Start Up Review
March 16, 2023

Start Up Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it largely for our sales team. We use features like companies, contacts and lists to organize leads. We use sequences to develop those leads. We use the deal flow to manage our sales pipeline and current accounts etc.

Our business problems are largely around organizing all of our new leads and turning them into sales and recurring customers. Hubspot helps us stay organized and on-task, and gives us the ability to have a far reach and manage 80+ customers easily. We log every call / text / email to each contact, utilize the 'task' feature to set reminders, keep company information up to date, etc.
  • Organization (deal flow, companies, contacts...)
  • Task management
  • Bulk email outreach (Sequences, templates, etc)
  • Deals vs. companies – can they be more synced with contacts etc?
  • Sequences – would be nice if we could mass-sequence and send to a companies primary contact
  • Revenue growth due to better account management
We dont use this feature
I have not used other CRM tools

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

Well suited for sales, organizing account information, account management, staying connected (all team members can see calls, emails, etc), templatizing emails and organization flows.

Less appropriate for project management (no gantt charts, kanban, etc).

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
10
Case management
8
Call center management
8
Help desk management
8
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
6
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
9
Mobile access
4