HubSpot CRM- One stop solution for every need
November 21, 2023

HubSpot CRM- One stop solution for every need

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for maintain the bids and it is very helpful tool considering that we can have all the access in one place. It's an excellent option for every business looking to improve customer relationship management. Earlier, we used to have difficulty in maintaining the data, we used to manage in excel which is tedious to use. But with HubSpot CRM, we save lot of time and also get accurate data and information.
  • Stores all information about potential and existing customers
  • Helps creating templates
  • All in one tool
  • there should be a point wherein we can make the some points as priority means the ones which are used frequently for example rather than mentioning US everytime, it could be set at preference.
  • customer support could be better
  • option of copy so that we don't have to manually enter each thing everytime in case of recurring bids
  • Since, we are entering the data in one place, it helps in better planning and executing
  • it certainly helps in revenue growth
  • tracking the information is easier and fast.
  • it makes reporting easy
usage is easy as compare to other CRM tools i have used so far. it is easy to learn and instruction are easy to understand. Also, we can make the changes as per our objective which makes it good as compare to others. we don't have to spend so much time in buliding reports as well.

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

As mentioned before, it is all in one tool wherein we can store all the information and also use for multiple reasons. We have all the information at one place. There is nothing as much which is considered as less appropriate but option of copying the existing bids is something which can be looked upon.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
8
Case management
8
Call center management
8
Help desk management
7
Lead management
10
Email marketing
9
Task management
8
Billing and invoicing management
8
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
9
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
9
Mobile access
8