Hubspot Sales CRM good enough, but not for everyone
March 23, 2018

Hubspot Sales CRM good enough, but not for everyone

Shannon Arnold | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for prospecting, managing leads and managing sales opportunities. Our admin, sales and marketing teams use the system on a daily basis. We use it to forecast sales and manage deals and track the sales team's performance. We also use CRM to communicate with our leads and customers.

Pros

  • Tracking email opens and website revisits.
  • Providing info on companies visiting our website

Cons

  • The reporting is very limited, difficult to customize, and needs a lot of work.
  • Lots of basic CRM features are lacking, like the support of multiple currencies, tracking recurring revenue opportunities.
  • We cannot attribute a positive ROI on our business at this time.
Salesforce is WAY more expensive. not sure it compares
HubSpot CRM is a great tool for startups or companies that do not have a CRM system. It is easy to learn when your team is not trained on a different CRM. If you're used to using a more mature CRM system, the switch will be tough and hard to adapt to. Data migration is also not easy.

HubSpot CRM Feature Ratings

4.3
Customer data management / contact management
7
Workflow management
4
Territory management
5
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
1
Quote & order management
1
Interaction tracking
3
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
8.5
Lead management
8
Email marketing
9
4.0
Task management
6
Reporting
2
3.0
Forecasting
3
Pipeline visualization
3
Customizable reports
3
6.5
Custom fields
8
Custom objects
5
API for custom integration
Not Rated
7.5
Role-based user permissions
7
Single sign-on capability
8
6.0
Social data
6
8.0
Marketing automation
8
6.0
Mobile access
6

Comments

  • Carl Pieri | TrustRadius Reviewer
    Carl Pieri
    (Vendor Representative) commented 8 years ago
    Hi Shannon! Thank you so much for writing this helpful review, I appreciate you taking the time to give such detailed feedback. I'm glad to hear that you have found the email and website visit tracking capabilities helpful! As for the challenges you have faced, I would love to dig into these a little bit more. Could you describe some of the specific challenges that you have encountered with regards to reporting - are their certain reports you tried to build that you could not or certain features you would have liked to see? As far as those other CRM capabilities that are currently missing, I would love to hear about any other capabilities you would like to see that you currently do not. If you would like to continue the conversation, feel free to email me at carl@hubspot.com Thank you again for your review, Carl

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