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Great for Customer Management
May 05, 2021

Great for Customer Management

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

Overall Satisfaction with HubSpot CRM

Our entire organization uses HubSpot. We use it to organize all our clients and track customer support and tickets. We have grown exponentially over the past year and one of the reasons we have been able to stay on top of all of our clients and deals is with the help of HubSpot.
  • Ease of use
  • Custom properties
  • Integrations with other software
  • Large jumps between paid price tiers.
  • Inability to pay for certain features instead of an entire new package.
  • Can't lock certain properties on a contact. A new form entry overrides all past properties, even if you don't want certain properties to change.
  • Increased ability to manage contacts.
  • Increased speed in understanding customer history.
We have never used another CRM so I cannot speak to this question.
Our team is so small so our Sales and Marketing teams are one and the same.

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?

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

HubSpot is great in many respects. It's easy to use and I love the lists. Custom properties are great and we always use the email templates and snippets. On the other hand, HubSpot needs to be able to integrate with more platforms including LicenseSpring and FastSpring. We have to use Zapier to achieve the functionality we need. I would also say that HubSpot should be better with marketing contacts. I cannot change them from the individual contact pages. I have to change them from the main contacts page. There are many ways in which HubSpot can improve little things that start to become irritating if you have to encounter them over and over again.

HubSpot CRM Feature Ratings

3.8
Customer data management / contact management
7
Workflow management
4
Territory management
Not Rated
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
1
Quote & order management
Not Rated
Interaction tracking
2
Channel / partner relationship management
Not Rated
4.0
Case management
3
Call center management
Not Rated
Help desk management
5
7.0
Lead management
Not Rated
Email marketing
7
3.0
Task management
3
Billing and invoicing management
Not Rated
Reporting
Not Rated
6.0
Forecasting
Not Rated
Pipeline visualization
6
Customizable reports
Not Rated
7.0
Custom fields
7
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