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HubSpot CRM Review.
March 06, 2024

HubSpot CRM Review.

Ryan Gill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to manage and track our leads, as well as HubSpot's different marketing channels, to reach out and communicate to our potential customers effectively. We use automation and sequences and thorough tracking of where we are in the sales cycle. We also use HubSpot to track our sales reps' productivity throughout the day to make sure we are hitting the metrics needed to stay effective as a sales department. We just started to use HubSpot to track our sales numbers on a day-to-day basis to show leadership the numbers that are coming directly from the team.
  • keeps our lead on track for our sales cycle.
  • manages our employees productivity.
  • reminds us of what to do next without thinking.
  • Its probably just me but I get contacts and companies confused and for lead assignment, if I assign a contact, it wont assign the company.
  • Texting, I wish we could text through the CRM.
  • Positive all the way!
  • Before I came on board here and integrated HubSpot into our daily work, we did not follow up on leads, deals, past customers, etc.
  • We now can track out new agents performance.
I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.
The biggest and most notable reason for using HubSpot was price. We don't have a big budget so this was a viable option for us to use for our new and growing sales department. I had used HubSpot previously for a brief time and thought it was a good CRM but liked Salesforce better. Although, after using HubSpot and getting to know the ins and outs, I have changed my opinion and prefer HubSpot!

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

I love HubSpot! I think it's better than Salesforce, and it's priced so that our small business can afford to use a CRM with so many features. I used Salesforce at a previous company where I was leading a team, and I find that HubSpot is easier to use.

HubSpot CRM Feature Ratings

9.2
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
8
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
9.5
Lead management
9
Email marketing
10
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.7
Forecasting
9
Pipeline visualization
10
Customizable reports
10
8.3
Custom fields
9
Custom objects
7
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
9
10.0
Social data
10
Social engagement
10
9.5
Marketing automation
9
Compensation management
10
10.0
Mobile access
10

Using HubSpot CRM

4 - Myself as Director of Sales, an account manager who is strictly a sales agent. Marketing director who uses it tracking customers as well.
1 - I am the director of sales, and I help and train our new sales agents. I am also getting the rest of the company on HubSpot soon.
  • Sales
  • Customer engagement.
  • tracking productivity.
  • Complete start to finish sales cycle.
  • Customer management. Tracking deals.
  • unsure
We will be using this going forward.

Evaluating HubSpot CRM and Competitors

  • Ease of Use
  • Other
Cost. The price was our biggest factor in making a decision to buy a CRM.
I wouldn't.

HubSpot CRM Implementation

I am a very tech-savvy person, and I was able to figure this out pretty quickly without any formal training, which I have been able to share with our team.
  • Implemented in-house
Change management was a minor issue with the implementation - Customer support was really able to help while integrating this to our company.
  • Loading lead lists.
  • Assigning contacts.
  • Building a team.

HubSpot CRM Support

I have contacted customer support and the service was amazing!
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I needed help with uploading a spreadsheet of businesses and contacts and the agent who helped me was the best. She answered my questions and solved my problem quickly.

Using HubSpot CRM

ProsCons
Like to use
Easy to use
Well integrated
Consistent
Feel confident using
None
  • Prospecting customers.
  • Tracking engagement.
  • Customer engagement.
  • So many records.
  • Assigning contacts and companies to one agent, sometimes multiple people will own the same company but have different contacts.
Yes - It provides updates on my deals and customer engagement to my phone.