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    Financial Services

A Sleek CRM

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
Navigating the software is pretty friendly compared to other CRM's. If I ever can't find something, I find it very useful to be able to search all of Hubspot to end up at the right place.
What do you dislike about the product?
I wish there was more ways to organize the data, such as organizing tasks by contact source. Also wish there was a way to customize the automated emails before meetings. Also the iPhone app is pretty much unusable to get anything done. It's very unintuitive and slow
What problems is the product solving and how is that benefiting you?
Managing my pipeline: scheduling follow ups, recording activity, having a way to look at my performance
Recommendations to others considering the product:
More user friendly than other CRM's I've used. Make sure to take advantage of their trial and watch the videos on how to use.


    Sonja S.

Excellent Tool for Sales Automation

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
The Sequence feature is the most useful sales tool for me to use in my sales process. It allows me to set-up automatic email campaigns in targeted customer segments. This saves me a tremendous about of time so I can focus my efforts on other important sales processes.
What do you dislike about the product?
There isn't anything I dislike about HubSpot Sales Hub. Every feature has been useful for me to help organize and achieve my sales goals.
What problems is the product solving and how is that benefiting you?
The biggest problem I've solved is sales automation. The benefit of more time for other sales tasks is invaluable.


    Torey M.

Job well done

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
I like the ease of access, Hubspot allows me create accurate templates and easily send them out to my many prospects without the hassle of updating and always having to change things.
What do you dislike about the product?
I do wish the contact names and company names didn't have to be as updated as much when I go into to send sequences or templates.
What problems is the product solving and how is that benefiting you?
I am getting my message out to hundreds, taking more calls and devising more strategy into tough accounts.


    Aaron J.

Hubspot is AMAZING!!

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
I love the information I get from it. With it telling me open and click rates on emails, to how many calls my team has made for the day, week, and month. Everything added together helps keep you on top of managing your team and following up with your clients. Easy to use playbooks section. Hubspot also integrates greatly with our phone system. We use Hubspot for our marketing, social media posts, as our CRM, and analytics. Couldn't ask for a better system. When I first started using it I didn't like it and wanted something else as our CRM but once I learned how it operated and all the valuable information I could get from it, I love it and wouldn't use anything else.
What do you dislike about the product?
My most disliked part of Hubspot is the mobile app... it could definitely use some work to be more user friendly and easier to follow along in the app.
What problems is the product solving and how is that benefiting you?
We are able to have better follow up with our clients. Using the dashboards and sequences. Help keep follow-ups on point and moving forward with the sale. using the sequences you can set up a custom workflow and it will automate your email or schedule your tasks for follow-up. You can schedule sequences by lead type or persona etc leading to a better-targeted follow-up.


    Mike J.

HubSpot - A Sales Guys Best Friend

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
I had been using the free edition of HubSpot for several years and due to the growth of my business it was time to step up to a paid subscription and with it came new features that are amazing. Sure, we loved the email tracking and notification capabilities in the free version, but with Sales Hub we now have the ability to set up email Sequences and integrate with myriad calendar. These capabilities are amazing. I now have several 'scenario' sequences that I can drop prospects in so that they get a well defined series of emails from me. These are the emails I found that I was always hand typing in the past, often making errors, etc. Now they go out flawlessly, with automatic follow up tasks and appointment scheduling.
What do you dislike about the product?
As more and more of my team is using things like Templates and Sequences a better way to organize our individual items would be nice. It is getting cumbersome.
What problems is the product solving and how is that benefiting you?
I am getting more done with less work and reaching more folks with our message than ever before.
Recommendations to others considering the product:
In my many years of sales and marketing experience I have had the opportunity to use all of the leading sales and marketing platforms out there and HubSpot has exceeded my expectations. If you are starting out and need a way to manage companies, contacts and opportunities start with the free edition. If you are beyond that, and looking for a better way, give HS a look as its value will blow you away.


    Cameron S.

The Preferred CRM

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
The user-friendly interface, and web integration for all of our tools. Each plugin makes it easier for us to stay organized, on task, and aware of our progress.
What do you dislike about the product?
None. The updates are frequent, and always helpful.
What problems is the product solving and how is that benefiting you?
Tracking our sales goals, individually and as a team, and staying true to our follow-up process while dealing with a high volume of clients.


    E-Learning

Easy to Use

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
Integration with Outlook and easy to use Task Lists
Customer Support
What do you dislike about the product?
Least helpful is the Sequencing limitations
What problems is the product solving and how is that benefiting you?
Company one source of the truth for customer for team selling


    Michael D.

The Ease of Using HubSpot

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
Easy to use. Gives concise information. Access is convenient.
What do you dislike about the product?
Sometimes toggling from one screen to another can be inconvenient.
What problems is the product solving and how is that benefiting you?
I am able to access information on my potential contacts.
Recommendations to others considering the product:
Keep up the good work.


    Real Estate

Very helpful resource fo

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
Hubspot makes it very easy to keep track of my 5K+ clients. Being able to enroll clients in sequences makes it so much easier to put clients on a drip email/call campaign so that they are regularly provided with relevant content - without having to manually send each individual marketing piece. I also love that I am able to record and log all of my calls to clients so that there is a record of the conversation that I am able to reference back to later in case I miss something in my notes. I also enjoy the Deals feature so that I can keep track of my sales throughout the year to keep me on track to meeting my annual goals.
What do you dislike about the product?
One of the things that I would like to see added to Hubspot Deals is the ability to create and track payment plans for customers and have an email auto-populate to the customer prior to when their next payment is due. This would be much easier than creating separate deals.
What problems is the product solving and how is that benefiting you?
Being able to add our own fields into the clients contact page has helped to be able to thin-slice my client base so that I am providing them with only the content and information that is relevant to them and to quickly weed out clients who would not/do not benefit from my products.


    AJ K.

For a CRM its very easy to learn and helps improve my sales cycle

  • December 21, 2020
  • Review provided by G2

What do you like best about the product?
Its very simplistic and easy to use. Made learning this CRM extremely quick and painless. I also just learned lists which has also improved how I use HubSpot and helped me create a Christmas list to send to my clients.
What do you dislike about the product?
I wish it was a little more intuitive. Being able to title a task from within logging a call. If I select connected - being able to unenroll them right from that log screen.
What problems is the product solving and how is that benefiting you?
It keeps track of all emails being sent and if they open. making it easier to talk to potential clients as I know they have seen my information. It also saves me time when I can look at their industry and company about page from within the CRM. saves me time.
Recommendations to others considering the product:
If you want an easy to use/easy to teach CRM Hubspot provides that.