Great software!!!
May 31, 2016

Great software!!!

James Bishop | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is a great tool that connects the sales and marketing teams in a great way. I love the integration between the sales and marketing platforms. It brings lead interactions from marketing into the sales side and keeps track of communications from the sales team. A great feature is the ability to assign tasks and groups of leads to different people while tracking progress. Duplication of efforts is not an issue with HubSpot CRM.
  • Creating tasks and managing work flow
  • Integration of marketing info for each lead
  • Seamless communication with leads through CRM
  • It would be great if there was better integration with payment platforms for customer info
  • Being able to track behavior gives us the ability to cater much more
HubSpot CRM is much more intuitive to use. The customer care is amazing and the educational resources are invaluable.
The non-profit industry might have a harder time utilizing the software because of its catered focus on for-profit businesses.

HubSpot CRM Feature Ratings

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