Close to but not perfect
May 22, 2023

Close to but not perfect

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is very intuitive and is really useful when multiple work to manage the database as whole. We have lead managers that input data and have it ready for our use. We can manage all of our datapoints effectively. It has been very easy to integrate new team members as we grow.

Pros

  • Lead management
  • Sales Funnel
  • Data point integration

Cons

  • Deal funnel next task is very poor.
  • Lead management with a deal and having to manage into different screens
  • Integration another call management system
  • It has help us scale both leads and users
Deal funnel and call system integration are truly the only areas I have an issue with as a user. I am do not manage people or other users so not sure how that would affect my overall satisfaction.
We do not utilize this aspect yet.

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

The deal system and the integration with a different calling system prevent this from being a 10.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
4
Pipeline visualization
8
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
6

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