HubSpot CRM
July 26, 2022

HubSpot CRM

Tatum Webster | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot every day to track our communication with our ticketholders, as well as prospective and former buyers. Before HubSpot, it was hard to track communication through our other platform. I use HubSpot all day to assist in communicating with customers.

Pros

  • Great visuals.
  • Good email reminders.
  • Easy to schedule meetings with clients.
  • Helps collaboration between teams.

Cons

  • Email reminders can be too frequent.
  • Calling directly from the platform is not always seamless.
  • Email integration was difficult to set up.
  • Some features are difficult to set up without help from IT department.
  • Shorter deal cycles.
  • Revenue growth.
  • Better interaction with guests.
  • More opportunity to follow up with guests.
It's really easy to use! When I was training, it was simple to grasp the basic functions and hit the ground running. Even for more advanced functions, learning how to use the new tools is pretty easy once you go through it for the first time. I love using this platform!
Easier to communicate with the marketing team, as well as easier for the sales team to increase engagements with current members in order to improve the performance of the tools the marketing team uses.
  • Salesforce Field Service (Click Field Service Edge)
I like HubSpot better as it's a lot easier to use, and there are way fewer unnecessary functions. I did not select HubSpot CRM, however, I am glad that the decision was made.

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

I love HubSpot for tracking sales, communications, and engagement with members. Sometimes it can be tough to use HubSpot if you don't already have an email template set up, however otherwise I love it. Very easy to use, and suits almost every avenue of my current position!

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
Not Rated
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
9.0
Role-based user permissions
8
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
5.0
Mobile access
5

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