Overall Satisfaction with HubSpot CRM
HubSpot helps our team organize and keep track of all incoming leads and customers. We schedule calls, email, text, call, and record meetings in the CRM. It provides seamless communication between our team (sales) and others in our company. We keep detailed notes and records of deals and interactions with leads and customers. HubSpot also allows us to forecast and track our yearly, quarterly, and monthly sales goals. Detailed reports are easily auto-generated. It helps us automate certain tasks that would otherwise take hours to execute. We're able to save email templates, create sequences, set tasks, and employ a rigorous follow-up strategy based on a lead's activity. HubSpot easily integrates with other tools, so our GoogleWorkspace is always updated with activities completed in the CRM.
- Keep detailed data on contact records.
- Deal forecasting
- Report generation
- Call recording
- Text message integration
- Expand features of the meeting calendar (Calendly has the best options and flexibility. Webinars, group meetings, custom availability, etc. )
- The new goal setting is still in beta and has been confusing to navigate
- Learning how to use and create workflows can be VERY confusing. It takes a lot of reading and sometimes calls with support.
- Detailed reports
- Increase in contact
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
HubSpot CRM Feature Ratings
HubSpot CRM Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
I was having trouble with figuring out how to get a workflow to work the way I needed it to, and the support team member spent a lot of time on the phone with me. When we didn't reach a solution over the phone, she emailed me that same afternoon with a solution.