Great CRM for current HubSpot users!
August 08, 2017

Great CRM for current HubSpot users!

Rick Marsland | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We have used Hubspot CRM to coordinate our marketing and sales teams better. It has been great for getting everyone on the same page and sharing all the relevant information on customers, and interactions with them, that each team has. It has really helped unify our efforts so we can be more effective.
  • Works great with linking to Hubspot's marketing tools.
  • Gives tons of ways to identify customers and keep track of where they are in various funnels.
  • It's so nice when the CRM is able to fill in some of the customer info automatically.
  • It has taken some time to help get our sales staff familiar with the interface, but for those familiar with Hubspot it is a breeze.
  • Trying to use some of the tools slightly outside of their normal use would have seemed impossible if not for some help from Hubspot staff.
  • It has helped our sales and marketing team better unify and be more efficient.
If you are currently using Hubspot's marketing tools it's a no-brainer. However, if your sales funnels and structure is out of the norm, be prepared to do some "customizing" and get some help from the Hubspot staff. The fact that it is free definitely sweetens the deal.

HubSpot CRM Feature Ratings

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