Helpful
July 07, 2023

Helpful

Tennese Nathan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is used as a CRM to track customer interaction and follow ups. Also, used to send emails and appointments to new clients. Once a client interacts with our Website then there contact details are saved in HubSpot and as such it's easy to communicate with clients from there. Very easy to track as well once we interact with the client
  • Send appointment reminders
  • Log telephone or email interactions
  • Used to talk on our chatbox
  • Send emails to new or existing clients
  • HubSpot needs to brush up on their reporting tools
  • Need to able to customize certain features like create limits on the meeting links
  • Increased Rep Adoption
  • Tracking on clients definitely gives revenue growth
Definitely straightforward to use in comparison to most.
In the growing phase of our organization and new users, HubSpot was abe to communicate effectively what to do to learn the system and also the help of the overseas persons made us more informed on learning. The helpdesk was very helpful in assisting with any queries and also feedback about the system from other users were commendable.

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

When client's set multiple appointments was definitely a problem with us. Some limits needed to be implemented there to not allow clients to do as they please. It really assisted in tracking previous interactions and future and the chat is really fine. Just need to allow customizing certain stuff for anything

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
7
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
5
Interaction tracking
8
Case management
5
Call center management
9
Help desk management
5
Lead management
8
Email marketing
8
Task management
4
Custom fields
5
Custom objects
5
API for custom integration
5
Role-based user permissions
8
Single sign-on capability
8
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
8
Mobile access
8