Easy to use with some great features
August 18, 2017

Easy to use with some great features

Toby Mei | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It is used mainly for the sales team to keep logging and tracking customer activities and interaction.
  • Easy to create segmentations of customers based on different criteria.
  • Integration with Gmail.
  • Better integration with other platforms.
  • Provide a case or ticket function to serve as customer support tool.
  • It comes free with the HubSpot marketing platform for us to use.
HubSpot was selected when we signed up with HubSpot marketing but we've out grown the functions that HubSpot CRM provides.
It provides basic CRM function and is an easy-to-use UI. And I think it's more suitable for B2B CRM.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
9
Lead management
9
Email marketing
8
Task management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
10
API for custom integration
8
Role-based user permissions
7
Single sign-on capability
9
Social data
9
Social engagement
8
Marketing automation
9
Compensation management
8
Mobile access
8