HubSpot CRM is my favorite CRM
May 07, 2021

HubSpot CRM is my favorite CRM

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM has all your deals and data in one place. You can link with your choice of call, text, scheduling software, etc. Everything is all in one place. The interface is user friendly and very easy to get used to for beginners. There are also more complex options available for the seasoned user. I enjoy being able to see reports displayed in pleasing colors (a small but critical detail). Every change is time stamped, so if you ever forget when or why, no problem! Lots of times my job requires profiles to load quickly and HubSpot CRM does. Likely the best CRM I've used in a while.

Pros

  • Straightforward--easy to understand and learn
  • Easy on the eyes--pleasing to look at and work with
  • All-in-one and done well--seamless incorporation of linked software/platforms
It's definitely got a cleaner, more user-friendly look. It's easy for someone to pick it up for basic use, but also complex enough for a very involved user to get into the weeds customizing their items, orders, and reports. Everything is tracked, and you can always go back to it. It has everything in the proper place. Has tabs to filter interactions so that it's not a jumbled mess on the profile's home page.
Feedback from each department is highly valuable. We also connect the sales team to the customer success team. The sales team gets to record notes about each client thoroughly and each note is time- and user-stamped. This allows the customer success team to accurately get to know the client before jumping on a call.
Didn't compare. HubSpot CRM was recommended to me!

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

Appropriate for
  • Large client databases using multiple means of communication (call, text, email, etc.)
  • Tutoring firms/schools/daycares
  • Trades companies (e.g., plumbers, contractors, etc.)
  • Consulting firms
  • Medical office (maybe?)

Less appropriate for
  • Smaller client databases that do not require clients' personal information
  • Candy store
  • Ice cream shops
  • Markets

HubSpot CRM Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
7
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
7
8.0
Case management
8
Call center management
Not Rated
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
9.8
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
Not Rated
4.0
Mobile access
4

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