HubSpot CRM Helps Save Me a Ton of Time and Keeps Me Very Organized.
March 12, 2023

HubSpot CRM Helps Save Me a Ton of Time and Keeps Me Very Organized.

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to keep track of all our customer accounts and deal information. It's a single source of truth between our multiple departments. I also heavily use the reports and templates day to day. The templates save me a ton of time for the different types of follow-ups I need to send.

Pros

  • Building detailed reports
  • Saving templates to use and standardize across the team
  • Manages and organizes various call types

Cons

  • I feel it can be a bit overwhelming when new to the platform. I'd love more quick tutorials as I don't have time to dig into the academy portion.
  • I'd say it's impacted our cost savings. It saves each team member a ton of time and automates a lot of processes for us.
I like the UI the best. Each CRM tool can be tricky to learn, but HubSpot CRM is the easiest I find.
This has helped communication sharing become more automatic. I can easily tell which companies have participated or been a part of our different marketing campaigns.

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 helps keep me very organized and up-to-date on all my accounts.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
10
Lead management
9
Email marketing
10
Task management
9
Reporting
10
Pipeline visualization
9
Customizable reports
10
Role-based user permissions
10
Single sign-on capability
10
Not Rated

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