HubSpot CRM is good for starters
December 16, 2023

HubSpot CRM is good for starters

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM on a daily business. Originally my boss gave me access to a list of people he wanted me to reach out to but now I create contacts regularly that I share with him. This is helpful because as I set up an appointment he can access all the information he needs from my notes.
  • Sharing with others
  • Templates
  • Easy to organize
  • training needs to be updated
  • easier to update contacts
  • easier to navigate through
  • me and my Boss are connected on the work that I do
It is the only one that I have used.

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?

No

Honestly overall using HubSpot CRM is kind of tough sometimes. I usually have to spend a long time researching how to use a certain function. I took the training but it went over everything that you would get access to if you bought the whole package which my boss did not so I am just very confused what I do an do not have access to.

HubSpot CRM Feature Ratings

Customer data management / contact management
6
Workflow management
3
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
6
Interaction tracking
7
Case management
5
Call center management
5
Help desk management
5
Lead management
7
Email marketing
8
Task management
8
Billing and invoicing management
5
Reporting
7
Forecasting
6
Pipeline visualization
5
Customizable reports
5
Custom fields
6
Custom objects
5
API for custom integration
5
Role-based user permissions
6
Single sign-on capability
6
Social data
5
Social engagement
5
Marketing automation
7
Compensation management
5
Mobile access
7