Perfect for all insurance sales agents!
August 23, 2022

Perfect for all insurance sales agents!

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

Overall Satisfaction with HubSpot CRM

I use HubSpot to organize my daily routine. I input my clients and potential new clients and the program then allows me to schedule various tasks with my clients. I can record all information in the same spot with HubSpot. It also allows me to schedule emails to large groups of people, saving me time during my day to do other tasks vital to my job. The HubSpot program is essential for reaching out to prospective new clients while maintaining my time at work on the other task at hand. I highly recommend users to try HubSpot!
  • Organize client info.
  • Schedule emails to large groups.
  • Organize and maintain a detailed schedule.
  • Allowing more than one person to have the same contact info.
  • Reaching more clients daily.
  • Guiding next steps in sales process.
HubSpot is a one-stop shop that allows me to track all necessary steps in the sales process in one place.
All of our marketing fliers and email outlines are uploaded into HubSpot, saving me from creating my own or finding them in another place. Easy, user-friendly!

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?

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 is perfectly suited for the insurance world. It is a great “data hub” that allows for all information to be maintained and stored in one spot. It also is user-friendly and easy to access, change, and input new information.

HubSpot CRM Feature Ratings

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