HubSpot CRM

HubSpot CRM

Customer Verified
Top Rated
Score 8.5 out of 10
Top Rated
HubSpot CRM

Overview

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy...
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Recent Reviews

Engineer's POV

9 out of 10
February 08, 2023
We utilize HubSpot to track and work with new/existing customers' projects. This is extremely important as we must have each customer's …
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Go HubSpot

7 out of 10
January 27, 2023
Hubspot is a great source to keep communications between coworkers and customers. It helps to keep track on the tasks, activity, meetings, …
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Great product!

10 out of 10
January 25, 2023
HubSpot CRM t is used to organize leads for our company's sales representatives. Our business goal is to sell portable oxygen …
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How HubSpot CRM Differs From Its Competitors

Team Alignment Benefits

Through Leads and Social media links, we have been able to coordinate with the Marketing Team which is in other states. The workload isn't that bad and is managed very efficiently by both the departments, the alignment has shown a 70% improvement rate since last year in the Company and the …
Continue reading

Team Alignment Benefits

There is so much visibility and insights that cross over. Huge win for each team. Additionally having everything under one ecosystem makes like way more simple for everyone involved. Our campaigns are more focused and our data is better. It's definitely costly, but there's a reason that we …
Continue reading

Team Alignment Benefits

Marketing and sales go hand in hand. With HubSpot CRMs integrated process the marketing and sales team has been able to inspect the quality of leads that the marketing campaigns have been generating. This process helps in refining the marketing campaigns even further to gain a better understanding …
Continue reading

Team Alignment Benefits

Easy to map out targeted financial goals. The platform easily displays all prior, current, and completed deal flows. Cuts on the back and forth of internal employee emails asking about status.
Continue reading

Team Alignment Benefits

We now have a much better alignment between sales and marketing. We know how a lead came in and what all actions they performed on our website, which form they filled out, defined which team/person will be handling the lead, and go through the sales process.
Continue reading

Team Alignment Benefits

Since I work with it from a customer success perspective, I can not really share many insides here. We also offer Customer Webinars, and the invitations and conversion into leads work very smoothly, which makes it easy to follow up on them both: automatized and individually via mail or/and phone.
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Team Alignment Benefits

Prior to using the platform, our teams were siloed and had a difficult time working together effectively. With HubSpot CRM, we now have a centralized system for tracking and managing leads and customer interactions, which has allowed for better communication and collaboration between our teams. …
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Team Alignment Benefits

It has done a pretty good job creating a seamless connection between marketing and sales. I have been able to convert several marketing leads into active opportunities and just had one closed won sale. So far, this alignment has helped me greatly and allowed me to modify my sequences between …
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Team Alignment Benefits

Great experiences with tracking leads, email correspondence, workflow, etc. I honestly love Hubspot and am always impressed with how it works and the new things they are coming out with. I do wish there was an SMS feature though so I could text with clients too. So many people don't answer unknown …
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Team Alignment Benefits

Since using HubSpot the marketing team emails are able to focus on similar goals to the sales team - ie particular seasonal categories, or particular sprints to reach certain goals. Before Hubspot, marketing and sales teams essentially worked separately.
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (891)
    8.9
    89%
  • Interaction tracking (861)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (891)
    8.5
    85%
  • Workflow management (868)
    8.4
    84%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

3 videos

User Review: Managers Easily Track Customers Through Phases of Contact with HubSpot CRM
01:45
HubSpot CRM Keeps Efficiency On Track with It's Ability to Keep Tasks Organized: User Review
02:47
User Review: HubSpot CRM Aids in Business Tasking & Management
02:26
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Pricing

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Free Forever

$0

Cloud
Per Month [Unlimited Users]

CRM Bundle

$50

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.hubspot.com/crm

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Demos

Have you heard of HubSpot?
02:29
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Features

Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

8.2Avg 7.9

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.8Avg 7.8

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.7Avg 7.8

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.9Avg 7.7

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.1Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.9Avg 7.8

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.7Avg 8.4

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.9Avg 7.5

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.2Avg 7.4

Platform

7.7Avg 7.6
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Product Details

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work. HubSpot is presented as an ideal solution to help scale a business, for small to enterprise-level businesses alike.

HubSpot CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

HubSpot CRM Screenshots

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

HubSpot CRM Video

Have you heard of HubSpot?

HubSpot CRM Integrations

HubSpot CRM Competitors

HubSpot CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, French, Spanish, Portuguese, Japanese, German, Italian, Dutch

Frequently Asked Questions

Sugar Sell (SugarCRM) are common alternatives for HubSpot CRM.

Reviewers rate Customer data management / contact management highest, with a score of 8.9.

The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews

(1-25 of 948)
Companies can't remove reviews or game the system. Here's why
February 08, 2023

Engineer's POV

Score 9 out of 10
Vetted Review
Verified User
We utilize HubSpot to track and work with new/existing customers' projects. This is extremely important as we must have each customer's projects individualized and able to have a clean slate of information for whomever requires said information. This addresses many problems with new and existing customer tracking and updates through time. This also helps the sales team and engineering team connect and push forward projects.
  • Deals
  • Projects
  • Commenting
  • note's formatting
  • bullet points
  • number list
When I create engineering notes, the formatting on this text box for this survey is better than the one in HubSpot.
I have not used any other CRM software.
They have really excelled in this.
Score 8 out of 10
Vetted Review
Verified User
HubSpot is an excellent platform for managing communication between coworkers and customers, allowing you to monitor tasks, activities, and meetings, and integrate with various tools.
  • Easy to use
  • Dashboard customization
  • Task reminders
  • I think incorporating the ability to send voice messages would be an excellent addition.
  • Activity reporting
  • calendar integration
HubSpot is an excellent tool for customer service that lets you stay in touch with your contacts, monitor other people's activities, making it simple to make tasks to remind yourself to do them, and generally promote success in the sales department sector. It gives every team member complete visibility, regardless of whether they are working on the project or not.
It is quite simple to use and navigate.
It works really well in case of sales and marketing teams
Score 5 out of 10
Vetted Review
Verified User
I work on the recruitment team for a foster care agency. We use HubSpot to contact and communicate with all inquiries submitted through our website from people interested in becoming foster parents. We use different pipelines to categorize and track contacts. In my role, I use the training pipeline the most to track and manage the training progress. I also use tasks to manage and schedule my appointments throughout the day. I pretty much live in my tasks. Creating automated marketing emails has been very beneficial to the recruitment team as it has helped to cut down on the number of tasks we are assigned. The creation of playbooks has also been helpful as it is a step-by-step guide for each existing deal. Our IT Support is extremely knowledgeable and supportive with HubSpot which is also very helpful.
  • task management
  • contact management
  • marketing
  • duplicate contacts found and flagged
  • I personally would like the ability to create email templates
  • My phone number not showing as spam when I call from HubSpot
Being able to send emails and use email templates straight from HubSpot is very useful. However, I often run into issues with the calling feature in HubSpot. Additionally, many email platforms categorize our marketing emails as spam. Therefore causing additional work to be created.
I find HubSpot to be fairly easy to use.
Our sales and marketing are on the same team. We are a small agency and work together closely. The improvements with HubSpot have helped to better align the agency as a whole.
February 01, 2023

Tech Savy

Usman Rehman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I use the software to help my company respond to clients around the nation, it is easy for me to reach them and help them attending their queries and provide them with precise solutions. It helps me day in and day out as I'm able to create tasks, schedule a meeting with the client or even log calls. The CRM manages to create deals over time and maintain a record where I can access data and derive my stats from there. I have the option to view my data through many filters as given in the CRM as well as create my own custom filters, these filters allow me to view data in various forms like date, deal closed, new leads, and even the Dead Leads which have been marked. These are some of the various functions I use when using the HubSpot CRM.
  • Sort data through Filters
  • Manage to Log Meetings, Calls and Tasks
  • Managing priority level of Business lead
  • Generate Reports
  • Expire dead leads after a certain date
  • Add more tabs to the filter's section
  • Making some minor adjustments to the Mobile Application like updating the data posted through any phone is not in the system
HubSpot CRM is very handful if it is used as a point of Sales view. You have the ability to explore more functionalities of the Software when making a company profile of an Individual or a Company. I have used HubSpot through its Mobile App which is in Sync with my workplace so that my team can view when I'm working Online and Offline, it also helps you work remotely or when on the go. The best use of it is when you can Log Calls or a Meeting and give them a Follow-up Task to keep you up to speed.
Nothing compares to this because I have been using HubSpot since the beginning and can't opt out of this. It has been a Year and still i have so much to learn and the best part is that it gives you a certification after the training the basics
Through Leads and Social media links, we have been able to coordinate with the Marketing Team which is in other states. The workload isn't that bad and is managed very efficiently by both the departments, the alignment has shown a 70% improvement rate since last year in the Company and the industry could use Software like this for their growth and interlinking with the departments even more.
Score 10 out of 10
Vetted Review
Verified User
HubSpot CRM is used across the entire organization, from project managers, finance, sales, and marketing. It has been an incredible asset for our team to be able to come under one roof/ecosystem. Before HubSpot CRM we were scattered across multiple tools and platforms, HubSpot CRM not only simplified what we do but it saved us thousands of dollars.
  • Sales Pipeline
  • Marketing
  • Customer Management
  • Segmenting lists can occasionally be challenging
HubSpot CRM is the best CRM I've used for a sales flow. The workflow automation, its API integrations, and ease of use are all top-notch. We've been diving more and more into their marketing functions, and while keeping everything in a single ecosystem can be helpful, occasionally it has felt like the pricing for marketing professional is a bit bloated. But overall, we're big fans of it!
Far surpasses the other CRMs that I've used in the past. It's more customizable, gives great insights and clarity, and doesn't require an additional staff member to constantly be editing and updating the data. It's super user-friendly and your team can keep it up to date and you can customize it as you see fit.
There is so much visibility and insights that cross over. Huge win for each team. Additionally having everything under one ecosystem makes like way more simple for everyone involved. Our campaigns are more focused and our data is better. It's definitely costly, but there's a reason that we re-signed up. SEO insights and web support - bonus points for sure.
Score 9 out of 10
Vetted Review
Verified User
Sales process and customer relationship management. Regular reporting and sales analytics on leads, contacts, and deals. Easier to manage contacts and deals than other CRMs.
  • Dashboard customization
  • Lead management
  • Sales analytics
  • Activity reporting
  • Clunky reporting
  • Clunky dashboards
  • Favorited dashboards are not shown at the top of dashboard list
Currently running analytics on lead management. Response times are easy to track. Sales activities vs contact activities. Reporting does not track time spent in each stage though.
Dashboard is clunkier but easier to use and visualize than Salesforce. Number of clicks to complete a task is also less than Salesforce (improve time spent)
Customizable forms and templates with automations
January 27, 2023

XanEdu Review

Score 8 out of 10
Vetted Review
Verified User
At XanEdu we use HubSpot as a Marketing Tool and CRM for all our accounts. We need a system that can assist with sales and producing quotes to accounts. It does not integrate into outlook calendar in my option. Would like it to be more sales focused than a marketing tool.
  • Tasks
  • Works with SLACK
  • Easy to use
  • Sales Leads
  • calendar integration
  • Less Login requirments
It is well suited when an email is sent to an account that the information is already entered into HubSpot.It provides information when an account views the email by clicks. I wish that it worked better with outlook calendar, especially when meetings are scheduled.
It is comparible in some aspects to Sales Force. It is very easy to use and understand.
It works with Marketing and Sales, sends out generated emails and allows the representative to notify acccount /
January 27, 2023

Go HubSpot

Score 7 out of 10
Vetted Review
Verified User
Hubspot is a great source to keep communications between coworkers and customers. It helps to keep track on the tasks, activity, meetings, and have ability to work with different sources.
  • Tracks activity
  • Creates tasks
  • Saves all communications
  • Integrates with other programs
  • Catches customers with same phone number/address
  • Better integration with google calendar
  • Gives better notifications
With customers service, HubSpot is a great tool to make sure you keep in touch with your contacts, check on others activity, overall helps to succeed in the sales department area
It has many features that help you stat organized and not let anything fall through the cracks. Integrates well with other softwares with is awesome.
By sales reporting leads accurately, marketing can get reports on which customers are most likely to close with us and thus focus on marketing those areas.
Score 10 out of 10
Vetted Review
Verified User
We use HubSpot CRM as a one stop solution for our sales solution. HubSpot CRM compiles all our clients data and helps us drive the business in an efficient manner. It helps to identify clients who are interested in the product and helps in the whole funnel of sales process through various features available in HubSpot CRM.
  • Deals
  • Marketing
  • Sales
  • Strategy
  • Marketing
  • Customisation
  • Plug ins
Let's we have a marketing mail that is sent to the clients. If a client is showing more engagement in that mail effectively means client is leaning towards the product.HubSpot CRM aids in these kinds of engagement a client has with these mails which has helped a lot in driving the sales in our firm
I haven't used a different CRM for my role. But from my colleagues experiences HubSpot CRM is one of the best in the industry with it's diverse features and reliable customer support. I would recommend HubSpot CRM as I am comfortable with whole User interface and the deal process in the lifecycle
Marketing and sales go hand in hand. With HubSpot CRMs integrated process the marketing and sales team has been able to inspect the quality of leads that the marketing campaigns have been generating. This process helps in refining the marketing campaigns even further to gain a better understanding in both the departments
January 25, 2023

We Love HubSpot CRM

Score 10 out of 10
Vetted Review
Verified User
HubSpot CRM keeps track of candidates in one big address book, makes it easy for us to set tasks to remind ourselves to do things, and makes it easy to send out sequence emails. We use it everyday!
  • Task reminders
  • Intuitive layout
  • Sequences
  • when adding a new contact, sometimes it loses all the information you've input if you click somewhere else accidentally
  • When writing a sequence/ email, the tools are not always at the bottom of the screen, but the bottom of the email, so you have to scroll and sometimes can't see what you're putting in bold, italics, etc. because it's too high up on the email
  • Can only think of two!
Keeping you up to date with tasks, enabling you to visualise and compare your outbound, automation re: emails!
This is the best!
Sales and marketing can work hand and hand - HubSpot CRM makes it super easy
Score 9 out of 10
Vetted Review
Verified User
Used for tracking deals, storing contacts, and team calendar scheduling... It is great for creating scheduling links for multiple team members, and has the extra perks for individual, group, and round-robin-style meetings. Great tool for tracking deals so the whole team can see their status. Also a great tool for storing contacts and allowing employees to see where communications last left off. Great platform for fast-growing businesses.
  • Calendar Scheduling.
  • Storing Contacts.
  • Tracking Deals.
  • Stream line the onboarding process for new hires.
Great tool for fast-growing businesses to track all company communications. Makes it super easy to see exactly where the communications left off. Super easy to track deals in all their stages. Gives full visibility to all team members regardless if they are on the project or not. Perfect for scheduling meetings easily with multiple team members, links to everyone's calendars so you can book quickly.
Pretty user friendly with little to no training required.
Easy to map out targeted financial goals. The platform easily displays all prior, current, and completed deal flows. Cuts on the back and forth of internal employee emails asking about status.
January 25, 2023

Great product!

Score 10 out of 10
Vetted Review
Verified User
HubSpot CRM t is used to organize leads for our company's sales representatives. Our business goal is to sell portable oxygen concentrators to patients in need. We log calls with our customers with notes, and create deals and track returns and exchanges all through HubSpot CRM. I am also able to make tasks for myself which helps with organizing follow-ups and importance of tasks. Overall, HubSpot CRM makes my job easier!
  • Organize contacts by filtering settings
  • Able to set up tasks to monitor progress and follow ups
  • Simple interface makes HubSpot CRM it easy to use
  • Night mode for screen
  • Chat box to chat out other users in the company
HubSpot CRM is an amazing tool for a sales company. I was able to organize my tasks in order to complete items in order of importance. For example, if I needed to follow up with a task I could set a due date for the task. I can also look and filter tasks by the date their due, or categories such as due today and overdue.
I have not used other CRM software.
I am not sure because I am an employee I do not work with the marketing team.
Score 9 out of 10
Vetted Review
Verified User
We use HubSpot CRM for the entire Marketing and Sales functions as our primary CRM tool. It solves a lot of our problems, right from lead generation to closing a sales win. Really love the extensive workflow automation feature as well as pipeline management. We moved from a different CRM, the move was pretty seamless, and we have a solid data set right now.
  • Workflow automation
  • Sales Pipelines
  • Contact lists management
  • Inbuilt forms
  • Lead Source tracking
  • Email marketing: Parent-child campaign ability, to send follow up campaigns without having to create a workflow to do the same.
  • Better integration with DocuSign - right now the integration does not allow custom fields
  • Assigning a "Permission Set" to a "Team" - Right now you have to assign a permission set one by one for each user manually.
We now have a good idea on how a lead came in, who works on the lead, deal stages and deal status, and a lot more. We have the exact data on which lead sources are working well for us, as well as who is performing the best in the sales team.
I have used Salesforce and Zoho CRM before, HubSpot CRM is easier to use and set up from scratch. Being a power user, I entirely worked my way on migrating from a different CRM to setting up HubSpot CRM as per our business needs.
We now have a much better alignment between sales and marketing. We know how a lead came in and what all actions they performed on our website, which form they filled out, defined which team/person will be handling the lead, and go through the sales process.
January 24, 2023

HubSpot for start-up

Score 10 out of 10
Vetted Review
Verified User
We use HubSpot to track our entire sales and fulfillment process. HubSpot allows me to keep an eye on each opportunity and helps me create next steps to prevent losing clients and open opportunities. It also gives this same visibility to my entire team.
  • Reporting for sales
  • Workflows to save my team time
  • Clearer pricing
One of my favorite parts is customer service. The CS is almost like a FT team able to help you build your HubSpot process out. They are amazing!!
HubSpot is way easier to navigate in my opinion. Our old CRM was very clunky.
It has helped us show what exactly we are doing right (in terms of meetings booked and revenue) on both sides.
January 24, 2023

HubSpot Review

Lika Kvaratskhelia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use HubSpot CRM at a primary tool of comunciction with our customers as well as internal teams.
  • Possibility of creating tags and email templates
  • It simplicity to work/combine other Integrations
  • I believe sending voice messages would be a really great feature
When using a ticketing tool, I for example tend to escalate the inquiry further on Jira as well as report back to the customer via Aircall. So far the process with the help of HubSpot CRM runs smooth.
It is exceptionally easier to use and navigate with.
it created rooms for discussing as well as place of where certain cases were brought into attention for further analysis.
January 23, 2023

Best CRM I know.

Johannes Sieve | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
HubSpot is really the key point in my working days. From Mails to Calls to Tasks, I find everything in one place. The Solution works fast and reliably. It is super customized to every process, so it perfectly fits into the existing workflows. For detailed CS-relevant topics, there is still a need for additional CRM, unfortunately at least in SaaS (e.g. usage, connection rates, etc.).
  • Short loading times.
  • Highly customizable.
  • Many Integrations available.
  • Customer related usage behaviour towards an offered software.
I think at this time, every company should have a CRM. That being said: For smaller companies without a growth perspective, the system might be too big and hard to set up compared to other solutions. If there is a scaling process ahead and you need a system that grows with you, I´d always recommend using HS.
I have worked with Salesforce before and think it was much less intuitive and harder to customize to individual needs in the solution. But still, the setup for integrations and processes needs someone who knows how it´s done; it can not really be done by someone who has never built a CRM.
Since I work with it from a customer success perspective, I can not really share many insides here. We also offer Customer Webinars, and the invitations and conversion into leads work very smoothly, which makes it easy to follow up on them both: automatized and individually via mail or/and phone.
January 23, 2023

The Sales Man life.

Score 9 out of 10
Vetted Review
Verified User
I use HubSpot on a daily basis. I was previously using another CRM tool, but the hassle of managing multiple deals, creating multiple reports, and running email campaigns was too much for me. However, I am now making extensive use of almost all of Hubspot's reporting tools, as well as email sequencing. Another great feature I've noticed in my day-to-day use is the task autoplay option, which has saved me a significant amount of time in finding tasks and reviewing each deal individually. In my current organization, all stakeholders are pleased with HubSpot, and I would strongly recommend it to a friend.
  • Email Sequencing.
  • Deal reporting.
  • Workflows
  • Need an option to review particular stages in pipeline with autoplay option.
  • Workflow creations are much confusing.
For a saas company like us, it's very much essential to manage multiple deals of multiple stages so I really believe HubSpot will be the best fit for inside sales but not for outside sales.
I use Hubspot on a daily basis. I was previously using another SRM tool, but the hassle of managing multiple deals, creating multiple reports, and running email campaigns was too much for me. However, I am now making extensive use of almost all of Hubspot's reporting tools, as well as email sequencing. Another great feature I've noticed in my day-to-day use is the task autoplay option, which has saved me a significant amount of time in finding tasks and reviewing each deal individually. In my current organization, all stakeholders are pleased with HubSpot, and I would strongly recommend it to a friend.
Prior to using the platform, our teams were siloed and had a difficult time working together effectively. With HubSpot CRM, we now have a centralized system for tracking and managing leads and customer interactions, which has allowed for better communication and collaboration between our teams. One of the key features of HubSpot CRM is the ability to track and analyze customer interactions across multiple channels, such as email, social media, and phone calls. This has allowed our marketing team to better understand the needs and interests of our customers and in turn, create more targeted and effective campaigns.
Score 9 out of 10
Vetted Review
Verified User
I am a BDR, and so I use HubSpot to manage calls and emails to contacts and organizations. I create sequences and manage my activity.
  • I love how HubSpot tracks my activity
  • I love how HubSpot manages my sequences and task reminders
  • I love how HubSpot shows me multiple views if I need it (task vs. email vs. calls)
  • I would love to see HubSpot track activity POST sale, once we have handed a sale off to operations.
  • I think HubSpot is doing pretty well on a lot of other things. I am a fairly new user and still learning.
  • I think HubSpot is doing pretty well at what I need to do.
For what I do with task/email/calls to create business for my company's sales team, HubSpot does well. I can easily track my activity, check reporting and manage my task list. The only opportunity I have seen is what HubSpot does for my company post-sale. It may be that I have not looked too deeply into that part, but just what I have seen thus far.
It is much easier to use than other CRMs that I have used prior. I have found that it has been easier for me to learn and get right to my work and tasks than previous CRMs where I had to incorporate a lot of training before I could even do my job.
It has done a pretty good job creating a seamless connection between marketing and sales. I have been able to convert several marketing leads into active opportunities and just had one closed won sale. So far, this alignment has helped me greatly and allowed me to modify my sequences between marketing leads and cold call leads.
January 23, 2023

We love hubspot!

Alaina Rupe | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I love Hubspot! They are always working hard to improve consistently and are easy to use, track and streamline your work to be efficient and productive. With all of the task tools, sequences, templates, meeting links and more, I'm able to work less and accomplish more! I highly recommend Hubspot to all businesses I work with as my preferred CRM!
  • Love sequences, templates and work flows.
  • Simply integration with Zoom for Meeting and appointments is awesome!
  • Work flows and Deal organization tools are KEY to staying on track!
  • Let's integrate with Shopper Approved to automate collecting reviews for existing clients. It would be easy with templates and sequences to integrate Hubspot clients and help their businesses grow and succeed. while Hubspot goes above and beyond for them. So many small businesses are manually doing this right now and don't realize there is an easier way.
  • I wish there was a way to automatically have Tasks titled to match the email or phone call their correspond within the title. This way when I am looking at my tasks for the day at a quick glance they don't all just say "Followup with" / For example if my subject line in my email is "Ditch Trustpilot," that could automatically populate into the task title, so that I quickly know that I can call them about upgrading from TP to our service."
  • Can't think of anything else at the moment
Great experiences with tracking leads, email correspondence, workflow, etc. I honestly love Hubspot and am always impressed with how it works and the new things they are coming out with.

I do wish there was an SMS feature though so I could text with clients too. So many people don't answer unknown callers, including me, but a text could capture my attention.
AWESOME! Love it way better than other software solutions. Always adapting, easy to use, high quality, great automation, makes me more efficient
Great experiences with tracking leads, email correspondence, workflow, etc. I honestly love Hubspot and am always impressed with how it works and the new things they are coming out with. I do wish there was an SMS feature though so I could text with clients too. So many people don't answer unknown callers, including me, but a text could capture my attention.
Score 8 out of 10
Vetted Review
Verified User
day to day sales pipeline management, forecasting, etc
  • visually appealing
  • clean interface
  • PLEASE ADD A 'Call" button like SFDC. theres an extra 1-2 steps when logging a call. that should be a button
Still one of the best
easy to use for folks who have never used a custom SFDC instance. i used SFDC at HubSpot. hard to switch from that (i worked at HS)
every sales rep has to use it
January 23, 2023

Increased productivity.

Score 9 out of 10
Vetted Review
Verified User
Hubspot is our main CRM assisting functions across the business from Sales to Marketing. This program allows us to streamline our service to clients, ensuring that all touchpoints are well-documented and visible across the organization. We are also able to ensure that the sales process is clean and easy to understand through the use of Dashboards, deals, and tasks. The ability to set up sequence emails and re-targeting emails are fantastic, and it's extremely easy to customize them to each individual client these get sent to.
  • Sequence emails.
  • Gmail integration/calendar integration.
  • Easy to teach the basics but hard to master the intricacies.
  • Integration with our phone system (3cx).
  • Recent change of fonts but not streamlined across the whole platform.
  • Ability to track commissions and sales in hubspot for better visibility.
Great for marketing sequence emails Fantastic for pipeline building and tracking sales We have workflows that pass the business from acquisition - onboarding - to account management for a streamlined process Visibility of all communication with the business owner.
Easier to use and more visually appealing. I find it's easy to learn the basics quickly and teach my team the basics but sometimes is some trial and error to get workflows, etc, working how I need them to.
Since using HubSpot the marketing team emails are able to focus on similar goals to the sales team - ie particular seasonal categories, or particular sprints to reach certain goals. Before Hubspot, marketing and sales teams essentially worked separately.
Chris Barber | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use HubSpot in a sales and deal management capacity. It helps organize our approach, relationship management and closing deals.
  • Ease of use.
  • Functionallity
  • Data
  • Notification of duplicate accounts.
  • Signature does not work great when emailing from HubSpot.
I have used SalesForce for 4 years previously; I was told by that HubSpot was cheaper and would not be as good by peers. After now using it for a year, I believe from a Sales perspective, it is better than SalesForce. Much easier to use and gives a greater insight which helps me win deals.
HubSpot is the best CRM I have used, better than SalesForce from a sales perspective. If I had to choose a CRM, I would choose HubSpot.
100% Both departments can work seamlessly together.
January 23, 2023

Great CRM

John Halicas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I look up clients and make appointments with them. Then it transfers to my outlook calendar. I use it to update meetings. I use it to find clients, and run reports. It is an excellent work tool.
  • Transfers form HubSpot calendar.
  • Copies email to HubSpot.
  • Easily find clients.
  • When searching for meetings. There should be a calendar.
HubSpot CRM is easy to find what you are looking for. If I can't find a client by name, I can then look at the company and find them there. I think it is really useful to send your emails to HubSpot.
A lot easier than the previous CRM I have used.
Between sales and marketing, we can work on promotions with marketing, and then we can send them to customers through HubSpot.
Score 10 out of 10
Vetted Review
Verified User
We use Hubspot in our organization for Customer Service, Marketing and Sales. For a small team, it's helpful to have one CRM for all of our needs and especially keep all of our client interactions in one place. On the sales end, we use it for the entire sales process. From the time, a prospective fills out the lead information to closing the deal, Hubspot is involved.
  • Automation
  • Intergration
  • User friendly
  • More videos in the knowledge base
  • Sometimes there is confusion on terms.
  • More interactive/ UX options in how to curate the feedback surveys
  • More intergrations
I really believe In HubSpot as an all in one platform.It works best when it is fully utilized. I would not recommend it to a user that only need one function (i.e, social media).
For the layman, the user experience is great and the knowledge base is helpful. The interphase and design is clear and bright!
Yes. It's helped unify our objectives especially when we are launching a new product.
Score 10 out of 10
Vetted Review
Verified User
I use CRM to manage my incoming - new account management to existing account relationship building.
  • Marketing and templates.
  • Tracking daily activity for good time management via dashboard/kpi's.
  • Offers drip campaigns. for continued personalized marketing.
  • Date and time stamped for notes -navigation.
  • Show more options for sales and marketing to join together by making suggestions /tracking.
  • How to personalize the information to suit the user.
CRM is well suited for account management for more going remote needs to make sure of personalized yet compliant information going back and forth is indeed the best.
Day to Day provides 1 stop place to manage and follow up and track customers and new business. Revenue could be added not sure if this is an ability of HubSpot or comes from the company.
It's helping to coordinate and organize efforts for all departments sales, marketing and customer service.
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