Hubspot is essential for lead management, communication and sales workflow..
July 28, 2023

Hubspot is essential for lead management, communication and sales workflow..

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

Overall Satisfaction with HubSpot CRM

We use Hubspot to manage new incoming leads, make income projections, and manage ongoing contacts. Managing hundreds and thousands of contacts is next to impossible without a CRM and Hubspot makes the job very easy with all the automation and reporting available. It's perfect for organizing and transmitting all sales materials and transaction documents as well.

Pros

  • Templates & Sequences
  • Tasks & Client follow-up
  • Reporting
  • Sales document organization

Cons

  • Reporting on which templates are most successful, company-wide, rather than just sequences
  • More control over in-email formatting, addition of web fonts
  • Area where multiple employees can collaborate on CRM projects
  • Staying in touch means more sales, bottom line
  • I am easily managing a lead count of 2400
I have only used Hubspot but it seems very easy to use. It's pretty handy that there are so many resources to get questions answered and to take courses to increase your knowledge. I have never had a question go unanswered for more than a few minutes. Whether it was from a help topic I read or from direct support help, very easy to get an answer and keep your day moving forward with this system.
Hubspot has made it simple to connect incoming leads with the appropriate sales staff that can best help them achieve their goals. Sales can get training as needed on their specific questions and marketing in general can get granular data which helps to refocus efforts where they will be most effective and will generate the most leads
I have not used other CRMs except custom-built CRMs for a large financial company in NYC. Hubspot is definitely better.

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 particularly well-suited for vetting new incoming leads, scheduling follow-up activites based on initial communication, tracking email correspondence and contact attempts as well as profile characteristics which are very useful for reporting. Custom dashboards are also very useful because you can set them up so that you log in, you can instantly get into your workflow w/o having to consider what to do first. You can take the thinking out of it & just contact/sell. This is also very useful for new trainees that are intimidated by Hubspot when they first see it. You can have them use a custom company dashboard as default and increase their productivity.

HubSpot CRM Feature Ratings

9.4
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
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
Not Rated
7.0
Forecasting
8
Pipeline visualization
Not Rated
Customizable reports
6
7.0
Custom fields
7
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
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6

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