Small Business Big Power
May 25, 2023

Small Business Big Power

Evan Rosenthal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Hubspot does a great job of allowing our team to stay up to date with each other and how they are interacting with prospects. We use Hubspot to send emails, track emails, take notes, and track our sales pipeline. Hubspot has helped us keep up with clients that are unresponsive and may have fallen off our radar without the tasks and reminders we can set using Hubspot.

Pros

  • Call and Email Tracking
  • Automated emails and marketing emails
  • Sales pipeline customization and tracking

Cons

  • List filters are slightly confusing
  • Unable to use a sequence to assign tasks to a different user
  • Small customizations like link color are not available in individual emails
  • N/A
N/A
N/A
N/a

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

A smallish team that has trouble keeping up with work completed by others. Great for not doubling up on work and keeping everyone informed. Also great if you are looking to send marketing emails to large groups of people and want to track the interactions.

HubSpot CRM Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
6
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
6
10.0
Case management
10
Call center management
10
Help desk management
10
7.0
Lead management
Not Rated
Email marketing
7
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
5.0
Forecasting
Not Rated
Pipeline visualization
5
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
10.0
Marketing automation
10
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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