HubSpot is our go-to CRM
December 15, 2021

HubSpot is our go-to CRM

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

Overall Satisfaction with HubSpot CRM

We use HubSpot to organize the inbound leads that come into us, manage all of our outreach--(emails, texts, calls, future tasks), forecast and track our monthly deals, as well as assess team contributions to outreach. HubSpot is our primary CRM for leads and we have about 6 active sales team members using HubSpot on a daily basis.

Pros

  • Tracking email opens and clicks.
  • Automatically noting and recording calls.
  • Streamlining and automating processes for email marketing (templates, workflows, sequences).

Cons

  • Not being able to pull lists of Deals.
  • Not being able to sync tasks to deals well, only contacts.
  • Shorter deal cycles.
I've primarily used HubSpot in the past, or a combination of HubSpot and Salesforce. I tend to prefer HubSpot but there are limitations in setting some parameters (ex: cannot save until a certain item is updated--love that in Salesforce).
We don't really have distinct teams since we're a startup. I am the one person aligned doing both.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

No

Would you buy HubSpot CRM again?

Yes

HubSpot has been a very effective CRM for our team in terms of organizing our leads as we are scaling from a smaller to a larger start-up. The systems in place allow for new team members to jump in and see where a previous employee has left off. The email marketing functions we have in HubSpot also supplement the CRM system greatly so I would always recommend the pair to best maximize things.

HubSpot CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.5
Lead management
9
Email marketing
10
6.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
6
5.0
Forecasting
3
Pipeline visualization
6
Customizable reports
6
5.7
Custom fields
6
Custom objects
6
API for custom integration
5
9.5
Role-based user permissions
9
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
3.0
Mobile access
3

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