Great Platform for Both Account Management and Business Development!
August 28, 2023

Great Platform for Both Account Management and Business Development!

Kimberly Talley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I used HubSpot CRM to track activity and keep me updated on tasks, leads, prospects, sales pipelines, and projects. This product is great for tracking emails, phone calls, notes, and schedules and allowing management to track progress toward projects without having to call or take away my time from the sales process.
  • Track email opens and responses
  • Schedule tasks custom to each prospect or client
  • Allows for everyone to see what is happening with a project
  • Templates for emails are great
  • Using the phone calling feature is great also
  • When scheduling an in-person meeting the address does not pull over from the contact information, it would be helpful to add it to my calendar so I can put it in my GPS easily.
  • It would be slick if the address for the client meetings could be sent directly from the app to my fave GPS system like Google Maps or Waze.
  • Some of my calls using HubSpot CRM appear as possible spam and I'm not sure how to overcome this.
  • I am able to track easily what I need to be doing each day by going right through my task list.
It was very easy to learn and after using quite a few other CRM tools I am confident most people could learn this platform quickly and be working efficiently because the onboard training calls were fantastic.
I did not have a say in the selection but I feel that the ease of use of the application and the training is very well worth the time and expense in making the change to HubSpot CRM.

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?

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

I truly like the ability to use the desktop and the app on my phone, both are very helpful and easy to navigate. It was very easy to learn this tool as well. I added notes about in-person meetings would be helpful if the address for the contact showed up and was sent to my Waze app.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
8
Custom fields
10
Custom objects
10
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
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
10