Spot your opportunities
May 24, 2022

Spot your opportunities

Dave Wardrop | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is going to be used as the source of truth and to centralize information and the view of the customer and the prospects. HubSpot brilliantly solves this issue of fragmentation of information by pulling everything into one timeline and one place giving you that golden view of the prospect or customer. No other software I have ever used does it as innovatively as Hubspot, sure other CRMs can display information but it is HubSpot's automation from customer contacts to lists, what happens when a deal is won that makes the difference. Easily configurable and non-technical for ease of use by marketing and sales without technical backgrounds and if you have some technical background then you can push it to do all sorts of things for you to make your day easier.
  • Email tracking
  • Document viewing and sharing
  • Automation of marketing and sales
  • I would prefer to see more customization around the dashboard, sure can get all the data there that I want but making it look the way I want would be great.
  • Clarity of customer
  • Centralised information
  • Cost savings
HubSpot's ease of use is its killer functionality ultimately. It is super simple to use, find your way around and everything is where you expect it. Just spend the time to set it up the way you want it.
The simplicity of use, ease of automation, clarity of information, and pursuit of the golden customer record.

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

Google Workspace (formerly G Suite), Slack, Microsoft Teams
If you are a start-up looking for your first CRM chose HubSpot there is a free version, as you grow you can add more. If you are an established organization frustrated that you can't get the 'story' of the prospect or customer get HubSpot as it will solve that problem almost immediately.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
Case management
7
Call center management
3
Help desk management
7
Lead management
8
Email marketing
9
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
8
Pipeline visualization
6
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated