A CRM That Goes Above and Beyond
May 03, 2021

A CRM That Goes Above and Beyond

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

Overall Satisfaction with HubSpot CRM

We use HubSpot to import our clients and sales. It allows us to have control over the initial points of contact and follow the sale the entire way through delivery and beyond if troubleshooting occurs years later. This platform allows us to create tickets, reports, and everything in between. It has allowed us to automate certain aspects of our business and run more efficiently. We love the email and phone call logging features as well.
  • Detailed reporting
  • Automation
  • Accessibility
  • Ease of use
  • Creating a separate contact for someone who owns multiple businesses is tedious.
  • Ease of learning, learning curve
  • Import every email
  • Sales tracking
  • Reporting
  • Automation
HubSpot is an amazing platform that does everything. There is a learning curve and it takes a few days to learn the processes and procedures around the interface that your company decides to implement. It does everything we want it to and so much more. It truly does it all.
HubSpot offers so many more features over Zoho. It far exceeds what Zoho was capable of and does it far better. The integrations are amazing and the automation makes our lives so much easier in the long run. Zoho wasn’t very user-friendly where I truly believe HubSpot is. Zoho required patience and lots of training.

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

Basecamp, Google Ad Manager, QuickBooks Time (formerly TSheets)
Our team loves HubSpot. There are very few things that we have issues with. It allows us to track sales from beginning to end and even throughout the lifespan of the product when it requires troubleshooting by our team. Everything is there and allows us to properly document in every single client's profile.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
9
Help desk management
9
Lead management
10
Email marketing
10
Task management
10
Reporting
9
Forecasting
8
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
5