Very happy HubSpot User.
October 31, 2023

Very happy HubSpot User.

Joshua David | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to prospect leads and track my opportunities from the first touch point to close. I am also using HubSpot reporting to better understand our contacts & accounts.
  • Sequences for outreach.
  • Reporting on a contact or account level.
  • Great for customer service and tracking ticketing.
  • Search bar tends to not work sometimes but has been better of late.
  • task management can be a bit of a pain to navigate and be quicker with.
  • Sharing templated reports.
  • With my task management, it has helped me ensure I'm following up with prospects at the correct times.
  • Opportunity management has allowed me to stay on top of my open apps to ensure they're moving through the pipeline effectively.
  • Ticket management has allowed us to stay on top of every customer issue.
I like the way HubSpot feels in its ease of use. I have used Salesforce in the past, and that is definitely way more complicated to use and navigate through than HubSpot. I'm in sales, so I like things to be simple and easy to use. HubSpot definitely does that for me, and I've only had great support whenever I have issues or questions.
We have been evaluating a ton of tools, and we came to HubSpot because of the ease of use that you offer, as well as the ability to work with a startup company. The pricing was a no-brainer for us.

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?

No

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

It's a great tool to run all your prospecting through. I create a ton of sequences and run them on hundreds of contacts every week, and the meeting link I can provide through HubSpot allows me to get meetings on the books very quickly. I live on my deals page to understand where my opportunities are so I can stay on top of them and ensure those apps are moving the pipeline effectively. I also use the tickets for certain product bugs to ensure my team is on top of these issues so they can be solved quickly.

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
7
Interaction tracking
8
Case management
7
Lead management
8
Email marketing
10
Task management
8
Billing and invoicing management
7
Reporting
9
Forecasting
6
Pipeline visualization
7
Customizable reports
8
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
10
Compensation management
10
Mobile access
6