HubSpot CRM Review
December 19, 2021

HubSpot CRM Review

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM on a daily basis to track all loans approved and declined, as well as track cross-sell, MRC, GAP sales, and referrals. This gives us somewhere to contact members and keep track of conversations. We are able to look back and see what we have done for them in the past.
  • Tracking
  • Goals
  • Communication platform
  • Being able to put dollar amounts in on cross sells and MRC/ GAP
  • Integrating more into our own system
  • Nnot be repetitive
  • I do not deal with that aspect of it
It is really easy to use if you can multi-task. It is a nice side-by-side comparison for the spreadsheet that I also keep on a monthly basis. It is nice to be able to track everything accordingly.
I have never evaluated before now.

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?

Yes

Would you buy HubSpot CRM again?

Yes

It is good to be able to go back and look at conversations between myself and a member instead of combing through a whole bunch of emails. It is quicker in that sense since we can search for the name of the member and they will pop up.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
6
Interaction tracking
9
Case management
7
Call center management
7
Help desk management
7
Lead management
8
Email marketing
7
Task management
7
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated