HubSpot CRM Review
May 05, 2021

HubSpot CRM Review

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

Overall Satisfaction with HubSpot CRM

We only use this for our sales and marketing team. We use this to manage and track leads as they progress through the funnel. We use CRM to send emails texts and make calls. We have CRM linked to Ring Central in order to do this. We also use this to generate and send marketing emails.

Pros

  • Track leads
  • Show digital body language.
  • Generate automated contacts for new leads.

Cons

  • The new update is hard to read.
  • More users should be able to create and edit email templates.
  • It would be a big benefit to be able to send texts out of the CRM.
  • Increased sales conversions
  • simple lead tracking
  • Pipeline management
Overall, this CRM is fairly easy to use. There are a few things that can be frustrating, for example when a lead get generated after hours hubspot is link to notify is and sometimes does but some times doesn't. Call and engagements can be hard to track with the new update that consolidates the interactions on a lead.
This allows Sales to access the tools generated by the Marketing team much easier. A pain point we have is that Sales doesn't get the same access as the Marketing team and can't create or edit a simple email template. Our Marketing team has to make any changes or edits.
I have previously used Salesforce, which is a great tool for those who are very tech-savvy. In my opinion, HubSpot is a much more user-friendly CRM. This benefits my self and the rest of my sales team because we don't have time to spend messing with Salesforce or other complicated CRMS.

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

I like the HubSpot platform. Overall, this is a fairly easy-to-use system. However, the frequent updates are relatively annoying. It would be better if we received an email of changes that are coming soon. As soon as you get used to the system something changes. I do like how we can connect the CRM to our website.

HubSpot CRM Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
7
Territory management
3
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
7
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
8
Email marketing
9
7.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
8
9.0
Forecasting
8
Pipeline visualization
9
Customizable reports
10
8.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
6
API for custom integration
9
5.0
Role-based user permissions
5
Single sign-on capability
5
7.5
Social data
7
Social engagement
8
8.5
Marketing automation
9
Compensation management
8
7.0
Mobile access
7

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