Intuitive, flexible and tech-forward CRM to keep up with modern sales
May 24, 2022

Intuitive, flexible and tech-forward CRM to keep up with modern sales

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

Overall Satisfaction with HubSpot CRM

We use HubSpot to manage and track all sales activities for our team, which includes finding marketing qualified leads, tracking and conducting sales outreach and managing the deals cycle.

Pros

  • Integrations with other applications like PandaDoc
  • Scheduling outreach
  • Tracking deal movement and staying on top of deals

Cons

  • More customizations with sequences
  • Flexibility when building reports
  • Integration with LinkedIn but I think that's a weakness on LinkedIn's end, not HubSpot
  • Shorter deals cycles
  • Less manual tracking
  • Easy to read data
HubSpot is the best CRM I've used by far. It is intuitive, flexible and tech-forward, all qualities that aren't often used to describe a CRM. Excited to be a part of the HubSpot community and have access to a wealth of resources as well. Overall, I appreciate how user-centric HubSpot is and it's clear that it was designed with the sales person in mind.
HubSpot makes it easy for marketing to engage with prospects that sales identifies as target accounts and has helped facilitate alignment between the prospecting and marketing processes. It also makes it easy to identify MQLs vs sales sourced leads, and makes the marketing <> sales relationship more symbiotic rather than silo'd.
Close.io did not have as much flexibility when performing outreach and we had to buy an external tool for it. Also, there were no reporting capabilities on a team-wide basis.

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

HubSpot is great for smaller sales organizations who are starting out and it's the only CRM I'd recommend for orgs with fewer than 100 sales employees. It is great to expand with as you grow and they are constantly releasing improvements that make it a more seamless and tech-forward platform. I don't have experience using it at a larger org so can't speak to that ability. I wouldn't recommend it for customer relationship management.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
9
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
9
8.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
8
6.5
Lead management
6
Email marketing
7
7.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
5
5.3
Forecasting
5
Pipeline visualization
6
Customizable reports
5
10.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
4.0
Social data
4
Social engagement
4
5.0
Marketing automation
5
Compensation management
Not Rated
6.0
Mobile access
6

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