In our case, a multi-language Knowledge Base is missing to make the KB more complete.

This is easy to use, clear and customisable. The recent updates to the template editor are welcome and allow us to make our help centre our own.

In one month, most of the customer service cases are in production. Migration and integration with other platforms are also very easy and in record time.

Businesses need to incorporate all elements of the flywheel in order to ensure the best possible user experience. Keep up the good work Hubspot.

For example, you cannot use HubSpot forms to populate custom Ticket properties, which renders them almost useless as a means of collecting information about the customer's problem.

Hubspot is very responsive and provides excellent customer service.

On top of this, the customer support is awesome. They are quick to respond and super helpful.

The Hubspot Knowledge Base is still missing some critical elements. The biggest feature missing (IMHO) is the ability to have articles appear in multiple locations.

There is room for improvement but the Hubspot staff always listen to my feedback. On the occasions when I have needed help they have been immensely helpful and attentive.

They provide all the assistance you need, so as long as you're willing to investigate and ask for help, this is a really nice product.

The best tool for a greater workflow, you can do everything you need to give the best elements for your clients.

I like that Hubspot tracks emails and calls easily and makes it simple to track leads and active customers. I also like that it integrates with slack and google calendar.

The tool has allowed us to get quick responses, see where we excel and shine within our industry as well as where we can improve all from the voice of our customers. Love working with this tool.

It's easy to use and intuitive, much like the other Hubspot software modules. It's clean, simple, and the new beta templates are great.

I loved being able to tie tasks to the customer on the CRM side of things and loved being able to utilized the chat feature to make service tickets.

Their support is readily available and they take feedback really well. As a whole, they are great to work with and always have a good interaction with their team.

The ease of setup was the best thing about it, and given that it integrated seamlessly with our preexisting HubSpot apps, it was a no-brainer.

Overall my experience has been great. It helps to visualize the many steps we have within our company which makes it easier to proceed with certain duties in a more organized at a efficient pace.

There is no visibility into our chatbot conversations before they are handed off to a human.

Great value for the money. You will be able to integrate marketing, customer service,  sales and have them communicate across all teams seamlessly.

I have been using it for less than 3 months and feel super comfortable using this CRM. Everything is nicely organized and it is a very nice 2019 CRM.

Ease of use has been great and the addition of the Custom Templates has added nice personalization. Organizing is a breeze by being able to drag and drop categories, subcategories and articles.

If you have more than 5 pipelines we should have a large screen, or else you will get bored of doing scroll aside.

It helps you to keep a record and a track of each subject, which is good for not forgetting anything.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

Service Hub is a cloud-based customer service platform designed for small to large businesses manage contacts, requests, deals, appointment schedules and more. Key features include reporting, lead generation, marketing automation and conversion analytics.


Service Hub comes with a customer relationship management module, which allows enterprises to organize customers’ details and track the progress of interactions and sales pipelines across all social media platforms, by getting real-time notifications on log activities. Its team email tool lets users link shared mail address to a collaborative inbox and centralize conversations, improving transparency across teams. Additionally, its help desk and ticketing module helps users record and resolve customer issues and demands, by monitoring clients’ history, agents’ response time and feedback.


Service Hub facilitates integration with a various third-party solution such as SurveyMonkey, Eventbrite, Wistia, Zendesk and more. Pricing is available on monthly subscriptions and support is extended via phone, live chat and documentation.



LongDescription

Support Ticket Management

Surveys & Feedback

Meeting Management

Document Storage

Transfers/Routing

Customer Service Analytics

Workflow Configuration

Knowledge Management

Categorization/Grouping

Pipeline Management

Communication Management

Customer Database

Offline Form

Automated Routing

Call Routing

Email Templates

Self Service Portal

Account Alerts

Contact Management

Customer Experience Management

Mobile Access

Proactive Chat

Transcripts/Chat History

Performance Metrics

Multi-Channel Communication

Queue Management

Support Ticket Tracking

Workflow Management

Email Management

Ticket Management

Reporting & Statistics

Knowledge Base Management

Website Visitor Tracking

Geotargeting

Real-Time Chat

Account Management

Chat/Messaging

Customizable Templates

Customer Management

Real-time Consumer-facing Chat

Inbox Management

Macros/Templated Responses

Interaction Tracking

Alerts/Escalation

Customer Engagement

Customizable Branding

Reporting/Analytics

Usage Tracking/Analytics

Contact Database

Prioritization

Feedback Management

Appointment Management

Client Management

Autoresponders

Customer History

Third-Party Integrations

Canned Responses

Onboarding

Live Chat

Real-Time Analytics

Engagement Tracking

Employee Management

Performance Management

Customizable Reports

Access Controls/Permissions

Customer Segmentation

Single Sign On

Voice Mail

Rules-Based Workflow

NPS of Customers

Calendar Management

Customizable Fields

Collaboration Tools

Data Import/Export

Help Desk Management

Survey/Poll Management

Real Time Data

Client Portal

Social Media Integration

Real-Time Notifications

Event Triggered Actions

Activity Dashboard

Alerts/Notifications

Service Level Agreement (SLA) Management

Multi-Language

Real Time Reporting

Customizable Forms

Task Management

Health Score

Virtual Assistant

Web browser (OS agnostic)

HubSpot Service Hub is free to get started and will grow with you.
Service Hub Starter starts at $45 per month.
Service Hub Professional starts at $450 per month.
Service Hub Enterprise starts at $1,200 per month.
See more information here: https://www.hubspot.com/pricing/service?edition=starter&term=monthly

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

HubSpot Service Hub

In Person

Live Online

Webinars

Documentation

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Proposal Generation

Activity Tracking

Leaderboards

Data Synchronization

Rich Text Editor

Sales Pipeline Management

Referral Tracking

Contract/License Management

Electronic Signature

Calendar/Reminder System

Call Logging

Call Management

Activity Management

Sales Trend Analysis

Email Tracking

Customer Support

Process/Workflow Automation

Lead Generation

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Sales Reports

Sales Activity Management

Territory Management

Channel Management

Text Editing

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

HubSpot Service Hub vs Workbooks

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