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Agency Partner Review
April 15, 2016

Agency Partner Review

Nick Peterson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Reseller

Overall Satisfaction with HubSpot CRM

The HubSpot CRM is being used by our sales team, and we also recommend the CRM to some of our clients. HubSpot's CRM is an excellent way for small-to-medium sized sales teams to track, follow-up, and close on leads. The biggest problem the HubSpot CRM addresses would be the connection between a marketing platform and sales platform. It's basically the bridge that enables your business to market.
  • Easy to begin using immediately, with little to no training.
  • Excellent prospecting tool allows for easy lead-scoring at a glance.
  • Emails and fields are connected to the marketing platform.
  • Reporting features could use some improvements.
  • Isn't the most fully-featured CRM.
  • Some of the features might need bolstering.
  • Improved prospecting.
  • Tracking and following up with customers.
If you're just beginning to explore the world of CRMs, I'd highly recommend sampling HubSpot's CRM. Small or medium-sized companies' sales teams will benefit greatly from the easy to use platform. If you have a lot of contacts or are looking for in-depth reporting tools, you might want to look elsewhere for now. However, if you're currently using HubSpot's marketing platform - you NEED to use this CRM.

HubSpot CRM Feature Ratings

8.1
Customer data management / contact management
8
Workflow management
6
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
9
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
7.3
Task management
9
Billing and invoicing management
8
Reporting
5
7.0
Forecasting
8
Pipeline visualization
8
Customizable reports
5
7.5
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
Not Rated
Mobile access
Not Rated