Sales Hub Enterprise
HubSpotExternal reviews
10,016 reviews
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A Smart Sales Hub for Staying Consistent, Organized, and Closing More Insurance Clients
What do you like best about the product?
HubSpot Sales Hub is very intuitive and easy to use, which makes it ideal for staying consistent with follow-ups in a busy insurance business. I like how seamlessly it tracks emails, calls, tasks, and client activity in one timeline. The automation tools help me stay responsive with leads without feeling robotic, and the dashboard gives me a clear snapshot of where every prospect stands.
What do you dislike about the product?
Some advanced features are locked behind higher-tier plans, which can be limiting for growing agencies. Customizing certain workflows for insurance-specific needs can also require some trial and error, especially when handling renewals and compliance-driven follow-ups.
What problems is the product solving and how is that benefiting you?
HubSpot Sales Hub solves the problem of inconsistent follow-up and scattered client data. By centralizing communication and automating reminders, I’m able to respond faster, stay organized, and close more policies. It reduces manual work, improves lead conversion, and helps me deliver a more professional and reliable client experience.
Very intuitive CRM with powerful tracking tools and integrations
What do you like best about the product?
It is a very intuitive CRM and there are many tools and ways to track sales. The task section and the integrations that can be made are a plus.
What do you dislike about the product?
Perhaps uploading images or sometimes marking tasks, on some occasions they don't fully mark or load. I'm not sure if it's an issue with the platform itself or the internet connection, but I think that would be my only negative point.
What problems is the product solving and how is that benefiting you?
Resolve the follow-up with our clients and methods to close sales.
Super easy
What do you like best about the product?
Easy to manage and document new prospects , walk them through their different status, their needs ,convert them to clients when necessary and manage their expectations.
What do you dislike about the product?
A big learning curve if you dont know where the correct settings are.
What problems is the product solving and how is that benefiting you?
The workflow automation is seemless, always notifying me when something needs my attention and being proactive.
Super Robust, Multi-Functional CRM That Helped Build Our Business
What do you like best about the product?
It's super robust, multi-functional CRM which built our business initially back in 2017, when we started.
There's no function from a CRM, data organization, and management capabilities that you can't execute on Hubspot.
There's no function from a CRM, data organization, and management capabilities that you can't execute on Hubspot.
What do you dislike about the product?
Little confusing pricing, deal structures
What problems is the product solving and how is that benefiting you?
Helping us managing sales pipeline, customer tickets, and large datasets at scale
Retention Boost with HubSpot Sales Hub
What do you like best about the product?
I really like the email templates in HubSpot Sales Hub; they are a game changer for our team. Having templates for our sales team to use and the ability to automate them are great for starting our retention process. Additionally, HubSpot Sales Hub has become a great tool for customer follow-up, which we appreciate. We truly enjoyed the setup process too.
What do you dislike about the product?
I think it could the email flows could be a little easier.
What problems is the product solving and how is that benefiting you?
I use HubSpot Sales Hub for customer retention and follow-up. The email templates are a game changer; they automate our sales communication and enhance our retention process.
Intuitive Tool with Strong Integrations, Slight UI Challenges
What do you like best about the product?
I like how HubSpot Sales Hub is so intuitive to use. It has so many APIs and integrations to other systems and software, which is really great. The ability to have the outreach and track all your deals in one place is awesome.
What do you dislike about the product?
Sometimes the UI isn't the easiest to navigate, and updates can be confusing. Also, the reporting features are good but not the most intuitive for drag and drop reporting.
What problems is the product solving and how is that benefiting you?
HubSpot Sales Hub lets me track deals, generate reports, and contact clients all in one place, giving a single source of truth. It helps us make sales effectively.
HubSpot’s Powerful, Easily Customizable Platform for My Business
What do you like best about the product?
HubSpot is a very powerful tool with easy customizations that support my business
What do you dislike about the product?
It can often run very slowly, even when my internet is operating well.
What problems is the product solving and how is that benefiting you?
It provides me a comprehensive, single source for managing clients, prospective clients, vendors and networking partners
Ease of Use and Integration with Multiple Platforms
What do you like best about the product?
I like the ease of use of the HubSpot Sales Hub and the fact that it is multi-platform. I also appreciate the creation of landing pages by modules and the metrics dashboard. These elements help my potential clients express interest in my services. Additionally, I found the initial setup process super easy.
What do you dislike about the product?
Nothing to report
What problems is the product solving and how is that benefiting you?
The HubSpot Sales Hub helps me organize deals and leads and makes it easy to quickly create marketing campaigns.
Streamlines Sales Process, Highly Recommended
What do you like best about the product?
I like how HubSpot Sales Hub makes it easy to keep everything in one place. The deal pipeline views are clear and customizable, and logging emails and notes is straightforward. The filtering and reporting make it simple to get a quick read on pipeline health without manual work. It also keeps our sales process organized and consistent, allowing us to see where every deal stands and track all communications in one place.
What do you dislike about the product?
We have a lot of fields that we customized. It was harder to build this and we had to outsource this to a consultant. Some views and reporting take a lot of tweaking to get right, and it's easy for data to get messy if fields and workflows aren't tightly controlled. First setup was easy but with all our customizable fields across our product lines, we did need help via a consultant. Also, needed help to build reports, etc that make sense for our business.
What problems is the product solving and how is that benefiting you?
I use HubSpot Sales Hub to keep our sales process organized, track deals and communications, and ensure follow-ups don't slip. It provides clear pipeline reports, helping us spot bottlenecks and forecast better.
Convenient Automation and Reporting, but Persistent Quirks Hold It Back
What do you like best about the product?
There are a lot of convenient tools, including ways to automate sales outreach. We use the reporting tools quite a bit as well. It's fairly intuitive to use even if you're not very tech savvy. Their Knowledge Base is pretty good as well.
What do you dislike about the product?
There are little quirks that they don't seem to prioritize fixing. For example you can't include more than one email address in an automated email sequence. They do a lot to increase new business but not much to maintain their existing customers.
What problems is the product solving and how is that benefiting you?
HubSpot is our CRM so it helps us keep our clients organized and helps us automate outreach.
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