One of the most innovative CRM platforms small and medium businesses need
January 14, 2022

One of the most innovative CRM platforms small and medium businesses need

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM has been used by our sales team. It has been primarily used to keep a track of and monitor our outbound calls, emails, and sales visits to prospective customers. Sales teams use it to keep notes of pain points and additional feature upgrades or new requirements of customers: this information is basically extracted from whatever communication methods [are] adopted by the sales teams.
  • Brilliantly designed free forever plan
  • Hundreds of third party app integrations
  • Well designed dashboard to show sales progress and track sales activities
  • The paid/premium plans are expensive for small organizations
  • Very limited support for the free version
  • Outgoing emails are sometimes really slow
  • Hot leads and deals are better managed and closed using HubSpot CRM
  • Revenue growth increased as costs went down due to the efficiency of the staff using HubSpot CRM
  • Sales forecasting is now more accurate due to which KPIs have improved
Specifically for sales funnel tracking and smooth sales activities execution, I would recommend HubSpot CRM over all other popular CRMs available out there; the beautifully designed UI is best suited for a memorable UX. The lightweight but high[ly] capable freemium version outclasses many others as far as [the] number of functionalities [is] concerned, and on top of that, they are easily accessible with one or a few more clicks without having to search for it.
The free version of Agile CRM was nowhere near [...] what our sales teams have been able to achieve after migrating to HubSpot CRM. The main reason [is] the number of features offered and the ease of use of the platform. Also, if in [the] future we decide to buy the premium version, we will still go ahead with HubSpot CRM, again due to the fact of what we get in return and how well we have been able to optimize our sales activities.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Freshworks CRM (formerly Freshsales), ActiveCampaign, monday.com
I believe HubSpot CRM free version is one of the best choices from the available CRMs in the market for small and medium businesses. There are several functionalities [that] are very useful and help organizations get their work done efficiently and effectively. However, if your organization is not able to afford the paid plans but require the premium features, you might have to switch to other free CRMs in the market.

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)
10
Quote & order management
10
Interaction tracking
10
Case management
10
Call center management
9
Help desk management
9
Lead management
9
Email marketing
8
Task management
10
Billing and invoicing management
9
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
9
Custom objects
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
9
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
8