HubSpot! The electronic accordion file!
March 17, 2023

HubSpot! The electronic accordion file!

Katlynn Hansford | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot for managing my contacts and deals. Kind of like and accordion file for all my possible customers. The problem HubSpot addresses is file organization for all of our leads and customer information. It is a great way for me to stay on top of my call backs and incoming leads. We also send text messages and emails through HubSpot which works great in getting customers to give us a callback or even communicating on text message and email.

Pros

  • Organizes contacts
  • Documents customer information
  • Scheduling Callbacks

Cons

  • Lead status could use a little improvement as it is slow to change when moved down the pipelines
  • Text messages could be improved sometimes it’ll kick me out and I can’t send detailed messages
  • Emails could send a little faster but isn’t not a big deal
  • Revenue growth
  • Increased customer return
  • Shorter deal cycles
It’s super easy to use. Everything is labeled perfectly so you know where everything is. You can create your own labels. Compared to having everything on paper this is definitely a lot more organized and nothing gets lost which is the best part. I would definitely recommend HubSpot to anyone. I mean what’s not to love about it!
It has helped us align our cooperation with our marketing teams and to see where and what marketing our sales are coming from. The cause of cancellations and what marketing we can put out to improve sales and keep our cancellation low. Keeps not only us but our colleagues informed of what zip codes are booming with sales and areas that aren’t so we can put our money and marketing where it really matters.
HubSpot is simple compared to Zenoti. Zenoti is also pretty slow and a lot more complex when inputting any customer information. The labeling was also confusing as it sometimes would be used for something that to the company made sense but to the employees it wouldn’t make sense. I selected HubSpot because my company chose HubSpot.

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

It’s just so easy to use and it is very organized and for anyone looking for something that is going to keep you organized and on top of your work it’ll definitely be HubSpot for sure. I mean you can even set call back dates and you’ll be notified when they need to be called back. And all their information is there.

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
Call center management
10
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
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
10.0
Mobile access
10

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