Works well for what we need!
October 12, 2021

Works well for what we need!

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

Overall Satisfaction with HubSpot CRM

Using HubSpot CRM to track leads and opportunities as well as keeping track of our production pipeline. It is a valuable resource for maintaining our contacts and keeping a record of interactions on every job. We also use it to manage our in-progress job production and make sure all tasks are getting completed. Automation saves a ton of time!
  • Contact management.
  • Automation.
  • Data analytics.
  • Workflow.
  • Better management.
  • Good visualization of pipeline.
It seems to be more robust than others. It is open-source which is helpful, but it is easy to get bogged down in all the integrations that are possible. Take your time to review all the features and make sure that they will work with your business and your own personal workflow.
I briefly used Zoho CRM but found that it really wasn't what I was looking for. I didn't give it much of a chance though before ditching it. I only returned to the idea of a CRM much later in time when my business had grown by quite a bit. The features in HubSpot are much easier to use from what I can remember.

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

Great for managing leads and being able to see your customer list all in one place. Could be better in the task management area. It functions quite well though, and since it is open-source, it can be integrated with virtually any other app out there so you can build a robust management platform for almost any business.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
2
Interaction tracking
7
Case management
8
Call center management
9
Help desk management
9
Task management
6
Billing and invoicing management
6
Reporting
7
Forecasting
6
Pipeline visualization
5
Customizable reports
Not Rated
Custom fields
8
Custom objects
8
Role-based user permissions
8
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated