Choosing your First CRM should be a No Brainer with HubSpot
February 08, 2024

Choosing your First CRM should be a No Brainer with HubSpot

Mike Lester Rosales | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I actually use HubSpot CRM in several organizations I am part of. One use case is getting our leads in there and tracking their conversion along the marketing / sales funnel. Inside you would find all communications like emails and notes from the sales and business development teams on the contacts / companies associated. We no longer need to keep track on a spreadsheet and we setup automations to automatically fill up certain fields in the database. Moreover, we integrate HubSpot with other tools like our WordPress website and other marketing tools as well. Further, reporting is very efficient once you have setup everything in your database and the fields are filled up completely.
  • Contacts Management
  • Companies Management
  • Integrations
  • Chatbot
  • Mobile App
  • Missing Project Management features
  • increased sales / business dev adoption
  • sales performance visibility
  • faster reporting
HubSpot was the first choice I have for my personal project. Compared with the other CRMs I have used, it has the most user friendly design and easily learnable by the users, thus increase in the user adoption. Moreover the closely integrated features of Sales, Marketing, and Service modules are really well designed.
We chose HubSpot CRM as it was more user friendly, had a reasonable pricing per team member, and we can easily integrate with the other tools in our technology stack. Moreover, the reporting features was well adopted by the team and everyone can generate their own reports and track their own metrics.

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

For a Sales focused organization, HubSpot is perfect for tracking the leads conversion performance of the team. For a marketing team, this is likewise the same case as they also have landing page and email marketing features. However for a real estate company, there are certain features that are not available out of the box so there would be some customizations needed before going live.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
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
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated