Effective but needs more Personalization
January 02, 2024

Effective but needs more Personalization

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

Overall Satisfaction with HubSpot CRM

Keeping our contacts and companies organized in a sufficient manner

Pros

  • Organization
  • Managing
  • Informing

Cons

  • Allow for more flexibility in personalization
  • More flexibility in personalizing reports with multiple sets of data
  • Send information on what can and can not be personalized
  • Positive: Keeping our clients / companies together
  • Negative: Personalization
  • Positive: Reviewing history
We track our notes and emails in HubSpot to keep up to date with one another

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

No

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?

Yes

In general, HubSpot is a great CRM from my experience. However, I feel that it lacks personalization in some areas that we need personalization in.

HubSpot CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
9
8.3
Case management
9
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
8.3
Task management
9
Billing and invoicing management
7
Reporting
9
9.0
Forecasting
8
Pipeline visualization
10
Customizable reports
9
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
8.5
Role-based user permissions
8
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
8.5
Marketing automation
8
Compensation management
9
9.0
Mobile access
9

Comments

More Reviews of HubSpot CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM