Use it everyday in my job, very straightforward tool.
March 09, 2024

Use it everyday in my job, very straightforward tool.

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

Overall Satisfaction with HubSpot CRM

I use it as part of my business development job to stay on top of deals, track my KPIs, and see which prospects/clients I should contact. I also have it as an extension on Outlook to make logging my work easier.
  • Deal Tracking.
  • KPI Indicators.
  • Reminders of tasks on outlook.
  • Outlook Extension.
  • Associating contacts with companies.
  • Positive in tracking previous deals/lost deals so that we can improve.
Training program at the beginning, and now everything is super straightforward.

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 appropriate for the business development side and marketing, but I feel it can't easily track what's happening with client services.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
10
Case management
Not Rated
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
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
6