HubSpot CRM--Nothing Special
Updated October 11, 2022

HubSpot CRM--Nothing Special

Josh Reyher | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it for both inbound and outbound sales strategy. We have been using more for outbound sales. Get it is not designed for it but it's the tool we have. We were working with a marketing group to increase inbound sales. We rely on it to track and organize communication and marketing material.

Pros

  • Sequences
  • Filtering

Cons

  • Tracking when multiple people are on an email chain
  • Attributing activity on a communication that is actually me looking at something I sent.
  • Helping us stay organized
  • Tracking deal development
It's not any easier than other systems. Only minimal experience with Salesforce but they both HubSpot CRM and Salesforce seem similar. Setting up sequences, while not hard, is not intuitive from the start.
Initially good but now as an outbound tool, not sure if it is best for us. Our initial marketing push didn't get the results we wanted so need to explore a better tie in the future.

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

No

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?

Yes

Would you buy HubSpot CRM again?

No

It's customizable but that makes things overwhelming. It works great when someone emails you and starts to create a profile but becomes a lot of work when attempting to create an outbound campaign. I like the tie-ins with other systems. We use Panda Docs for closing deals. That is helpful.

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
10
Workflow management
6
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
6.0
Task management
5
Billing and invoicing management
Not Rated
Reporting
7
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
5.5
Custom fields
7
Custom objects
Not Rated
API for custom integration
4
10.0
Role-based user permissions
10
Single sign-on capability
10
4.0
Social data
4
Social engagement
4
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6

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