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Review
May 05, 2021

Review

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

Overall Satisfaction with HubSpot CRM

We as a company use HubSpot to keep of track our sales, keep track of incoming clients, [and] keep track of and log emails and phone calls. Both the sales team and the upper management team utilize HubSpot. It is very helpful to have notes on clients after a change in staff so the new members know what transpired.
  • Tracks numbers
  • Logs notes about calls
  • Links emails
  • Tracks new leads
  • Tracks sales made
  • There are a lot of things I have to do in the system twice.
  • Once customers are added to deals things get odd.
  • Flow.
  • Tracks sales well.
  • New leads come in quick.
  • Emailing is easy.
I am new to sales as I worked as a turf installer for the last three years. I have never used another customer relations system so I honestly cannot compare HubSpot vs another customer relation system fairly. What I do know is that it meets a lot of ours sales staff's needs.
I am new to sales after being a laborer for the last three years. I have zero experience with any other customer relations systems. Learning the ins and outs of HubSpot was challenging at first, but [I] got the hang of it after 3 or 4 months of using it regularly.

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

I have to mark myself as the contact owner for customers multiple times. There are also features that don't work as well as others. With that said, it is a super helpful customer relations system. I am a new user, about six months in, and am just now getting the hang of things.

HubSpot CRM Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
5
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
7
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
8
Email marketing
10
8.0
Task management
7
Billing and invoicing management
7
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
8.3
Custom fields
8
Custom objects
8
Scripting environment
9
API for custom integration
8
9.5
Role-based user permissions
9
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
6.5
Marketing automation
6
Compensation management
7
1.0
Mobile access
1