HubSpot CRM Review
May 13, 2021

HubSpot CRM Review

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

Overall Satisfaction with HubSpot CRM

The Clever Site uses HubSpot CRM we are able to track the flow of operations throughout our organization. Overall, The Clever Site team is able to manage tasks and track the pipelines of our current and new clients. Since it is utilized in different departments the note-taking helps tremendously with an overview of what is happening.

Pros

  • Email Integration with Gmail
  • Nothing is missed with any emails since they are tracked and logged
  • Great documentation

Cons

  • Contact duplicate detection
  • Limited features on the mobile app
  • Shorter deal cycles
  • cost savings
  • revenue growth
Since using HubSpot CRM The Clever Site team has been able to notice a tremendous pipeline flow with our current and new clients. The integration with Gmail has helped and documentation was nothing is missed when logging. It is a great tool that each team member catches on easily while in training.
HubSpot has helped The Clever Site and its department by offering more features that do help immensely with business strategies and more specifically, the sales section has a plethora of features that can be used to establish an effective and efficient work environment. The ability to go back through all interactions made with any client is such a significant feature that it can not be understated how important it is to have such a feature when a new team member comes along.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

The Clever Site was on a virtual networking event and our team member informed a colleague that Hubspot CRM would be a good fit for their upcoming business. The pros and cons were discussed briefly. With the details on how our departments take full advantage of the tasks managing and email integrations with Gmail.

HubSpot CRM Feature Ratings

8.1
Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
8
8.3
Case management
9
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
7.7
Task management
8
Billing and invoicing management
7
Reporting
8
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
8.5
Role-based user permissions
9
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
7.0
Mobile access
7

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