HubSpot CRM - Useful when used correctly
May 26, 2023

HubSpot CRM - Useful when used correctly

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

Overall Satisfaction with HubSpot CRM

We currently use this tool for the below, but we are looking to expand its current uses in the near future:
  • CRM management
  • Quoting
  • Job tracking
  • Invoicing supplementation
It is used every day within our business and helps with the operational flow for the type of work we complete.

Pros

  • CRM management
  • Contact management
  • Quote tracking
  • Interaction logging

Cons

  • Occasional downtimes
  • Email automation tool is sometimes slow
  • CRM duplication errors
  • Cost savings
  • Streamlining business tasks
  • Higher deal conversion rate
As all systems do it has its issues, however as a cloud based CRM this software has helped our business. The ease of use and time saving has been massive within our business, along with the visibility and deal conversion rate.
We have a very small sales team but this tool has improved our deal conversion rate and allowed us to track progress of current and existing deals. Not only this but all deals can be noted on in detail which helps when returning to the pipeline after a few days.

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

As stated previously it is an integral part of our operational model but it can occasionally have some errors. When we do use it for certain business aspects it has helped with streamlining tasks.

HubSpot CRM Feature Ratings

7.3
Customer data management / contact management
8
Workflow management
9
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
6
Interaction tracking
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
6.0
Lead management
6
Email marketing
Not Rated
6.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
6
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
7.0
Custom fields
7
Custom objects
7
API for custom integration
Not Rated
8.0
Role-based user permissions
9
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6

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