HubSpot CRM - The Best On-boarding Experience is Just The Beginning
December 20, 2018

HubSpot CRM - The Best On-boarding Experience is Just The Beginning

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

Overall Satisfaction with HubSpot CRM

We use it to build a CRM for our clients - it helps us channel leads generated on LinkedIn & via cold email to a space where our clients can take action on them in an organized and systematized way. The onboarding is super simple and easy to use.
  • Importing and exporting leads
  • Tracking the follow of leads and deals
  • Generating analytics and reports
  • Allowing for easy access to leads and prospects from anywhere
  • UI/UX can always improve
  • LinkedIn Integration - must be added
  • It would be great to have pre written templates and snippets
  • I manage to retain clients for longer with the added functionality I give them.
  • Clearer view and better control of my pipeline.
  • No leads and prospects fall between the cracks anymore - they all get handled.
HubSpot is more comprehensive in features but not as good as Pipedrive on automation and pipeline management.
If you start small but have big plans, if you need lots of features in one system/platform, the HubSpot CRM is awesome.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
5
Interaction tracking
5
Channel / partner relationship management
5
Case management
5
Call center management
5
Help desk management
5
Lead management
9
Email marketing
9
Task management
8
Billing and invoicing management
5
Reporting
10
Forecasting
10
Pipeline visualization
8
Customizable reports
9
Custom fields
7
Custom objects
4
Scripting environment
7
API for custom integration
4
Role-based user permissions
10
Single sign-on capability
10
Social data
8
Social engagement
8
Marketing automation
10
Compensation management
5
Mobile access
10