HubSpot is a must not an option!
March 05, 2024

HubSpot is a must not an option!

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

Overall Satisfaction with HubSpot CRM

We use HupSpot to track our records of engagement with our client as we have a great deal of clients, and it would be hard for us to use a non sophisticated CRM that won’t help us with automation [like emails and task reminders], and the alignment with marketing department help us a lot.
  • Automation
  • Email tracking.
  • Activity logs.
  • Integration with WhatsApp.
  • Search by number in the database as sometimes the result isn’t right.
  • Comments on the note sometimes aren’t clear so there should be an UI enhancement in this area.
  • Shorten the sales cycle.
  • Monitoring sales rep activities.
  • Department alignment.
Easy to right down your activities and to get back to them. You can set up email campaigns easily and track their performance. Creating playbooks so you don’t have to write things over and over and having a precise sequence to ask questions to the clients and fill out the playbook easily.
Easy to use and more friendly. Has a lot of features and automation. Easy to set up and has a lot of reporting options. Alignments between the sales and the marketing department. Task management and reminders via email. Playbooks to ease entering some information. Easy activity log interface for creating meetings and sending invitations easily.

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

Well you are suited if you have a really big volume of clients and it’s hard to track every one of them and to do a good follow-ups with them. It is less appropriate if you don’t have a lot of customers or you don’t focus a lot on recording your activities or using email automation.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
6
Interaction tracking
9
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
10
Task management
9
Billing and invoicing management
8
Reporting
9
Forecasting
6
Pipeline visualization
8
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
5