Enjoyable HubSpot Experience
May 23, 2023

Enjoyable HubSpot Experience

Maha Mohamed | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to group potential customers and to track the deal stages of where the clients are. The customers are grouped based on where the customer information came from and then the different sequences are attached to it. This allows all our sales information to be grouped together and allows for the process to be organized and easily accessible.

Pros

  • Creates deal stages automatically when in a sequence
  • Sends automatic emails
  • Creates reminders for tasks

Cons

  • when adding new people it doesn't let you know if you already have them in HubSpot
  • allowing you to see your co-workers tasks
  • doesn't automatically add contact owner
  • It has made it easier to track our goals
  • Increased revenue since it allows us to see where our sales are and our goals
This is the only CRM software I've used
It has helped us establish what our goals of our teams are and to track both our sales and marketing goals

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

No

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

If you are reaching out to multiple leads and may have overlap with co-workers makes sense to allow them to see who you're reaching out to so they don't also call tehm

HubSpot CRM Feature Ratings

8.7
Customer data management / contact management
9
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
7
Interaction tracking
8
7.0
Case management
9
Call center management
8
Help desk management
4
9.0
Lead management
10
Email marketing
8
7.0
Task management
10
Billing and invoicing management
1
Reporting
10
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.7
Custom fields
9
Custom objects
9
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
9
Compensation management
7
7.0
Mobile access
7

Comments

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