Solves most of our sales and marketing problems
January 24, 2023

Solves most of our sales and marketing problems

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for the entire Marketing and Sales functions as our primary CRM tool. It solves a lot of our problems, right from lead generation to closing a sales win. Really love the extensive workflow automation feature as well as pipeline management. We moved from a different CRM, the move was pretty seamless, and we have a solid data set right now.
  • Workflow automation
  • Sales Pipelines
  • Contact lists management
  • Inbuilt forms
  • Lead Source tracking
  • Email marketing: Parent-child campaign ability, to send follow up campaigns without having to create a workflow to do the same.
  • Better integration with DocuSign - right now the integration does not allow custom fields
  • Assigning a "Permission Set" to a "Team" - Right now you have to assign a permission set one by one for each user manually.
  • Better visibility of deals
  • Pipeline management
  • Better use of sales documents using Playbooks
I have used Salesforce and Zoho CRM before, HubSpot CRM is easier to use and set up from scratch. Being a power user, I entirely worked my way on migrating from a different CRM to setting up HubSpot CRM as per our business needs.
We wanted one platform to do both sales and marketing functions and have better data, analytics, and reporting capabilities. We also wanted a robust platform that could integrate with other SaaS products that the business requires to use.

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

We now have a good idea on how a lead came in, who works on the lead, deal stages and deal status, and a lot more. We have the exact data on which lead sources are working well for us, as well as who is performing the best in the sales team.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
8
Interaction tracking
8
Case management
8
Call center management
8
Help desk management
9
Lead management
10
Email marketing
6
Task management
9
Billing and invoicing management
8
Reporting
9
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
10
Custom objects
10
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
9
Compensation management
8
Mobile access
9