Big fan of HubSpot!
March 04, 2024

Big fan of HubSpot!

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

Overall Satisfaction with HubSpot CRM

We use HubSpot to keep track for corporate member and sponsor records. We Are able to see current and past corporate members and sponsors, track conversations we've had with company point of contacts, track membership expirations, and keep a list of company contacts for each member,
  • I appreciate that it's very modern looking and very user friendly
  • It's very easy to input and track information
  • It's easy to pull lists and filter them by particular tags
  • It's very easy to merge profiles if needed
  • I personally don't use the function where you can link email to HubSpot. Instead, I manually input notes with relevant information. I've heard that linking email isn't always helpful because there's a lot of unnecessary fluff in an email chain that you can't delete from HubSpot.
  • It's been a great and necessary tool to have to look back on records and see which members we can win back after years of lapsed membership
  • It's great for all of our employees to see the list of current members and sponsors in one place
The only other CRM i've used before is Blackbaud Altru and I like the look and usability of HubSpot much more.
I personally think that HubSpot is much more intuitive to use that Blackbaud Altru. I think it's features are much more updated and aligned with modern UX capabilities in terms of the ability to quickly edit or search. It looks much more modern.

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 very easy to use for tracking membership and keeping client records. I would recommend it for its modern and easy to use user interface.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
Not Rated
Interaction tracking
8
Case management
10
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
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated