HubSpot is great for scheduling tasks and organizing contacts
March 05, 2024

HubSpot is great for scheduling tasks and organizing contacts

Claire O'Sullivan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to keep track of interactions with prospects and existing clients. It's great for creating tasks and providing me with a list of tasks each day. There is a field for notes which is very helpful to jog memory in between meetings. For each call that I log, I can make notes, select who I reached and select an outcome from a drop down menu. It allows flexibility and customization in the fields that you see for your contacts. It's easy to use as well.
  • Set tasks
  • Log phone calls
  • Customize visible fields
  • Add an "unsubscribe" link in an email
  • Make it easier to switch between accounts
  • Set an alarm for specific tasks
It's more intuitive than another one I used.

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?

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

As a volunteer I recently suggested HubSpot to keep track of all of the people showing interest in our organization. It's a great way for our team to have a centralized location for details about each person and also assign tasks to each other.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
Case management
8
Call center management
8
Help desk management
8
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
4
Reporting
5
Forecasting
8
Pipeline visualization
8
Customizable reports
7
Custom fields
9
Custom objects
9
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
9
Marketing automation
7
Mobile access
9