Item: HubSpot CRM
Rating: 10
Author: Darcie Meador

Use Cases and Deployment Scope

We are an insurance company and use the database for cold calling and sales pipeline tracking.

Pros and Cons

easy e-campaign creation
Easy integration with our call system
ease of tracking pipeline

we chose to use an external call system, as HubSpot's was expensive and inferior

Return on Investment

we have been able to bring on board employees and they can see our customers
it is increasing the potentials for sales

I don't have a ton of experience with CRM software, but it only took about a week to learn basically everything I need to know for my job. It is self explanatory and the HubSpot Academy helps in showing more technical things to do.

Alternatives Considered

Sales Force Assistant

HubSpot is easier to use, but Salesforce is superior in sales specifically. We need something superior in marketing automation.

Key Insights

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

Other Software Used

Aircall

Likelihood to Recommend

If you are a small business, the ability to organize your clients and contacts is second to none.
When creating reports within the sales portion, the dashboards are nice, but they are difficult to create.

HubSpot for Insurance Companies

Overall Satisfaction with HubSpot CRM