One of the best CRM tools available
Updated June 30, 2023

One of the best CRM tools available

Shaun Price | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use Hubspot CRM to manage our customer relationships via email and marketing automation. We make extensive use of workflows to automate our customers' onboarding and continue their education about our products, research, science, and product benefits. We Also use HubSpot CRM to segment our customer base depending on what products they purchase, how frequently they buy from us, and whether they buy 'casual' or subscription products. We also use HubSpot CRM to nurture prospective customers towards a purchase decision.

Pros

  • Automation
  • Email
  • Segmentation

Cons

  • Analytics
  • Reconciling with 3rd party data e.g. Google Analytics
  • Mapping workflows
  • Increased customer engagement
  • Higher Customer Lifetime Value (CLTV)
  • Increased sales
Compared to Marketo - significantly better in all aspects. Much more user-friendly and easier to navigate, workflows make more sense. Compared to Mailchimp - this isn't really even a fair comparison Hubspot is head and shoulders above Mail Chimp Compared to Klayvio - both have strengths, Klayvio feels more modern and has better workflow management and better integrations, but overall Hubspot is more capable and offers more functionality.
Our sales and marketing team are one, but Hubspot's role in the communications/marketing aspect seamlessly sits alongside its functionality as a sales enablement tool. We view the path to purchase as an educational journey with customers becoming acquainted with our brand, science, research, and product aspects. Hubspot helps with all of these by allowing us to identify what content to serve the customers at the right time and allowing us to create automated workflows for each segment.
HubSpot is significantly easier than Marketo to work in day to day. Workflows are easier to create and manage, the email tool is intuitive for non-technical people and segmentation is far easier to use. When it comes to effectively and efficiently using our time to create marketing programs Hubspot wins hands down - it's just less "wrestling" to get it to work well. The onboarding and training is second to none.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Hubspot is excellent at segmentation and automation, however, its analytics are cumbersome and could definitely be improved. Particularly the way certain reports are created when you want to compare trends over time, or if you're trying to reconcile what you're seeing in HubSpot analytics with other data sources such as Google Analytics.

HubSpot CRM Feature Ratings

7.7
Customer data management / contact management
10
Workflow management
6
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
7
10.0
Case management
10
Call center management
10
Help desk management
10
9.5
Lead management
9
Email marketing
10
6.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
4
2.7
Forecasting
5
Pipeline visualization
1
Customizable reports
2
6.0
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
6
10.0
Role-based user permissions
10
Single sign-on capability
10
4.0
Social data
4
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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