A CRM for Growing Businesses!
October 08, 2021

A CRM for Growing Businesses!

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

Overall Satisfaction with HubSpot CRM

We use [HubSpot CRM] to sync up with our online webinars that collect leads and then split up the leads and rotate them to our sales reps to follow up. It's mainly being used by our sales department but it assists in all parts of our organization with keeping track of our customers. We had a problem with a sales rep talking to the same leads and customers as well as having communication being between stages in our services.

Pros

  • Automation.
  • Syncing with other third-party tools.
  • Keeping communication records.

Cons

  • Quality of Life updates.
  • More responsive action to the requested features.
  • Save time on numerous tasks.
  • Scheduled follow-ups with customers.
  • More Sales.
  • Everyone has access to the data they need to make sales.
The experience on HubSpot CRM is great as well as the customer service. The interface is intuitive and easy to use and understand. Sometimes the terminology can get confusing but once understood everything makes sense. Syncing other software and tools are super easy and usually does not require any extra steps.
HubSpot CRM effectively helped get our marketing team's webinar leads into a system that is understood by our sales reps. Our marketing team is able to send the sales department leads and HubSpot CRM can rotate the lead to be assigned equally to each sales rep. The automation helps create tasks for sales reps to also follow up afterward.

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 perfect to use if you are a growing company that needs to start keeping track of its customers more often. It syncs very well with other tools that your business might use and some of the automation points it offers can help save time.

HubSpot CRM Feature Ratings

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

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