Great team, always improving the product, easy to use
May 24, 2022

Great team, always improving the product, easy to use

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to manage contact lists and deals. I also upload documents and use email integration, which makes it easy to add standard documents and create email templates. I also like the sequences feature and the meeting feature. They are helpful for sending and tracking communications to DBE-eligible companies for procurement purposes and setting up meetings.
  • Contact Lists
  • Deal Tracking
  • Email Sequences
  • Mobile App - nice to have, but could be improved
  • iOS Keyboard Integration - nice feature, but could be improved
  • better deal tracking
  • increased outreach
There is setup time required to get it right, but it seemed quicker and easier as compared to Salesforce or Netsuite, though those have more capabilities.
We liked the available features for the cost and time to set up.

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

Great for managing sales processes and email lists.

HubSpot CRM Feature Ratings

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