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Hubspot is perfect for our team's needs!
November 04, 2021

Hubspot is perfect for our team's needs!

Molly Pelic | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

One specific sales department of our company uses HubSpot CRM. We use it to manage customer deals and track where customers are at in the onboarding process. We also use it to create project tickets for our team. It works perfectly for our needs! We are able to add multiple users, tag each other in tickets and deals, and track customer progress and follow-up.
  • Improve customer follow-up.
  • Allow us to track customer progress.
  • Communicate among team members.
  • Can be hard to find what you're looking for.
  • Limited options on free plan.
  • Pages don't auto-refresh changes.
  • Helping us track customer follow-up.
  • Helping us increase customer retention.
  • Saving costs.
HubSpot CRM is easier to use than other CRM software we've used. It is simple to visualize deals, sales, contacts, pipelines, and more. It's easy for the whole team to communicate and work together, making sure we don't duplicate work. Overall, it's much easier than any of the alternatives we tried.
We chose HubSpot for this division of the company because of the price and ease of use. We love the pipeline visualization feature - it allows us to track customer progress and communication. We also needed a ticketing system, and HubSpot CRM has one built-in. Overall, HubSpot CRM provides all the features we need to run this area of the company.

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

We use HubSpot CRM to create project tickets for our team. Team members can pick up a ticket, comment on it with questions or updates, and change the ticket's status. We also use HubSpot CRM to track progress on customer accounts. We can move them through a sales funnel and provide each other with updates.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
8
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
9.0
Role-based user permissions
8
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
10
Not Rated
Mobile access
Not Rated

Using HubSpot CRM

3 - The sales and customer support/implementation team in one department of our company uses HubSpot CRM. They use it to track customer progress, correspondence, and any customer account updates. HubSpot CRM helps to keep the team organized, coordinated, and synchronized. Other departments use their own customer progress tracking software, but HubSpot CRM works perfectly for that department
Support for our HubSpot CRM system isn't hard. The system itself handles everything we need. When we have a question, it is easy to find a help article or support agent online to answer that question. Most of the features in the software are very intuitive and easy to navigate, making it easy for the whole team to use the product without any issues.
  • Customer account status tracking.
  • Customer correspondence tracking.
  • Support ticketing.
  • Using it to categorize tickets by agent.
  • Tracking sales numbers at each stage.
  • Eliminating emails through easier communication.
We will definitely renew our use of HubSpot CRM. It does exactly what we need.