HubSpot CRM is a great tool
May 10, 2016

HubSpot CRM is a great tool

Carah Counts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Our marketing team uses HubSpot's marketing software, so it was a natural step for us to start using the HubSpot CRM. Our sales team uses Salesforce and integrates with HubSpot Intelligence. The marketing team chooses to use HubSpot CRM rather than SFDC because it is less cumbersome, easily accessible from our HubSpot portal, and there is no learning curve.

Pros

  • Easy to use and navigate
  • Matches marketing platform aesthetic
  • Integrates with HubSpot marketing platform
  • Freemium pricing

Cons

  • Limited customization (if that is something you value)
  • Not as robust as some CRM tools
  • We don't use the CRM for our full sales team, so I can't speak to the ROI of the tool. I believe it has saved our marketers a lot of time and headache from avoiding a clunky CRM tool!
Our sales team uses Salesforce and integrates with HubSpot Marketing platform. The marketing team uses the HubSpot CRM rather than Salesforce to access lead and pipeline data. Both work in tandem very well.
A large sales team with sophisticated workflows and processes may find the tool limiting. For most teams, however, the HubSpot CRM is a perfect tool to manage and gain insights about leads and where they are at in the sales process.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
10
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
8.0
Task management
9
Reporting
7
8.3
Forecasting
9
Pipeline visualization
9
Customizable reports
7
10.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
10.0
Mobile access
10

HubSpot CRM Implementation

Because we use the HubSpot marketing platform, implementation was as simple as hitting "Go." The two work seamlessly together.
  • Implemented in-house
Change management was minimal
  • None

Upgrading HubSpot CRM

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