Making client and prospect outreach easy!
March 29, 2024

Making client and prospect outreach easy!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I want to send email sequences to clients easily so that I can stay present in their inboxes and front of mind for opportunities to support their needs. I send out at least one multipart sequence a month to active clients and a weekly sequence to prospects. Hubspot makes it easy to send them and track engagement.
  • Email sequences to active clients and prospects.
  • Email templates for making emailing quickly to common questions from clients.
  • Tracking engagement across every email that I send.
  • I would love a report that shows who engages with a sequence from most to least, not just the top engagers.
  • I wish I could enroll more than 50 contacts into a sequence at a time. This would save me time when enrolling in a list and prevent me from having to go page by page.
  • I am able to quickly and easily create a sequence to share marketing collateral, use conversation starters, and see who is interested.
  • I can easily send a routine email using a template rather than having to write it repeatedly.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Tracking when a client or prospect was last contacted tracking what a client or prospect engages with precisely so I can determine their interests and what I can use as talking points in future conversations.

HubSpot CRM Feature Ratings

Customer data management / contact management
Not Rated
Workflow management
10
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
8
Case management
8
Call center management
Not Rated
Help desk management
10
Lead management
8
Email marketing
9
Task management
9
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
9
Pipeline visualization
10
Customizable reports
10
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