Hubspot is where you want to keep your sales and customers organized.
July 17, 2023

Hubspot is where you want to keep your sales and customers organized.

Melissa Salmonsen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use this program to set up my customers with the service asked to then send to the routing department where it gets pushed through to have the service performed and show me that it was purchased and closed. It also has kept me updated with customers that need a call back to reach out to them about wanting the service they called about by logging them in and putting them in my drip category.
  • keeps me informed with updates with customers to call
  • keeps me knowing to if customer was service and when
  • has a place to keep all my call back customers in a category
  • when the service has been purchased and closed it should not still be getting emailed to me to check on that file like it was a call back, it should get itself off repeat
  • make sales easier to look up
  • shows if the account is in route to be sereviced
  • gives me updates on who I have to call back today to see if they still want to service
It has different categories that shows you what where your account is going
this is the platform the company uses for our department in the call center.

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?

Yes

Would you buy HubSpot CRM again?

Yes

I have used hubspot when I needed to find a customer when they have called because they wanted to know when they were supposed to service, it helps me to go and check what plan they are put on and the amount that was charge.

HubSpot CRM Feature Ratings

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