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HubSpot is really great and easy to use!
Updated August 18, 2022

HubSpot is really great and easy to use!

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

Overall Satisfaction with HubSpot CRM

We use HubSpot to keep track of all of our contacts, related companies, and deals associated with each of these. It really helps to keep things organized and connected. I love that it tracks all of my emails automatically as well as each deal/contract.
  • Organization
  • Tracking
  • User Friendly
  • When a contact in an email is not associated with a deal yet but there are several emails in the chain, I'd like to be able to still attach those emails manually to the deal/contract.
  • Definitely shorter deal cycles
  • Follow ups are much quicker with the task tools and visibility of deal stages
I actually like this better than Salesforce. Salesforce felt like it was too overwhelming and took much longer to figure out. I didn't like having to take "courses" on Trailblazer to learn it. HubSpot is so much easier to use that I actually taught myself how to use it in about a day, and it works just as well for me.
Salesforce just wasn't as user-friendly and was much more confusing/complicated for me. I taught myself how to use Salesforce in about a day and it works just as well for me.

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

HubSpot is perfect for a sales organization to keep track of where each deal is at in each current moment and provide visibility to others in the company. If your business requires tracking, organization, follow-up of any kind, I can't imagine when HubSpot wouldn't be appropriate.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
10
Interaction tracking
8
10.0
Case management
10
Call center management
10
Help desk management
10
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
9.0
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
9.0
Role-based user permissions
8
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Using HubSpot CRM

40 - Sales tracking, management, and analytics/reports
1 - We have one individual in house that has been our contact with HubSpot and our in-house expert to help move things along and train. It requires a lot of time and attention and reaching out to HS support via phone/email.
  • Sales
  • Organization/Mangement
  • Reports/Analytics
  • Using to track and analyze productivity via recording amounts and quality of calls
  • Using analytical data from length of calls to hone in on what might be causing lower amounts of success. i.e., if a rep has an average of 45 second calls and isn't hitting their numbers, clearly quantity of calls may not be the issue, but more so the quality or content of the call.
  • Hopefully to integrate with how we track the entire sale cycle of orders through all processes, including shipping, across the organization, up until it reaches the customer.
We wish it would integrate with Jira, the software we use for tracking an order from start to finish, once the agreement is signed. We use HS for everything before and inbetween but wish they could all be integrated.

Evaluating HubSpot CRM and Competitors

  • Price
  • Product Features
  • Product Usability
Mostly finding something that was user friendly and quite easy to train on, as we are growing so rapidly as a company and don't have a lot of time to spend on the whole process.
I wouldn't. I feel like the deciding factors still stand when choosing a CRM. only things that might change would be complexities that show up at a later time, like needing to implement other systems/software.