HubSnot...
January 25, 2022

HubSnot...

Janneman Mouton | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is supposed to keep track of the touchpoints with customers and help me to follow up on them accordingly. In our organization, HubSpot is used by multiple departments.
  • Keep all information in one environment, such as pdf/word documents and contact info
  • Provide an environment to learn with blogs and the HubSpot academy
  • Being able to make calls from HubSpot and listen to them. (if I manage to figure that out)
  • So many impulses, there is no clear overview of what you want to work on and what you should work on.
  • If you work in a specific department, you only need a couple of things. HubSpot is a chaotic monster, where you have to look everywhere to find what you need.
  • In my experience, HubSpot does not help with following up at all. Setting follow-ups or next tasks should be mandatory, so you always have a follow-up task set.
  • Take a look at Pipedrive, it is sober and clear. When you finish something you set a follow-up task and are able to pick an icon for a meeting/email/phone call. (what you could add is making notes mandatory as well. This way you push to keep track of your business
  • From a commercial point of view, salespeople are quite chaotic and they need something to structure their way of working. HubSpot is not that tool.
  • HubSpot has killed quite some deals because it is impossible to keep track of your follow-up actions in an effective way if you are just starting with it.
I have used HubSpot and Pipedrive, Pipedrive is more practical from a commercial point of view. The UI is clear and there are only a couple of things to keep your eye on when you work on sales.
I did not pick HubSpot CRM, it was chosen to provide more insights and save more information for other departments than the commercial department

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

No

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?

No

Would you buy HubSpot CRM again?

No

In my experience, organizing inbound sales is something that HubSpot does not work very well for in my experience. Setting up sequences is one of the few helpful features.

HubSpot CRM Feature Ratings

Customer data management / contact management
6
Workflow management
4
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
4
Interaction tracking
2
Case management
5
Call center management
5
Help desk management
5
Lead management
5
Email marketing
5
Task management
1
Billing and invoicing management
1
Reporting
1
Forecasting
1
Pipeline visualization
1
Customizable reports
7
Custom fields
3
Custom objects
3
API for custom integration
3
Role-based user permissions
5
Single sign-on capability
5
Social data
5
Social engagement
3
Marketing automation
5
Compensation management
5
Mobile access
5