Sales and Marketing focused CRM tool
November 27, 2021

Sales and Marketing focused CRM tool

Manan Vora | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot across our marketing and sales channels. On the marketing form, we use HubSpot to collect lead information via their tracking code and forms. For sales, we use it to keep track of all the organizations we've connected with along with all the individuals at the company. We also use it to keep track of all the ongoing conversations, create and send quotes and maintain all our sales deals on HubSpot.

Pros

  • The base tier is free.
  • All in one software to manage your sales and marketing.
  • They integrate with most other software platforms.
  • The setup is very easy.

Cons

  • Upgrading for any paid feature is very expensive.
  • The mobile app has limited functions.
  • Improved data management.
  • Sales and Target tracking.
  • Sales and revenue forecasting.
  • Easy adoption for the team.
We have tried out multiple CRM software like PipeDrive FreshSales, etc., but the simplicity of HubSpot's setup and day-to-day interaction got us hooked. Right from integrating the CRM on our website to collecting data and managing it, HubSpot has a very simple flow. The platform they have created is also very intuitive and easy to use. Additionally, you can also customize the data collection with unique data points if you have a little bit of tech knowledge - which HubSpot makes easy by providing extensive documentation. Another great thing about HubSpot is that the base software is free, so businesses that are starting off can save money by switching to HubSpot CRM.
With HubSpot's tracking functionalities, the communication between the Sales and the Marketing team has improved tremendously. There is a 2-way channel of communication now, where the sales teams can provide feedback on what time of clients/sectors are working for sales so the marketing team can focus on those, and marketing teams can also get insights into which specific marketing channels or modes of communication are working best for conversions. This has led to the 2 teams working very closely and improving our conversion rates and reduced marketing spend. All of this has happened without a lot of inputs or time requirements from developers or team management.
1. HubSpot CRM has a great free version - so it's an easy starting decision 2. The options HubSpot CRM has for managing sales - with Quotes, email integrations, Marketing Forms, etc., make the process of collecting and closing deals easy - most other tools did not have the full range of capabilities. 3. The UI/UX for HubSpot is great - compared to Freshworks CRM or Zoho.

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

HubSpot CRM is perfect for most businesses - especially Small and Medium businesses who need a way to collect and organize their leads, sales, and any other business contact data. HubSpot has an easy - non-tech setup that can be added to any website and most tools that a business would use to collect data. This makes it easy for businesses of any size and in any sector to get up and running with HubSpot. Additionally, they have most features that a business would require to get their sales and similar business processes in order. However, if a business requires any customization in its sales processes, HubSpot won't be the best option considering they don't let you customize most flows.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
9
Workflow management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
6.7
Case management
7
Call center management
6
Help desk management
7
9.0
Lead management
10
Email marketing
8
8.0
Task management
7
Reporting
9
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
9.3
Custom fields
9
Custom objects
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
7.5
Social data
9
Social engagement
6
10.0
Marketing automation
10
8.0
Mobile access
8

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