Best software for small business with more task based
July 25, 2022

Best software for small business with more task based

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

Overall Satisfaction with HubSpot CRM

I use it more for sequence and task management. It has made my work really easy and efficient. However, I feel it still has room for improvement.

What I love about it are activity tracking and custom reports. I have my email connected. It's easy to send email, make calls, reply to emails, and if you have LinkedIn, teams send InMails as well.

Pros

  • Task management
  • Company properties
  • Sequence
  • Activity tracking

Cons

  • Filter in sequence
  • Kanban view
  • UI contacts
  • Email tracking important
  • Shorter contact reach time
  • Easy task management
Not that easy compared to Bitrix24, need lots of clicks to reach a contact or to view the information. Workflows need more flowchart design.
Company provided

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

No

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

It's more suited for small to mid-size businesses. There is a lot of room for improvement, especially for the price they charge; I would expect more.

I would recommend HubSpot CRM for B2B companies, which need more options in sequence and need more customisation in workflows.

Overall it's perfect for a small team.

HubSpot CRM Feature Ratings

7.3
Customer data management / contact management
8
Workflow management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
5
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
5.0
Lead management
Not Rated
Email marketing
5
5.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
5
6.0
Forecasting
Not Rated
Pipeline visualization
6
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
6.0
Role-based user permissions
6
Single sign-on capability
Not Rated
8.0
Social data
Not Rated
Social engagement
8
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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