HubSpot CRM for Small to Mid-Sized Businesses
Updated May 19, 2021

HubSpot CRM for Small to Mid-Sized Businesses

Elyse Meyer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Reseller

Overall Satisfaction with HubSpot CRM

HubSpot CRM Is being used across the entire organization between sales and marketing. It helps us to solve the issue of sharing the most important prospect and customer data between teams so we can align messaging and efforts across departments. We would highly recommend HubSpot CRM for small to mid-sized businesses.

Pros

  • Ease of implementation
  • Ease of use
  • Customization
  • Collaboration

Cons

  • For some of the basic functionality, you need to upgrade to Sales Pro
  • List creation - you need Marketing Hub to build segmented lists in most cases
  • Lookup functionality in fields
  • Decrease cost of disparate tools being used
  • Improves sales and marketing alignment

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

It solves the needs of small and mid-sized businesses. It can accomplish what most companies need from a CRM to achieve sales and marketing alignment, gather customer and prospect information, track pipeline reporting and sales activity, and collaborate across departments. It has made using a CRM much easier for companies who were not leveraging one before.
HubSpot's support is very helpful. You can leverage chat, email or phone call support (depending on your level of package with Hubspot). All options really help to provide expedited service, and can answer questions quickly and efficently. HubSpot also has partners around the globe who can help with implementation and management of HubSpot CRM.
HubSpot CRM is best suited for small to mid-sized companies who are currently not using a CRM, or are using a CRM that is not integrated with their marketing efforts.

HubSpot CRM is not as well suited for enterprise companies who are looking for much more advanced logic and assignment of leads using a variety of rules and logic.

HubSpot CRM Feature Ratings

6.7
Customer data management / contact management
8
Workflow management
8
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
5
Channel / partner relationship management
3
6.0
Case management
6
Call center management
6
Help desk management
6
8.5
Lead management
8
Email marketing
9
6.7
Task management
7
Billing and invoicing management
5
Reporting
8
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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