Powerful Sales and Customer Management Tool
August 11, 2021

Powerful Sales and Customer Management Tool

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

Overall Satisfaction with HubSpot CRM

All in one platform to manage my sales cycle. Powerful analytics to help me track performance and base my decisions on what I need to do next.
  • Interactive Kanban - the entire team can work collaboratively on deals realtime.
  • Sequences - Manage automated email and text campaigns to specific user groups.
  • Learning curve - HubSpot can be very information heavy and you are able to get very in-depth insights; however, learning to use the program and master the functionality is relatively easy.
  • I would like to see more click and drop functionality with everything.
  • API with my billing and order tracking
  • The way it looks is kind of rigid and boring. I would like to see a more pleasant design, fonts, etc.
  • Positive impact on shorter deal cycles. I'm able to identify buyers and contact them to close the deal much sooner because of the activity tracking and other analytics tools.
It's daunting at first, but it's easy to get the hang of it and you can quickly find yourself going down the rabbit hole with customizations and everything else HubSpot offers.

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

HubSpot is well suited to track all of your customer journeys, sales cycles, and marketing campaigns.

Less suitable to track purchases for the purpose of sales tracking.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
4
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
10
Email marketing
10
Task management
8
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