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SImple but effective CRM software.
March 06, 2024

SImple but effective CRM software.

David Elcoate | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use Hub Spot to allow potential clients to book product demos. We log all our calls, SMS, and email communications, then arrange lists, tickets, and deals to move them through the sales pipeline from prospect to lead to a deal and then pay customers.
  • Tracking workflows.
  • Automation of emails.
  • Meeting links.
  • Logging activity.
  • No SMS reminders for meetings.
  • You aren't able to use fields within emails if you want to create one-off emails; always has to be a template.
  • Increased revenue growth due to tracking for each sales agent.
  • Increased customer retention due to customer service ticket management capability.
  • Increased opportunity spotting, which has led to an increase in revenue due to being able to cross-sell products.
I find it easier to use than Salesforce.
It can do way more, yet in a simpler fashion.

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

Great to track customer journeys through the sales pipeline.

Can sometimes miss things like SMS reminders for meetings.

HubSpot CRM Feature Ratings

8.7
Customer data management / contact management
9
Workflow management
9
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
9.0
Case management
9
Call center management
9
Help desk management
9
9.5
Lead management
10
Email marketing
9
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.3
Forecasting
9
Pipeline visualization
9
Customizable reports
10
5.0
Custom fields
4
Custom objects
5
API for custom integration
6
9.5
Role-based user permissions
10
Single sign-on capability
9
6.5
Social data
7
Social engagement
6
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Using HubSpot CRM

20 - Marketing, sales, customer service, and finance/admin.