Good CRM for SMB clients.
August 22, 2022

Good CRM for SMB clients.

Andrew Leshak | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Deal management, contact management, we utilized sequences in the past but weren't super impressed with the tactics.
  • Easy interface, good reporting/dashboard building.
  • Customer integrations/new tech.
  • Updating rosters of people.
  • Calling feature is better than Salesforce.
  • Sequence tools are lacking, they're very baseline.
  • Navigating how to track website views.
  • Chat function on website.
  • Customer success team is tough to get ahold of for help.
  • Pipeline has grown, ability to integrate with Outplay has helped.
  • Logging activity automatically.
  • Increased productivity from the team due to list management and filtering.
Salesforce is very heavy, they have more ability to dig deeper, but it is tough to have someone new navigate it and also build upon the dashboard to be able to do it. Additionally, salesforce has so many levels that it isn't best for an SMB type of client base.
I can't speak to it, I manage sales and marketing, and overall the visibility is not lacking from what I have seen.
HubSpot has more value for the money and the ability to onboard folks quickly. does not need a full team and sales ops, one person can onboard a sales function which makes a lot of sense when it comes to effectiveness.

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

For someone that can't afford Salesforce or has a less intensive pipeline/sales cycle (especially SMB candidates), HubSpot is phenomenal.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
Case management
4
Call center management
2
Help desk management
2
Lead management
5
Email marketing
5
Task management
6
Billing and invoicing management
6
Reporting
8
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
7
Custom objects
7
API for custom integration
6
Role-based user permissions
7
Single sign-on capability
7
Social data
7
Social engagement
7
Marketing automation
7
Compensation management
7
Mobile access
6