Hubspot has been useful so far. Well-thought-out CRM with lots of features to make life easier.
May 05, 2021

Hubspot has been useful so far. Well-thought-out CRM with lots of features to make life easier.

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM is used across the sales and marketing teams in my company. The record management helps us make sure every team is aware of how others are interacting with a company/contact. The onboarding through their academy has been really useful for training and making sure all the team members are up to speed. We use sequences, tasks, and various reports/views to make sure people are followed up with but not bombarded.

Pros

  • Reports, task lists, and automated sequences are neat, clear, and usable
  • Training through HubSpot Academy--they have lots of content--and not just videos but articles, quizzes, and practical exercises
  • Features requests--forums to suggest improvements to the CRM. It seems HubSpot listens to these and makes improvements regularly

Cons

  • Tasks within sequences only associate to the contact and not to the deal/company--it makes sorting these difficult unless you use a report
  • When you merge two companies, there should be an option for which properties are the adopted properties of the new merged company
  • If filters could be applied to views using cross-object properties, a custom report isn't necessary to create these lists
  • Active contact lists are slow and not incredibly easy to use
I haven't used many others but at least visually, the design is nicer to use than others that I've seen. As far as I've heard from my colleagues, HubSpot CRM has been easier to manage and keep 'tidy' than others that people have used.
It has made it easier to ensure that marketing leads get passed into HubSpot CRM from another software that we use.

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

Useful for making sure everything is recorded in a central place, especially per contact/deal. Useful for analytics, reports, and tracking to see what is working and what isn't. Also useful for reaching out to prospects using sequences and a variety of types of contact. Not sure where it's less appropriate.

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
8
Workflow management
Not Rated
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
8
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
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
7.0
Mobile access
7

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