Great organization tool!!
July 07, 2023

Great organization tool!!

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

Overall Satisfaction with HubSpot CRM

I use hubspot as a daily task to call and book appointments. I keep track of my leads and create notes on their profile to follow up with. I Book zoom calls through hubspot via Zoom. With the large amount of leads i have hobspot helps me stay organized and keeps me efficient in my daily tasks.

Pros

  • Keeps track of my daily tasks
  • helps my organize my leads
  • gives me the ability to create future tasks

Cons

  • Glitchy at times
  • The call and SMS buttons are too close together and could be color coded for easier identification
  • Remove the audible tone when calling
  • keeps me organized
  • saves time
Never used another software similar

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

I like Hubspot for the ability to organize my daily tasks and to keep track of my leads and their information

HubSpot CRM Feature Ratings

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

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