First Time User
May 03, 2021

First Time User

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Currently, HubSpot is being used by just the inside sales department which is just myself. It has streamlined the follow-up process by offering tasks and reminders that are easy to turn on and off and reschedule. I've used it to make calls and keep track of who's been contacted per company and what their roles are.
  • Sending reminders
  • Tracking activity
  • Reporting
  • I preferred the format before this last update.
  • The inbox feature could be simplified.
  • I'd like to have the ability to have more that one company per contact.
  • Increased customer connections.
  • Increased timely follow ups.
  • Double entry from CRM to ERP.
HubSpot is much easier to use and organize, compared to a CRM tool I've used called OnContact. HubSpot is much more thorough at keeping track of duplicate company and contact entries. But unlike OnContact, HubSpot is not integrated with our ERP system so it can be more tedious when keeping up-to-date orders sold records.
I did not select HubSpot as the CRM tool here but from past experience, it has better organization and communication tracking than the system I was using at my previous employer.

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 a start-up company or an organization that wants to implement a CRM tool for the first time. It's pretty straightforward and user-friendly, which makes it good for new companies that don't want to spend as much time training employees. I recommend finding out if HubSpot can be integrated with the companies ERP system.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
1
Interaction tracking
Not Rated
Channel / partner relationship management
7
Case management
7
Call center management
8
Help desk management
8
Lead management
Not Rated
Email marketing
3
Task management
9
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
5
Custom fields
7
Custom objects
5
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
6
Social engagement
6
Marketing automation
3
Compensation management
Not Rated
Mobile access
8