Likelihood to Recommend Hubspot CRM has helped me numerous times in following up with customers if they are not immediately ready to secure services. The reminder allows me to revisit our past conversations and follow up to see if the timing is more accurate for them to sign an agreement. The ability to log all attachments under a customer or a deal is convenient and minimizes my search time in my database of customer or company files.
Read full review It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
Read full review Pros It tracks emails including opens, clicks, and keeps a great log. I love how they give you options to build your own reports as well as some templated reports as well. It creates an easy way to work with your colleagues even if its remote positions. Read full review Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location. Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm. Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand. Read full review Cons Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey. The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited. Read full review I would like to see the ability to push annuity business into Redtail like brokerage accounts. I would like to be able to attach documents to specific notes instead of just contacts in general. Those are the only two cons that I have. 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 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 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 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 Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
Read full review Return on Investment Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management Visibility/collaboration helps connect marketing and sales efforts vs them being siloed Connection with salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot Read full review Redtail makes it easy to log customer interactions for compliance related fields. With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry. The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing! Read full review ScreenShots