Helps growing small businesses in providing excellent customer service
December 18, 2023

Helps growing small businesses in providing excellent customer service

Julian Gutierrez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM helps us organize our clients' data, enabling us to personalize our strategies based on their needs and preferences. With HubSpot CRM, we can easily categorize and segment client profiles that we believe can best consume our marketing messages. Inline with our belief in inbound marketing, our content strategy is aligned to help our clients find the right insurance product they need easily.
  • Being able to segment the prospect based on where he/she is in the sales funnel
  • Organizing communications between our team and clients or prospects
  • Reporting for analytics
  • More flexibility (I might need some Marketing Hub features soon. Marketing Hub is a lot more costly yet I won't need all the features anytime soon)
  • It made my team track customer and prospect activities
  • Through reporting, we can easily track if we are within our sales goal during a specified period
  • Simple automation support our operations infrastructure
Haven't used any, but I believe HubSpot is on the "easier to use" side.
Years ago, when I decided we needed a CRM software, I started exploring Sales Force but I was overwhelmed by its interface. After stumbling upon HubSpot, my first impression was its interface was more into my liking.

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

I believe HubSpot is best for small businesses like ours, who want to organize its growing customer (and leads) data at the same time improving customer experience. Businesses with thousands of clients or customers can make use of HubSpot to its advantage, to help businesses, through its sales representatives connected to its clients.

HubSpot CRM Feature Ratings

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