A great tool for account management.
March 16, 2023

A great tool for account management.

Daniel Matiz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use Hubspot CRM daily, and it makes my life really easy. Automating emails or sequences while keeping an organized pipeline and daily tasks has helped me stay on top of all my accounts without missing an important step. The meeting scheduling tool is also a great way of giving prospects an open agenda to review at their convenience.
  • Email automation.
  • Pipeline organization.
  • Meeting Scheduling.
  • Ease of use.
  • Tutorials for newcomers.
I've only used Hubspot so far, but it checks all the boxes for me.
It is a great help when different account managers or sales representatives want to follow up on a case or get up to speed on lead status.

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

Perfect for sales and marketing people that need to keep track of their leads/accounts. Not the best fit for Customer experienced agents. There are tools with better functionality for tickets.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
Case management
7
Call center management
5
Help desk management
5
Lead management
9
Email marketing
9
Task management
10
Billing and invoicing management
6
Reporting
7
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
6
Social engagement
6
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated