HubSpot CRM: User-friendly, Efficient, Simple
August 12, 2021

HubSpot CRM: User-friendly, Efficient, Simple

John Koh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM allows us to be as organized as possible in such a hectic and fast-paced work environment, especially working in the credit card processing industry. HubSpot CRM allows us to quickly respond to merchants/reps/customers in a timely fashion to meet the high standards we hold at Wholesale Payments. The Reports tool within HubSpot CRM also allows us to see the data accurately and lets us prepare what's to come/ what we can expect in the future. Can't say enough good things about HubSpot CRM.

Pros

  • Reporting- data graph that represents the equipment that are being ordered/sent-out
  • Tickets- allows our company to quickly respond to merchants, sales reps, and our customers all at once.

Cons

  • More organized views for tickets, deals, and tasks.
  • Faster response time to merchants, customers, and sales reps.
  • Increased sales/deals
Compared to the previous software we used (ACT), HubSpot CRM is way better due to its simplicity and user-friendliness. Before our company used HubSpot CRM, our ticketing system was through Gmail, and was hard to stay organized with the influx of tickets coming in. Through HubSpot CRM we're also able to organize by each department, equipment, and much more.
HubSpot CRM has significantly increased our overall production here at Wholesale Payments Inc. Due to the user-friendly, browser-based software, it's very easy to use and get familiar with. We can't say enough good things about the ticketing system within HubSpot CRM as it's been such a huge upgrade from the previous software we used. HubSpot CRM also continues to improve its already great software.
  • Swiftpage ACT!
HubSpot CRM should not even be compared to the ACT! The software our company used previously to HubSpot CRM. HubSpot CRM is so much better in every aspect compared to the software we used previously. HubSpot CRM is a lot more user-friendly compared to the software we used previously. Since switching over to HubSpot CRM, we're able to be a lot more efficient overall.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

At Wholesale payments, we value the feedback of not only our customers but our merchants and sales reps. HubSpot CRM allows us to respond promptly to our customers, merchants, and sales reps. Hubspot automatically generates tickets and organizes them by the department in a timely and prompt manner. Through HubSpot CRM, we're able to view data of incoming and outgoing equipment/requests to prepare for incoming orders. It allows us to prepare for which equipment we need to prepare before the equipment is officially requested.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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