First time user - Impressed
December 16, 2021

First time user - Impressed

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

Overall Satisfaction with HubSpot CRM

I work on HubSpot daily. Call and email clients off HubSpot. Track meetings held. Basic and simple to use. Great to link to email so sequenced emails can also be sent out. The only issue I have is when a contact has "globally bounced" but the contact has not actually "bounced".
  • Sequences
  • Saved Searched
  • Report dashboard
  • Simple to use
  • List filtering can be quite tricky
  • Globally bounced emails to be verified.
HubSpot has been the first CRM I have used.
None
First CRM I have used.

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

Making contact with clients: - Tracking calls - Tracking emails - Tracking meetings I do not have an "issue" with HubSpot being 'less appropriate" for the reasons I use HubSpot.

HubSpot CRM Feature Ratings

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