Great tool for a small, scaling startup!
August 11, 2021

Great tool for a small, scaling startup!

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

Overall Satisfaction with HubSpot CRM

We are using Hubspot as our CRM for new business sales, renewals, and customer services tickets. It helps us consolidate all information and records in one place to create a seamless sales to post-sales transition for our clients.

Pros

  • Track responses
  • Simply and beautifully move deals between stages
  • Message clients at scale and manage lists

Cons

  • Forecast is not always tracked in logical ways
  • Does not accurately account for fiscal year
  • Too many fields in general
  • Revenue growth
  • Easy to track
  • Easy to see deal cycle
Much, much easier to use than Salesforce. It is plug and play and requires less in depth system knowledge. Easier for emails than SalesLoft as well. It is a great one size fits all tool.
Sales and marketing can easily see and keep track of leads.
One size fits all and perfect for a scaling team! Easy to implement and change processes as you go.

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

Hubspot CRM is fantastic for a small business that is scaling. As you are defining a sales process, it is perfect to implement easy processes. As an organization grows, it is challenging to manage the many different pipelines and the forecast is less sophisticated. However, I love it and couldn't do my job without it!

HubSpot CRM Feature Ratings

7.2
Customer data management / contact management
9
Workflow management
5
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
5
Interaction tracking
10
Channel / partner relationship management
5
10.0
Case management
10
Call center management
10
Help desk management
10
7.0
Lead management
7
Email marketing
7
4.7
Task management
4
Billing and invoicing management
5
Reporting
5
6.0
Forecasting
5
Pipeline visualization
7
Customizable reports
6
8.8
Custom fields
10
Custom objects
10
Scripting environment
5
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
6.0
Social data
6
Social engagement
6
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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