HubSpot 6-month Performance Review
Updated May 21, 2024

HubSpot 6-month Performance Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It began as just a sales tool for the two account managers and our direct management. It is now being used by customer service as well, and will soon be used by our whole company. It keeps communication relating to a client (especially if there are multiple involved) conveniently in one place. It also keeps us accountable with tasks.

Pros

  • Tasks: nothing gets lost based on memory alone.
  • Streamlined communication: each step of the process is captured in a single interface.

Cons

  • Email: I would like to see the message I am replying to on the same screen. Often I would like to comment directly on points of the email prior, but I currently cannot do that.
  • Merge: the OLDER first/last name properties should be kept, not newer as that is often just an alternative phone number. Very annoying to have to re-complete a profile.
  • I began working for the company directly after HubSpot was adopted. I am not sure how it has compared.
Better. I have used NetSuite and HubSpot is far more intuitive and pleasurable to use.
It's great that both departments can see the flow of communication and empathize with one another regarding client interaction.
HubSpot is a much more modern and intuitive platform; also more robust as far as quoting, communication, and commerce capabilities.

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?

Yes

Would you buy HubSpot CRM again?

Yes

NetSuite CRM, Microsoft 365 (formerly Office 365)
I wish I could forward an entire email chain from Outlook into HubSpot. When I get CC'd on a long email chain with relevant information and documents attached, it is not very easy to transfer that to HubSpot and respond from there.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
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
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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