Hubspot CRM - a CRM for managing the full funnel and marketing ROI!
October 19, 2015

Hubspot CRM - a CRM for managing the full funnel and marketing ROI!

Tara Robertson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review

Software Version

Professional

Overall Satisfaction with HubSpot CRM

We are currently a HubSpot platinum partner and use the CRM for our own purposes as well as for our clients to manage the full funnel from marketing through sales. What we have found is the integration with the tool is critical to our ability to track leads and how they convert overall. I also love the feature to listen in to sales calls after they take place so we can hear how our message is moving and how we can improve overall.
  • Lead Tracking
  • Lead Flow
  • Sales Automation Emails
  • Marketing and Sales Enablement
  • Reporting
  • Very positive! We are able to track full funnel follow up at the call center level better than ever before.
As mentioned previously we use Salesforce internally for a more complex sales process. HubSpot is great at the basic level and gives you what you need to manage a sales process. However when you are looking for complex reporting and dashboards Salesforce is a better solution. It really depends on the size of your sales organization and tracking needs. I have not gotten deep into looking at the reporting fields with the HubSpot CRM so am anxious to see how that helps.
I would love to see the HubSpot CRM become more complex with it's reporting and lead tracking capabilities. The CRM is sound and really helps keep a sales process manageable from a very basic level. However if you have complex sales needs we still err on the side of Salesforce. So I would certainly review your requirements and how robust your sales methodology is as well as what your needs are overall.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
8
Case management
7
Call center management
9
Help desk management
Not Rated
Lead management
9
Email marketing
8
Task management
7
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
Not Rated
Custom fields
8
Custom objects
7
Scripting environment
7
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
9
Social data
8
Social engagement
8
Marketing automation
9
Compensation management
7
Mobile access
8