Great for templates and tracking!
June 30, 2022

Great for templates and tracking!

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

Overall Satisfaction with HubSpot CRM

I know different departments of my company use HubSpot differently, but I find it most helpful for its email templates, workflows, and improved efficiencies when scheduling prospects and getting in touch with them. The email templates and tracking in particular I find to be the most useful. I can quickly create templates from emails I already sent and easily customize them to my contacts.
  • Customizable email templates.
  • Email tracking.
  • Decent automated workflows.
  • The integrations and syncs with Salesforce could be improved.
  • The user-friendliness of creating workflows could be better (took a lot of trial and error to get it close enough to being easier than manual tasks).
  • UI of the dashboard itself, can be a little hard to find things on their full dash, but their extensions for Gmail and Chrome are great!
  • This has given me the perfect timing for one or two prospects leading to a closed deal I might not have gotten otherwise.
It has given me better access to resources from the marketing side to use for my prospects.

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

I will continue to sing its praise for email templates, but while the workflows are helpful, there is definitely a lot of room for improvement with its integrations into salesforce and even slack. The HubSpot extension has been great for letting me know when my prospects are interacting with my emails and giving me great timing to reach out to them. The extension for Gmail makes creating templates a breeze!

HubSpot CRM Feature Ratings

Customer data management / contact management
6
Workflow management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
9
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
5
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
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