A new and different kind of CRM
August 02, 2021

A new and different kind of CRM

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used as a primary CRM tool. The entire sales team is using it. It allows us better automation and visibility into deals. We also integrate it with the HubSpot marketing portal as well. This gives us a much better way to work together with marketing to achieve our sales objectives.
  • Automated Emails
  • Integrated Voice Calling features
  • Integration with the Marketing Hub
  • Direct selection of contacts for emailing besides just including them in a sequence
  • Need the ability to save views as default every time a section is loaded
  • More customization and layout options for different contacts/company views
  • Better technical support
  • Increased sales rep adoption
  • more consistent updating of data
  • better sales automation
Overall HubSpot CRM has been the easiest to use compared to other systems I have used in the past. It does, however, have some rough edges and areas where the interface is not intuitive. The sales automation is the best I have seen, and overall it is very streamlined and easy to use for most day-to-day tasks.
We now have much better alignment with Marketing. We have visibility into campaigns and other marketing activities as well as the ability to coordinate with their efforts because of the visibility. We also can see and respond to live chats in real-time via the desktop or mobile app which has been very helpful.
HubSpot CRM is easier and more streamlined than both Salesforce.com or NetSuite CRM. HubSpot CRM has much better marketing integration and an easier learning curve. HubSpot CRM offers much better automation features and email marketing functionality. HubSpot CRM's ability to make calls and record them has been a very helpful part of my workflow as a remote sales rep.

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

Microsoft Office 2016 (discontinued), NetSuite CRM, Microsoft Teams
HubSpot CRM works great for small to medium-sized organizations. I don't feel it has enough of the enterprise features like some of the bigger competitors like Salesforce.com. HubSpot CRM is very easy to deploy and maintain and has a less steep learning curve than most of its competitors. This makes it great for smaller organizations with fewer resources to maintain the CRM.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Territory management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
Not Rated
Reporting
5
Forecasting
6
Pipeline visualization
7
Customizable reports
5
Custom fields
5
Custom objects
5
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
7
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
7