Giving your mind space to breathe with one client at a time.
December 15, 2021

Giving your mind space to breathe with one client at a time.

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

Overall Satisfaction with HubSpot CRM

We use HubSpot for just about every part of the organization process. From call notes, to email integration, prioritizing tasks, to keeping track of the sales process. With templates and organization, being able to organize the type of sales, lead process, and quality of leads has been a new level of helpful. HubSpot has massively cut down on the amount of brain power it takes to keep track of a sales strategy.

Pros

  • Template organization.
  • Call logs.
  • Lead process tracker.
  • Lead quality tracker.

Cons

  • Integration with other tools like WhatsApp or textPlus would be a big help while contacting clients.
  • Allowing prioritization of tasks could be improved with either number, star, or color priorities rather than considering everything on the same level.
  • Calendar integration with google could also be improved and easy to manage.
  • Sales training.
  • Work load increase.
  • Faster revenue.
HubSpot's features seem to keep growing. Other CRMs have things that HubSpot does not, but they are often times not organized. Better organized CRMs are what they are made to be. The UI is well thought out to allow for the tools for the respective tasks and team members are at hand.
Marketing can track the data of their salesforce. Gaining a knowledge of what emails need to be sent allows the sales team to work with the marketing team to see what was looked at online before engaging with the customer. The process is smoothed out and only can get better with more information input.

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?

Yes

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Using HubSpot allows you to be able to keep track of exactly what clients you are working with any when. Going back to track calls I have had or emails I sent based on the client alone. HubSpot's CRM setup allows a full workspace for each customer and associated customers allowing your brain to full focus on who is at hand rather than splitting many different tasks in your mind at once.

HubSpot CRM Feature Ratings

6.2
Customer data management / contact management
8
Workflow management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
3
Interaction tracking
8
8.3
Case management
8
Call center management
10
Help desk management
7
8.0
Lead management
9
Email marketing
7
3.0
Task management
3
Billing and invoicing management
Not Rated
Reporting
Not Rated
7.5
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
8
Not Rated
Custom fields
Not Rated
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
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6

Comments

More Reviews of HubSpot CRM

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