HubSpot for the win
Updated February 16, 2023

HubSpot for the win

Prudence Ayn Townsend | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to keep organized with sales prospects as well as a current customer. I also use HubSpot for marketing to both sales prospects for educational webinars. Hubspot has been a great help to stay organized while communicating with customers, vendors and prospects.

Pros

  • Last contact date
  • filter people or companies by specific criteria
  • Create deals
  • Create call lists
  • Schedule meetings

Cons

  • Ability to search all notes and calls by keyword
  • make it easier to send marketing emails.
  • Helps manage deal cycles to keep deals moving- prior to HubSpot, we were not measuring this
VERY easy to use most aspects of HubSpot. I have used other CRMs that I felt were pretty clunky. HubSpot also has a chat feature so if you are not sure what to do, there is usually some help.
Our sales and marketing are able to communicate in the same system seamlessly by tagging in notes/comments, assigning tasks for one another, scheduling meetings when needed. Sales can also see when marketing is putting together emails or if someone is in a workflow in either sales or marketing.

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

If you are trying to organize yourself when making calls to customers and prospects, HubSpot makes it very easy to filter data and criteria to make a list or to set tasks as you go. There are also a lot of integrations that you can add-in. The Hubspot support team is also great if you have questions. I use Hubspot to send out marketing email too.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
10.0
Mobile access
10

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