HubSpot CRM Review
May 04, 2021

HubSpot CRM Review

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

Overall Satisfaction with HubSpot CRM

The HubSpot CRM is being used throughout the sales team as well as through our business manager. We use it to log our calls and contacts to ensure that we are not contacting the same leads. The CRM is also beneficial for logging how many calls we have made, making it easier for the managerial staff to monitor our progress.

Pros

  • Email tracking- this is great for seeing who is interested based on how many opens and to see if they opened our estimates.
  • Logging deals under sales is good to track deals won and lost and see how well we are doing as a business.

Cons

  • I have yet to run into any issues that I think could be done differently.
  • I think the ROI is huge from HubSpot in that we are seeing shorter deal cycles because we can be on top of the accounts more.
This was the first CRM I have used.
The CRM has definitely helped to mend the marketing and sales team. The email campaigns are the best way to reach people for our business and HubSpot makes it easy to send those out to the contacts we want to reach.

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

I think it is best suited in businesses that have a wide range of groups of people that your company wants to reach out to. In our company we reach out to many schools, business, etc. in our area and between four sales people in the area we might have the issue of reaching out to people. The call and email logging tool is very important because we can see who created the contact which makes it that sales person's lead as well as if they were recently in touch to make sure were not stepping on each other's toes.

HubSpot CRM Feature Ratings

8.1
Customer data management / contact management
9
Workflow management
6
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
8.5
Case management
8
Help desk management
9
8.5
Lead management
8
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
8.8
Custom fields
8
Custom objects
9
Scripting environment
9
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
7.0
Mobile access
7

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