HubSpot is GREAT!
March 09, 2024

HubSpot is GREAT!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to record all forms of communications with the customers as well as use it for any sort of internal communications related to the clients. HubSpot makes it easy for us to keep consistency throughout the business and helps in accountability as well.

Pros

  • Record client communications.
  • Sales Analytics is a useful tab to keep track of your performance.
  • HubSpot tasks be filtered (e.g. Due today , overdue , due soon).

Cons

  • 'Search box' could show more options, which consist of letters being put into the search box.
  • Data put into a company's profile does not automatically sync with the 'ticket' created against the same company. For example, we deal with customers.
  • The deals pipeline helps to manage the deals created more effectively and keep on track. This results in more deals being scored quicker.
  • The internal handover, with the help of CRM HubSpot, has resulted in the Customer Success Team being on top of every customer interaction.
I have not used any other CRM software.
With everything being done under one roof (HubSpot), Sales and Marketing are more often on the same page than they used to be in the past. This means that they are more aware of what the other team is doing and what the expectations are. The Sales team knows now which customer has been reached out to by the marketing giants, which helps them in their prep for that call.
I have not used Salesforce, so unfortunately, I do not know much about it.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Whether I need to record client communication, set up meetings, internal handovers, or track my performance over time, HubSpot has everything I need and when I need it. HubSpot can be trusted with creating Dashboards that best relate to you. However, HubSpot (and rightly so) is not appropriate for informal colleague talks or plans.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.7
Task management
9
Billing and invoicing management
9
Reporting
8
8.7
Forecasting
9
Pipeline visualization
10
Customizable reports
7
7.3
Custom fields
8
Custom objects
6
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
4.0
Mobile access
4

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