CRM that helps organize contacts/deals to increase activity and visibility.
May 03, 2021

CRM that helps organize contacts/deals to increase activity and visibility.

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

Overall Satisfaction with HubSpot CRM

HubSpot is the main tool we use to organize contacts, deals, and contracts. It is primarily used by sales but also used somewhat by customer success and executive team to forecast. The business problem HubSpot address is organization and high-level sales overview to ensure all team members can see reporting and activity.

Pros

  • Contact Information: Great to have all details in one place for outreach.
  • Deals dashboard: All deals easily viewed and can be sorted by stage of pipeline.
  • Automated workflows: Maintains data and analytics for contacts added.

Cons

  • Reports: Are fairly difficult to create and don't track all activity sometimes (Doesn't have all phone calls/meetings even if added into contacts/deals files).
  • Syncing with Gmail: Only works with Google Chrome and not with other browsers.
  • Increased sales rep adoption
  • Increased sales visibility
  • Increased tracked sales activity
HubSpot provides similar functionality as other CRMs used—contact, deal, contract management with extreme visibility on activity and funnel progression for upper management to track. The ease of use is a great feature and contact creation and detailed information is the best feature in my opinion for the HubSpot CRM.
We are able to use the same CRM between sales and marketing teams, and I think it has been extremely helpful when working together on targeting prospects and potential clients. We are able to link social media accounts to HubSpot and have posts/activity automatically tracked to see engagement, comments, and all other details.
I have had the most experience with HubSpot when comparing to other CRM dashboards, but I think it has really great features that help improve my performance and activity, which I use to create contacts (with all contact information stored in one place), create deals and have businesses organized together in one dashboard.

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

HubSpot is well suited for the SDR role—adding in significant amounts of contacts, keeping up with emails and phone calls to contacts, and creating deals through the sales funnel. It may not be suited for customer success or other parts of the business, as they have other tools that fit their needs.

HubSpot CRM Feature Ratings

5.6
Customer data management / contact management
10
Workflow management
7
Territory management
1
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
7
Quote & order management
4
Interaction tracking
8
Channel / partner relationship management
3
5.7
Case management
5
Call center management
5
Help desk management
7
8.0
Lead management
8
Email marketing
8
7.7
Task management
10
Billing and invoicing management
6
Reporting
7
8.7
Forecasting
7
Pipeline visualization
10
Customizable reports
9
7.0
Custom fields
10
Custom objects
8
Scripting environment
5
API for custom integration
5
9.0
Role-based user permissions
8
Single sign-on capability
10
5.5
Social data
5
Social engagement
6
5.5
Marketing automation
8
Compensation management
3
5.0
Mobile access
5

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