SDR's Review.
July 26, 2022

SDR's Review.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Hubspot has been an excellent tool for keeping track of deals, inbound and outbound efforts, and communication. The lessons to learn and use have been excellent and engaging, making my transition from another CRM less of a headache.
  • Conversation management.
  • Keeping track.
  • Organizing and setting tasks.
  • Creating reports.
  • Contact statistics.
  • Outside my knowledge.
It is very simple. If moving from another CRM, there is a learning curve, but Hubspot does its best to help new users understand and learn to use this.

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

Hubspot has been great for us but needs more flexibility. It is useful for early level understanding but as we grow more complex in our process it gets left behind.

HubSpot CRM Feature Ratings

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