Easy to implement, fast results.
October 08, 2021

Easy to implement, fast results.

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM is primarily being used by our sales and proposals organization. It allowed us to move from a network system into a cloud-based system, making access significantly better for our remotes salespersons. Additionally, we allow other department leads to view the dashboards for free so they can see some hit rates and other metrics.
  • Log calls.
  • Easy to use.
  • Sales Activity and Win Rate Dashboards.
  • Quote tracking can be clunky.
  • Not "if" based customizations when used with quotes.
  • Built-in quote system doesn't work for custom products.
  • It has allowed us to understand our success rates and salesperson activity in a way we weren't able to understand previously.
  • It has driven our cost for CRM down while also being far simpler to use.
HubSpot CRM is super easy to use. We set it up in a week. This is one of its biggest strengths.
Easier to use and lower cost. WAY easier to implement. More cloud-friendly for our systems. Clearer pricing structure. Easier to scale with salespeople. Less functionality and customization.

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's a very easy-to-use system that is highly effective for a moderate-sized organization that does not need all the bells and whistles of the more expensive customizable systems. We needed a system that took us to the cloud and allowed our 5-person sales team to easily log information and reports. These reports are only reviewed by one or two people. It took no more than a week to get the system up and running, which was amazing. The data tracking of wins and activities is seamless to implement and helps with our oversight of the sales department.

HubSpot CRM Feature Ratings

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