safe, predictable
July 01, 2022

safe, predictable

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

Overall Satisfaction with HubSpot CRM

Currently we are managing inbound and outbound leads, targeting customers and potential leads with sequences.
  • Easy to use.
  • Easy to teach.
  • Quick.
  • Stable.
  • Auto-refresh has been janky - messes up my chats.
  • Duplicate leads on input, tough for ops.
  • Integrations don't work smoothly.
  • Helps track team activity.
  • Helps visualize pipeline activity.
  • Onboards reps quicker.
It's the biggest name in the game, so it's hard not to be exposed to it. Not many others can offer the 'all in one' approach, and even if all the pieces aren't great, it's still easier to swap out something like the Chat or Dial function to a separate company and still be worth the investment into the CRM.
Helps me see what they have already sent, or what the clients are clicking on. Makes it a bit easier to pick a topic of engagement.
Salesforce is a fancier version of HubSpot, not as flashy, probably has more integrations but requires more work the companies that work with HubSpot. Salesforce seem to prefer the simpler approach - and so do I.

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

It helps filter through large amounts of traffic to find the ideal lead. It's easy to teach new coworkers how to use it.

However, the dialer is always problematic. It's better to use an external program to dial.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
7
Lead management
8
Email marketing
8
Task management
8
Reporting
9
Forecasting
7
Pipeline visualization
10
Customizable reports
9
Custom fields
7
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
3
Social engagement
3
Marketing automation
7
Compensation management
7
Mobile access
5