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Straight forward and easy to use.
April 27, 2023

Straight forward and easy to use.

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

Overall Satisfaction with HubSpot CRM

We use it to manage our customers and communication services with them. It helps keep businesses and customers organized, as well as shows the interactions between all users and customers. I use Hubspot to find and make orders for pickups or drop offs by finding customers by their business name, I note/add tasks of communcations between us and the customer to show everybody what is going on with each customer.
  • Organizing Data
  • Visually appealing
  • Being able to change the view columns when looking customers up.
  • Better visual on activities
  • Easy to find customers
It's pretty straight forward with how to use the program. Doesn't take a rocket scientist to make a task or log a call. Everything is right there.
Everything is available to view on the main page without clicking through so many tabs to find the info you are looking for.

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

It is well suited because it displays all the information we need on the main page and allows us to navigate within that page without losing where we are, making it easy to find details you are looking for, for that specific customer.

HubSpot CRM Feature Ratings

8.7
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
8.0
Case management
8
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
10
Reporting
8
8.7
Forecasting
8
Pipeline visualization
8
Customizable reports
10
7.0
Custom fields
5
Custom objects
8
API for custom integration
8
6.5
Role-based user permissions
5
Single sign-on capability
8
Social CRM ()
Not Rated
8.0
Marketing automation
8
Compensation management
8
Platform ()
Not Rated

Using HubSpot CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Contact Search
  • Task management
  • Narrowing down searches in companies