HubSpot CRM has made my life (and job) easier!
March 16, 2023

HubSpot CRM has made my life (and job) easier!

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

Overall Satisfaction with HubSpot CRM

At FN, we use HubSpot to keep track of all external and internal communications, send automated emails, follow-up emails and contact information for all member related accounts. We have a few dashboards to keep up to date analytics and metrics, as well as workflows and tasks to keep us on track. HubSpot has been a great way to stay on top of our client relations.

Pros

  • Workflows
  • Tasks
  • Automated emails

Cons

  • Dashboards
  • Integration with other software
  • Cost Savings
  • Revenue Growth
  • Increased engagement with members
  • Shorter deal cycles
HubSpot is very user friendly. I have used 7 different CRMs, ranging from Personify to ChamberMaster, and HubSpot has been the easiest for me to learn, use and train on. If I am confused about something, there is plenty of access to a help desk, and I am never left floundering.
All teams are able to track internal and external communications for our clients. That way, all activity is tracked for each account, so there is no double dipping. I will know if someone from our sales team contacts my client, and they can see any and all updates regarding each client's account.
I find HubSpot to have all the same features as the other CRMs, but more user friendly and intuitive.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

With a member base of 600, 100 partners and 100 investors, HubSpot has been the perfect CRM for FN. We are able to set up different account types for each contact we have. Our emails and calls are tracked, so everyone can see the activity associated with that account.
Ideally, there would be an area to create event pages for the speakers and partners, so we do not have to use 5 different AMS systems each week.

HubSpot CRM Feature Ratings

10.0
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
Not Rated
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
10.0
Mobile access
10

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