HubSpot was a great addition!
April 29, 2022

HubSpot was a great addition!

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

Overall Satisfaction with HubSpot CRM

We use the CRM to track deals, and quotes, and manage our data. We classify our contact and account information and use it to market unique messages to our contacts.

Pros

  • The workflows are great!
  • I like the consistency in the layouts.
  • Reporting tools are effective and easy to use.

Cons

  • Customizability with dependent fields.
  • Ability to build workflows that update product and amount fields.
  • Deduplication efforts do not get down to the street address level and make branches of the same company look like duplicate records - when they are not.
  • More customer engagement
  • Better sales engagement
It's very easy to navigate from an administrative perspective, but it has limitations regarding how I can support my users as they set up their accounts and manage their notification preferences.
We have been able to utilize the contact's sales enters into our marketing efforts seamlessly!
We chose HubSpot because of the integration between the sales and marketing hubs. It's great to have all of our data on one platform.

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?

Yes

Would you buy HubSpot CRM again?

Yes

We've been able to integrate and automate our customer setup process using forms and email notifications to members of our team.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
8.3
Case management
8
Call center management
8
Help desk management
9
9.5
Lead management
9
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
10
9.0
Custom fields
9
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
10.0
Social data
Not Rated
Social engagement
10
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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