HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
Jobber
Score 7.3 out of 10
N/A
Jobber is field service management software from the company of the same name in Edmonton, Alberta.
I have used HubSpot CRM to help grow and scale companies which range in size from SMB businesses owned by one person up through enterprise companies doing hundreds of millions in revenue. There are not any use cases where HubSpot CRM has not been able to suit the needs for what we've needed from it.
When you have a lot of techs out in the field, Jobber helps to keep track of who is assigned to which job. This lessens the likelihood of miscommunication or having jobs "fall through the cracks." Techs do not need to physically come to the office for their assignments each day which saves time and money since they can access their Jobber assignments through their phones.
Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
Automation for follow-up : With its feature called "sequences", follow-up emails made easy.
The recurring job feature was key to our decision in selecting Jobber. There's a lot of flexibility in how you schedule recurring work. I especially like that you can select the frequency (weekly, monthly) coupled with either a specific date or day of the week/month.
Client email reminders help our clients know when we're coming and provide an important point of contact. Customizing the email was easy.
Client overview. It's extremely helpful to be able to view a client's record and see the upcoming visits along with the completed work.
A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)
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.
I give it this rating because when I first joined the team here I had never used HubSpot before. Within a week I was up to speed on the CRM and knew pretty much how to use it based on its user friendliness. The different tabs on the side and organization of the site did not make me anxious when I first started which is hard to say for most CRM platforms because their can be A LOT going on on but, HubSpot has been my favorite CRM thus far and being in marketing the last 7, going on 8 years now I have worked with PLENTY of CRM's
It is usable in multiple settings, but in my opinion preferably for small to medium-sized organizations. It covers the process as a whole and can be used in any segment (from creating a quote to client communication). The mobile app is very usable, intuitive, and especially useful for people working in the field
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.
There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.
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
I have used two other CRM systems; they were in-house at my company, so I can't search for them in the list. Previous CRM systems ran very sluggishly, lacking many features such as transactions. Very often, they did not add sent emails or added them incorrectly. Adding contacts was unintuitive and had a lot of mandatory fields that had to be filled in manually, as this system did not download data online. There was no option to search if a lead existed; there was a function that theoretically should have notified of a duplicate, but only after the entire long list was filled out.
We can raise the tickets easily from HubSpot only. There is no confusion about that.
There is difficulty raising tickets from Hubspot as once it is resolved, we will not be able to check again on the deal overview that needs to be solved.
HubSpot is very good compared to Salesforce and Zoho, as I have worked on all 3 till now.
This has helped us keep costs down by routing our jobs more efficiently. Specifically, it saves tons of time in routing the jobs, but also saves time/fuel for our drivers.
