Critically important but most of all, easy to use and adopt!
July 01, 2022

Critically important but most of all, easy to use and adopt!

Brad Pendleton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot's CRM helps me manage our current customer experience. Through the CRM, I can track platform usage, account age, key milestones, etc. It's super easy to find pertinent customer information and make decisions accordingly. We also leverage the calendar scheduler, which is attached to my email signature; I especially like being able to set my available hours through this scheduler.
  • Customizable customer profiles. I can cut out all unnecessary info on our customers and focus on what's essential to my dept.
  • Tracking email interactions. I love being able to see who has engaged with my emails.
  • I'd like the ability to export contacts opened up to lesser plan types/permissions. I often want to export customer lists and work with them in excel but have limited access.
  • HubSpot has helped our sales process via the "deals pipeline." It's easy to visualize where to place our time and the overall health of a new and prospective business.
I came from Salesforce which was so big that it became "white noise" in my day to day interactions. I often ignored a lot of workflows as their process became unnecessary in my day to work.

HubSpot is great because everything is well laid out and defined. There's no "white noise within the HubSpot platform. I have my specific area of focus and I live there.
HubSpot's CRM is super helpful in providing alignment between sales and marketing efforts. Our marketing team has been able to set up workflows which direct inbound sign ups and leads to different persons and areas within the company. This ensures that each sales rep is receiving a highly curated lead.

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

I think HubSpot's CRM platform is great for small businesses because it is user-friendly and intuitive. I had never used HubSpot before joining my current company, but within about a week, everything was humming. I appreciate a lot of the flexibility HubSpot affords me about views. Depending on the portion of the platform I'm in, I can use Grid, Kanban, etc.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
8
Pipeline visualization
10
Customizable reports
8
Custom fields
7
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
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