Slick and Easy. HubSpot helps get it done.
June 24, 2016

Slick and Easy. HubSpot helps get it done.

Aaron Davidson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Our sales and marketing departments both use HubSpot CRM to manage our inbound leads. The deals tool also allows us to put a numerical value on each of our leads, which helps us identify the sources of the leads that we want to put more of our resources towards as we move forward.
  • Deals helps classify valued leads higher than others.
  • Contacts are simple with "Facebook" like timelines.
  • Easy to manage workflows within the application.
  • Workflows don't allow deals to modify other areas.
  • Contact lists could use more flexibility in And/Or area.
  • Have to pay extra for really helpful features.
  • The templates save me a lot of time.
  • Workflows help each sales person monitor a lot of leads.
  • In order to use some features, I have to pay extra. That's no fun.
The workflows and contact solutions are more robust with NetSuite, but it isn't as automated and user friendly as HubSpot.
If you have a lot of inbound leads, hubspot crm is helpful, otherwise, it's not as helpful if you're just importing lists.

HubSpot CRM Feature Ratings

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