Excellent at sorting your data and email sequencing for automatic emails to reach out to prospects
December 16, 2021

Excellent at sorting your data and email sequencing for automatic emails to reach out to prospects

Bill OLeary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot on a daily basis to contact prospects and potential clients. I frequently use sequencing emails and have great success with that feature. I also use the calling feature where I call out directly from HubSpot which is convenient and very quick and has no problems with that.
  • Email sequence
  • Calling directly from the CRM
  • Maybe work on eliminating a few of the clicks that need to be done to save a little bit of time. For example when making a phone call maybe just have a one-call button the Diles immediately as opposed to opening a window and then pressing the call button. That could save a little bit more time and a few more contacts could be made.
  • We have been able to target our market better by using different pipe lines
I believe HubSpot is probably one of the most robust CRM's that I've used.
We can easily share records and notes back-and-forth by using the different pipelines
Being able to set up separate pipelines and the email sequencing makes it very easy to use

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

For keeping track of leads and prospects it is great. But I think adding a quick call feature button would make it perfect.

HubSpot CRM Feature Ratings

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