HubSpot CRM for independent sales people.
October 08, 2021

HubSpot CRM for independent sales people.

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to manage sales interactions and communications with clients.

Pros

  • Organizing leads.
  • Reminders for sales followup.
  • Framework for email communications.

Cons

  • Screen view - I would lie to see more categories with out having to slide across.
  • I think list management instructions could be easier to follow.
  • I would like more training without having to pay.
  • HubSpot CRM emails are often caught in spam filters.
  • It's a good way to track sales and leads.
  • Keeps reminders for followups.
  • Allows customization for mass emails.
I have only used Salesforce and HubSpot CRM. HubSpot CRM seems a little easier but Salesforce seems to have more customizations and analytical tools.
I only have one other employee so we are aligned by both using HubSpot CRM.
I was more familiar with HubSpot CRM from using it at two other companies, so I continued when I set up my own. It was also less expensive than Salesforce.

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?

No

Would you buy HubSpot CRM again?

Yes

Microsoft 365 (formerly Office 365)
It's great for keeping in contact with clients and proving a framework for managing workloads.

HubSpot CRM Feature Ratings

7.4
Customer data management / contact management
7
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
5.5
Lead management
5
Email marketing
6
5.0
Task management
6
Billing and invoicing management
Not Rated
Reporting
4
3.5
Forecasting
Not Rated
Pipeline visualization
3
Customizable reports
4
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
7.0
Role-based user permissions
7
Single sign-on capability
7
3.0
Social data
Not Rated
Social engagement
3
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
7.0
Mobile access
7

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