Unable to migrate tasks, notes, attachment s

we cannot migrate the tasks, notes, attachments etc. of the deals and companies.

sales

na

data is not being shared well.

Great tool, a few kinks

This is a big cost for us, and we are overall pleased with the great set of tools, and wonderful customer service. That said, there are a few kinks, including Deals not including associated communications, etc., that create inefficient workflows for us as a team. It is also a little disappointing that we cannot have access to some of the automations since we are not at the highest level account, as it simply is beyond budget for us (though I understand this is simply your cost structure).

Business development & outreach to secure business partnerships as well as customer service.

Customer service availability via phone

A few missing pieces where we feel things should automatically connect and associate in HubSpot, but it does not (Deals not showings contact/company emails communications), as well as lack of automation in some places. Automation can be fairly complex to set up.