If anyone is interested in having a true CRM for sales, with everything that comes with that with reporting etc, please reach out.
We are excited to be able to integrate quotes and tasks into “deals” on Hubspot to track and report on quote and sales activity. We also have bidirectional integration on contacts, you update a contact in one system and it syncs in the other. Very handy if you use the hubspot App to make calls and track interactions etc.
We have also moved event messages into Hubspot with workflows for different trigger points along the deal pipeline (new deal, deal approved, deal commenced) for client communications as we find the data in Hubspot with email opens and clicks etc, and the level of detail we put into the messages alot better.