CRM is a great included tool with HubSpot.
Updated November 08, 2016

CRM is a great included tool with HubSpot.

Kelly Taranto | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use the HubSpot CRM across multiple departments to hold all information in one location for easy access. It replaces a handful of places to search for information regarding one company record. I especially like the note tracking and document attaching abilities.
  • The HubSpot CRM links contact and documents easily per company record.
  • The records are easily customized to what our company needs.
  • The notes section is really helpful as are the tasks. The call and email logs are a great way to see contact clarity.
  • They listen to users and make lots of changes all the time. There is a section for ideas/wants. I often find things there that I didn't know I wanted or needed, but could use.
  • It would be great to have record color customization to identify companies no longer in business etc.
  • It would be great to have more free templates through Sidekick. Sidekick crashed a lot so we turned it off and went back to regular email templates.
  • User permissions are great, but could use more options.
  • Reporting clarity to decide how our budgets are being allocated and where to shift.
  • Increased employee efficiency when on the phone for looking up information and leaving notes.
  • Allows more clarity into the sales pipeline with the deals tab.
They are both good systems. I think HubSpot is a good starting point. Salesforce is more robust and has a lot to offer with support ticketing.
When using a serial number value for a company record, it is essential to have the ability to search by number and name. This took some thinking with the HubSpot team to make sure it worked for us, and it does!

HubSpot CRM Feature Ratings

Lead management
Email marketing
Custom fields
Role-based user permissions
Single sign-on capability
Social data
Social engagement
Not Rated