Great software for sales teams that need easy reporting and fantastic email integration.
January 23, 2023

Great software for sales teams that need easy reporting and fantastic email integration.

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

Overall Satisfaction with HubSpot CRM

Our organization uses Hubspot to manage our various pipelines, track our email communication, and make our communication with our clients automated/easier wherever we can. We use reporting to track sales metrics, and also tickets to track client onboarding processes. All of these features ensure that we are able to support our clients as quickly as possible.

Pros

  • Pipelines
  • Reports
  • Custom Dashboards

Cons

  • Email tracking
  • User interface
  • 50% increase in client engagement via email.
  • 50% less time spent on creating proposals.
HubSpot is the best there is, but it is long overdue for a visual overhaul.
Ensuring that both departments have complete visibility over all key metrics has been key for our organization, and HubSpot makes that very easy.
HubSpot is better at offering free previous premium features and feels more user-friendly.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

If you are an org that needs to manage a pipeline, Hubspot is the way to go. We can easily report on all key metrics, and proposals/quotes are easily generated with very little work. If you are an org that is selling services that go beyond line items on a proposal, you may want to look elsewhere for your quote building.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
6
Interaction tracking
10
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
8.7
Task management
7
Billing and invoicing management
9
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.3
Custom fields
9
Custom objects
9
API for custom integration
10
9.0
Role-based user permissions
8
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
6.0
Mobile access
6

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