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HubSpot CRM For The Win!
Updated April 01, 2024

HubSpot CRM For The Win!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM for email communications
  • Keep contact activity organized
  • Schedule and send email campaigns
  • Receive insights when prospects open or click emails
  • Detailed reports of activity
  • Ability to create lists for later follow ups
  • Creating lists of contacts that opened or clicked on an email for further follow up
  • Adding tags to contacts for organization purposes
  • It has helped me follow up and keep in touch with contacts.
  • Helps me stay organized
  • Enables me to reach prospects in multiple ways
HubSpot CRM has more features and better email delivery % than ZoomInfo Engage.

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot CRM has lots of great features but always room for improvement

HubSpot CRM Feature Ratings

9.4
Customer data management / contact management
10
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
8
Email marketing
10
9.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
8.5
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

Using HubSpot CRM

10 - Basic CRM functions such as retaining client data, tracking communications, using email templates, using email sequences, tracking email metrics such as emails sent, emails opened, emails replied, clicked links within an emails, tracking number of calls, number of answered calls, number of conversations. Also used for keeping track of active deals and prospects.
10 - Mainly sales people and sales managers with basic tech skills and web knowledge.
  • Tracking email campaigns
  • Tracking sales people activity
  • Having a central place to access all customer data
  • Being able to view when a prospect has opened an email
  • Sending templates and sequences
  • Tracking active deals
  • Knowing when a prospect has opened/re-opened an email
  • Can't tell at this time
We use it a lot, everyone in the team is familiar with it, it does everything we need it to and more.

Evaluating HubSpot CRM and Competitors

Yes - Zoom Info Engage
  • Ease of Use
Mainly the fact that the entire team is familiar with the platform, and it makes our life easier.
I wouldn't