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Loving HubSpot CRM 6 months into use
Updated September 10, 2021

Loving HubSpot CRM 6 months into use

Seamus Mulholland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is used to collate and structure outreach to prospects we generate through lead gen initiatives. The ability to automate through workflows is amazing, not only saving us time but also highlighting prospects to reach out to based on a huge range of factors like website views, form downloads, marketing email interactions, and more. The ability to have multiple pipelines and create forecasts is also instrumental for us.
  • Workflow automations
  • Multiple Pipelines with forecasts
  • Bulk edit/ delete records
  • sequences are clunky to create and you can only add 50 prospects at a time
  • It's too early to tell ROI for us
I have used many other CRMs and HubSpot CRM is really up there in terms of UI and UX but also just overall ease of use.
It did take a few weeks to get my head around some of the more technical things like workflows, and the reporting section is overly complicated in my honest opinion.
We integrate Mailchimp and HubSpot CRM will pull all of the information such as opens, clicks, form fills, and everything in between through to the relevant prospects in the HubSpot CRM. We can then score prospects based on their interaction and create a score threshold for' SQLs' which is where we have recently got up with Sales and Marketing.
Reply.ai is a purpose-built email campaign and automation tool. It is far cheaper and easier to use, so if you did want a pure email campaign and/or email automating tooling, I would recommend it. However, Hubspot CRM pulls all of this functionality into the CRM making it a one-stop shop.

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

Bouncer, Hunter
HubSpot CRM is well suited for anything to do with sales and software sales. It particularly suits SAAS, in my opinion, due to the ability to forecast on ARR/MRR. It's also great for pulling through information online and associating to specific records like company profiles.
It would be less appropriate for smaller businesses due to cost.

HubSpot CRM Feature Ratings

8.5
Customer data management / contact management
7
Workflow management
10
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
8.3
Forecasting
9
Pipeline visualization
8
Customizable reports
8
9.3
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
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