Likelihood to Recommend As I am highly satisfied with the working of Apteama CRM I would like to recommend it to everyone with all sizes of the firm as it is ideal for firms from small to large ones. With its features, I can guarantee the best CRM solutions along with marketing automation. Although I am looking forward to it to offer more customizations.
Read full review So there was a deal I was not able to find in all pipelines, basically in all deals view. Then I shifted it to a deals stages-wise view. It helped me understand how many deals I have in follow-up stages to keep following up on time. I will not miss any follow-ups, especially the ones that are very important to take. So that's what I like about HubSpot: they have views.
Read full review Pros Simple: it isn't too convoluted with too many features Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth Read full review Easy-to-use platform, simple navigation, and data entry that creates a good user experience. Integrations with critical software and platforms across all arms of our business. In-depth analytics that provides clear data on staff and organizational performance (i.e., revenue and sales tracking). Logging of communication to easily refer back to previous emails/calls/etc, including call recording, which is also useful for compliance and training. Read full review Cons I was expecting some more flexibility in it. Its customer support is highly non-vigilant and should learn how to work responsibly. Read full review There are some limitations on report building. They need to have more options to add to the x/y axis There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense. It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job. Read full review Likelihood to Renew To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
Read full review Usability Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies.
Read full review I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.
Read full review Support Rating Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue.
Read full review Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
Read full review Implementation Rating If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Read full review Alternatives Considered IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it.
Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Read full review Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like
Salesforce , required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.
Read full review Return on Investment Improved interaction with customers for incident management. Greatly improved opportunity management. Lead management for marketing is improved and centralized. Read full review HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information. The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version. The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in Read full review ScreenShots