Simple, Complete, Effective
January 25, 2022

Simple, Complete, Effective

Clifton Carling | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to manage my client interaction from lead to selling. I use automation to keep in contact with everything.

Pros

  • Reminders
  • Organizations
  • Simplicity

Cons

  • Customization
  • Reliability
  • Speed
  • Easy Onboarding for new reps
  • Simple but robust, which lends to long-term adoption
  • Shorter deal cycles resulting from team HubSpot collaboration
Completely different ballgame with HubSpot CRM. other CRM's can take weeks to learn and are not intuitive. HubSpot CRM visually is simple, is simple to execute, and is easily customized. Other CRM's require you to fit into their box, HubSpot CRM asks what you want your box to look like, what needs we have, and will present itself to work specifically for what we need.
Flows perfectly. I can see what has happened to a lead up until the point I get it, and can then I know how best to take over the lead. So flow from one department to the next is seamless. The benefit to this has been faster initial communication with the potential client and more visibility from the sales team to understand the needs of the requesting institution.
SalesForce gets along by its name only. Frankly, it's an overcomplicated mess of a CRM. Way, WAY too much info to scroll past before getting to where you need. Too many pages switched, toggling, etc to make it efficient and effective. I will avoid any positions I have in the future solely based on if they use Salesforce.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

I receive and respond to perhaps 10-12 new clients daily, and maintain relations with several hundred. Hubspot CRM allows me to effectively communicate and track my book while accepting and working on new leads. I have used several CRM's and most are overly complicated and not intuitive. HubSpot CRM seems to know what I want to do before I do it. And if it's not what I want, no problem. I can change fields easily.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
API for custom integration
10
10.0
Role-based user permissions
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
7.0
Mobile access
7

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