Awesome easy to use software.
May 25, 2023

Awesome easy to use software.

Kristen Frank | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I am able to accomplish both tasks in a short amount of time. Organizing and editing the leads in the system is very easy to do. The software is very intuitive. If you don't know how to do something, it's easy to figure it out on your own. The software is fast as well, and hardly any glitches.

Pros

  • Organizing leads.
  • Importing leads.
  • Bulk actions.

Cons

  • Nothing yet.
  • Mass email marketing.
I have worked directly for CRM companies implementing CRM solutions for users, and I must say it's way better than any company I've ever worked for.
It's allowed us to efficiently engage with customers who have pending applications needing to be closed out.
Salesforce is too complicated and over-detailed for the general users' needs. Red Tail is strictly for financial CRM users.

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

It is well suited to manage leads and sales type Oriented accounts. It may not be good for managing tickets or support cases, however, it will help keep that organized if you use Zendesk in addition to this.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
8.7
Case management
7
Call center management
9
Help desk management
10
10.0
Lead management
10
Email marketing
10
9.3
Task management
10
Billing and invoicing management
8
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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