Incredible support team, valuable time saving features!
January 21, 2023

Incredible support team, valuable time saving features!

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to manage our leads and marketing workflows. The email tracking is a wonderful feature as well as getting to see which pages were visited on our website and what was clicked in the emails. Being able to embed the meeting calendar on our website was also a big draw for using HubSpot CRM.

Pros

  • Meeting Links
  • Email Tracking
  • Workflows

Cons

  • Would love the ability to have more than 1 signature for meeting reminders etc.
  • It would be great to be able to adjust meeting load instead of round robin to a certain percentage like 30% to this team member 70% to this team member.
  • Would appreciate the ability to put a max number of meetings booked with each individual per day. Once they hit this max, their availability for that day would stop showing.
  • The meeting capability has increased our meetings booked significantly. We were also able to remove what used to take 3 steps to just one! This has been a huge time saver and also eliminated the need for an entire "scheduler" position at our company.
There are far more features and it organizes data in a way that makes a lot more sense than Salesforce.
The sales team can now see exactly what marketing was interacted with on the lead account. This has been hugely beneficial in our sales conversations.

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?

No

Would you buy HubSpot CRM again?

Yes

HubSpot CRM has been incredibly useful for our company and I will be honest, there is probably a lot more capabilities and features we haven't explored. While the meeting feature is incredibly helpful, it is also one of the big pain points by not being able to have different signatures for different meeting confirmation or reminders as well as not being able to limit the number of meetings booked with each team member per day.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
8
Single sign-on capability
10
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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