An easy to learn CRM, that has everything you need
March 23, 2017

An easy to learn CRM, that has everything you need

Stephanie Reed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it as a whole organisation and it's our only CRM. I have previously used other CRM software, but this is definitely the easiest to use. It's been invaluable in keeping track of all our leads, making sure we followed up with all of them and track all the activity done by the individual salespeople for each contact. Plus, the fact that it automatically tracks the online activity of the contacts is invaluable information. We always recommend to all our clients to use it.
  • Automatically tracking online activity of contacts
  • Easy to use and learn
  • Well organised
  • Stronger back-history tracking
  • Better deliverability of the emails from the CRM
  • Increased the leads by 200%
  • Improved out follow-up process
There is no comparison between HubSpot and SharpSpring. HubSpot is a lot more accurate in the tracking of the activity, and easier to use and learn. I often train clients on it, and they all pick it up in no time, and once they start using it they never go back.
The only scenario when it's less appropriate is for a big company with many contacts. A more solid solution like SalesForce is recommended if your database has more than 5K contacts. It's perfect, on the other hand, for SMEs, start-ups and generally anyone who has only a few thousand contacts in their database.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
3
Interaction tracking
9
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
10
Reporting
5
Forecasting
5
Pipeline visualization
6
Customizable reports
Not Rated
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
5
Role-based user permissions
5
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
10