HubSpot review of a first time CRM user
December 11, 2021

HubSpot review of a first time CRM user

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

Overall Satisfaction with HubSpot CRM

We use Hubspot as our single source of truth for all Sales related data and processes. The marketing team uses Hubspot extensively as well because of the amazing flexibility to integrate it with numerous other products.
  • List segmentation based on filters (every field can be used in filters!)
  • Workflows.
  • Landing Pages.
  • Dashboards and Reports.
  • Email Sequencing and automation.
  • Be able to make edits to HubSpot standard fields as some of them need customization based on our needs but since it's not editable, we need to make an entirely new field just with slight modifications sometimes.
  • Customizable Kanban view.
  • Better options and features in bulk imports.
  • Ability to clean bulk amounts of data on the CRM.
  • Better visualization of sales pipeline.
  • Smooth sales operations as everything is in a single place.
  • Cost saving.
Hubspot is very user-friendly and intuitive. However, if there's something you don't know or can't find then it's definitely on the HubSpot Academy or Community section.

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

It is the best source of truth for all your sales data as you can slice and dice the data as and when required at every field level.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
9
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
10
Custom objects
10
API for custom integration
10
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
7