HubSpot CRM isn't the most complex, but it is easy to use.
October 31, 2016

HubSpot CRM isn't the most complex, but it is easy to use.

Jenny Weeden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use the Hubspot CRM on the sales side of our business to track sales activities and progress. It gives us a very visual representation of where each lead is in the pipeline. We love it because it connects seamlessly with the Hubspot Marketing tool, and helps us track leads throughout the entire sales and marketing process.

Pros

  • Customizable pipeline
  • Hubspot support team is phenomenal
  • Integration with Hubspot marketing tool makes "Smarketing" possible and easy

Cons

  • We love Trello, so an integration with Trello would be key
  • Other CRMs have more capabilities and features
  • Reporting is okay, but not great
  • It helps us keep track of current prospects in the pipeline so we stay on top of them
  • Helps us keep a clear record of our conversations with prospects
  • It helps us find new prospects pulled in from the marketing tool
Hubspot CRM is much simpler than other CRMs I have used. We use the free version of Hubspot right now because it came with our subscription. I think SFDC is a better overall tool, but it isn't effective if you have bad SFDC administrators. Ultimately the ease of use of the Hubspot CRM is key for our small agency.
If you are using the Hubspot tool for marketing, the CRM is a great addition to your sales process.
If you are a larger company with more complex needs, this CRM may not be for you. It has many of the basics, but it doesn't compare to power CRM tools like Salesforce.

HubSpot CRM Feature Ratings

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

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