Perfect B2B SME CRM
Updated November 07, 2023

Perfect B2B SME CRM

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM is plugged into our websites and all of our marketing campaigns feed into it. We track the Sales process on deal boards, run form automations and associated tasks, and also use it for reporting.
  • Data management
  • Email marketing
  • Workflow automation
  • Integrations are often incomplete or missing altogether (Example: Google Forms)
  • Limitations in how Deals can be automated, in contrast to Contacts
  • Confusing pricing and product tiers
  • Visibility on customer nurture process
  • Increased sales efficiency
HubSpot CRM is very easy to get started however it has certainly suffered the bloat as more features are added but not necessarily in the most obvious or sensible ways. For example, why are non-marketing emails in Conversations?
Salesforce has a lot more bloat than HubSpot CRM - great if you are a large enterprise with many different internal use cases. For SMEs, HubSpot CRM ticks all the boxes - powerful and feature-rich without becoming a huge SaaS weight.

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

It's very well suited if you have a relatively small customer base (B2B) that you want to maintain and nurture. It's poorly suited (and becomes very expensive) if you want to increase that customer base beyond 10,000.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
3
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
4
Interaction tracking
4
Case management
2
Call center management
1
Help desk management
2
Lead management
7
Email marketing
8
Task management
4
Billing and invoicing management
1
Reporting
6
Forecasting
1
Pipeline visualization
3
Customizable reports
2
Custom fields
4
Custom objects
6
API for custom integration
2
Role-based user permissions
5
Single sign-on capability
7
Social data
2
Social engagement
2
Marketing automation
4
Compensation management
1
Mobile access
3