User-friendly and Intuitive
January 24, 2022

User-friendly and Intuitive

Stephany Grace Araullo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Hubspot is incredibly intuitive and user-friendly. The interface makes it easy to manage and organize tasks, contacts, and automate actions. This facility allows for a straightforward onboarding experience, and you go from crawl phase to running phase very quickly, with very little formal training needed. At our organization, it does help that we have subject-matter experts on hand to guide us to navigate the system the first time around. At the same time, it's very easy to pick up, and the system is quite reliable for all the functionality that it delivers.

Pros

  • Set up sequences.
  • Organize and manage multiple contacts under one organization
  • Assign Tasks
  • View and track email and link activity

Cons

  • When calls are made, sometimes it doesn't get automatically updated/logged as completed.
  • Saving time and mental energy
It's much more intuitive and user-friendly. The interface is easy to interact with and manage.
N/A
N/A

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

It's well suited for organizing tasks, managing multiple contacts from the same organization, and automating actions.

HubSpot CRM Feature Ratings

7.0
Customer data management / contact management
8
Workflow management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
6
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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