1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM
HubSpot CRM and all things new.
August 19, 2021

HubSpot CRM and all things new.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is very intuitive and easy to use. It replaced Salesforce and SalesLoft as our main CRM. I do like the ease of it. However, I do not like how you cannot call a number prospecting and all numbers called using their dialer are already in the CRM as a lead under a company. I also do not like how you can not change the notes' names. Our whole organization is currently using it and enjoying it. All and all, very easy to use and record deals and activities.
  • Easy to record calls.
  • Easy to record deals.
  • Easy to add contacts.
  • Dialer needs one not attached to a lead or company.
  • Notes: Need to edit the note name.
  • Lifecycle stages should be easier to view.
  • Too soon to tell yet.
It is better in some ways and not as good in other ways, which can be frustrating.
We track different things and have been having a hard time naming and uploading lists from marketing.
HubSpot CRM does certain things very well.

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

SalesLoft, Microsoft 365 (formerly Office 365)
Well suited for multiple sales positions to use (RSMs and SDRs). Less suited for marketing uploads of lists. Can get very messy and confusing trying to see what blast the lead engaged with last. The naming list is also messy. There can be too many filters needed to create a list that excludes marks as set by the company.

HubSpot CRM Feature Ratings

2.8
Customer data management / contact management
3
Workflow management
3
Territory management
7
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
2
Quote & order management
2
Interaction tracking
2
Channel / partner relationship management
2
2.3
Case management
2
Call center management
2
Help desk management
3
2.5
Lead management
2
Email marketing
3
3.0
Task management
3
Billing and invoicing management
3
Reporting
3
5.3
Forecasting
4
Pipeline visualization
6
Customizable reports
6
4.0
Custom fields
3
Custom objects
4
Scripting environment
5
API for custom integration
Not Rated
4.5
Role-based user permissions
4
Single sign-on capability
5
7.0
Social data
9
Social engagement
5
4.0
Marketing automation
4
Compensation management
4
3.0
Mobile access
3