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All service based companies NEED HubSpot
April 27, 2023

All service based companies NEED HubSpot

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

Overall Satisfaction with HubSpot CRM

In looking for better automation in hopes to increase closing ratios, HS CRM has allowed us to accomplish both.
  • email templates
  • client data visibility and activity
  • email marketing
  • I'm unsure of how the email automation works, it's not clear to me
  • attachments to contacts are not able to be emailed.
  • sales appointment fields are not auto populate using property addresses
  • Our closing ratios have improved due to the ease of lead followup
HS Academy is a very useful tool when learning how to navigate HS.
HS is much more user friendly and has allot more capabilities overall.

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

any service based company can use HS CRM!

HubSpot CRM Feature Ratings

5.5
Customer data management / contact management
10
Workflow management
6
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
1
Interaction tracking
6
1.0
Case management
1
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
8
Email marketing
9
5.0
Task management
3
Billing and invoicing management
Not Rated
Reporting
7
7.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
7
4.3
Custom fields
9
Custom objects
3
API for custom integration
1
3.0
Role-based user permissions
5
Single sign-on capability
1
1.0
Social data
1
Social engagement
1
1.0
Marketing automation
1
Compensation management
1
9.0
Mobile access
9

Using HubSpot CRM

8 - Sales, customer service, marketing, management
3 - Admin staff keep data and contacts and tags up to date regularly
  • customer retention
  • sales closing ratio increase
  • email marketing
  • We've streamlined sales lead followups
  • Simplified and refined email marketing
  • Sales
  • email automation
Cost is a big factor in expanding our current and ongoing use of HS.

Evaluating HubSpot CRM and Competitors

Yes - Constant Contact. Didn't offer everything HS does.
  • Cloud Solutions
  • Scalability
  • Ease of Use
The scalability was key for us.
I feel like more detailed training from HS or demo's may have changed on what we started with. It will definitely be a factor for our renewal and possible expansion of use.