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 makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
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 Great for online appointment bookings. Good for taking payments. Good for onboarding new clients. Integrates with your website. Integrates with Facebook Pages. 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 Payment collection: We want to have an option to allow clients to choose the amount they wish to pay. Improved ease of use with forms. 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 Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
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 I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
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 I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
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 I have no clue I'm assuming that we would not have people making appointments with us if we didn't have this service Read full review ScreenShots