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My HubSpot Review.
November 20, 2023

My HubSpot Review.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We currently use HubSpot CRM for sales and marketing in our organization. We're looking to expand the use into our service area. One of our struggles is joining the data that our success team leverages today with HubSpot data. We also struggle with the way HubSpot reports on pipeline and forecasting. I must export all data into Google Sheets to build a custom dashboard for my C-suite.
  • Great marketing engine.
  • Nice views of pipeline with the kanban board.
  • Easy to build dashboards.
  • Pipeline and Forecast Reporting.
  • Prospecting is getting better, but still has a way to go.
  • We're just starting to see a return on our investment with this product since I've been here for one year.
  • Our sales reps are able to save valuable time and refocus on sales efforts versus CRM inputting data.
I think HubSpot is straightforward to use compared with other CRMs, but this also causes massive confusion when I onboard sales reps from a Salesforce environment. The naming conventions are different, and there is no reason for that. It is always an irritation point for me: a deal is an opportunity, and an opportunity is a deal. Why do you name them different things? An account is a company, and a company is an account. Why are they named differently?
I think HubSpot does a great job in all categories and just getting better every day.

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 think HubSpot is great for small sass companies that are looking for a full-featured CRM as their source of truth. Like every CRM, it all depends on the initial setup and processes that are put into place to make sure that the data stays true.

HubSpot CRM Feature Ratings

5.8
Customer data management / contact management
6
Workflow management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
5
Interaction tracking
4
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
6.5
Lead management
5
Email marketing
8
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
5.0
Forecasting
4
Pipeline visualization
6
Customizable reports
5
6.0
Custom fields
6
Custom objects
6
API for custom integration
6
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
5.0
Mobile access
5