HubSpot CRM: Helping Business Advisors Help Businesses
September 22, 2023

HubSpot CRM: Helping Business Advisors Help Businesses

Stephanie Clark Clark | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to track all client dealings, where they open new companies, and if they hire. It logs all consultations and different types of meetings and also, deals, like starting a business or expanding a business.
  • Deal collection
  • Detail options
  • Integration of workflows
  • Meeting options
  • Team communication
  • Data collection
  • Options in pulling data when filtering
  • Positive when collecting and presenting data
I have never used any other CRM software.

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 most types of business operations and client dealings. A great area is consulting. Also, HubSpot CRM is great for non-for-profit organizations. Maybe Less appropriate for food businesses.

HubSpot CRM Feature Ratings

Customer data management / contact management
4
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
7
Interaction tracking
8
Case management
7
Call center management
7
Help desk management
7
Lead management
7
Email marketing
8
Task management
8
Billing and invoicing management
8
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
7
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
7
Single sign-on capability
6
Social data
6
Social engagement
6
Marketing automation
7
Compensation management
6
Mobile access
5