Account Executive
July 01, 2022

Account Executive

Nicole Basile | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to track and call accounts that are connected to our TMS. This has been very helpful to keep track of my calls and the information that is happening within each of my clients accounts. I think the system helps with many aspects of my sales process and I don't think I would be as successful without it.
  • Track calls.
  • Track account information.
  • Note taking.
  • Recording calls in all areas.
  • Notifications.
  • Deal tracking.
  • Tasks.
  • Workflows.
I have never used another CRM. But this one is very easy to use and I like it a lot compared to doing things on my own.
It keeps us in line with marketing so we know what they are doing and what our clients are also seeing.

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?

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

During the day we make many calls to many people and this is the easiest way to track each call. It allows us to keep notes on things so if our coworkers ever make a call or have information about anything then they can add those not to the contact page. This is a great tool for teamwork and collaboration.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
4
Interaction tracking
8
Case management
4
Call center management
7
Help desk management
7
Lead management
8
Email marketing
9
Task management
8
Billing and invoicing management
1
Reporting
3
Forecasting
5
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
API for custom integration
7
Role-based user permissions
7
Single sign-on capability
7
Social data
7
Social engagement
4
Marketing automation
8
Compensation management
6
Mobile access
3