HubSpot Review
May 23, 2023

HubSpot Review

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

Overall Satisfaction with HubSpot CRM

Project Managers use it to track sales communication and dollars estimated and closed. Sales uses it to track leads and numbers estimated and closed. Estimators use it to relay information to sales and project managers.

Pros

  • E-mail logging
  • Dollar tracking
  • Inter-company communication

Cons

  • Gmail logging is a bit primitive
  • Really helps with information management
  • Get to see what sales has emailed customers
  • Helps keep track of dollars
Overall pretty good although due to our specific needs we need to use different software for order management that does not integrate with HS.
Really helps log all communication with customers which makes managing projects easier after it is handed off to PMs.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Good for information management and dollar tracking. It could play better with different software.

HubSpot CRM Feature Ratings

8.7
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
10
Interaction tracking
7
10.0
Case management
10
10.0
Lead management
10
8.3
Task management
10
Billing and invoicing management
7
Reporting
8
6.7
Forecasting
7
Pipeline visualization
7
Customizable reports
6
10.0
Custom fields
10
Custom objects
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
7.0
Marketing automation
7
Compensation management
7
Platform ()
Not Rated

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