Great CRM tool all around
December 16, 2021

Great CRM tool all around

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to manage all leads and deals for our corporate sales. HubSpot keeps all the info together, easily accessible, and readable. Being able to associate multiple people with deals makes it so quick and easy to navigate, especially when using the sidebar app on Gmail. Snippets are an amazing tool to pull all info quickly into emails to ensure you have the correct information. This makes processes so much quicker also instead of manually having to type it all out. Overall, great CRM tool!
  • Snippets
  • Data storing
  • Notes, Tasks and Activity linked to specific deals
  • Recognising if a deal is already named something to flag so we can change this
  • N/A - I don't deal with that
n/a

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?

Yes

Would you buy HubSpot CRM again?

Yes

Working each day with HubSpot and it's easy to access. You can see other people's deals which is great in case they are away you can see all the information needed to be able to close that sale. You can add notes to update the deal owner also. For day-to-day working, Hub makes our processes easy.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
8
Case management
7
Call center management
7
Help desk management
8
Lead management
8
Email marketing
9
Task management
9
Billing and invoicing management
9
Reporting
7
Forecasting
8
Pipeline visualization
9
Customizable reports
10
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
8
Social data
7
Social engagement
8
Marketing automation
9
Mobile access
8