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HubSpot CRM

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

HubSpot CRM Review

9 out of 10
April 24, 2024
Incentivized
I use HubSpot CRM on a daily basis to keep track of all of my prospects, to create tasks, sequences, and email templates among others. It …
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I LOVE HUBSPOT

9 out of 10
April 01, 2024
Incentivized
I enjoy using HubSpot at work. It helps me to stay on task and keeps me organized. Its very easy to use and keeps important communication …
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Hubspot works well!

9 out of 10
March 30, 2024
Incentivized
I use Hubspot to manage a lot of data and our clients and find its interface very user-friendly. The tracking of emails and notes is very …
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Review

10 out of 10
March 30, 2024
Incentivized
I use HS to help charities with packages for their gala/event. I send quotes, general information, and check in after the event for the …
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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 (1495)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (1504)
    8.4
    84%
  • Interaction tracking (1450)
    8.3
    83%
  • Workflow management (1461)
    8.3
    83%

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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Features

Sales Force Automation

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

7.9
Avg 7.7

Customer Service & Support

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

7.4
Avg 7.5

Marketing Automation

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

8.4
Avg 7.6

CRM Project Management

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

7.6
Avg 7.6

CRM Reporting & Analytics

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

7.9
Avg 7.6

Customization

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

7.4
Avg 7.6

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.

8.4
Avg 8.3

Social CRM

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

7.2
Avg 7.3

Integrations with 3rd-party Software

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

7.6
Avg 7.2

Platform

7.9
Avg 7.5
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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 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 8.6.

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 and Ratings

(4746)

Attribute Ratings

Reviews

(1-25 of 229)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot to track our sales and renewal pipeline and see what deals are in what stages. We also use this in conjunction with our Marketing, as leads flow from our Hubspot-hosted website into our Sales funnel, and we track communication as the leads progress through the pipeline. We have automation in place that allows us to automatically assign team members tasks and send follow-up material to leads depending on their stage and length in the pipeline.
  • Lead tracking with custom stages.
  • Communication logging for all calls, website visits, and emails that are sent and received from leads.
  • Analytical insights about how deals are progressing in our sales funnel.
  • We are linking our renewal and customer success pipelines with sales pipelines after leads move to the won stages.
  • Creating custom sales dashboards based on meeting links are not easy or intuitive.
  • Reports take a lot of work to set up correctly, and sometimes, it isn't clear how to best generate reports based on how we've designed our funnels.
  • Sometimes the email tracking doesn't work for contacts which is frustrating.
HubSpot is well suited for companies that do not have a really complicated sales process and don't need a lot of customization in the tracking of their deals. It is not suited well for companies that need sophisticated analytical insights on their sales and marketing processes because it's not easy for anyone without any previous experience to set up and configure the funnel and dashboards to have any useful reporting style.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it to receive leads and call them in a easy way. We can also record the conversations, asking people if they allow it. It is the fastest way to do sales conversations at the phone, without passing from google calendar or other typeforms that are more professional for companies but they are not for privates
  • Recording calls
  • Showing list of leads
  • Analysing report activities
  • ordering tasks in an easier way
  • notifications could be done better
  • call phone status could be automatic
It is appropriated if you have to do analysis about sales activities of your team, even though they work remotely, you can see what they are doing during their whole workday without the sensation of being spied. Instead, I would not recommend HubSpot if you simply want to organise calls with people because they are not listed
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it to log and process orders that our clients purchase from our website. I am able to locate their main contact information, as well as to map accordingly the client's order data, such as invoice number, and link that into our in-house CSR database so it can be properly linked to the contact's information based on the order that the clients place on a daily basis. This allows me to also get in touch with them easier, by linking their phone number and email address, and either call them or chat with them directly.
  • Their UI is one of the friendliest I've ever worked with
  • The UX makes it impecable to work with several channels of third-party apps
  • Increase automation of linked apps to the CRM
It can let you to view better the way you organize your contacts per any other record attach to it; whether that's a company or target accounts that you can be able to customize.
March 05, 2024

9/10 would recommend

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I live by my tasks. It helps me make sure I follow up when I say I will (both time and date). I'm able to segregate my tasks by time zone which helps me being more efficient at calling at the right times. This also is huge for reporting and creating dashboards to see what works and what doesn't.
  • It tracks emails including opens, clicks, and keeps a great log.
  • I love how they give you options to build your own reports as well as some templated reports as well.
  • It creates an easy way to work with your colleagues even if its remote positions.
  • There are some limitations on report building. They need to have more options to add to the x/y axis
  • There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense.
  • It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job.
I overall really like HubSpot. I think it is very user friendly and easy to learn as you go. I became a manger leading a team of SDR's and really had to figure out the best reports and dashboards to build without any help. I was able to do it without having to google outside of HubSpot on how to accomplish something more than 1-2 times.
March 05, 2024

I'm a fan of HubSpot.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is a great CRM tool that easily stores customer information, pipeline data, reporting information, etc. I have only touched the surface of what this tool is capable of. The add-ons and integrations simplify processes and create efficiencies that I didn't even know were possible with today's tools. As a user of the product, I appreciate having both a desktop version and a mobile app to use when I'm on the road.
  • Tailored reporting functions.
  • Ease of use.
  • Stores data very well.
  • When sending emails inside of HubSpot, I would like the ability to use my true email signature with the company logo.
  • Sometimes, accounts are duplicated due to multiple email addresses, creating redundant accounts and confusion.
  • Connecting to the external email is excellent, but sometimes it populates accounts, that weren't meant to be added into HubSpot.
The ease of use is the best part. It didn't take much time to learn the basics and start using the HubSpot. Other CRMs I have employed in the past required extensive onboarding and training sessions before you could begin using the program. Granted, there are a lot more advancements that HubSpot has, and that having training would be great to capitalize on all of the additional functions, but in the normal day, it is easy to use and has everything I need.
David Mcnery Tijerino | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CRM HubSpot is a time saver when it comes to collaborate with my team members.

Also, it makes it a lot easier for us to add or update client's information.

Before we used to do all of this with Google Sheets, now, we have the need to use a CRM since we are growing, also, we can make it work with our phone system to always know who's calling and have the information ready.
  • User Friendly
  • Straigh forward
  • Intuitive
  • I've been having issues to add my Payment information and they don't know why this happens.
Adding client's contact information, of company's information is really easy and it helps a lot when you just add the website and HubSpot gives more public information.

So far, I haven't encountered any issues using the platform and my team is happy that we switched to this CRM, we are thrilled to have 1 place for all the information we need.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Creating workflows, CRM, chatflows, deals, qoutes and email marketing. HubSpot is our main tool for customer relationship management, automation and creating qoutes. This tool helps us making our processes easier and seamless transaction.
  • Workflow
  • Chatflow
  • Deals
  • Qoutes
  • Integration
  • Customer Support
  • Knowledge Base
  • Conversation
  • Reporting
Uploading and extracting data from and to HubSpot are very easy but sometimes we encounter some issues where in the date is not as what we expected, we need to create to formula just to get the date format we want.
Mike Lester Rosales | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I actually use HubSpot CRM in several organizations I am part of. One use case is getting our leads in there and tracking their conversion along the marketing / sales funnel. Inside you would find all communications like emails and notes from the sales and business development teams on the contacts / companies associated. We no longer need to keep track on a spreadsheet and we setup automations to automatically fill up certain fields in the database. Moreover, we integrate HubSpot with other tools like our WordPress website and other marketing tools as well. Further, reporting is very efficient once you have setup everything in your database and the fields are filled up completely.
  • Contacts Management
  • Companies Management
  • Integrations
  • Chatbot
  • Mobile App
  • Missing Project Management features
For a Sales focused organization, HubSpot is perfect for tracking the leads conversion performance of the team. For a marketing team, this is likewise the same case as they also have landing page and email marketing features. However for a real estate company, there are certain features that are not available out of the box so there would be some customizations needed before going live.
February 06, 2024

HubSpot Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot CRM as a main CRM in our company, which contains data about all the leads that we work with or that we have communicated with. We also use HubSpot for sequencing and marketing emails. Another thing is time-Consuming Administrative Tasks. Automation features reduce the time spent on administrative tasks, allowing teams to focus on more strategic activities. Also, the integration between marketing and sales tools within HubSpot ensures that both departments are aligned in their efforts.
  • Tasks management
  • Email sequencing
  • Integrations with other solutions
  • Sales Hub
  • Complexity of advanced features could be improved. It is a bit difficult to use workflows, custom reporting and so on.
  • There are limitations in terms of deeply customizing the CRM to fit very specific business needs. Certain fields, workflows, or reporting features cannot be tailored precisely as we need.
  • The mobile app version of HubSpot CRM doesn't offer the same level of functionality and ease of use as the desktop version.
HubSpot CRM is perfect for small to medium-sized businesses that are scaling up. The free version offers enough functionality for startups and small businesses, while the paid tiers provide advanced features needed as a business grows. Also, HubSpot is a great solution for companies that prioritize close collaboration between different departments, as HubSpot allows it better than many other CRMs.

Larger enterprises with highly specific or complex CRM requirements may find HubSpot CRM limiting. While it offers customization, it may not accommodate the intricate or unique processes of larger organizations.
February 06, 2024

HubSpot review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot allows us to manage all of our prospect and client relationships, which helps us capture new business and increase company revenue.
  • Great UX - easy to use and customize
  • Makes app integrations simple
  • Automation helps with outbound sales motions
  • Quote integration with NetSuite has proven more difficult than I feel it should be
It's great for outbound sales motions (emails, cold calls, marketing forms, etc.)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot in my organization is used as a comprehensive customer relationship management platform to streamline my sales, marketing, and customer service processes. Hb helps me manage and organize our customers effectively. It allows us to track and nurture leads throughout the sales funnel, ensuring that potential customers are engaged with relevant content and communications. Sometimes we used it to send automated email sequences, task automation, and deal tracking. In my day to day and overall hb helps me manage customer interactions, track support tickets, and ensure a consistent and positive customer experience.
  • track support tickets
  • automated email sequences
  • track key metrics
  • enhanced customization options for reports and dashboards
  • more sophisticated options within for marketing
  • improve mobile app
HubSpot provides a visual and customizable pipeline management feature. This is beneficial for to track deals, understand the sales process, and prioritize activities to move deals forward.

December 18, 2023

I love this software

Derek Burton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it to track, and manage accounts from a sales perspective. We use it to send emails and manage lists for marketing. We are just starting to use it for customer support ticketing. Hubspot allows us to manage a sales pipeline effectively while gathering information about our customers to use for marketing purposes.
  • Automatically gathering customer information
  • Easy modifications
  • Great automation tools
  • I am not familiar enough to offer much in the way of criticism at this point.
It's been very good for a sales pipeline. Our customers can have a multiple years long sales cycle so being able to manage many customers over an extended period of time is tantamount to our success.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
My workday begins with reviewing Hubspot notifications to monitor our qualified leads. Throughout the day, I rely heavily on Hubspot for various critical tasks. These include reaching out to inbound leads, following up with potential clients, and reviewing the SDRs reports on the Sales Dashboard. Additionally, we use it extensively for reporting month-over-month (MoM) and year-over-year (YoY) statistics, which is vital for tracking our performance and identifying trends. This platform is central to my daily operations, serving as an indispensable tool for managing customer interactions, tracking sales progress, and ensuring a comprehensive overview of our sales activities. Hubspot effectively streamlines our workflow and is the backbone of our sales and customer relationship management strategies.
  • It keeps you organized with its straightforward flow; I don't know if it is just me but with the automation, we set on HubSpot and it makes my job a lot easier to track everything rather that checking all the customer lists (the highly qualified, product qualified, semi-qualified, etc).
  • It's great to have such a detailed user profile - it allows associating every detail with the specific customer, so it is great for our technical teams as well to see the notes (like feature requests, bug reports, etc) under the user profile page.
  • The graphs we created under the dashboards are making my job quite easy. I can find every little filter I need for creating monthly reports. The graphs are transparent, and easy to understand; no need to highlight a particular part.
  • Our Hubspot expert is setting up everything for us; so I don't specifically have a problem with HubSpot CRM; however, I know that sometimes there are some issues with changing the assigned attributes - because it is hard to find where to do it. It's a bit complicated to set some new rules for the attributes or change them.
  • The main use of the Hubspot integration for our use case is ProfitWell. When checking monthly, sometimes the profit well data and the data on Hubspot do not match. Somehow, Hubspot is not counting some new users as "new" and does not represent their MRR on the dashboard.
Although the sales team is the team actively using HubSpot every day; our product and technical teams are checking HubSpot CRM prospect profiles regularly to see the notes and insights about the users. We were able to create such detailed prospect profile pages on Hubspot, we know where the leads come from, what their actions are on UserGuiding accounts, and their journey on our website. Also, before and after calls we take all the notes so all the teams can check the details and act accordingly. Collecting everything under one profile in a clean way is the best part of it. Based on the sayings of our Hubspot expert, sometimes it is hard to set some rules/change the rules of the prospect attributes because HubSpot's comprehensiveness brings complexity. If our expert is OoO, and if we need to change something, then it is not possible to find where he created/changed that attribute, so there is a steep learning curve when it comes to setting things up. But as a sales executive, I'm pretty happy with my HubSpot experience.
December 15, 2023

10/10 would recommend!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot to call the existing clients and contact them to welcome them onboard and see if they have any questions. I also use HubSpot to send out emails efficiently.

The only problem I have experienced is when sending an email directly from HubSpot, I found that copy&pasting different texts from docs or notes changes the font size and style.
  • Organization. Great way to add notes.
  • The ability to record calls, for professionalism
  • How I can save email drafts for quick use
  • Keeping the font the same when using copy and paste for emails
  • A way to manage incoming calls better. If I’m already in a call and receive an incoming call, it cancels it and do not have the option to hold the current call.
  • Dark mode interface would be nice.
HubSpot CRM is great for sales people to contact customers, and to see who purchases a member for instance. However, it is not ideal for analytics from my experience like seeing where most of the demographic comes from in users. While I would recommend HubSpot CRM to colleagues, I do not find myself in that situation often.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot for managing our client database and tracking their contact status. It allows us to call leads, automate emails, book meetings, track profits and more.
  • Automation
  • Reports
  • Contact Organization
  • Calling Leads
  • Task management
  • Templates
  • More specific email logging settings
  • Easier to edit report dashboards
  • The phone app version could be more user friendly when calling contacts / completing tasks
- Great for calling leads and organizing tasks
- Good for sales flow and processes
- Helps to automate contacting people
November 21, 2023

HubSpot CRM for Startups

Score 7 out of 10
Vetted Review
Verified User
Incentivized
My team uses HubSpot CRM to keep track of contacts, book demos, and follow the progress of deals. We use the dashboards for reporting on both engagement and to keep track of the financial health of the organization. I am the sole member of the business development team, so I use HubSpot CRM for most of my daily tasks. I send sequences and track outreach that needs to be followed up on, make phone calls, tag coworkers into contacts that require their review, and manage deals in discovery.
  • allows follow up tasks to be created for a future date while executing a current outreach
  • makes filtering my tasks super clean and easy
  • tracks communication for contacts across a variety of platforms, and allows those comms to be filtered in or out of the view
  • incredibly customizable contact/deal/company pages & properties
  • sometimes the navigation makes no sense - why, when I delete a deal, doesn't it take me back to the last page, usually the contact I came to the deal from?
  • when I am working in a sequence, say I make a phone call and decide to unenroll the person on the other end. Even if I unenroll them before "save and complete"ing the call, it will still generate the next step even though they're removed. Makes for some confused (and occasionally angry) contacts.
  • I would love to see parent account abilities.
HubSpot CRM seems like a great place to help a business get off the ground. It's simple and user friendly, but also can be made more sophisticated as the needs of the user grows. It seems like once an org gets big enough to have accounts with multiple suborgs. or larger enterprise deals it could fall behind in meeting the needs of the users.That being said, CRMs like Salesforce are so beefy and complicated they usually require at least one full time admin, if not more, so having something that feels like the younger sibling without the additional labor price tag is great.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Hubspot CRM for profiling the accounts of all of our drivers. It's a great help in updating the profiles, and an easy way to keep the accounts in detail. It's very communicative and keeps the record in real time. Integration is flexible with the other apps, especially automating information directly making the work faster and more productive. HubSpot CRM has a lot of features to offer that address the business problems of intermittent tickets from the drivers. It is also universal and shared by other employees which is a good collaboration to help each other.
  • Contacts
  • Services
  • Conversations
  • Reporting
  • Automation
  • Sales
  • Marketing
  • Automation - Sequences
  • Tickets - duplicated
Focusing on the benefits of HubSpot CRM, it is really well suited in keeping a detailed record of a contact as well as reporting analytics on the success of the business. Very commendable app to those who are looking to more organized business used in profiling and look into the notes for updated information.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We uses it on a day-to-day basis. To receive leads from the website and to work on those leads & get connected. The activities and insights from the customer is what it helps us sales people be more personalised on our approaches to our lead. It also helps us much more organize with our database.
  • Organise data from company information down to specific scores of engagement of customers.
  • Allow me to plan my tasks and be able to prioritise those that matters.
  • Gives an understanding of how are we performing when it comes to getting quality leads in.
  • Allows me to track how am I doing against my quota.
  • Being able to enrol a customer in a sequence through the mobile app version.
  • Allowing me to give task prioritisation score rather than just the 3 levels.
  • Much filters ability on company, contact and workspace sections.
It is well-suited to modern and simple marketing and sales teams of not more than 50. I'm guessing it would become more complex when there's a larger group using it as it usually doesn't give drop down options if you are looking at specific dashboard for example, then you'd have to scroll all the way down. Imagine a bigger team with too much dashboard already created, I would feel bad for them using it.
Mark Hautala | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot to message and call prospects where we can have a system of record for all touch points. We also use it to keep lists from conferences or where we run marketing campaigns. It’s able to be used to dial out calls and to have sequenced steps for email, call, LinkedIn, etc.
  • Source of record
  • Easy to use
  • Allows for marketing capabilities
  • The mobile app is not as easy to use as desktop
  • Better LinkedIn integration
  • Better visibility into the thread content of what’s being sent
Great for recording calls and having a record of emails and responses that are sent/received. I like the task feature and how it can be used to set reminders of when and how to follow up with people. It works well for others who have HubSpot within the organization because they can see anyone who’s been contacted and the response they received
November 06, 2023

Simple and user-friendly!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot for a number of reasons within out organization. It helps us with marketing automation, email sequences, inbound marketing, reporting, analytics, and CRM integration.
  • HubSpot does a good job with helping our organization easily create and manage our marketing campaigns.
  • HubSpot does a good job helping our sales team create automated email sequences and tasks to their leads. It's very user friendly and simple to understand, integration, and inbound marketing leads
  • Having the ability to match our CRM with leads and contacts, rather then marking everyone a contact
  • Mobile app
I really like the task set up, helps me keep tabs on what I need to do when I open up my task every day and easily go down the line and finish each one.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot has proven to be an indispensable asset for our business. With this Customer Relationship Management (CRM) tool, we seamlessly manage our current clients, past clients, and new leads. It's the ultimate organizational powerhouse, providing a central hub for all our client-related information. This means no more digging through scattered emails and spreadsheets.One of HubSpot's standout features is its automation capabilities. Tasks that used to eat up our time are now efficiently handled by the system. Automated email responses, lead scoring, and task assignments have not only made our jobs easier but also ensured consistency in our operations.Furthermore, we can closely track leads' progress through the sales funnel, which helps us tailor our marketing and sales strategies. The generated reports and analytics offer valuable insights for data-driven decision-making.Segmenting our client database based on various criteria allows us to send targeted communications, leading to higher engagement and conversions. As we grow, HubSpot scales with us, ensuring we maintain the same level of organization and efficiency.In essence, HubSpot is not just a tool for organizing client data; it's a catalyst for productivity, communication, and growth. Its automation and analytical features have significantly contributed to our success, making it a fantastic product for our business.
  • Automation through Workflows and Sequences
  • User friendly
  • Integrations with other applications
  • Further integrations and flow
  • Desktop Application
  • Further develop the mobile app
HubSpot CRM is a tailor-made solution for businesses that place a high premium on effective lead management and client engagement. This powerful tool equips you with the essential resources required to handle clients with precision and attentiveness.One of the standout features of HubSpot CRM is its lead management capabilities. It offers an intuitive and user-friendly interface that makes it easy to track and nurture leads as they progress through the sales funnel. This enables you to provide timely and relevant information to potential clients, increasing the likelihood of conversion.In addition, HubSpot CRM provides robust client management tools. It allows you to keep detailed records of client interactions, helping you stay organized and responsive. Whether it's a phone call, email, or an in-person meeting, you can log and access these interactions with ease. This level of organization ensures that you're always up-to-date on your client relationships, which is crucial for providing top-notch service.Moreover, HubSpot CRM's automation features streamline routine tasks and enable you to focus on more strategic activities. From automated email responses to lead scoring, these tools not only save time but also ensure consistency in your client management processes.In conclusion, HubSpot CRM is a game-changer for businesses that value lead management and attentive client service. It equips you with the necessary tools and automation to manage clients effectively, from the first contact to ongoing relationships, ultimately leading to improved customer satisfaction and business growth.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot daily for a number of different uses. It is a great platform to track all information related to business contacts and every step of the sales cycle. The functionality is extremely user-friendly and there are a number of tools that are effective for getting work done efficiently.
  • Sales cycle.
  • Daily Task Management.
  • Customer Database.
  • Prospect Information.
  • Calls dropping using the browser.
  • IOS App.
It is great for a company with a wide range of sales prospects and a lot of outbound work being done. Any size of company could use this to improve their sales processes. Companies that don't work with as many partners or do not have a lot of outbound work would maybe not need something as wide-reaching as HubSpot.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
This CRM system is incredibly useful in everyday sales. I don’t need any more tools or paper notebooks in my work because I can hold all info in one digital place. All reminders work perfectly; it also works perfectly with my email account and calendar. Previously, I have used other CRM systems, but they definitely were not as convenient as HubSpot CRM.
  • Reminders
  • Integration with email.
  • Integration with calendar.
  • Mobile app.
  • Picking up phone numbers for inbound call on iOs.
  • More tips in overall working profile.
  • Suggestions for improving you email outreach.
It is very well built for building your sales pipeline and for maintaining it in a good and workable search. It takes a very little amount of time to register everything to the CRM system, but it is very convenient because you can see every move you have made with this particular client.
October 31, 2023

Very happy HubSpot User.

Joshua David | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot to prospect leads and track my opportunities from the first touch point to close. I am also using HubSpot reporting to better understand our contacts & accounts.
  • Sequences for outreach.
  • Reporting on a contact or account level.
  • Great for customer service and tracking ticketing.
  • Search bar tends to not work sometimes but has been better of late.
  • task management can be a bit of a pain to navigate and be quicker with.
  • Sharing templated reports.
It's a great tool to run all your prospecting through. I create a ton of sequences and run them on hundreds of contacts every week, and the meeting link I can provide through HubSpot allows me to get meetings on the books very quickly. I live on my deals page to understand where my opportunities are so I can stay on top of them and ensure those apps are moving the pipeline effectively. I also use the tickets for certain product bugs to ensure my team is on top of these issues so they can be solved quickly.
September 27, 2023

CRM that works for thee!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Account demographics, contact info, notes on current account activity, establishing sales goals, and tracking. Using the mobile app to track calls, appointments, and emails, as well as setting up future tasks for completion. Record keeping of all activities with the account.
  • Organizing account lists.
  • Tracking interactions between representative and account.
  • Setting up future tasks and reminders.
  • Tracking of progress of sales and activity.
  • Ease of attaching multiple file types within interface.
  • Show all contacts related to a company by email address list.
What it does well: Account demographics, contact info, notes on current account activity, establishing sales goals and tracking. Using the mobile app to track calls, appointments, and emails, as well as setting up future tasks for completion. Record keeping of all activities with the account. I'd prefer a note made in a company list or under a contact's name to be shown under the company listing regardless of being composed in the contact record.
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