Very Pleased with HubSpot for Insurance purposes
Updated June 29, 2022
Very Pleased with HubSpot for Insurance purposes
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
We use it for all of our customer's contact information as well as email and communications such as text messages. We have it a bridge to Ezlynx software for us to complete our quotes and it makes our jobs a lot easier with their assigned tasks, deal, a dashboard for sales, and communication
- Ezlynx Integration
- Task Management
- Customer Contact Information
- Duplication of customer information without prompting
- Better time management which equals less time scrambling for information
Definitely better all around. The texting feature is much easier and the notifications when you get texts. The interface is much easier to navigate and it provides more opportunities to add in useful information that could be used at a later date for that customer.
Do you think HubSpot CRM delivers good value for the price?
Not sure
Are you happy with HubSpot CRM's feature set?
Yes
Did HubSpot CRM live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of HubSpot CRM go as expected?
I wasn't involved with the implementation phase
Would you buy HubSpot CRM again?
Yes