User-friendly and flexible to suit most industries
Updated March 16, 2023

User-friendly and flexible to suit most industries

Daemen Bray | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Use primarily as a database for digital leads acquired from multiple online sources. We implement workflows for each lead /client profile to automate regular contact points outside of usual communications and to track contact with each profile. We also use it to track the progress of the sales process and monitor the stage at which each profile is within that process. HubSpot allows us to maintain control of the processes and keep on top of each lead with a clear interface and tracking software for our calendars (appointments booked) email flows and SMS capabilities from the app. Integration is a key factor in the success of the product. I have used other databases in the past with other agencies and I can say HubSpot, while not specifically designed for the real estate industry like some of its counterparts, does just as well as it allows the setup to be tailored for the use of multiple industries.

Pros

  • Integration between software (app, desktop, emails, calendars, etc.)
  • Set up of communication and workflows
  • Accessibility through team with clear set up of accesses
  • Helpful hints and advice when building effective sales or follow up emails

Cons

  • Clearer set up of workflows from received inquiry to allocations
  • Ideally being able to send text messages from the platform rather than just the app
  • Have not used long enough to reliably say yet
As easy as comparable CRMs used in previous roles /agencies. Less specific to industry but user-friendly interface makes usability clear enough
Accessibility has improved the efficiency of the Marketing and Sales teams both in-house and satellite locations. Improved speed and efficacy of actionable changes and updates through all offices and locations
Haven't reviewed any others

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

As a nonspecific real estate CRM, it lacks certain functionality that other CRMs have such as prospecting tools with clear maps and data retention for individual addresses /owners, or property-centric email templates as a standard format. We are able to set up the functionality in HubSpot but it does not have the same purpose build of system as counterparts such as 'LockedOn' or 'AgentBox'. That said, as a property developer, the use is more than appropriate as we do not require the same functionality as a residential real estate agency would for things mentioned above.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
Not Rated
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
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
10.0
Mobile access
10

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