HubSpot: automation cooperation
July 26, 2022

HubSpot: automation cooperation

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

Overall Satisfaction with HubSpot CRM

I currently use Hubspot to keep and manage all business contacts. I also use Hubspot to help automate and track certain processes like emails. This allows me to troubleshoot different email formats and compare their success rates, automate my processes by creating tasks, and have a tangible way to review my past work.

Pros

  • Email Tracking, it will show how many opens, clicks, and replies each email template gets.
  • Categorizing contact lists. It provides an easy, quick search based on the characteristics of contacts.
  • Provides an easy way to create tasks. Helps automate the sales funnel process.

Cons

  • When using an email template, there is no paste option for the email itself.
  • A bounce check for emails.
  • Easier email formatting options.
  • Customer growth.
  • Overall business growth.
  • Faster process.
I have not used other CRM software, as HubSpot is my first one.
HubSpot provides a unified layout but is still able to keep contacts separated between team members. Things do not get confused or lost among team members too often, and most questions are solvable without needing to ask the other team members. HubSpot has exponentially helped out team grow and improve together.

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

HubSpot is well suited for anyone in sales with a multitude of contacts with many different characteristics. The capabilities of lists and tasks make it easy to develop an efficient way of reach-outs, follow-ups, and closing. It is also excellent for any business that needs a functioning database of customers and their contact information, contact history, etc.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
9
9.0
Case management
9
Call center management
9
Help desk management
9
8.5
Lead management
8
Email marketing
9
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
8.7
Forecasting
9
Pipeline visualization
9
Customizable reports
8
9.3
Custom fields
10
Custom objects
10
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
8.5
Social data
9
Social engagement
8
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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