Review of HubSpot CRM
August 13, 2021

Review of HubSpot CRM

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

Overall Satisfaction with HubSpot CRM

We have all of our contact database on this platform. It allows us to be organized and efficient with our client information. Another great tool it has is it allows our company to have all of our client information in one spot which is helpful, specifically in the sales department. The CRM is useful when we do email sequences to our clients and track calls being done from our company employees to clients.

Pros

  • Organizes our client database
  • Allows to track email sequences
  • Allows us to track calls that are done between employees and clients
  • Create deal cards for when a project gets published from employees and clients
  • Has many categories when creating company or contact cards for clients

Cons

  • Allow us to check off completed tasks although it may not be done in certain circumstances
  • When assigning a industry status be more specific
  • Have an introduction video for beginners on the platform to show the main components of the CRM
  • Revenue growth
  • Increased sales
  • Shorter deal cycles
  • Great analytics
Based on the CRM that I have used in the past, HubSpot CRM is much more efficient and organized. It has great analytics and allows the company's sales to increase effectively. The past CRM I had to work with was hard to use and was not beginner friendly, whereas HubSpot was easy to follow and learn.
The analytics given from the HubSpot CRM have allowed us to effectively help the marketing efforts in the company. It has increased both teams' success within the company and allowed us to create a better customer experience. Having this platform allowed us to create creatives that best align with what our customers want and need.

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

I would definitely recommend HubSpot CRM if asked by an employee. The first reason is that it is a platform that allows a company to be very organized by keeping all your contact information (contact database) in one spot. Another reason is you can easily keep track of emails and calls between employees and your clients in an organized and efficient manner. Thirdly, the HubSpot CRM is a great tool that has great customer support when needed.

HubSpot CRM Feature Ratings

7.7
Customer data management / contact management
7
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
6
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
8.0
Task management
9
Billing and invoicing management
7
Reporting
8
8.3
Forecasting
9
Pipeline visualization
8
Customizable reports
8
7.8
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
8
8.5
Role-based user permissions
9
Single sign-on capability
8
8.5
Social data
8
Social engagement
9
8.5
Marketing automation
8
Compensation management
9
8.0
Mobile access
8

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