I wouldn't dream of using any other CRM
January 24, 2022

I wouldn't dream of using any other CRM

Jordan Light | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use it to manage prospects and their contact info, pipelines, the full-cycle sales process, I document all actions I have with prospects, create tasks for myself, send emails, import prospects' from third-party partners into my contact database. It's a huge portion of my day being dedicated to working on HubSpot CRM.
  • Create tasks for myself regarding outreach to prospects.
  • Manage and document the life cycle of all prospects.
  • Links to my Gmail work email.
  • Allowing access for others in the company to import contact info from other sources.
  • Allow a function where you can link an email chain for a couple of emails then have separate emails (unchained) in the same sequence.
  • It does a great job at showing me what copy and which customized sequences I've created are most effective in reply and click rates.
  • This CRM does a great job at preventing prospects and tasks from falling into the cracks.
  • I appreciate how it shows me how much revenue was obtained in a given week, month and year.
It is pretty intuitive once you get the hang of it. I followed a bunch of tutorials from an agent whom we partnered with to turn my company on to HubSpot. There are multiple ways of doing any one thing on it which can be seen as a positive aspect.

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?

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

HubSpot CRM is well suited for making multiple sequences and managing them. So if I'm trying to assess the effectiveness of multiple sequences, I can create each one, send them out to prospects, and instantly see metrics on the effectiveness of any particular sequence. It's not so well suited for casual or insignificant spontaneous communication with prospects because it (with your email linked to the CRM) will automatically add them in the CRM (which isn't so bad, but it's the worst I could think of).

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
9
Case management
7
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
8
Task management
9
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
7
Custom fields
8
Custom objects
7
API for custom integration
8
Role-based user permissions
4
Single sign-on capability
5
Social data
5
Social engagement
Not Rated
Marketing automation
7
Compensation management
Not Rated
Mobile access
4