Hubspot-On!
July 27, 2023

Hubspot-On!

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

Overall Satisfaction with HubSpot CRM

I use Hubspot for all of my sales and deal management. It makes it very easy to organize my pipeline and keep track of goals. From a lead to the close I am able to manage the deal through Hubspot by making calls, taking notes, and tracking emails. I use it every day and it makes the job easy.

Pros

  • Organization
  • Tracking
  • Reporting

Cons

  • More customizable templates
  • Easier reporting that salesmen have access too.
  • It has shortened my sales cycle
  • It has made it easier to close more deals since everything is automatically tracked
It is much simpler and more intuitive. After a couple days I was fluent. Anything I didn’t know how to do was easy to find answers to.
It has allowed sales to preview more of marketing’s materials. That’s mainly it.

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

For a small company, this product works wonderfully. It reports on everything we need and has given us the organization and tracking abilities needed to thrive in the marketplace. As a company with different products, Hubspot has made it easy to keep track of both pipelines. I cannot speak to its effectiveness with a large company.

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
6
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
7.5
Lead management
7
Email marketing
8
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
8.7
Forecasting
10
Pipeline visualization
10
Customizable reports
6
9.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
3.0
Mobile access
3

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