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    Financial Services

Great CRM tool

  • November 18, 2024
  • Review provided by G2

What do you like best about the product?
Hubspot is great for tracking recently closed deals within the sales cycle. I can quickly find what I need.
What do you dislike about the product?
Nothing that comes to mind at this time!
What problems is the product solving and how is that benefiting you?
They provide one place for me to find information that I need.


    Jeff L.

Helps me organize

  • November 18, 2024
  • Review provided by G2

What do you like best about the product?
Setting reminders and organizing my tasks.
What do you dislike about the product?
Sometimes it says that contact bounce globally but when I send through personal email they go through.
What problems is the product solving and how is that benefiting you?
Organization and ability to send Sequences


    Oakley S.

Loving Hub

  • November 18, 2024
  • Review provided by G2

What do you like best about the product?
Connects everything with our CRM. We are able to work better X functionally.
What do you dislike about the product?
It is difficult for us that everything is contact based- we'd like to be able to assign users/user info to an account without it being considered a contact.
What problems is the product solving and how is that benefiting you?
Breaking down silos between CX teams.


    Timothy W.

Hubspot has been great for us. Very easy to manage all our experiences in one pane of glass

  • November 18, 2024
  • Review provided by G2

What do you like best about the product?
The automation capabilities are what I like best about Sales hub. We are able to easily create custom mods that interface with our existing infastructure to make sure all data is in Hubspot.
What do you dislike about the product?
I wish making surveys was a bit easier for email interactions. We can easily automate surveys through chat and tickets, but not email yet!
What problems is the product solving and how is that benefiting you?
Organizing all customer interactions to make it easy for our reps to fully understand customer needs.


    Kyle P.

Great full featured CRM

  • November 14, 2024
  • Review provided by G2

What do you like best about the product?
Love the simplicity of the deal board and reporting features available
What do you dislike about the product?
Can be a little clunky integrating at times
What problems is the product solving and how is that benefiting you?
Keeping track of leads, some customer engagement, and reporting.


    Lazaros D.

Experience

  • November 12, 2024
  • Review provided by G2

What do you like best about the product?
Summarisation of sales information and the informative dashboards
What do you dislike about the product?
Difficulty in running reports when you have a few entities within your account
What problems is the product solving and how is that benefiting you?
Getting information about our customer journey from enrolment to departure


    Gemma L.

Sequences are a game changer

  • November 12, 2024
  • Review provided by G2

What do you like best about the product?
Sales Hub has revolutionized the way the sales reps at my company work. It's also made it easier for marketing and sales to work together. Sequences have been a particular win.
What do you dislike about the product?
I dislike the pricing tiers for Sales Hub seats.
What problems is the product solving and how is that benefiting you?
Sales Hub is automating our workflows.


    William W.

Market leading CRM

  • November 11, 2024
  • Review provided by G2

What do you like best about the product?
Easily manage all sales activities, opportunties, and reporting in one location.
What do you dislike about the product?
The feature setup moves you up the subcription tier very quickly.
What problems is the product solving and how is that benefiting you?
Managing all of our sales opportunities and activities in one platform, with full team visibility.


    Rahul K.

My experience with Hubspot since 2023

  • November 11, 2024
  • Review provided by G2

What do you like best about the product?
The range of features it provides is suitable for various industries.
What do you dislike about the product?
Nothing as of now, maybe the customer support can be a bit fast.
What problems is the product solving and how is that benefiting you?
I was and have been working in sales and marketing and Hubspot CRM makes the tasks so much easier.


    Devesh S.

HubSpot proven to be both user friendly and a real time saver.

  • November 08, 2024
  • Review provided by G2

What do you like best about the product?
There are alot things which I like about the Hubspot. Starting with automated email and task remnders which help in keep the prospects engaged. We can keep a track of deals in real time, allowing me to understand where a deal is standing. Hubspot is integrated with outlook ensure all information is uptodate and we get notification as well whenever clients open the mail. It is very easy to create task and update previous task. Using it is also very smooth.
What do you dislike about the product?
I was not able to find any downsides in hubspot but I can say that some users may find limitations in creating custom properties.
What problems is the product solving and how is that benefiting you?
I've been hubspot for past 6 months and it's proven to be both user friendly and a time saver. It solves the challenge of managing and prioritizing leads, tracking intigration and streamling sales process, all within a single platform.