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Great product, but you have to take the time to learn it.
December 07, 2023

Great product, but you have to take the time to learn it.

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for current customer relations, and for sales leads relations. We've been able to create several workflows for our success team, Sales team, and marketing team.
  • Workflows
  • List creation
  • Matching audiences on Ad platforms
  • It requires a good amount of self on-boarding
  • In my opinion, sometimes it's hard to figure out, or remember, what contact parameters are under.
  • Good ROI
  • Save us time with automations
  • Task reminders are huge for our teams
Easy once you take the time to learn, but you have to spend some time doing that in my opinion.
HubSpot CRM is more robust. We were scaling too big for Agile, at the moment.

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

Great product, scalable, good support and online how-to's, but requires a good amount of set-up and training to get the most out of the system. You also have to create design templates and have them ready which usually requires a design team. So it is great but can be too big for some of my peers.

HubSpot CRM Feature Ratings

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