Husbpot CRM is a great option
March 22, 2017

Husbpot CRM is a great option

Alicia Busse | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It is being used by our sales team, mostly for its direct email functions.
  • Email sequences/templates are awesome
  • Tracking of emails
  • Tracking of deal progress
  • Could have better interface functionality. I've commented before the email editor isn't as intuitive as I would like. For example, it should have "most used" tokens such as "first name" available right away so I don't have to search for it and insert it every single time.
  • I think that it has helped us get a handle on alerting our customers of important notices (i.e., contract renewal/expiration) where as before if we automated through Hubspot Marketing, some email clients would block the email and customers were getting upset that they weren't notified. Our templates are all in one place now and go right to peoples' inbox.
I think it is a great, simple CRM for smaller to mid-sized companies.

HubSpot CRM Feature Ratings

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