HubSpot CRM is our resource for all day to day activities
Updated August 27, 2021

HubSpot CRM is our resource for all day to day activities

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

Overall Satisfaction with HubSpot CRM

Currently, HubSpot CRM is used by our entire company and helps to organize all of our information into pipelines (which we created) allowing us to better track the health of each and every deal we are working on. We also use some of the automation features to enhance our process. This allows us to remove redundancies from our daily work as well as remove some elements of human error (i.e. forgetting to follow up on something). I'm sure we haven't fully tapped into the potential of automation, but we're slowly incorporating it more and more.

Pros

  • HubSpot CRM is FANTASTIC for customization. We are able to create our own pipelines, workflows, literally everything down to the properties on each deal/ticket/contact/etc.
  • We love HubSpot CRM's ability to integrate with other platforms. Depending on the apps connected, there is a potential to fully automate parts of the process so that we never miss a step!
  • Reporting is another area of customization but deserves its own mention. HubSpot CRM has several templated reports, but it's also possible to create just about anything else you could want.

Cons

  • Occasionally, HubSpot CRM pushes updates that change (minor) functionality without warning. However, they are great at listening to feedback, and the few times this has happened, they have made adjustments within a couple of days. It would be great to get notifications about these updates before they happen so we would at least have a heads up.
  • It would be great if HubSpot CRM objects (contacts, tickets, deals) could share properties. We currently have to duplicate some of the most important items and remember to update them across objects rather than just once.
  • HubSpot CRM is how we run our business. I don't have the metrics for ROI, but there's almost no way we could operate without it (or something similar - which we haven't found)
HubSpot CRM is extremely easy and user-friendly. The only issues I've run into are when I don't have access to something based on current permissions. I am now a super admin for my company and able to do literally anything we need so this isn't an issue anymore. The very few times I haven't been able to solve something on my own, the help desk has pointed me in the right direction.
We actually don't use HubSpot CRM in a way that's traditional to sales or marketing. For us, HubSpot CRM is how we organize all our data and keep things running smoothly on a day-to-day basis.
I have never evaluated other products, and most of the CRM systems I have used were custom designed for the client I was working with at the time.

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

HubSpot CRM is great for small, but growing businesses that need a complete system to organize everything. It's extremely customizable and user-friendly so it's well suited for many different uses.

HubSpot CRM Feature Ratings

9.4
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
10
Interaction tracking
8
Channel / partner relationship management
8
10.0
Case management
10
Call center management
10
Help desk management
10
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
9.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
8
9.3
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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