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New User
July 27, 2022

New User

Shelley Goldberg | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to match capital raisers with investors.
  • Link with Microsoft.
  • Keep track of activity.
  • Organizes lists of contacts.
  • Glitches in system.
  • Keeping track of activity during any given day.
  • Avoiding duplicate sequences/emails.
  • It's definitely helped but not sure what the numbers are.
I have no other comparisons. I used one 20 years ago which was much less robust (Act).

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?

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

Sometimes I ask a question and the help desk has no idea what I am talking about.

HubSpot CRM Feature Ratings

5.2
Customer data management / contact management
7
Workflow management
3
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
4
5.0
Case management
5
Call center management
5
Help desk management
5
7.0
Lead management
Not Rated
Email marketing
7
4.5
Task management
4
Billing and invoicing management
Not Rated
Reporting
5
7.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
7
5.0
Custom fields
5
Custom objects
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
Not Rated
7.0
Mobile access
7