An Integration Well Worth the Investment.
July 06, 2022

An Integration Well Worth the Investment.

Chelsey Oliver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We recently switched over to HubSpot CRM due to our previous legal software not providing the data or analytics reporting our executive team was looking for. Hubspot is able to track leads in our firm and report on statistics so we can make intelligent decisions based on data. Our team reports on weekly Key Performance Indicators to keep all departments on track with the progress and status of the firm, and being able to access this information at the click of a button has made life so much easier. It's a lengthy, tolling process migrating over to HubSpot CRM, but I would recommend it for any business contemplating the decision, 110%.
  • Dashboard analytics.
  • Tracking leads.
  • Content scheduling and drafting.
  • Easy-to-Use interface.
  • Price Point: Pricey Expense for Company.
  • A lot of new features are being rolled out, but intuitive additions always take 1-3 years to add on. I Recently added rescheduling/cancel to Meetings, but contacts are unable to optionally provide why they canceled/rescheduled.
  • Positive: Better informed decisions on ad investments.
  • Negative: added expenses to implement.
  • Positive: Easy reporting for weekly meetings.
  • Negative: Undergoing multiple steps to try and match previous legal software's setup.
A lot of CRM systems talk about being an "all-in-one-place" platform, but multiple departments are truly able to thrive and succeed within Hubspot. Our Intake, Legal Assistants, Marketing, and Attorneys have all fully adapted to the new system and learned how to take advantage of all the software has to offer. Previous CRM systems I've worked with are limited as far as reporting capabilities- I would have to go in and pull stats from exported Excel data.
At the moment, our Marketing team is working hand-in-hand with Intake (Sales) to teach them how to better follow up on leads, nurture potential clients, and guide them through the pipeline. Hubspot preaches about the "Flywheel"- focusing on making the buyer stage less of a funnel, more of an ongoing cycle. By working together in the system, we have been able to determine where time can be saved as far as automation and where we could improve processes.
Ultimately, we chose to go with Hubspot due to our previous implementation and familiarity with the system. I have worked within the CRM platform for years, and I know it to be user-friendly, intuitive, and with the right amount of investments, it encompasses everything a business needs to succeed. Other systems are focused on the bare bones or a structured space where your customer database can reside- Hubspot takes that to the next level.

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?

No

Would you buy HubSpot CRM again?

Yes

Hubspot is an investment for any company- but depending on which package, bundle, or a la carte options you upgrade to, you can adjust purchases to best fit your business. Having Marketing Pro and Starter levels of Sales and Operations has given us the opportunity to seamlessly generate data to make informed decisions on how to improve business practices. Marketing is able to report and present useful statics on campaigns, social media posts, as well as forms utilized across the company. I highly recommend at least giving HubSpot a trial run to see if it can better your business practices.

HubSpot CRM Feature Ratings

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