Best CRM
March 16, 2023

Best CRM

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

Overall Satisfaction with HubSpot CRM

The HubSpot CRM enables our company to design and manage effective marketing campaigns, track sales progress, send proposals for services, create forms, send email drip campaigns, schedule social media content, and keep track of all of our contacts.
  • Email templates
  • Sequences and workflows
  • Form creation and tracking
  • Sales tracking
  • Customer journey
  • Quotes
  • Quotes
  • Quotes
  • Improved reporting
  • Improved customer journey
I have only used HubSpot.
As the sole sales and marketing person within my company, HubSpot is absolutely critical to by ability to preform my job.

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?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot is tremendous at keeping track of an extensive contact list and understanding the customer journey. The quotes feature needs some updating to better serve B2B users with fully customizable templates. Customer service is outstanding with excellent onboarding for new users as well as support in chat, email, and phone.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
4
Interaction tracking
8
Case management
10
Help desk management
8
Lead management
10
Email marketing
10
Task management
4
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
9
Custom fields
8
Custom objects
10
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
10
Social data
10
Social engagement
8
Marketing automation
10
Compensation management
Not Rated
Mobile access
7