Overall a Good CRM That Gets It DONE!
March 04, 2020

Overall a Good CRM That Gets It DONE!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It integrates with WordPress well across all departments such as marketing, sales, accounting, customer service. The Sales team in particular uses HubSpot CRM to manage contacts, keep track of the status of accounts, and has a customization feature for the sales pipeline. It is easy to navigate through the CRM and export large sets of data. It is always a great way to manage tasks, receive reminders if they are not completed, and is easy to log calls or notes into.

Pros

  • HubSpot Tasks - you can assign a task to yourself or other teammates and set a reminder if the task is not complete within a certain amount of time.
  • Exporting of large data - numbers are important in sales and there are are a various selection of properties it comes with that can easily help organize business contacts, as well as the customization feature
  • Sales Dashboard - gives analytics and insights about the teams productivity

Cons

  • Exporting data - you have to go to options, then choose to export, rather than a clear cut export button
  • More integrations with other WordPress plugins
  • More customization on the display platform
  • Gotten the job done, but will probably shift to a bigger CRM if back end web development is needed
  • HubSpot academy is very helpful in learning the software, along with sales and marketing help
  • Leads - opening of emails helps track prospective clients, but might not be accurate/actually sent to client
It is well-suited when you need something more simple and easy to learn. However, if you are trying to build something more complicated in the developers back-end it can be challenging. Other bigger CRMs have the capability to build out more, in turn helping client and customer needs. This platform is good for keeping track of contacts, companies, and tasks, but lacks in the ability to integrate with other plug-ins that future clients may have.

HubSpot CRM Feature Ratings

6.4
Customer data management / contact management
10
Workflow management
7
Territory management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
6
Quote & order management
6
Interaction tracking
6
Channel / partner relationship management
5
6.0
Case management
6
Call center management
6
Help desk management
6
5.0
Lead management
5
Email marketing
5
5.3
Task management
7
Billing and invoicing management
2
Reporting
7
6.0
Forecasting
6
Pipeline visualization
6
Customizable reports
6
8.3
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
6
5.0
Role-based user permissions
5
Single sign-on capability
5
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6

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