HubSpot makes sales a breeze!
July 26, 2022

HubSpot makes sales a breeze!

Olivia Earle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to track interactions with potential customers. I track meetings, phone calls, emails, and tasks on accounts to help them along their journey.

Pros

  • Being a communication hub for clients.
  • Reporting to keep track of conversions and sales efforts.
  • Staying on top of conversations so no lead is missed.

Cons

  • Having a branded phone number so the business line doesn't show up as spam.
  • Ability to save templates right from the Send Email button in HubSpot.
  • Not counting the sender's opens of an email as an open just solely the clients.
  • Increased sales rep usage.
  • Ability to see full business numbers in one place.
  • Track revenue growth.
The system is pretty straightforward. However, if there ever is a moment when I am stuck there are always great tutorials and customer success agents available via chat making it easy to use and enjoyable!
It allows sales to see the interaction with marketing efforts on top of the data gathered from form submissions and other interactions to know how engaged the lead is.
HubSpot just offers so much more than the business managers of Dubsado, HoneyBook, 17hats, and Airtable. Plutio falls short in UI and overall contact management. Salesforce is very robust and great if used properly, but there is a major learning curve.

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

I love it for my sales outreach. I am able to keep track of all communication in one spot without having to manually record and log. This does require some third party integrations but it is amazing!

HubSpot CRM Feature Ratings

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

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