B2B marketer at a digital marketing agency
March 28, 2017

B2B marketer at a digital marketing agency

Emily Clayden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

My agency uses HubSpot CRM as a contact database - it is very well organized and a very intuitive tool. On a daily basis I use this CRM to keep track of all my contacts, it is really helpful that each contact has their own timeline of actions. The CRM does a great job of aligning the sales and marketing teams - everyone can see what has been happening because the leads actions are automatically tracked, for example when they last spoke to a sales peorson or if they have opened and clicked on an email. All in all the CRM provides a simple and well organized space to keep all your contacts in one place.

Pros

  • The biggest pro is that the CRM is completely free! Until you want to upgrade to more advance packages and add ons.
  • Very intuitive.
  • Lets you attach notes and reminders to clients.
  • Excellent automatic lead tracking actions.

Cons

  • Sometimes can take a while to load/doesn't load properly. Have to refresh several times for it to return to its normal format.
  • Big jump in price from free CRM to extra add ons.
  • Helpful system with good quality leads.
  • Increased ROI.
I would say appropriate for both small start ups and larger businesses. Would need more add ons for larger companies.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
6
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
6
Case management
6
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
8
Task management
9
Billing and invoicing management
7
Reporting
8
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Custom fields
9
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
8
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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