try the free CRM, it is the best way to get into the interface. So how all of the properties and fields work together, and then you can really design a system that will sync for you. What I would recommend to anyone getting started is really spend some time learning about the architecture behind HubSpot. They've got good import tools, they've got phenomenal support. That's a great way to get started for any business, and figure out whether or not it's going to be a good fit for your particular needs. Getting started with HubSpot was really easy because they offer the free CRM.
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And now, we're using the full stack of marketing and sales tools that HubSpot has to offer. We realized there were so many incredible features like everything in the sales hub, from the pipelines, to reporting, and everything started to fall into place from there.
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It allowed us to grow our email outreach at a much larger scale with much less manual work than we were doing in the past. So we initially really loved HubSpot because of their sequences feature. And also start doing email outreach at scale, which really helped us grow our business. And moving onto HubSpot allowed us to streamline all of our contacts in one very easy to use system. We had dabbled with a system called ToutApp in the past, which was a bit of a nightmare. We didn't really have a good system before HubSpot, it was a mishmash of spreadsheets. I work in the software as a service industry, and I would give HubSpot a five out of five. Businesses that are thinking bigger, or more long term, with respect to future growth might want to go for a fully- equipped scalable solution like Zoho right out of the gate.Peter: Hi everyone, my name is Peter. HubSpot suffers from limited customization options and a lack of process automation capabilities, in-depth analytics, productivity enhancing artificial intelligence features, and developer platform functions, which may not be important to small businesses with limited budgets who are looking for a quick solution, but are must-haves for larger companies. But businesses grow fast, and soon they start requiring enterprise grade functionality, which is where HubSpot fails to deliver. For example, HubSpot comes with live chat, email marketing, and telephony features.

This is because it includes a range of basic functions required by SMBs, who may not be in a position to purchase a different tool for every process in their organization. HubSpot Sales Hub is a good CRM solution for small businesses when they are just starting out.
