HubSpot CRM is one of the best tools to get workflows to move quicker in any business
March 16, 2023

HubSpot CRM is one of the best tools to get workflows to move quicker in any business

Roberto Gonzalez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for communication and tracking orders and request revisions. All information is now tracked through this system. It also tracks our revenue as well.

Pros

  • Organizes workflow
  • saves emails
  • tracks revenue

Cons

  • save filters correctly
  • ability to change deal/ticket descriptions to match current systems
  • time saving
  • Organization of work flow
Overall this program is great and we use it everyday for all jobs coming in and out. The communication within our organization is now solely through this program and is helping to move projects through the pipeline smoother than the other programs we have tried. Getting notifications through our other devices is also very helpful so we miss less questions or concerns from our fellow team mates!
We have had a positive impact overall with HubSpot CRM with communication. Now that we solely use HubSpot CRM for communications instead of email text messaging voice calls and 2 other programs all communication for each project is linked so if anyone needs to help with a project all the information is saved to each project.
The other programs that we have used prior to HubSpot CRM were not as user friendly and each department was using different programs for communication and tracking now that we all solely use HubSpot CRM it has helped with our workflow extremely. Having the ability to save art files and invoices has helped a lot as well.

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 CRM is great at tracking and communications between sales estimators and project managers in our building. We get submitted Jot forms for orders and they could come in a bit more organized and easier to read but since a link to a cleaner form is sometimes provided that helps in most cases

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
10
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
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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