Our business was in a workflow rut and HubSpot was the solution!
October 08, 2021

Our business was in a workflow rut and HubSpot was the solution!

Chris Schlesinger | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We are a mobile First Aid & CPR training company that comes to businesses and homes to teach classes. The logistics of scheduling each class is challenging and HubSpot CRM has been a huge help to make the process as easy as possible. Post-class tasks are also flowing better since we started using HubSpot CRM.
  • Workflow.
  • Tracking clients.
  • Task reminders.
  • Occasionally load time lags for all of our users.
  • Workflow! We went from a small business tracking clients on Excel, to a quickly expanding business that can handle more volume.
  • Revenue growth is up 100% in 3 years.
  • Our growing staff can share their work. It's helped build a sense of teamwork among them.
I have not used other CRMs.

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

It took some planning to adapt HubSpot CRM to our workflow of scheduling classes, teaching them, and handling post-class administrative duties, but it was well worth it. We have started to use it for traditional sales work as well.

HubSpot CRM Feature Ratings

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