FREE, simple and awesome!
November 03, 2017

FREE, simple and awesome!

Lindsey Witcherley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for ourselves and our clients. Across sales and marketing departments to align the customer journey and manage our pipeline. The integration with the marketing platform enables us to have full insight and access closed-loop reporting across all customers. The simple, intuitive system is both easy to manage and FREE!

Pros

  • Simple to set up and use on a daily basis
  • It's FREE and still offers a higher spec than some paid for CRMs
  • Integration of other tools and automation functionality is a bonus (sequences, meetings, calls, Sales Pro add-on, etc)

Cons

  • You can't import 'notes' from an existing CRM or database
  • Free CRM
  • Reduced management/time spent on having multiple platforms
  • Full integration with marketing has streamlined output, lead management, and overall qualification.
Expensive and doesn't offer any more than what we need from HubSpot

HubSpot CRM Feature Ratings

9.3
Customer data management / contact management
9
Workflow management
10
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
6.7
Case management
5
Call center management
10
Help desk management
5
9.0
Lead management
9
Email marketing
9
8.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
7
6.0
Forecasting
6
Pipeline visualization
6
Customizable reports
6
7.0
Custom fields
9
Custom objects
9
Scripting environment
5
API for custom integration
5
9.0
Role-based user permissions
8
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
Not Rated
8.0
Mobile access
8

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