Keeping it simple
July 08, 2023

Keeping it simple

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is a wonderful tool to use for sales. All the data that you need is in the same place. It's easy to stay in contact with your customers and also you can connect with prospects in just a couple of seconds. The emails are tracked, so you know when it's the right time to follow up. Also, you save a lot of time by using templates and automation for your emails.

Pros

  • email tracking
  • reporting
  • sales automation

Cons

  • more training materials
  • The deal cycles are definitely shorter now
I didn't use other CRM software before.
I believe it made us more aware of the processes and needs each team has

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

HubSpot CRM is well suited for any team who needs to keep their data tidy and use automation when dealing with a larger number of prospects and clients. Also, it is great for reports.

HubSpot CRM Feature Ratings

8.5
Customer data management / contact management
9
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
8
8.0
Case management
8
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
8.7
Custom fields
8
Custom objects
10
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

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