Simple to use.
March 26, 2023

Simple to use.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

For my work, I use Hubspot to access all the leads my company has provided me. It allows me to take notes on each contact and track my calls, text, and emails all through one software. I think that is cool because it is integrated with call rail as well as my email account to make sure all communication is stored in one central location. The software is easy to use and play around with. I like that when we have a qualified lead, we can create a deal and it has different stages where we stay organized tracking the sale cycle of the lead. We also can easily disposition the leads as disqualified. I also like that there is a filter option where I can look for specific leads. For example, if I was assigned to contact 1,000s leads but wanted to check to make sure all were contacted, I can utilize filter features to see who could have potentially missed being contacted instead of having to go lead by lead to check.
  • Easy to use filters.
  • To take notes.
  • Track calls.
  • Filter to track calls answered or calls made.
  • Filter to track the number of notes written.
  • When making a deal with a contact, if it can auto-add the company name, it would save time
Never used another software so can’t compare it to anything.

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?

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

Working with HubSpot helps me stay very organized throughout my work day. It makes it easy to track the stages of the sales cycle for my leads and deals in process. It helps hold me accountable for tasks if I happen to miss them on accident. As well as keep all my leads in a central location that is simple to use, track, and sort.

HubSpot CRM Feature Ratings

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