Great product!
March 04, 2024

Great product!

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

Overall Satisfaction with HubSpot CRM

Currently, I am using HubSpot to log all activities executed on a daily basis. Through HubSpot I am able to set tasks and follow up with any previous communications sent out. The only issue I have with HubSpot is that, I wish it had the ability to look at what who I’ve contacted. I can only see who I’ve contacted via my outbox in my connected email or if I had a follow up task created. If I only called a potential client and set no follow up, I will not be able to track previous activities.
  • Connects with email service.
  • Connects with zoom info.
  • Create follow up tasks.
  • Import/export information.
  • Activity tracker.
This is the first CRN I have used however, it provides a great walkthrough.

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

Not sure

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?

Yes

It’s a great tool for all indirect/outside sales. Great for tracking activities, organizing clients and setting up follow ups. I forgot to mention how cool the sequence feature is that incorporated AI to reach out to potential clients on your behalf!

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
8
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
5
Reporting
8
Pipeline visualization
8
Customizable reports
6
Custom fields
6
Custom objects
6
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
6
Social data
5
Social engagement
5
Marketing automation
10
Mobile access
10