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    Financial Services

Great experience using hubspot

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
Ease of use
Analytical insights into existing and closed deals
What do you dislike about the product?
- Sometimes hard to manage lots of deals
What problems is the product solving and how is that benefiting you?
Being able to keep track of all my deals, whilst having notification reminders


    Lucia P.

Good

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
The task setting is definitely the best..
What do you dislike about the product?
Sometimes it doesn't refresh properly...
What problems is the product solving and how is that benefiting you?
Keeping track of calls and contacts that would get lost otherwise


    Anton D.

First time using it - Wish I'd have adopted it sooner

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
It's fantastic. i've not used it before this role and I found it really easy to learn how to use and really appreciate the automation side of it. I use it near enough everyday and can't imagine not using.
What do you dislike about the product?
It would be handy if I could edit sequences to enrolments even if the sequence was already underway. I've had a few situations where I've made a mistake in the email and thee's nothing I can do to stop it other than unroll and start again which can be time consuming.
What problems is the product solving and how is that benefiting you?
The amount of people who I need to contact - makes it so much easier and quicker as I can do it bulk


    Lauryn B.

Easy to use and love their customer enablement materials

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
I love all the guidance Hubspot provides (through their blogs, for example) on how to establish the most effective sales process.
What do you dislike about the product?
Sometimes it feels like there's so much offered that you aren't sure if you are using all the platform has to offer.
What problems is the product solving and how is that benefiting you?
Hubspot easily allows us to manage our prospects and customers in one place.


    Financial Services

Very Professional Tool

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
Optimize time and help sales people to sell at is best.
What do you dislike about the product?
Many things can be improved, for example send mail to companies
What problems is the product solving and how is that benefiting you?
Saving time.


    Bram H.

Use Hubspot daily for email campaigns and customer management

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
HubSpot has been a cornerstone for our business, especially with its startup-friendly package, making it incredibly cost-effective for our early-stage needs. Its comprehensive CRM capabilities facilitate seamless client outreach through targeted email campaigns and efficient customer management. The platform’s intuitive design aids in managing targeted account sales with ease, providing valuable insights for strategy refinement.

Additionally, HubSpot's robust reporting tools are a boon for shareholder communication, offering clear insights into business performance. Overall, HubSpot combines affordability with powerful features, making it an ideal choice for startups looking to scale efficiently.
What do you dislike about the product?
It lacks LinkedIn outreach automation, requiring additional tools for this and for sourcing contact information. The link with LinkedIn Sales Navigator also presents issues.
What problems is the product solving and how is that benefiting you?
Efficient Client Outreach: HubSpot streamlines and enhances email campaign management, making client communication more effective and trackable.

Comprehensive Customer Relationship Management: It provides a centralized platform for managing customer data and interactions, improving customer service and relationship management.

Targeted Sales Strategies: HubSpot aids in segmenting leads and managing targeted account sales, allowing for more tailored and effective sales approaches.


    Sarah Y.

Easy to Use

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
Hubspot is intuitive to use and helps me keep track of all clients/potential clients in my business.
What do you dislike about the product?
There have been some outages where Hubspot was unavailable for a few hours at a time on separate occasions.
What problems is the product solving and how is that benefiting you?
Hubspot organizes all of my leads for me and makes it easy to keep track of who I have/haven't called.


    Insurance

HubSpot has been a great way to keep track of everything!

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
The calendar linking and automatic email logging
What do you dislike about the product?
Little bugs that could be fixed, or the fact that I can't choose to not sent out an email invitation to a meeting.
What problems is the product solving and how is that benefiting you?
Ensuring that our saturated market is keeping track of our leads appropriately and allowing us to work well and jive as a team


    Christina B.

Very informative and helpful representatives

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
I really appreciate how patient and helpful the Hubspot representatives are. They are all very knowledgeable and are always willing and able to help!
What do you dislike about the product?
There are some features that are missing that could be helpful such as specific types of charts and graphs.
What problems is the product solving and how is that benefiting you?
Hubspot is helping with customer communication and with tracking customer activity and sales pipeline progress.


    Insurance

All-Around Solid CRM

  • November 20, 2023
  • Review provided by G2

What do you like best about the product?
-HubSpot's inter-connectedness is always helpful when dealing in a Client-based industry. Being able to seemlessly jump from Deals, to Companies, to Contacts makes utilizing the site a breeze
-HubSpot's abilities to add custom objects is helpful, as, in boiler-plate form, it is missing a lot of potential when dealing with specific industries. Custom objects alleviate this greatly
-HubSpot's automations have made utilizing my role 10 times easier, especially when integrating with outside programs (which HubSpot does very well)
What do you dislike about the product?
One of my only major gripes with HubSpot has been it's hardcoded designs. Custom Objects has alleviated this issue significantly, but being unable to rename certain objects gets confusing, especially when onboarding new team members - certain things have to be used for certain purposes, but their naming designation under HubSpot does not reflect our use for it, but we are stuck with it being under that designation
What problems is the product solving and how is that benefiting you?
Scaling and team integration