Hubspot is user friendly and saves time on customer relationship management
January 30, 2023

Hubspot is user friendly and saves time on customer relationship management

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

Overall Satisfaction with HubSpot CRM

Sales process and customer relationship management. Regular reporting and sales analytics on leads, contacts, and deals. Easier to manage contacts and deals than other CRMs.

Pros

  • Dashboard customization
  • Lead management
  • Sales analytics

Cons

  • Activity reporting
  • Clunky reporting
  • Clunky dashboards
  • Favorited dashboards are not shown at the top of dashboard list
  • Tracking engagement
  • Improved sales cycles
  • Integration with other CRMs
Dashboard is clunkier but easier to use and visualize than Salesforce. Number of clicks to complete a task is also less than Salesforce (improve time spent)
Customizable forms and templates with automations
Hubspot is more user friendly, less time spent to manage contacts and deals. Salesforce has more powerful reporting.

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?

Yes

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Currently running analytics on lead management. Response times are easy to track. Sales activities vs contact activities. Reporting does not track time spent in each stage though.

HubSpot CRM Feature Ratings

7.0
Customer data management / contact management
8
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
5
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
6.5
Task management
6
Billing and invoicing management
Not Rated
Reporting
7
7.0
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
3.0
Mobile access
3

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