Just beginning, but looks promising
April 28, 2023

Just beginning, but looks promising

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

Overall Satisfaction with HubSpot CRM

Hubspot is currently used for our sales team to enter customer/client information, contacts, activity/interactions with clients and deals in progress/closed as well as providing a way to keep track of who the client is assigned to from our sales team.
  • Creating company profiles
  • Creating contact profiles
  • Linking company domains to company record
  • Training which could show the flow of how information should be entered (eg, sales team were putting in deals using the "Sales", "Deals" dropdowns but didn't realize these wouldn't be automatically tied to a specific company profile.) We found that the flow should be to first create the company profile record and then add the contacts and deals from the company profile screen so all contacts and deals will be properly tied to the company.
  • Haven't used it enough to notice revenue growth or sales team regular usage
This is the only CRM software I've used
Our sales and marketing team are one in the same, so n/a

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?

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

I haven't used HubSpot as extensively as it probably can be used since we are just starting to use it and build our data, so I don't feel that I would be able to provide specific scenarios at this time.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
3
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
7
Not Rated
Mobile access
5