Great tool across departments
May 09, 2021

Great tool across departments

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

Overall Satisfaction with HubSpot CRM

It is mainly used as a CRM system. Mainly the Sales and Customer Success department use HubSpot. Also, many of us use HubSpot to schedule our tasks. Otherwise, it is used mainly for retrieving client info, scheduling calls and emails to clients. We further do regular CSV exports for our own reporting.

Pros

  • Scheduling tasks
  • Good export functionality
  • Previews

Cons

  • Deals lists update slowly.
  • Deal Values sometimes not transferred from synced backend.
  • Default view too zoomed in.
  • Eases up reporting a bit
  • Helps sales reps to focus on high priority clients
  • Streamlines tasks
More functionality than other CRMs I have used. The pipeline view could be a bit more prominent in the entire system. Definitely, the best workflow automation implementation compared to other programs I have used. Have not tried the mobile app yet, but have had rather poor experiences with the competition.
I am not able to give any insight into the Marketing team's use cases of HubSpot.

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

Well suited for general Sales applications such as following up with clients via email and phone. A great scheduling tool helps not to forget any meetings. Also, suited for some customer success follow-ups with onboarded clients. Not useful for other departments such as finance due to limited reporting options.

HubSpot CRM Feature Ratings

7.9
Customer data management / contact management
8
Workflow management
10
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
5
Quote & order management
5
Interaction tracking
10
Channel / partner relationship management
Not Rated
8.3
Case management
10
Call center management
10
Help desk management
5
10.0
Lead management
10
Email marketing
10
6.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
3
2.3
Forecasting
2
Pipeline visualization
2
Customizable reports
3
8.0
Custom fields
10
Custom objects
4
Scripting environment
Not Rated
API for custom integration
10
1.0
Role-based user permissions
Not Rated
Single sign-on capability
1
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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