A helpful tool for businesses with customers
December 05, 2019

A helpful tool for businesses with customers

Marlene Boggs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

At Hummel and Plum, we're using HubSpot to keep track of our sales, customers, and the interactions we have with them.

We use HubSpot to keep tabs on the connections we have with our customers so we can ensure the highest level of customer service. Right now our office is the only one using HubSpot as we're in a testing period to see if it is what we'd like to use.

Pros

  • Increased awareness of customer interactions
  • Higher follow-up rate
  • I LOVE THE TEMPLATES FOR EMAILS

Cons

  • took some time to get familiar with how to use
  • without paying for some of the additional tools there is limited functionality
  • Higher levels of customer service
  • Better visualization of current deals
  • A more systematic approach to sales
  • Higher closing ratio on sales
I'm not entirely sure because this is the first real CRM that I have used. At our office we have an Agency Management System, AMS, but its functions seem quite limited.

With our current AMS we aren't able to set up email templates, track interactions with customers automatically, link the customer profile to their social accounts, view the current sales and what progress they've made, and many more.
I would certainly recommend this product to our other offices as it has greatly helped here. We have seen higher customer satisfaction because we're following up more appropriately, and we can track when we last interacted with someone. All things considered, I would definitely recommend HubSpot CRM to a colleague because it is a great tool, even with the free version.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
Not Rated
Mobile access
8

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