Keep it simple and easier with HubSpot
Updated October 25, 2023

Keep it simple and easier with HubSpot

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

Overall Satisfaction with HubSpot CRM

Well, I use HubSpot CRM for efficient recording and filtering of my contacts for potential sales. It is super easy to navigate around and get the job done in minimum time with HubSpot as compared to others. Templates, sequences, automation have been really helpful in keeping effective follow-ups and the tracking tool is simply awesome! Overall, it has helped me solve my problems related to proper record keeping of contacts, track them, and maintain follow-ups in a faster way.
  • Filtering/Segmenting contacts based on what you're particularly searching for, using contact properties.
  • [Personalize] email templates and sequences to save time and focus on your most important leads.
  • Customizable dashboards, reports, and analytics to make improvements and achieve targets.
  • Email tracking speeds up sales processes with confidence.
  • Sometimes email replies from contacts get delayed to being recorded in the HubSpot system.
  • Email tracking is not always accurate.
  • Contact page user interface could be better with more space for activity field.
  • Achieve sales targets.
  • Revenue Growth.
  • Time and cost savings.
I used only static CRMs in the past which were just basic and compared to them, the dynamic HubSpot CRM has an extremely user-friendly interface and makes my work easier. New users can learn quickly and adapt themselves to this system for a better experience in the sales process. Compared to others, HubSpot has amazing ease of use.
HubSpot CRM helps to filter out, make segments, which leads are getting converted for review of both sales and marketing teams. The marketing team can generate leads [that] are qualified for sales and the sales team can coordinate with marketing to make sure of that. The company's policies for target customers can be well managed with this CRM by both sales and marketing.

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

Okay, so you get a new contact, a potential lead. Create a new contact on HubSpot CRM with the information you have about them including email/phone number. Send/log an email or make a call to keep an effective record of all activities for this lead. You can also schedule the email or add them in a sequence of automated emails/follow-ups for a month. Get their email replies recorded in the system itself and move ahead with your sales process to win this lead as soon as possible!

HubSpot CRM Feature Ratings

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