HubSpot worked well while we were small, but we found a lot of limitations as we grew.
August 10, 2021

HubSpot worked well while we were small, but we found a lot of limitations as we grew.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is being used across our Global Sales Team, Marketing Team, our Finance Team, and sales support roles. It's our source of truth and eliminates the need for multiple spreadsheets. It enables our Sales Team to sell, we're able to report data from the information inside HubSpot to make informed decisions, we use the companies and contacts section to track activity and communicate with our clients, and we use the deals section to track deals and who we are selling to.
  • Deal tracking: We use the pipeline on a day to day basis.
  • Hubspot is user-friendly: It's easy to train new employees to use HubSpot.
  • Great support systems in place. The chat function works particularly well for any issues or questions.
  • We have trouble tracking parent/child companies and the structure of global companies in HubSpot. We can't track multiple brands within one company and report on it. We are a global company and work with global brands yet we can't easily view and manage company structures within HubSpot.
  • Recurring revenue is particularly difficult to track in HubSpot. For example, if we closed a $60k deal and we wanted to recognize $20k a month for 3 months, this is impossible.
  • Quotes and the ability to include fields are difficult. There are a lot of limitations on quotes. I suggest getting a 3rd party quote system.
  • Hugely positive: More visibility on our company to ensure we're making informed decisions.
Very easy to use and easy to train new employees on. There are some small glitches that don't fit our company processes but for the most part, it's very user-friendly.
It's helped. We still have more work to do in this area to align the Sales and Marketing teams. There is more we can do in this space.
Salesforce: HubSpot is better suited to small/medium-sized companies. Our company has a lot of internal technology that Salesforce would connect to better than HubSpot. NetSuite: HubSpot is much much much much more user friendly than Netsuite.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

We are a start-up company and have grown very quickly. We have found HubSpot very well suited since it is flexible and can bend quickly in the same ways as our company changes. However, now that we have grown significantly, we are experiencing more limitations within HubSpot which at times requires more admin work to be done by our Sales Team and sales operations teams. The Sales Operations Team requires a lot of Excel exports to manually gather the information we require around recurring revenue, etc.

HubSpot CRM Feature Ratings

Customer data management / contact management
6
Workflow management
8
Territory management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
3
Quote & order management
3
Interaction tracking
5
Channel / partner relationship management
2
Case management
8
Call center management
9
Help desk management
9
Lead management
6
Email marketing
6
Task management
5
Billing and invoicing management
1
Reporting
1
Forecasting
1
Pipeline visualization
8
Customizable reports
7
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
4
Role-based user permissions
10
Single sign-on capability
10
Social data
8
Social engagement
7
Marketing automation
6
Compensation management
6
Mobile access
10