Gets the job done
October 04, 2023

Gets the job done

Ben Hinshaw | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is our one source of truth. We store all relevant information for us to use. If we didn’t have it, keeping customers and getting new customers would be a lot harder. HubSpot CRM is also constantly improving and adding new features, helping us grow and improve operations in meaningful ways. HubSpot CRM does the basics well and is constantly getting better at the advanced.

Pros

  • Sequences
  • Reporting
  • Flexibility

Cons

  • Invoices tracking
  • Currency tracking
  • Persona tracking
  • Increased productivity
  • Time savings
  • Increased visibility
It’s like the apple of CRM, easy to use for basics but capable of much more when you know how to use it. I have limited use of other CRM systems. My experience with Salesforce was at massive companies where we weren't tracking leads or deals but stores. I believe HubSpot CRM is the best CRM for small companies taking a product to market.
It keeps us in lockstep and helps us focus on money-making activities. We are able to work on templates together focus on marketing and sales campaigns, while also being able to understand who is being marketed to, and who is being sold to, and differentiated between those two is very difficult, allowing HubSpot CRM, a place to separate those two activities, allowing us to do our job, better and focus on not confusing and making the contacts weary are completed due to lack of professionalism.
It is easier to use and far more robust with features. HubSpot CRM is far more robust and titling more than just contacts deals and companies. It has the ability to track anything we want, like products and tools, and other things that we use during the sales process. Apollo does not have these abilities, making it a great attachment to the CRM but not a complete service without 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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot CRM is perfect for using sequences for follow up post events, as well as tracking current customer renewals. It is a little bit harder to track invoices for customers that have recurring revenue on a more than monthly basis. Following along with the selling process is also easy with HubSpot CRM. The ability to customize everything is key.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
8
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
10.0
Case management
10
9.0
Lead management
8
Email marketing
10
10.0
Task management
10
Reporting
10
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
8.5
Social data
9
Social engagement
8
8.0
Marketing automation
8
Compensation management
Not Rated
9.0
Mobile access
9

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