All You Need In One Place
January 31, 2022

All You Need In One Place

Neil Saunders | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use this platform each day that I work. It is important that due to the high volume of work that I produce I am able to keep organized will all of the different companies that I work with. Using this platform allows me to call/take notes book meetings with my clients and work very efferently too.

Pros

  • Store company information
  • Call / E-mail / Schedule meeting all from once window of the platform
  • Keeps things running efficiently

Cons

  • Auto like the company to the contact in a sequence
  • Not have a calling minute maximum - allow to go over and simply charge for this
  • Tried to use the Aircall phone platform with this CRM and was not as plug and play as I had hoped so reverted back to how I was calling before
  • Increased efficiency
  • Easy to train new employee to use
  • Better organization
HubSpot is one of the easy CRM's that I have used. Easy to navigate/use and get analytics out of making it a key one-stop shop for our office. If you get stuck the help center has great resources and you can also call in and speak to someone for help quickly if you can't find what you are looking for. Overall I really like using Hubspot
We are able to use this platform for both sales and marketing within our company. The workflows and sequences make it possible to do this with ease and the updates provided e.g. when an e-mail is opened or a link has been clicked or viewed are very helpful in us being able to see how our prospects are interacting with our material.
There are similar features and benefits but I personally find that HubSpot is a little easier to use in my current role. I also really like that the live analytics and reports that HubSpot provides allow for me to easily see my own performance and that too of my co-workers.

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?

Yes

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

All in all, this is a very easy-to-use platform and allows for you to work at high volume and keep organized at the same time. The included features are all useful and the help you get if you are stuck is immediate and very attentive. Being able to do as many things within one plate form like HubSpot saves a huge amount of time throughout the day.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
9.0
Case management
9
Call center management
9
Help desk management
9
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Customization ()
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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