Quality Information Tracking with Purpose
June 30, 2022

Quality Information Tracking with Purpose

Wendy Craven | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot daily to manage 4000+ contacts, keeping track of contact info, communication details, calls, scheduling meetings, important notes to know, stages of the sale, etc.

Pros

  • Stores contact information.
  • Automates communication with ease in the form of templates & sequences.
  • Communication across team members in the company.
  • Creates a history of the relationship with a client or referral source.

Cons

  • Adding additional categories for tracking specific to the company.
  • Creating specific filtered lists + assigning bulk tasks/communication.
We have a marketing team that does this. We can also see what they send in addition to what our individual communications are.

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

Automated Sequences when introducing myself as a new employee so that I can proceed with further communication.

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
10
Workflow management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
6
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
6.0
Custom fields
6
Custom objects
6
API for custom integration
6
10.0
Role-based user permissions
10
Single sign-on capability
10
7.0
Social data
7
Social engagement
7
8.0
Marketing automation
8
Compensation management
8
6.0
Mobile access
6

Comments

More Reviews of HubSpot CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM