HubSpot: Easy to use and it does the job
May 03, 2021

HubSpot: Easy to use and it does the job

Andrew Moore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot as the main internal and external communication tool. It holds all companies that we are engaging with and every communication is held within HubSpot. All our sales pipeline is managed within HubSpot. It links out to my calendar on Google. Connects with Slack for internal jobs and allows my colleagues in other countries to see accurately how we are performing.
  • Love the email tracking so I can see who is engaging with my emails.
  • Allows prospects to book meetings in my diary as they like.
  • Links to Slack so everything is connected.
  • I am a novice user I probably need some more training.
  • It could provide more assistance with writing intro emails.
  • It should like to Linkedin so I don't have to keep re-typing all my contacts.
  • Was not involved in the purchasing decision.
  • I don't know the business case for this investment. I can't comment.
It's very simple to use. Must be, as I am a dinosaur.
Marketing should be building my templates and I am sure they could, however, I am in a different market and territory. When I get Marketing help they can review my templates.
Salesforce is good, probably just as good. Microsoft was configured into a quote builder which was applicable to that market.

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

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

It's great to see who is interested in your emails, as you can see who opened them, for how long, and what they clicked on. Allowing you to fine-tune and see if you can improve your results. Linking to company sites is very good and being able to dial straight from the screen is super handy.

HubSpot CRM Feature Ratings

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