HubSpot - Great for the smaller business with growth and benefits for the larger company
December 15, 2021

HubSpot - Great for the smaller business with growth and benefits for the larger company

Andy Arden | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to manage all our customer contact details and quotes. Ease of access for other team members Allows management to manage activity of customers. Keep tracks under tasks is very handy for customer and quote follow-up.
  • Tasks - ability to remind you to follow up with a customer.
  • Quotes - Very easy to provide quotes to customers.
  • Entering company and company information.
  • Obtaining information from Sales & Quote requests off website.
  • Mobile App could be more user friendly but does help with some information.
  • Ability to track when an e-mail is opened allows us to follow up.
  • Keeping track of quotes - expiration dates - allows us the ability to contact customer - shorter deal cycles.
  • Ease of use - saves on staff training.
I have used various CRM's throughout my career and feel this HubSpot is the easiest one to use.

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

I used a larger HubSpot CRM package at another company and really liked it so when I joined this company I was part of the management team that evaluated various CRM, leaning towards HubSpot. After having the other team members review other CRM's we decided that HubSpot was the right package for our size company. Easy to use and good customer support.

HubSpot CRM Feature Ratings

Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
9
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
Custom fields
8
Custom objects
Not Rated
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
6