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easy to use at a startup
Updated March 16, 2023

easy to use at a startup

tia pegarido | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to manage sales pipeline. I also use it to review/create reporting and dashboards. HubSpot allows us to track our leads and prospects and figure out next steps.
  • Incredibly easy to use.
  • Customizable.
  • Offers a ton of resources to learn more about the how and why.
  • Still learning and teaching myself so hard to say where there is room for improvement at this point.
  • Not sure
Again, super easy to use. But because it is so easy to customize and there are a lot of fields, it can be overwhelming for new users who may not have patience to understand what everything means. However, I love it.

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

While I'm familiar with lead management, I've never used HubSpot before until this new role. Without any previous training, it was easy to get started. Google became my friend, and many of the HubSpot articles surfaced. The HubSpot articles, resources, academy, user guides have been extremely helpful in understanding best practices and ways to customize the system. The fact that it can log everything for you (integrates with business for gmail and my calls) makes it 100,000 percent easier for record-keeping.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
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
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated