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HubSpot For Originations.
October 08, 2021

HubSpot For Originations.

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

Overall Satisfaction with HubSpot CRM

The business finance fund at CPA uses HubSpot CRM to manage all of our contacts and track our deal flows from origination to term sheet execution.
  • Track email.
  • Display deal funnel.
  • Organize contacts.
  • Mobile app functionality.
  • Managing notes.
  • HubSpot CRM has allowed us to engage more investment bankers and increased deal flow.
HubSpot CRM is much easier to use 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?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot CRM is very well suited for tracking all communication with a given contact, for a specific deal. The integration with Outlook is powerful and allows us to be more efficient and better engage the investment bankers who we rely on for deal flow.

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
7.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
5
7.0
Custom fields
7
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6