Easy to use for CSMs!
May 22, 2022

Easy to use for CSMs!

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

Overall Satisfaction with HubSpot CRM

I use HubSpot to log customer activities and details. I also use HubSpot to log any internal activities related to our customer success journey. I use it daily and I wouldn't be able to do my job effectively without it. I'm able to easily log information about our customers which allows for easy documentation and tracking.

Pros

  • It's user-friendly and easy to use
  • I like how it looks and the layout is nice
  • Lots of training features embedded

Cons

  • I'd like to be able to show particular contacts when I'm in an account (like the contacts I most frequently speak with or who recently contacted me; right now it displays random contacts)
  • It has saved me time in keeping organized with the customers I speak to
I like the interface a lot more than Salesforce.
I'm not in sales or marketing so I'm unsure.
I really like HubSpot's interface and how it's easy to use and understand

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

It's best suited for documenting customer interactions and information.

HubSpot CRM Feature Ratings

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

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