My 2 cents
August 06, 2021

My 2 cents

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

When I started at my company we didn't have a CRM at all, everything was tracked in Microsoft Excel Spreadsheets. I found it difficult to track and see the progress of the sales cycle. I tasked myself with finding or developing something that could be used as a CRM at zero cost that could provide some small statistics - number of meetings, new opportunities, value, and conversation tracking. I'm not going to develop something and reinvent the wheel here. I'm thinking that the HubSpot CRM is the best bet, but it'll have to be passed through our sales team to ensure that they will be using the HubSpot CRM.
  • Sales Lifecycle
  • Forms and membership list
  • Sales pipeline
  • Quotation need to have manager level approval for custom line item, promotion, price change and before it can be send to customer.
  • Automation need to able to auto create line item in deals record
  • Inventory management
  • Able to send PO, DO, and SO is a plus
  • Track and calculate marketing ROI
  • Faster lead respond time
  • Able to track sales activity
It is friendly and intuitive.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

+ Easy to use
+ Free CRM
+ Almost complete platform
+ Great customer support
+ Good reporting function

- Quotation need more manager level approval
- Does not have a build-in inventory management
- Free package lack of many features

HubSpot CRM Feature Ratings

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