HubSpot CRM: A great CRM
Updated December 03, 2024

HubSpot CRM: A great CRM

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to prospect and identify leads. It helps me to categorize my prospects and existing clients to ensure I am organized when it comes to outreach and account management. It helps me maintain a clean workflow. It also helps me to see when an email has been opened or viewed by a prosepct.

Pros

  • Categorize prospects and existing clients through filtering
  • Identify lead statuses
  • Manage delas in the pipeline

Cons

  • Tracking people who leave companies
  • Tracking stale contacts
  • Outlook integration
  • Tracking client leads seamlessly
  • Uploading contacts
  • Deal management
It is very user friendly. It took me less than a few days to feel comfortable with using this CRM. There are also several vidoes in HubSpot CRM academy if you are looking to learn more of a specific module, and there are live trainings you can request and join into!
Our marketing team does not use HubSpot CRM, strictly sales. As for the sales portion, we use it collaboratively so everyone can see which deals are being worked on by who, and if a colleague has already emailed a prospect. This allows us to avoid repitition and stay organized. We also get reports that show how many emails were sent and how many meetings were had

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

HubSpot CRM is great for employees to track their activity and collaborate with each other when it comes to prospects and client engagement. It is very easy to use, and there are lots of resources to get started if you are a brand new user. There also is a good amount of automation with sites like outlook

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
9
9.0
Case management
9
Call center management
9
Help desk management
9
9.0
Lead management
9
Email marketing
9
9.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
10
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
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
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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