Efficient and helpful
April 27, 2023

Efficient and helpful

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

Overall Satisfaction with HubSpot CRM

Works to incorporate Quickbooks through Hubspot which makes keeping track of current customer information simple and easy. It allows me to keep track and stay on top of tasks at hand with reminders and notes that are readily available for each company and contact. Hubspot also allows me to see weekly/ month growth as a whole.

Pros

  • Report analysis
  • Quickbook integration
  • Task reenforcement

Cons

  • linking website info to customer accounts
  • Making sure companies/ contacts aren't duplicated
  • Easy follow up with accounts
Makes completing tasks more efficient.
Allows an easier flow of communication.
Provides more option for customer information.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Hubspot is suited well for any company looking to keep track of multiple customer accounts without missing any important information.

HubSpot CRM Feature Ratings

7.3
Customer data management / contact management
7
Workflow management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
7
Interaction tracking
7
8.7
Case management
8
Call center management
9
Help desk management
9
8.5
Lead management
9
Email marketing
8
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
7
Compensation management
7
8.0
Mobile access
8

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