An All-in-One platform for Sales & Marketing Teams
April 28, 2023

An All-in-One platform for Sales & Marketing Teams

Mason Hahne | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot as our CRM, as our Marketing content management system, and as a sales pipeline management system. From a Sales & Marketing perspective, having one system to manage the customer journey has been extremely helpful. Having the ability to track interactions and automate processes saves me and my colleagues so much time! The reporting capabilities have also been helpful in our analysis and decision making. We are excited to see what happens next!

Pros

  • Automation with Sequences and Workflows
  • Contact Management
  • Emails

Cons

  • A few more capabilities could be added in the workflow process to reduce the complexity of larger workflows
  • Increased marketing open rates and click rates by 5-10%
It is very easy to use. Everything within the interface is point and click, and it's easy to find the information you need. The other CRM I've used in the past was a little clunky, and they organized things in a way that made it hard to find information. That is not the case with HubSpot.
HubSpot has made it easier to create a seamless experience between marketing and sales. It is still a work in progress, but we can set up automation and tracking to reduce follow-up times and create a more seamless experience for potential prospects and for our current client base. We can now work as one unit.
It is much easier to use. Zoho had scattered notes, and the email interface was very clunky. HubSpot makes the user experience very enjoyable with an intuitive interface. Also, the training programs they offer are amazing. While you can figure out the software on your own, HubSpot Academy makes learning the new software very easy.

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 well suited for organizations that need one platform to manage prospecting and client outreach and interactions. The platform is also great for businesses looking to grow, as the platform will grow with you. The main scenario where it likely won't work as well is if you need to use separate systems for each department within your organization.

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
8
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
7
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
8
Email marketing
10
7.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
8.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
8.5
Role-based user permissions
9
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
9.0
Marketing automation
9
Compensation management
Not Rated
7.0
Mobile access
7

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