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Wonderful product for a growing firm.
October 08, 2021

Wonderful product for a growing firm.

Michael Testa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is used by our Business Development Manager as a traditional CRM and reporting tool to keep leadership advised of deals in progress and their current standings. It is mainly used by one employee but reporting goes to 7 more. The brokerage department has an interest in moving forward now that they have seen the program.
  • Ease of use.
  • Great tracking tools.
  • Easy plug-in to Outlook.
  • Buildout and customization opportunities are great for a business of our size.
  • Logs out of Outlook plugin randomly.
  • Helps to keep me on track and remember where multiple deals sit in the pipeline.
  • Revenue growth has been realized 90 days after implementation in an operation with a 90-120 day sales cycle.
  • Shorter deal cycles and faster turnaround.
  • Easier tracking and reporting. I spend more time working and less time reporting.
HubSpot CRM is all I've used and is all that I plan to use!

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

A wonderful product for a smaller firm with single or multiple users. I feel as if Salesforce or something in that range is overkill for our situation - HubSpot CRM keeps it simple and reasonably priced for users who want 95% of the features of Salesforce without the overwhelming nature of Salesforce.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
8
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
10
Email marketing
8
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
9.0
Mobile access
9

Using HubSpot CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Dealflows.
  • Contact management.
  • Expanded outlook integration - if there's a way to retrieve information (phone, address, etc.) from email signatures so I don't have to self-populate, that would be a dream come true.
Yes - 9/10 - has most of the functions of desktop and still gets the job done 95% as well as desktop!