Work Flow in the Know
July 07, 2023

Work Flow in the Know

Kelli Lett | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Daily task completion - initial reach out, and follow ups, phone calls, texts, emails, reminders, client activities (opening emails or submitting new forms. HubSpot creates an easy work flow and easy see sequences of communications. I’ve used other CRMs in the past and HubSpot is by far the easiest and most organized.
  • Work flow
  • Organized
  • Visuals
  • User friendly
  • More colours to differentiate icons
  • Revenue growth
  • Rep adoption
  • Shorter deal cycles
Answered this already in very first question.
Visually easier to find what you need. Better work flow.

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

Just easy work flow. Spending less time accomplishing what needs to be done.

HubSpot CRM Feature Ratings

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