Great CRM
July 07, 2023

Great CRM

Lucie Roulland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

My role consists of reaching out to new leads and creating new business opportunities. HubSpot helps me efficiently keep track of tasks and understand past relations between my organisation and external organisations. It is also where I store all useful information about my leads. It helps me keep track of all communication with my leads. A lot of my work can be automatized through HubSpot and that saves me tons of time.

Pros

  • Automatise sending batch emails in sequences
  • Automatically keep track of communications
  • Automatically fill company details from URL
  • Provide a platform for task management
  • Provides a tool for working as a team

Cons

  • LinkedIn Integration feels insufficient
  • Teams integration (e.g.. to have a teams meeting automatically added to the meetings scheduled from HubSpot)

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 is a great tool for growing your sales if you're working as part of a team and with other departments and with large volumes of contacts.

It is not well suited for solo entrepreneurs.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Comments

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