HubSpot CRM Review
January 26, 2022

HubSpot CRM Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is used to help keep track of customers, communication, and any other issues.

Pros

  • The filters
  • Alerts between tagged employees
  • Easy to use task queue

Cons

  • Finding duplicates of same entry
  • Address input
  • Exporting data sheets
  • Very easy on boarding and helps get employees ramped up faster
  • Reminds me months after the last touch so I can swing back around and re-engage our customers
  • Email automation helps us to communicate to large masses of customers on a schedule
  • Email tracking to help identify which potential customers would be best
I believe HubSpot CRM is the easiest CRM I have learned. I have used a few other older systems but they weren't as all-encompassing as HubSpot CRM. The other CRMs did not have the detailed training sessions to help use all of the tools available to their fullest capacity.
We are still working on aligning our sales and marketing teams but it is easy to have access through HubSpot CRM to automatic campaigns for emails. This way we can have the same voice when communicating to customers.
I have used Salesforce CMS previously but their customization is near to impossible. It was not easy to navigate between areas and it requires far more work to automate anything.

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

HubSpot CRM is well suited for Business to Business or Business to Consumer sales. It helps with keeping track of any and all communication as well as automates communication to make use even easier.

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
7
Interaction tracking
Not Rated
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
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
8
6.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
4
8.0
Custom fields
8
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
5.0
Mobile access
5

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