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HubSpot CRM Review: "We're all spoiled to have a free CRM like Hubspot"
https://www.trustradius.com/crmHubSpot CRMUnspecified8.2414101
Josh Summerhays profile photo
January 09, 2019

HubSpot CRM Review: "We're all spoiled to have a free CRM like Hubspot"

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot CRM

We use Hubspot CRM across our company for managing the entire spectrum of our contacts (leads, clients, and our certified coaches). Presently, we sync Hubspot CRM with another marketing automation tool to deploy email nurture campaigns and the email components of our programs for clients, but we will probably bring that all under one roof with Hubspot before too long.

Hubspot CRM does a great job of balancing flexibility (we can structure it how we want and create unlimited custom properties to support that setup) with ease of use (it doesn't take one or more dedicated and trained staff to build our setup and maintain it for us). Since we're a small and growing company, we've been able to easily adapt Hubspot CRM to our needs as our company has changed from a strategic and personnel standpoint.

Hubspot CRM is also the most integration-friendly tool our stack. Since it's so popular, most marketing and product software platforms integrate with it one way or another. It's made it very easy for us to plug in our other tools and build some fun automation, both client-facing and backstage.
  • Hubspot CRM is fantastically easy to navigate and use. Having used three other big-name CRM systems, I would say Hubspot has been by far the easiest to set up and use on a regular basis. The list and contact profile views are beautifully designed and intuitive to manipulate as needed.
  • Hubspot CRM's Lists functionality is so convenient for segmenting your master contact list in all sorts of ways. I use it anytime I need to find out how many or who from our list fits a narrow set of criteria. Even in past jobs where we had other database tools that we could use, Hubspot was the fastest and easiest to get that information.
  • Hubspot makes it easy to import your contact lists from other tools and sources. The migration tool is intuitive and works reliably. I was able to onboard a list of about 500 contacts in less than 10 minutes, including the time it took to diagnose compatibility errors on the first import.
  • Integrations are typically a strength of the Hubspot platform, but they still have a long way to go in the e-commerce category. Unless you're using one of the most popular e-commerce platforms like Shopify, BigCommerce, or Magento, you're going to have a lot of custom dev work on your hands. Would love to see more integrations in this area in order to add e-commerce sales revenue data to other offline purchases that get logged by sales reps.
  • Hubspot CRM has solved a lot of headaches with lead management for us. Before I arrived, everyone was managing their own contact lists separately and we had no coordination (bear in mind that we are a small company of 5 at the moment). Getting everything centralized with Hubspot CRM has saved me countless hours and made it possible to lay a foundation of basic automation that is ready to grow with us as a company.
  • We've had a substantial decrease in order processing errors since deploying Hubspot CRM with our fulfillment personnel.
  • Hubspot CRM saves me approximately 30 minutes each day over our previous set up because I can more easily filter and segment our list to get lead and customer information I need.
Hubspot CRM is designed to fit within their ecosystem of marketing, sales, and support tools, so it's a little different beast than the other tools I've used. Base CRM is a powerful tool, but it's more of a stand-alone sales CRM platform with tools designed exclusively around a sales workflow. Don't expect it to be wonderful if you try to integrate it with 3rd party marketing automation solutions or the like. ActiveCampaign's CRM is pretty lightweight, as their priority is the marketing automation tools and email marketing.
Hubspot CRM as a stand-alone free product is great if you are just getting started, are very small, and don't have a huge list or a lot of complexity to the list. It's easy to maintain great records, send personal emails to contacts, get information on contacts, segment your list into actionable groupings with filters, and so forth.

If you need reporting from your CRM setup, don't use Hubspot unless you're going to pay for additional functionality from their Hub products (Marketing, Sales, or Service). You don't get much reporting functionality without paying.

HubSpot CRM Feature Ratings

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