HubSpot CRM FTW
August 15, 2016

HubSpot CRM FTW

Amber Klein | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Overall Satisfaction with HubSpot CRM

The HubSpot CRM is used across our whole organization. We use it mainly to track communications with all prospective customers across the organization. It allows us to consolidate all of the communications we have with prospects in one place so everyone understands what's happening with those people.

Pros

  • Gmail integration is great. It allows you to log an email you send through your Gmail account directly into the CRM.
  • Tasks will really help remind you when it's time to follow up with someone.
  • The contacts section allows you to see all of the interaction you've had with a customer or potential customer but also their engagement with your website.

Cons

  • Extra cost for advanced features.
  • It helps us close more sales because we know exactly what is happening with specific deals and never miss a step.
We don't use a ton of the functionalities of the CRM due to the size of our sales team but, for prospecting and remembering multiple different deals in place, it's a great tool.

HubSpot CRM Feature Ratings

9.2
Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
7
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
9.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
6.5
Social data
6
Social engagement
7
7.0
Marketing automation
7
Compensation management
Not Rated
8.0
Mobile access
8

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