Great CRM System for Deal Making
February 07, 2024

Great CRM System for Deal Making

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We are using HubSpot as our primary CRM base to organize leads and our sales funnel for acquiring companies. It's a centralized system for us to track companies in different verticals and also to do follow-ups on contacts. We also monitor each deal through a customized funnel to see where each of the deals stand.
  • Follow up system to show when was the last time we connected with a contact
  • Customize the CRM system to really change it based on how we like to use it
  • Email templates
  • It would be great to bring some of the Apolo type features into HubSpot to find contacts within a company
  • A system to see other similar companies
  • A place to see what events we can go to based on the companies
  • We were able to mange 200+ deals on the platform
  • We sent 1000+ email via the playform
  • Generates a great report for us to review on how we can increase the changes of a closed deal
The platform is VERY hard to get, but once customized it's really good. For anyone who is looking for a CRM, the time that you put in to learn the system & customize it - it will give dividends down the road.
Affinity was too expensive and notion was just too basic.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Great for managing contacts within your universe. Not so great for discovering contacts.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
1
Quote & order management
Not Rated
Interaction tracking
6
Case management
7
Call center management
Not Rated
Help desk management
7
Lead management
Not Rated
Email marketing
Not Rated
Task management
7
Billing and invoicing management
8
Reporting
9
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
1