HubSpot CRM: A Top Choice for a Business' First CRM
November 25, 2021

HubSpot CRM: A Top Choice for a Business' First CRM

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM tied to our HubSpot Marketing Hub and Salesforce Sales Cloud. It plays a key component in our tech stack for managing our leads and clients in order for us to report, run workflows, and integrate with other tools.

Pros

  • Centralized customer management platforms.
  • Sales deal organization.
  • Lots of value for free in a sales tool.

Cons

  • Advanced customization (not as sophisticated as Salesforce).
  • No "record types" for different sales processes.
  • No formula fields. Must be workflow-driven.
  • Increased visibility on contact segmentation.
  • Improved correlation between marketing activities and revenue.
  • The workflow-driven approach saves our team time.
HubSpot has always been phenomenal with its intuitiveness. Every feature they roll out seems to have a clear focus on being easy for a user to set up and use. It's one of HubSpot's greatest strengths. As an admin, most features are available with a user interface (UI) and no code.
We use HubSpot CRM alongside HubSpot Marketing Hub. That integration allows us to be able to create marketing workflows that fuel contact records, lead generation/nurturing, and sales deals. We also now have visibility on revenue attribution that can tell us what marketing activities led to closed-won sales deals.
Zoho and HubSpot CRM (paid tier) seem to be fairly on par. Zoho offers a few more features, but there is a tradeoff on ease-of-use, which HubSpot is great at. Salesforce is the enterprise-level CRM option and the tool we currently use, which then syncs to HubSpot CRM. For businesses just getting started with a CRM, HubSpot is an excellent choice. Salesforce is a better option for mature businesses looking for advanced customization, automation, reporting, and integration capabilities, but you do pay for those features.

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

For a first CRM, HubSpot is a great option. The free tier of HubSpot has the basic features required to digitize a business' sales processes and the upgrade options allow businesses to get more insight and automation into their processes, right in the system. Reporting is fairly basic and advanced customization is not on par with their main competitor, Salesforce, which is much more expensive.

HubSpot CRM Feature Ratings

7.2
Customer data management / contact management
7
Workflow management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
6
Interaction tracking
9
7.0
Case management
7
Call center management
7
Help desk management
7
9.0
Lead management
9
Email marketing
9
6.7
Task management
8
Billing and invoicing management
6
Reporting
6
6.7
Forecasting
6
Pipeline visualization
7
Customizable reports
7
7.0
Custom fields
8
Custom objects
6
API for custom integration
7
8.0
Role-based user permissions
6
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
10
Compensation management
6
5.0
Mobile access
5

Comments

More Reviews of HubSpot CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM