HubSpot is a great option for both a free and paid CRM system
December 01, 2023

HubSpot is a great option for both a free and paid CRM system

Michael Augusti | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot as our CRM to store client information, track sales and monitor deals. The customer database part of the system is very impressive, it pulls in live data from numerous sources and keeps everything in one, easy-to-access part of the CRM. The dashboard also provides a great overview of all sales, deals, customer acquisitions and other key metrics.

Pros

  • Sales tracking - The platform is easy to manage and provides various ways to track and analyse sales data
  • Customer database - The system pulls in information from various data points adding incremental knowledge and value to customer records automatically
  • Deal monitoring - The deals section of the system makes it easy to review all stages of deals along with customisable stages

Cons

  • Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
  • The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.
  • HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information.
  • The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version.
  • The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in
HubSpot is a system that is easy to start using but is also highly advanced. This means you can get to grips with the basics relatively easily and be up and running in no time. On the other hand, there are so many additional features that there are specialist organisations that provide HubSpot user training and guidance.
We have not used many of the marketing features as we only use the free HubSpot plan. There are basic features but for most of the useful marketing features, you do have to upgrade to a paid plan which we have felt is expensive vs. alternative specialist marketing software.
We found HubSpot to be far more user-friendly than it's competitors. This is one of the most appealing parts of HubSpot and ultimately why we ended up choosing HubSpot as our CRM. The free version also offers some great features which other CRMs require a paid plan for. The reporting suite included in the free version is also far more superior to it's competitors.

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

If you are looking for a free or paid CRM, HubSpot has everything you could ever need. If you do require the paid plan, it can be quite expensive vs. other options. That being said, you pay for quality and great customer support. It is also highly connectable to a variety of other systems and software.

HubSpot CRM Feature Ratings

8.5
Customer data management / contact management
8
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
Not Rated
Email marketing
8
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.5
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
9
8.5
Custom fields
9
Custom objects
8
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

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