Great Service helps sales go smoothly and quickly never lose a customer.
May 27, 2022

Great Service helps sales go smoothly and quickly never lose a customer.

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

Overall Satisfaction with HubSpot CRM

HubSpot makes it super easy to track my clients, set tasks to follow up, automate email campaigns, and make sales much faster. Overall my experience has been very positive. I haven't had too many things to complain about when it comes to the user interface in HubSpot. Overall I usually get a few too many emails but other than that it helps me manage my pipeline very effectively.

Pros

  • Tasks keep me effective throughout the day
  • Organizing my deals to make sure nobody slips through the cracks
  • Setting up initial contact emails to respond to all leads.

Cons

  • having deals notes, meetings, calls, and tasks separate from the contacts.
  • the Kixie integration could be more streamlined
  • There are a lot of notification emails for things that aren't super relevant and it's difficult to find where to turn those off.
  • It has helped me double my revenue goals since working with it.
  • Made my deals flow much quicker
  • Nice email integration
HubSpot is significantly easier to navigate for the first-time user than other software I've used in the past. I was able to figure out the majority of things on my own without a lot of issues. Overall the setup to get rid of unnecessary email notifications can be a little confusing since there are so many options to pick from.
It has helped us connect and coordinate the two much faster and more quicker. We are able to make connections quickly and effectively between leads generated through marketing to qualified prospects. The sequence analytics have been very helpful in determining the quality of leads coming in and how we can adjust our marketing to improve lead caliber.

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

Tracking my deals works great. I've been able to specifically organize exactly where all my clients are in the deal flow and keep them all progressing so I don't lose people in the cracks. Making a lot of calls the caller integration isn't awesome. I usually just have to work manually through the caller.

HubSpot CRM Feature Ratings

8.6
Customer data management / contact management
7
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
7.0
Lead management
Not Rated
Email marketing
7
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
6.0
Custom fields
6
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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