HubSpot Overall
November 23, 2021

HubSpot Overall

James Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

For our purposes, the CRM is used in two ways: for our sales department, we track leads and monitor sales/deal statistics for new and existing customers. For our legal department: we monitor the contact between the client and the contact owner. We also use HubSpot CRM as a reference point for the core information on a case.

Pros

  • Support.
  • Communications.
  • Sales / Data Analytics.

Cons

  • Ability to filter out who contacted the client and how they contacted them.
  • Patch notes for UI changes.
  • More customizable UI.
  • HubSpot CRM provides enough data tracking to make informed business decisions on deals and the market itself.
  • The email/call tracking system, while having errors still, helps us to determine the consistency of employee work.
I have not used other CRM software. HubSpot has been a relatively smooth experience, though.
We do not have a marketing team, but the information in HubSpot definitely helps to maintain the competition on the sales floor since we are able to see live metrics.
I have not used other CRM utilities therefore I cannot provide an accurate comparison.

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Microsoft 365 (formerly Office 365), Google Sheets
In the tax realm, clients may contact [us] for services but not actually do any business with us. In the event that their tax problems are recurring, we have historical data to reference which provides us with a better chance for capturing a deal.

HubSpot CRM Feature Ratings

7.5
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
8
Interaction tracking
8
8.0
Case management
8
Call center management
8
Help desk management
8
7.5
Lead management
7
Email marketing
8
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
8.5
Role-based user permissions
9
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
6.0
Mobile access
6

Comments

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