Good CRM
Updated October 03, 2019

Good CRM

Ches Allen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to manage our current clients as well as prospective clients. We create lists based on their journey in the buyer's cycle and distribute content and information based on their stage in the journey. It is used across about half of our organization and addresses the problem of organizing our many contacts.

Pros

  • Able to make and customize lists based on any contact property
  • Tracks all communication with contacts
  • Goes out and finds information about contacts such as company info and Twitter handle

Cons

  • Sometimes slow to update contact properties
  • Difficult to merge duplicates
  • It has saved us a lot of time managing contacts
  • It has shown no negative impact
HubSpot is faster to work with and easier on the eyes. It has been the platform of choice at my last two jobs.
HubSpot CRM is well suited for when we need to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
5
Interaction tracking
9
Channel / partner relationship management
6
Case management
5
Call center management
5
Help desk management
5
Lead management
8
Email marketing
9
Task management
8
Billing and invoicing management
5
Reporting
8
Forecasting
7
Pipeline visualization
9
Customizable reports
8
Custom fields
7
Custom objects
6
Scripting environment
7
API for custom integration
6
Role-based user permissions
8
Single sign-on capability
8
Social data
6
Social engagement
7
Marketing automation
8
Compensation management
5
Mobile access
7

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