HubSpot Service Hub Reviews & Product Details

I like the reports you can put on the dashboards.

Using the search bar doesn't always pull up the information you are looking for.

We can easily run reports with certain data & save the view so it streamlines our processes & is always up to date.

It is easy to use, quick to get new employees up to speed and offers tremendous out of the box flexibility. Wide open integrations allow us to use what we want to use. Their chat support is incredibly helpful - they take the time to understand the question and provide tailored feedback vs copy/paste generic responses

The mobile app doesn't support the service components so while traveling I cannot review a specific ticket or monitor overall service ticket volumes. However, every other obstacle I've encountered is able to be addressed via some creative combinations of existing functionality.

Centralized workflow, on demand reporting and the ability to capture metrics allows us to quickly determine where we need to devote additional resources.

The Pipelines are easy to see, easy to create and customize. The best part are the reports and dashboard that give us a birdseye view of our operations.

Because it is so flexible, it can get confusing to non-tech users or members that are not savvy with CRM. We often create custom field only to find later that an existing field exists. It would be nice if they find a similar field and suggest that before letting us create them.

helping our customiers with problems they have, as well as implementation projects with new clients

I like how it all flows together and can work with many different platforms to make the company run more smooth.

I wish that there was a better way of keeping track of service agreement dates.

N/A

The ease and automation tools make it really easy to set up.

It can be a bit pricey for extra users and enterprise level

Customer service response times and review solutions

I like that it tracks the email communications and meetings happening within a customer/company

The complexity of learning all of the different things it can do.

How much activity is happening with customers.

How user-friendly the platform is and the knowledge baSE ARTICLES THAT TEACH YOU EVERYTHING AND MORe

honestly nothing because it has been proven to be such a great tool for our company

It helps us manage customer escalations while maintaining a higher degree of service since everyone has the most recent data at all times

A lot of things are monitored automatically - so that you can focus on the customer needs instead of writing everything down....

Difficult to say, but everybody in the company has to use it so that every contact with the customer is monitored - do the tricky thing are the colleagues :)

Less admin work - saving a lot of time with templates, snippets, ....

Hubspot intelligently links new and existing contacts to deals and companies so you immediately have an overview of the client's profile. All information is stored in a very organized and easy-to-access way. You can easily track your performance and record all steps of your work with amazing customization options. By far the best CRM I have worked with.

Within my job, working on client deals the predictions of annual contract values are often incorrect as it is obtained by multiplying x12 the amount of the last payment received. Insertion of links within emails should be quicker and not require double copy-pasting.

Managing customer support tickets and following the progress of companies who register for our services. It definitely increases productivity and makes work management faster and more immediate.

Navigation Security with 2fa User-friendly with a nice interface Integreation with outlook client Marketplace to add additional features Compared to competitors it is more intuitive and easier to use on a d2d basis

can be a bit finicky with the filter Currently, haven't found anything not working well More options could be added to ease use such as quick links to other pages

Helps organise the tickets so that all users can open them and add amendments at the same time. ease of use means that anyone cane easily use the software with0ut confusion

The email tracking, even through using Gmail, is a great tool to see where my sales team is. Enables anyone on the sales team to jump in and out of any sale with full information. The Notes are also a great way to get a snapshot shot of important details for accounts.

When first joining the platform it can feel overwhelming with the amount of information that is possible. Sometimes keeping that information updated accurately can also be cumbersome at times.

Keeping our accounts and contacts organized. Being able to associate contacts with accounts makes it very easy to make sure that everyone is in the loop. We use the note sections the most that way when viewing an account we can see the discounts for the quarter or any promotions just by checking out the account

Hubspot is very easy to learn and use, the learning curve is not that steep

Sometimes I get notifications on cases that are not assigned to me

Hubspot allows my team to organize very easily, each one of us is able to take over a case and provide a prompt response to all of our customers.

Hubspot has been very easy to use and find my way around. The community page has also helped me identify solutions to my problems without having to contact the team at hubspot. The team are also very responsive and assist wherever they can with my enquiries.

Integration can be a bit tricky but I am still learning the system.

My issues with reporting the team helped by creating my report which I have now been able to utilise to assist me moving forward with further reporting, saving me much more time as I am not sitting there fiddling with filters.

Being able to keep my contacts organized in an attempt to properly execute tasks to ensure proper follow-up.

Associations can inaccurately link notes, tasks, meetings, etc to contacts.

Operationally, HubSpot is the source of our reporting. Marketing, consumer/client outreach, and internal data keeping.

Everything is there really, from emails and social media content to sales leads and reporting. I use HubSpot every single day and I love their interface and the fact that you can do so much with a single tool.

Sometimes managing static lists can be a bit cumbersome, like having to go through each contact, open a new tab, open their list membership, and then add them to the list. I wish there was an easier way to do that.

Sending emails to relevant contacts, creating time-saving workflows, following sales cycles and managing our social channels. We also use the reporting tools to get an overview of why we won/lost a deal.