Intuitive and easy reporting!
December 15, 2021

Intuitive and easy reporting!

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

Overall Satisfaction with HubSpot CRM

We use HubSpot as a complete CRM. Easy to set up and customizable for a variety of use cases. It's quick to filter and set up new reports to drill down on customer data. The interface is also intuitive and easy for new users to navigate - minimizing training and onboarding friction with a new CRM.
  • Quick and clear reporting.
  • User-friendly interface.
  • Smooth app integrations.
  • Honestly, I'm really happy with HubSpot. I don't have any friction points or changes off the top of my head.
  • Helped us drill down to tangible goals for pipeline development.
It's very intuitive and easy to use. New employees can ramp up quickly and find their own insights as well.

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

Great CRM fit for a small company looking for agile navigation through customer data.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
10
Case management
10
Call center management
10
Help desk management
10
Lead management
8
Email marketing
9
Task management
7
Billing and invoicing management
8
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
9
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated