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    Financial Services

Fantastic Platform!

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
I have enjoyed the user interface and ability to neatly create task ques. It helps me organize the work that needs to be done and is very intuitive.
What do you dislike about the product?
It would be helpful to be able to pin more than one note in a lead's file. This would help organize different types of information while still keeping it all in front view.
What problems is the product solving and how is that benefiting you?
I have been able to manage my time and increase my productivity when nurturing leads.
Recommendations to others considering the product:
Do your research and make sure it will provide the services you need.


    Rebecca H.

Time- (Review/no help from G2 BOT -problem uploading pls contact)

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
Three things! In searching thru the ocean of contacts, just entering a few letters brings up a contact-total time saver! I use sequencing emails to generate constant contact. I like how I can plug in contacts as I generate new. And lastly, in tasks I like how I can set a Que so I can specifically focus on a specialty for my call cycle.
What do you dislike about the product?
I don't like how I can not tag companies/contacts to access as a grouping. ie I work in medical, I need to group all Ophthalmologist into one tag as to be able to generate specific verbiage centered to that practice.
What problems is the product solving and how is that benefiting you?
Keeping on top of following up. The benefit is to realistically set alerts and edit those as time restraints arise.


    Computer Software

Hubspot has definitely helped me be more efficient in my role.

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
Easy managing of contacts and companies. Very friendly dashboards to view your pipeline progression.
What do you dislike about the product?
Sequences only allow 50 contacts per sequence now, used to be more.
What problems is the product solving and how is that benefiting you?
A better overview of my pipeline. Very helpful for ABM focus
Recommendations to others considering the product:
Give it try, worth it.


    Education Management

Hubspot Sales Hub for all your sales needs

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
I like how easy it is to view contacts, deals, and current engagements. They provide different pages/interfaces for different types of tasks and it's very helpful.
What do you dislike about the product?
I wish there was a way to cycle through contacts the same way there was a way to cycle through tasks. When I send out a large marketing email, and I find a contact who hasn't gotten it, it can be hard sometimes to find a way for them to receive that email.
What problems is the product solving and how is that benefiting you?
It doesn't have all the features/functionality I would like. Don't get me wrong, it's a wonderful, productive tool, but the more I use it, the more familiar I become with it, and then the more I wish I had the ability to do certain things to make my life easier.


    Higher Education

Sequences Work Great

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
I like how easy it is to set up a sequence and then leave it on autopilot. I also like how I can make tailoring edits prior to sending a sequence to someone. That is also important.
What do you dislike about the product?
I would like better analytics. I would like to be able to see a list of all who responded or clicked in one place and filter to see those who clicked and which link they clicked on. I find that the reports are currently very weak and not user friendly. The headline analytics currently available are ok but do not allow me to click and dig deeper into "those" specific respondents.
What problems is the product solving and how is that benefiting you?
Contacting a large number of potential clients coherently.
Benefit: being able to manage my sales process.
Recommendations to others considering the product:
Ease of use; scale potential;


    Jennifer H.

Easiest Sales CRM for SDRs to quickly adopt

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
It's easy to set filters, create tasks and then add those tasks to specialized work queues. SDRs can quickly learn the CRM and be successfully reaching out to clients in a few hours - not days, weeks, or months.
What do you dislike about the product?
I wish the document file management system was more robust.
What problems is the product solving and how is that benefiting you?
We use it for sales and client outreach, it is our only CRM and is the historical record of all of our prospect and client interactions. The benefit is it allows for full transparency within our organization into all of our accounts, regardless of where they are at in the sales/client process.
Recommendations to others considering the product:
Have your new users complete the sales hub and inbound marketing certification courses before using the platform.


    Charles H.

The first sales tool that improves my process

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
HubSpot is intuitive and very easy to integrate into my client management process. The tools are additive and not time consuming to manage.
What do you dislike about the product?
Getting HubSpot set up for our company has been a very time consuming and often complex process for my marketing and tech teams.
What problems is the product solving and how is that benefiting you?
Organization of existing and prospective clients across our multi-location company has improved greatly. We are seeing better coordination and fewer leads are falling through the cracks.


    Writing and Editing

Hubspot Makes Work Life Easier

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
I love all the different areas where information can be sorted and how whether you're looking for business information, or touch points and with who, it can all be sorted into its own collapsable sections.
What do you dislike about the product?
Updates happen without noticing you and when they do, they tend to switch old things around. I wished that when it was updated, there was a 30 second tutorial telling you where everything has been rearranged. It would be helpful and give me a lot less headaches mid work day.
What problems is the product solving and how is that benefiting you?
I'ms solving issues like who was the last touch point so that if I have a question on any of my Hubspot tickets, I know who to go to to ask a question. the benefit of seeing who's name is attached to which action is incredibly helpful and beneficial.
Recommendations to others considering the product:
use the tutorial when first signed in. it will tremendously help you in the long run.


    Financial Services

Easy to use, great for sales, no big issues

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
It is very easy to learn and use, sequences are a time saver, everything is very well connected and just really great overall
What do you dislike about the product?
Sometimes its a bit glitchy, I have to refresh or open a new tab if searching for a contact that Hubspot told me was already a contact (by email) but it does not show up.
What problems is the product solving and how is that benefiting you?
The sequences is a great help for automating emails and tasks. This allows me to save a lot of time.


    Mark M.

Powerful tool for keeping the conversation going!

  • August 26, 2020
  • Review provided by G2

What do you like best about the product?
I love how simple it is to customize messages to potential clients and existing clients!
What do you dislike about the product?
I wish the search function was a little simpler to use.
What problems is the product solving and how is that benefiting you?
Better follow-up and customizable email outreach. It's helped me keep conversations going so much better!
Recommendations to others considering the product:
Take advantage of their awesome onboarding process. They were awesome to answer all questions we had!