An easy to use, yet comprehensive CRM
May 26, 2023

An easy to use, yet comprehensive CRM

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

Overall Satisfaction with HubSpot CRM

HubSpot is our primary platform for customer-centric marketing efforts, and is used to coordinate and measure our sales activity, including calls, emails and meetings.

Pros

  • Email marketing is easy to set up, from email design and audience to monitoring engagement and response
  • Reporting on activity is mostly intuitive, with a wide selection of pre-built reports and a highly customisable system for building new reports
  • A wide variety of activities can be tracked by the sales team, so however they communicate with contacts it can be recorded accurately

Cons

  • Certain information can be difficult to report on. It can be easier to export and handle in a spreadsheet sometimes.
  • A lack of an HTML editor for emails was a problem when we needed it in the past
  • Increased sales rep adoption
  • Consolidating marketing activity
HubSpot is easier to use than other CRMs I have experience with, and most actions are intuitive. Where they aren't, the comprehensive knowledge base often has detailed guides which are very helpful.
HubSpot has aided alignment particularly where data is concerned - marketing can see how leads have been followed up, and sales can see exactly what marketing a contact has received. This helps each team to be more accountable to the other as appropriate. Being able to see the influence of less-direct interactions through the use of lead scoring is also beneficial in the relationship between both teams.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

HubSpot has proven itself well suited to almost all scenarios, and is certainly the most intuitive and user-friendly CRM that I have used. In particular, being able to collate various marketing activities under the same campaign allows for easy measurement and tracking of effectiveness, which is a very time-saving feature.

HubSpot CRM Feature Ratings

Not Rated
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
7.5
Lead management
6
Email marketing
9
8.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
8
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.0
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
7.5
Social data
8
Social engagement
7
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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