AN EXTENDED BRAIN!
March 17, 2023

AN EXTENDED BRAIN!

Matt Peters | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is like an extended brain! It logs calls, it remembers dates and times of conversations, and has input for all the necessary details to create an engaged customer profile and advance them through the next steps in our sales process! I’m able to set tasks and keep up with so much more than I could with pen and paper schedules. I love the reminders and all the integrations with the other apps my company uses. I wouldn’t get even half the results without HubSpot CRM.

Pros

  • Task reminders
  • Call recording
  • App integrations
  • Data storage and manipulation

Cons

  • Remove aircall if we don’t want it
  • Better list-making capability
  • More specificity on what “Notes” are when searching for notes
  • Really shortened the client lifespan from contact to close
  • Helps me take detailed notes
  • Organization is huge
Way better. More detail, less pages, less clicking around. Love the reminders and notifications.
Telling us lead source is critical. Helps us sort out bad leads quickly and where they’re coming from.
HubSpot just has more data points to leverage. Period. The reminders are better and the email integration is better

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

Well suited for high volume sales, very excited about ability to juggle lots and lots of clients. It is not so well suited for extracting tiny details of information that may be repeated across multiple contacts. Ultimately the mobile version looks and feels very different than the desktop version so I have yet to really utilize HubSpot mobile, even though I would definitely like to.

HubSpot CRM Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
10.0
Case management
10
Help desk management
10
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
Not Rated
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
9.5
Social data
9
Social engagement
10
10.0
Marketing automation
10
Compensation management
Not Rated
7.0
Mobile access
7

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