HubSpot - save it all: time, energy, and sanity.
July 26, 2022

HubSpot - save it all: time, energy, and sanity.

Nikki Redman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot Sales and HubSpot Marketing to organize tasks, gather and analyze data, manage processes, and stay connected to our clients and business partners through automation. HubSpot provides tools to increase our touch points without increasing the workload. Tasks allow you to set a reminder with specific notes and post dates to when you need to address it. Using forms allows us to gather information quickly, whether it be for new clients or registrations for an upcoming event. Being able to customize our records makes the platform very versatile and moldable to our industry. Automation such as sequences and workflows frees up time and energy for our sales team to bring in more business without losing connection to current and past clients. Overall it's a very malleable and accessible platform with continuous development and many integrations with other systems allowing us to combine our efforts using fewer software systems.
  • Task management.
  • Automatic workflow communications and campaigns.
  • Detailed record keeping for easy reference.
  • Would like more a la carte features to increase the platforms flexibility.
  • More competitive pricing for smaller businesses.
  • Retention of leads.
  • Higher sales conversions.
  • Better accountability of our team.
The development is ongoing, and the support services are fast and courteous.
We have more transparency between the sales and marketing efforts since we can see it all in the records. Helps our sales team members have more finesse in their interactions and calibrate their touchpoints more appropriately per client.

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

It is important to carefully select the package level that will have the most return for the spend. For anyone wanting to use the platform, the task functionality is probably the most valuable to anyone using it. The email templates are very helpful and go beyond other platforms in their capability, setting up your subject with personal information automatically added to the subject or body. Similarly, the snippet function is wonderful for those having to repeat the same sentences in emails. Simply set up your snippet hashtag and use it to input that text when you need it without needing to copy and paste from a note or retype each time. On a larger scale, the sequence feature allows you to set up a series of automated emails that will continue until either the sequence ends or the recipient responds, which is a great feature for those needing to work for a connection and need to free up time from the simple and repetitive check-ins. Similarly, workflows allow you to send emails and take other actions automatically and specifically to a record, freeing up your time. We use these for review requests and many other regular tasks.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
10
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
Mobile access
6