Honest and Fair
August 27, 2021

Honest and Fair

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

Overall Satisfaction with HubSpot CRM

It is being used by the entire organization. It was a decision to use HubSpot as an all-in-one tool for the company to have one central place for all the data/reporting/marketing/sales/service/etc. Also, to avoid having to have numerous accounts for different tools which can lead to confusion and poor data integrity due to loss of information across platforms.
  • The automation is pretty awesome and works well.
  • The custom report builder tool is pretty well made.
  • Support is quick and helpful.
  • Custom properties are very useful.
  • Lists tool is great.
  • More Visual Marketing pipeline, similar to deals and tickets.
  • Specific onboarding pipeline that is not a 'ticket' or ' deal' would be nice.
  • Being able to create something like 'Quote templates' would be useful.
  • Being able to edit some properties to change some words to cater to our companies view. Lifecycle stage for example. We had to make our own.
  • Being able to build a list based off deal properties would be wonderful.
  • Increased Sales Rep Activity.
  • Delay in Revenue due to the length of time it took our company to get HubSpot CRM set up correctly.
  • Increased Service.
Have only used one other software. This one works well but they both have different purposes, so can't really compare.
The only other one I (can't speak for others within the company) have used is ChildcareCRM. Like I said though, used for a different purpose, more B to C. We are using HubSpot for B to B.

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

It is very useful for any type of sales business because of the great sales and marketing hubs that HubSpot offers. Little more difficult to use when your company structure is more complex, but working with HubSpot support and Hub Specialists we were able to get HubSpot set up to our liking and now running more smoothly. Overall HubSpot CRM is a wonderful tool. The only reason I say it's 8/10 is that there are a few small roadblocks we have encountered related to how some things just can't be changed or edited.

HubSpot CRM Feature Ratings

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