Good, and continuously improving, but not complete yet
August 08, 2016

Good, and continuously improving, but not complete yet

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Hubspot CRM is being used as our main CRM for marketing and sales after previously having several different CRMs across division lines. Sales still uses a separate CRM for customer tracking as of now, but over time more and more new data is being added to Hubspot CRM instead of the other option.

Pros

  • Visually appealing reports and profiles
  • No user limits
  • Very easy to use if familiar with Hubspot Marketing
  • Included free with Hubspot Marketing

Cons

  • No ability to de-duplicate and merge companies like there is with contacts.
  • Either automatically adds contacts to companies based off email domain, or not automatically at all. Email domains are unreliable and no ability to have several domains be associated with a single company.
  • No ability to automatically have company information be copied to contact information. They are two separate properties, and some parts of the Marketing side do not allow you to use the company properties.
  • Because this is a free add-on to Hubspot, it has saved us thousands per year because we were already using HUbspot for marketing.
  • Has improved lead nurturing with a combination of marketing automation in conjunction with the CRM.
  • Has made leads easier to pass to sales since we are all using the same system.
It's clearly in it's early stages, but the CRM is incredibly easy to set up and start using. For simple tasks, it can more than handle what would be needed. When things get complicated however, things that seem easy can turn into several steps which can be frustrating for users who are not technically savvy.

HubSpot CRM Feature Ratings

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

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