CRM Review
April 28, 2023

CRM Review

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

Overall Satisfaction with HubSpot CRM

The CRM keeps everything in order from top of sales to bottom of sales funnels. I use it to classify cold to warm to hot leads and finally sales. You can see the sale number, the importance and next steps, which make it very easy to stay on top of client accounts.

Pros

  • Classifications of Deals
  • List Views
  • Organization of Notes

Cons

  • The tagging feature needs work
  • It is sometimes slow as a program
  • Takes a little bit of time to get used to
  • Increased revenue growth
  • shorter wait times to get back to clients
  • Smarter attack plan for cold clients
Very easy to use
Very easy to show activity that has happened with the client and pass off client information to other teammates in a matter of seconds.
Well put together, and very spot on with making sure everything is in line and understandable.

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

It's very suited to tie cold leads into a CRM database and start to filter out them using Hubspots automations. I would definitely look at recommending it to people since it does the work for you and keeps the right clients top of mind. It is less appropriate when you we are scheduling something on calendars, hhubspot doesn't have that feature.

HubSpot CRM Feature Ratings

7.5
Customer data management / contact management
6
Workflow management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
5
Interaction tracking
9
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
9
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
8.0
Custom fields
10
Custom objects
4
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
9.0
Mobile access
9

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