HubSpot CRM - from an account managers POV
October 28, 2022

HubSpot CRM - from an account managers POV

George Ambrosino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is used for client relations. We track all our engagements there and use features such as tasks and templates to make our work more efficient. We've also been using some marketing features, such as forms, to automate records. Having our phone system integrated with HubSpot CRM also helped us track our call activity better.
  • Track customer engagement calls, emails and texts
  • Automate record keeping with forms
  • Have a structured work flow with tasks
  • Constructing emails through Hubspot CRM would sometimes be difficult as text settings will change once you paste a link.
  • Phone plugins will sometimes fail. The listed number will not show the name unless the phone number is set with the country code format.
  • It would be great if a number has multiple records it will show the company instead of just multiple records.
  • Shorter deal cycles
  • Task management
  • Streamlined engagements
Overall has more features than the other CRM software I've used.
Our marketing team does not use HubSpot CRM yet.

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

Great tool for account managers to ensure they are on top of all their accounts. Especially ones with over 300 total clients and leads where any automation, no matter how small/simple goes a long way. If you have the functionalities of workflows and the other automation tools in the highest tier, it would allow for more streamlined work.

HubSpot CRM Feature Ratings

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