Longtime HubSpot User Enjoying CRM Addition
July 06, 2016

Longtime HubSpot User Enjoying CRM Addition

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

Overall Satisfaction with HubSpot CRM

The HubSpot CRM is being used by our agency internally and we are also enabling our clients to use the CRM as well to streamline their online sales process. This is a great tool to help our clients bridge the marketing/sales connection, and become more immersed in how inbound works, what opportunities are available, and how to optimize their sales process in HubSpot.
  • Works to support all inbound marketing efforts in HubSpot
  • Offers easy segmentation of lists
  • Allows for marketing to develop "templates" for sales team to easily use
  • Extra cost for more advanced features
  • It's had a positive impact to help ensure we're aware and focused on all lead opportunities
  • It's been positive as a way to help us have the tools we need to track and follow up with leads
It's well suited for small/mid-size businesses up to enterprise level.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Case management
9
Call center management
9
Help desk management
9
Lead management
9
Email marketing
9
Task management
9
Billing and invoicing management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
9
Mobile access
9