Ease of Use and Variety of Functionality!
August 22, 2022

Ease of Use and Variety of Functionality!

Chris Zogby | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to keep records of calls, emails, and general contact w/ our partners and to help me better engage with them. I also use the quoting tool to generate quotes for our partners. The calendar/scheduler link is also heavily used by everyone in our organization. Basically, I use the full array of sales tools provided to me.

Pros

  • The quotes tool is very convenient and makes things so much easier when talking numbers with partners.
  • The intuitive nature of the tool is great, as well. After completing a task, for example, it gives me the option to set a new task, which just saves me some time and allows me to not forget to set my monthly reminders for reach outs.
  • The ability to tag co-workers in notes is especially helpful when they need to be looped into something. It makes sure im covering my bases when needed.

Cons

  • I don't have anything in particular here.
  • Being able to track who has viewed/completed a quote helps me confirm what sales have been completed and what ones I may need to reach back out to.
  • Keeping detailed records of interactions and connecting to my outlook helps me recognize any potential issues w/ partners that I need to follow up on.
It's very easy to use. As I stated, you can get on from day one and have some reasonable idea of how to work within it.
It has allowed us to have targeted email campaigns to current and prospective clients and see who is opening and engaging with those emails. This, in turn, allows us to know who we should be following up with or who we may need to have a different approach with.
I think it stacks up favorably against those two in terms of overall feature sets. I would say, however, that HubSpot is easier to get used to. You can jump right into HubSpot and know how to work with it. HubSpot is a little more intuitive than the others, personally.

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

They are a solid CRM that is easy to get used to. You can jump right in and have a feel for what you are doing. I don't really have a negative stance on the solution. It makes my job easier and allows me to keep track of my partners comings and goings.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
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
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
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

Comments

More Reviews of HubSpot CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM