I use HubSpot all day, everyday. Here is what I think..
March 17, 2023

I use HubSpot all day, everyday. Here is what I think..

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I book large group events and use HubSpot as a reservation system. Also, I use it to keep track of prospecting attempts and follow ups with potential clients.
  • Task Management
  • Ease of making reservations
  • Detailed reports and dashboards
  • I can only enroll clients in a sequence from the contact page. I run filters on previous deals and need to mass assign tasks to them, however there is no option to do this.
  • Its hard to remember to associate deal owner, company, contact when setting task. I suppose that's my own problem, but often times it becomes hidden when creating future tasks.
  • Inability to download quotes with outdated format. Have to clone, which seems unnecessary.
  • Saved money, as it is less expensive than previous application

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

This program works really well for what I need it for. It serves as both a reservation system, as well as sales tool for following up with leads.

HubSpot CRM Feature Ratings

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