Great CRM!
May 25, 2023

Great CRM!

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

Overall Satisfaction with HubSpot CRM

HubSpot has helped us eliminate a lot of paper use and stay on track with all sales leads. Beforehand we would have all leads and applications on paper or in spreadsheets/documents. We are now able to go in and check the status and notes at any time from any place

Pros

  • Notify
  • Organize
  • Record

Cons

  • Customer support
  • Syncing notes properly between applications and users
  • SMS notes
  • Shorter deal cycles
This is actually the first CRM software I’ve used. No intentions of seeking out another
Leads are automatically entered in HubSpot

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

HubSpot is great for keeping record of customers, leads and notes. My company really only uses it for our customer database so we can keep track of all contact info and points of contact. We have not utilized the direct calling or emailing features but it is very handy for opening a new text message directly through my phone instead of manually typing in each phone number every time since I do not save customers phone numbers in my cell phone.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

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