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The CRM for Small Businesses
March 13, 2023

The CRM for Small Businesses

Ali Berger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to track our leads and their source. We track leads journey to best engage with them throughout the sales process.
  • Tracking Lead Journey
  • Easy to Collaborate
  • Automated Data
  • Gmail Extension
  • Call Scheduler
  • Allows for notes
  • Ability to add more custom fields on free plan
  • Integration set up support
  • 75% of our clients choose HubSpot
  • Paid Ads clients use HubSpot to track leads and are satisfied
  • Targeted Lists Per Lead Source
HubSpot is very user friendly! While competitors are more complex to understand, we find HubSpot allows our less tech savvy clients to easily navigate the platform and engage with leads! It also integrates well with multiple other marketing tools we use like Mailchimp, HotJar, FB Ads.
HubSpot provides a robust amount of tools and integrations at an affordable cost. Most other systems have more overall limitations at a higher price point. HubSpot allows smaller businesses to grow as needed, and offers even more detailed tools when the time is right.

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

I always refer our clients to HubSpot when they need a CRM. HubSpot provides a solid foundation of tools that help small businesses begin to track their leads and take control of their sales/marketing processes. You can easily track a lead's engagement with your brand from initial touchpoint to close. This data also backs up our paid and organic digital marketing efforts, validating engagement with and success of campaigns, also helping prove ROI.

HubSpot CRM Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
8.0
Lead management
10
Email marketing
6
4.0
Task management
4
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
7.3
Custom fields
7
Custom objects
7
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
7
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Using HubSpot CRM

3 - Executives / Sales / Digital Marketing
3 - Digital Marketing, Sales
  • Sales
  • Lead Lists (generated from ads)
  • Lead Lists (generated from ads)
  • Collaboration cross teams