HubSpot Overview
January 09, 2018

HubSpot Overview

Diego Zacarias | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to manage all marketing and sales activity across the organization (higher education). HubSpot is particularly useful for us because it allows us to stay organized while working remotely in different time zones. It has inter CRM communication abilities, as well integration with other marketing and sales platforms (Facebook Ads,Hotjarr, etc). I highly recommend it to anyone that is on the fence about buying it. With that being said, the price is a drawback and they charge for additional add-ons that you would think are free.
  • Email Drip Campaigns
  • Customer Management
  • Integration with Other Platforms
  • Price
  • More depth than just breadth-Enable smart content on all pages, enable email retargeting, integrate with google analytics
  • Better UX-dashboards aren't as straightforward as they seem
  • Chat-$50 extra per month; have gotten some customers from it
  • Email-Automation-Saved tons of time with
  • COS-Saved web developer costs
If you have a lot of clients to manage and want to automate marketing as much as possible, then I'd recommend it. However, I admit that for smaller businesses that don't need databases and only need a few particular marketing tools, there are cheaper alternatives that you should consider (MailChimp, etc). However, if you want a one-stop platform for analytics, marketing, and sales, then this is it.

HubSpot CRM Feature Ratings

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