Easy to use, all in one tool, and free...Does it get better than that?
September 25, 2015

Easy to use, all in one tool, and free...Does it get better than that?

Emilee Anderson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source

Overall Satisfaction with HubSpot CRM

The CRM is being used by myself and our CMO, CEO, and VP to track our interactions with our leads. Having a Salesforce contract for so long, it was surprising switching over the HubSpot CRM and finding it was so easy to use. In Salesforce we would let our contacts just sit. They were hard to navigate and manage so we never wanted to go through the trouble of updating and purging. With the HubSpot CRM, it is super quick and easy to update and maintain our contacts as it integrates with our HubSpot marketing license. We have less emails bouncing and are able to have more meaningful conversations with our prospects now.
  • View a timeline of not only your interactions with the prospect, but how they are responding to your emails (opening, clicking, etc) and how they are interacting with your website.
  • The above knowledge gives you more context for the call you have with the prospect.
  • All the important information you need about the client is right in the overall list: their overall lead score, their company, their domain name, their email, etc. You have the option to customize this as necessary.
  • You can call, email, leave notes, record meetings, set tasks, and send calendar invites all from the contact's page.
  • A few of the functionalities aren't developed fully or maybe I just don't have a lot of use for them.
  • The contact tiers are a bit limiting for organizations with a lot of contacts.
  • More timely follow up with qualified leads
HubSpot CRM was free, so it was worth simply trying. After using it more hands on, it integrates with all the tools I use most frequently, and offers me way more value than our previous provider.
A major limiting factor is how many contacts you will have in the system. If you a huge organization with lots of contacts, it may not be the best fit for you. Additionally, my own experience has only been in using the CRM with just a few people. While having a large sales staff may not be a factor that MAJORLY affects the tool, I cannot say for sure how it would perform. (Although HubSpot uses it internally and seems to stay pretty organized).

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
7
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Custom fields
9
Custom objects
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Compensation management
10
Mobile access
10