HubSpot CRM review by someone that uses it daily
June 15, 2021

HubSpot CRM review by someone that uses it daily

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It is being used by the sales and marketing teams to track interactions. It houses all of our marketing materials and we send content to specific personas from time to time for workflows. Our website is also built with HubSpot.
  • Workflows - good delivery.
  • Tracks opens and views of content and timing.
  • Building a website in HubSpot CRM is clunky.
  • Open rates are not always connected to the recipient - if someone in our organization looks at an email, it is logged as the recipient opened the email.
  • Movement from MQL to SQL should have more criteria, not just receipt of content. Opened would be a better indicator than the prospect.
  • It allows us to track any touches with SQLs and if deals have come from them.
It is about the same as other systems I have used.
Sales is able to link documents to their emails which results in fewer blocked emails since it isn't an attachment. They can also see who viewed the document and for how long and if it was shared. This results in the team using more of the marketing materials and seeing the benefit in real-time.
I wasn't involved in the purchase decision so cannot answer this question.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

It is good for tracking prospects to companies and you can easily see a list of people at a specific company.
Being able to track documents that you send to prospects and when they are opened and how much time is spent on each page is a great feature. The movement to an SQL can be delayed by up to a month.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
5
Email marketing
7
Task management
5
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