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Great Tool but Integration Needs Work!
July 07, 2023

Great Tool but Integration Needs Work!

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Record our actions, set meetings, and track sales.
  • Sets Meetings
  • Integrates with 3rd parties
  • Doesn't stay connected through it's integrations like email, etc.
  • Helped with setting meetings with clients
  • Seems to track data well
It appears to track the data I need but it's not readily accessible to me, at least in an intuitive way.
Hubspot is more robust when used alone but integration is not as strong as it should be.

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?

Yes

Did implementation of HubSpot CRM go as expected?

No

Would you buy HubSpot CRM again?

No

Good strengths but in my opinion the frustration with staying connected is almost not worth the trouble.

HubSpot CRM Feature Ratings

4.0
Customer data management / contact management
5
Workflow management
5
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
3
Quote & order management
4
Interaction tracking
3
2.7
Case management
3
Call center management
3
Help desk management
2
4.0
Lead management
4
Email marketing
4
4.0
Task management
5
Billing and invoicing management
3
Reporting
4
4.7
Forecasting
4
Pipeline visualization
5
Customizable reports
5
5.7
Custom fields
6
Custom objects
6
API for custom integration
5
2.0
Role-based user permissions
3
Single sign-on capability
1
1.0
Social data
1
Social engagement
1
2.5
Marketing automation
2
Compensation management
3
1.0
Mobile access
1

Using HubSpot CRM

Sales, Marketing, Administration
Unknown
  • Sales
  • Marketing
  • Administration
  • Unknown
Integration is a pain

Evaluating HubSpot CRM and Competitors

Not Sure
  • Integration with Other Systems
Did not live up to the promise
Probably would not do it again. Would test interaction for a longer period and not trust the hype.