Never let a client opportunity slip by!
June 30, 2022

Never let a client opportunity slip by!

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

Overall Satisfaction with HubSpot CRM

Our company uses HubSpot to manage all workflow for sales. From quotations to outreach programs and managing samples tracking as well. Managing a large number of leads on conventional spreadsheets is time-consuming and difficult to manage follow-ups. HubSpot automates all our follow-up tasks so that no lead is uncontacted or left dormant for extended periods of time. I actively use HubSpot for 9 hours a day.

Pros

  • Lead management.
  • Sales turnover management.
  • Follow-up management.
  • Accurate data handling.

Cons

  • Some reports could be more detailed.
  • Options to bulk download all contacts and companies would be useful.
  • Shared reports could update more frequently.
  • Shorter deal cycles.
  • Efficient task management.
  • Data management.
Far superior with automation task options.
Very effectively.

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

Well suited to manage client relationships. Reporting could be easier to filter and draw.

HubSpot CRM Feature Ratings

8.5
Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
7
Interaction tracking
10
8.0
Case management
8
Call center management
8
Help desk management
8
6.5
Lead management
7
Email marketing
6
8.0
Task management
10
Billing and invoicing management
8
Reporting
6
6.0
Forecasting
5
Pipeline visualization
8
Customizable reports
5
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
7.0
Role-based user permissions
7
Single sign-on capability
7
7.0
Social data
7
Social engagement
7
7.0
Marketing automation
7
Compensation management
7
9.0
Mobile access
9

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