The (Hub)Spot
Updated February 04, 2022

The (Hub)Spot

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

Overall Satisfaction with HubSpot CRM

I use HubSpot to locate and manage lead lists of potential clients. I am solving problems such as documenting interactions, number of times contacts, grouping leads into categories, and sending out marketing emails. We use HubSpot from start to finish. After agreeing to engage in work with a client, we create a deal on HubSpot and the lead enters "the pipeline". With the ease of use and user friendly-ness of HubSpot, this is truly a great CRM product.

Pros

  • Documenting
  • Grouping
  • Integration

Cons

  • Automation
  • Visual appeal
  • Pairing contacts with deals
  • Time saver
  • Cost savings
  • Increased sales rep adoption
HubSpot is more customizable without hiring consulting firms. The free features are truly one of a kind and while it may not be the same as oracle or sales force, it is making a name of its own. HubSpot is very easy to jump in and start using. You don't need a full day of training to get started with this product. It is also great that you can use it in a different way/your own way.
By simply putting them on the same platform. Instead of typing in each email, you can simply link your email provider to HubSpot and send out emails straight through the contact. It is also very clutch to be able to create email templates, this is a huge time saver. The only thing that could be better is if you could send the same email to multiple contacts, almost in the same way as you would assign a task to multiple contacts.
HubSpot is cheaper, easier to use, more simply customizable, and more visually appealing than oracle. We selected HubSpot due to its price, and are very happy with the results. I do not think we will be switching anytime soon.

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

Microsoft 365 (formerly Office 365), Adobe After Effects, Zoom
For sales HubSpot is amazing. Specifically, in the onboarding process, it is ideal to be able to assign multiple contacts a task and simply click through those queues. A scenario that is not ideal is when you are jotting down notes on a contact, it is usually when you are on the phone. Everything doesn't always fit in the same window and a lot of the time you can get lost trying to find the right tab, whether that be in notes, calls, or contact info. When you do create a deal, the info does not automatically transfer from the contact to the deal. You have to manually associate each aspect of the contact to the deal.

HubSpot CRM Feature Ratings

8.5
Customer data management / contact management
10
Workflow management
7
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
10
6.0
Case management
6
Call center management
Not Rated
Help desk management
Not Rated
7.5
Lead management
7
Email marketing
8
7.0
Task management
10
Billing and invoicing management
6
Reporting
5
7.7
Forecasting
7
Pipeline visualization
10
Customizable reports
6
9.0
Custom fields
10
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.5
Marketing automation
10
Compensation management
7
6.0
Mobile access
6

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