Let me tell you a story
October 08, 2021

Let me tell you a story

Allen R. Bosch CPCU ARM | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I've been using HubSpot CRM for three years, and it's an invaluable tool for keeping track of my pipeline and tasks that need to be completed. For day-to-day interactions, it lets me know what tasks that I need to complete that day. It allows me to log emails, phone calls, and notes, which helps me keep track of where I'm at in the sales process and any intelligence I have about the prospect.
  • Reminding me of tasks that need to be completed.
  • Allowing me to attach emails automatically or manually.
  • Allowing me to log phone call results.
  • Allowing for additional fields when uploading a spreadsheet.

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

I use the starter version of HubSpot CRM, so I don't utilize all of the services. What I use is the logging of notes, storing contact information, competitive intelligence, and all contacts with prospects.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Task management
9
Custom fields
7
Single sign-on capability
9
Mobile access
6