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Hubspot CRM: a mid-market must!
May 06, 2021

Hubspot CRM: a mid-market must!

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

Overall Satisfaction with HubSpot CRM

Hubspot CRM is being used by our sales (primarily business development team) & marketing departments. It acts as a central repository for all our prospect & customer data. It provides complete visibility into our customer & prospect communications across team members, mitigating the potential for overlap, conflict or miscommunication. It also makes it easy for us to look at any contact and know what the status is, plus you're able to see your entire pipeline across your team.
  • User friendly - intuitive & easy to navigate
  • Customizable dashboard with metrics & reports
  • List segmentation & workflows!
  • Ease of integration with email & cloud VoIP
  • Sometimes reports don't update immediately.
  • Can take a little while to figure out how to set up the appropriate workflows.
  • It has helped to shorten deal cycles as the tracking of the deals in Hubspot acts as a constant reminder of the status of all open deals.
  • It helps us all stay accountable.
I haven't used another CRM besides HubSpot, however it's user-friendly nature leads me to believe it would be just as if not easier to use than other similar CRM softwares. Though, it is likely this is partly due to Hubspot's more simplistic nature (compared to something like Salesforce that is built for Enterprise and thus more complex).
We were not using a CRM before Hubspot, everything was kept in excel prior (#NoMoreSpreadsheets!).

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?

Yes

Would you buy HubSpot CRM again?

Yes

For a mid-sized company, Hubspot CRM is a great asset. I can imagine that in a larger Enterprise, or an organization that uses multiple platforms for their sales/marketing teams, it could become a little redundant or not complex enough.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
10.0
Case management
Not Rated
Call center management
10
Help desk management
Not Rated
9.5
Lead management
9
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
9.7
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
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
Not Rated
Mobile access
Not Rated