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HubSpot CRM Provides our Small Business the Resources we need at a Value, Enabling our Success
October 08, 2021

HubSpot CRM Provides our Small Business the Resources we need at a Value, Enabling our Success

Rick Brohaugh | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used across the whole organization. Our primary focus or use is for customer service. We funnel our customer support email address through HubSpot CRM to track all inquiries, starting tickets for any issues that require additional work from one of our team members. It provides us a transparent, accessible platform for moving all issues, programming changes, and projects through to completion. The Marketing and CRM functions help us communicate with our existing customers, as well as our prospects.
  • Generate initial customer conversations that can be seen across the entire organization.
  • Provides snippets, automations, and workflows to quickly address inquiries.
  • Tracks all email interactions with customers for easy access and review across entire organization.
  • Property customizations that enable us to track what services our customers utilize.
  • Filters enable us to quickly list specific customers that may need to be notified about a particular change or outage.
  • Mobile App is limited. Doesn't provide access to Service where tickets are stored.
  • Training and Self-Service can be improved. Finding answers is not always intuitive or easy.
  • Greater flexibility in creating unique properties, some like Lifecycle Stage are locked down. Would like to create some unique properties that use our terminologies.
  • HubSpot CRM was a great value for us coming over from Salesforce.
Over the last 11 years, we have used Zendesk, Salesforce, and now HubSpot CRM for the last two. HubSpot CRM is definitely easier to use and develop.
It has helped significantly. Email campaigns and sales activity is a seamless flow from one to the other.

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 well suited to help small businesses get started. It is a much better value than Salesforce, which is what we used previously.

HubSpot CRM Feature Ratings

9.6
Customer data management / contact management
9
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
10.0
Case management
10
Call center management
Not Rated
Help desk management
10
9.0
Lead management
8
Email marketing
10
9.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
9
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.0
Custom fields
8
Custom objects
8
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