HubSpot is great for workflows!
November 20, 2023

HubSpot is great for workflows!

Patty Ellis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to track all my Leads for Marketing Campaigns for our Franchises. I work with the Support Office for our Staffing & Recruitment Franchises. For me, HubSpot is basically a database with automated workflows that generates analytical reports. The workflows allow me to track the Contacts via voicemails and emails in a progressive flow and keep me on target. HubSpot can also be configured as needed; ex adding a column, set view, etc. The data can be exported to Excel for formatting the reports. The Call & Email Analytics are very helpful in tracking the progress of my Campaigns. Updates to HubSpot have proven to be helpful.
  • Workflows
  • Organized Data
  • Analytical Reports
  • Additional ability to add data info on page view
  • Additional analytical for measuring the data
  • Additional features such as email verifier

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 track marketing campaigns in HubSpot of Leads I am pursuing for appts for our franchise owners. It is a very detailed 12 week (total of 17 weeks) of mailers, calls, voicemails, emails, etc. HubSpot helps me stay on track to complete the campaigns.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
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
2
Task management
2
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
2
Custom fields
2
Custom objects
5
API for custom integration
Not Rated
Role-based user permissions
2
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