A robust and scalable CRM
August 22, 2022

A robust and scalable CRM

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

Overall Satisfaction with HubSpot CRM

We have an inbound Sales funnel. We use Hubspot to store contact information about prospective buyers and customers of our software. We integrate virtually all of our tech stack with the Hubspot CRM (from telephony partners such as Aircall to calendar booking systems such as Chilli Piper).
  • Data visualisation.
  • Search functionality.
  • Forecasting
  • Ability to cohort contacts on the CRM over time.
  • Hubspot massively reduces the time it takes us to qualify and allocate contacts to the Sales team.
  • The search functionality on Hubspot doesn't seem to have any AI. E.g., If I'm searching for "Samantha Matthews," but I enter "Sam Mathews," it won't find the contact.
  • The charts that you can create on Hubspot can be very motivational for Sales reps.
It's comparable to Salesforce.
It allows us to really dig in and find what is happening through the marketing funnel that is impacting the Sales funnel. For example, which channel prospects are arriving from, what was the first web page the prospect saw, etc.? We can then later see which of those prospects convert into a sale.

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

It's well suited for SMEs (and larger organizations) where there is an appropriate person in the business to act as a designated Hubspot admin.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
3
Interaction tracking
10
Case management
8
Call center management
9
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
4
Reporting
9
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated