HubSpot CRM
March 17, 2023

HubSpot CRM

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use it to keep track of prospects and prospective companies and track my sales. I use it to simplify the process of keeping track of my "to-dos" through that process until i either win or lose the sale. (ie my sales pipeline)

Pros

  • integrates with my email
  • integrates with my calendar
  • integrates w/ my phone calls
  • easy to use and navigate

Cons

  • trying to import lists with both COMPANIES AND CONTACTS doesn't seem possible, simultaneously. (maybe b/c we sync w/ Salesforce and data goes two ways? We have to import the company in a list and then match the list of users with the company. (this is for franchises, for example, Import Wendy's and individual legal names for locations)...THEN, (import the Wendy's owners/contacts and sync them with the individual legal entity).
better
seems to work well. but i'm new to it and our marketing doesn't give us a ton. we set our own sequences
i hate saleforce. HubSpot is much better

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

seems great for all i'm using it for!! I'd like to be able to set a task "sequence" ...ie, when i start any communication, simply have the next task or to do automatically set itself and assign itself to the prospect.

HubSpot CRM Feature Ratings

6.7
Customer data management / contact management
6
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
7.0
Case management
8
Call center management
6
Help desk management
7
8.5
Lead management
7
Email marketing
10
7.0
Task management
7
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
9
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
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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