A Trackable Experience!
December 12, 2019

A Trackable Experience!

Alex Pachan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM and integrate it with our email. We can track email opens in real-time, responses, and auto-add new contacts to the CRM. We’re also able to revisit each of the contacts and see a timeline of all communication with that specific contact. We use HubSpot CRM across the entire organization.

Pros

  • Track emails.
  • Manage contacts.

Cons

  • Integrating one account with multiple emails.
  • Personal traits notes section in CRM.
  • We’ve been able to close clients who haven’t responded to initial proposals.
  • Follow up templates have had positive impact leading to more ROI.
The trackable email feature is huge. Templated email sequences have helped us stay in contact with hot prospects. The customizable email sequences are then tracked and traced, we can measure if we’re still on track with a prospect, or if they’ve deleted our email(s). When we see the opens without a response, we know to continue to follow up with a prospect.
Hubspot is well suited to be used with Gmail and G Suite from our experience. This could be less appropriate with Yahoo, or Protonmail. Using this to track emails, to see if a receipient has opened an email is very useful. It’s completely seamless when integrating with Chrome browser.

HubSpot CRM Feature Ratings

8.7
Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.5
Lead management
9
Email marketing
10
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
8.8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
8
9.5
Role-based user permissions
9
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
7
Compensation management
7
7.0
Mobile access
7

Comments

More Reviews of HubSpot CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM