Amazing CRM but don't forget the smaller details
March 29, 2024

Amazing CRM but don't forget the smaller details

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it across all departments, marketing, sales, customer support it helps with automation alot, I would oversee marketing a some sales process and it really helps give a clear picture processes and campaigns from start to finish and everything else in between.
  • Automation
  • Segmentation
  • Target Companies
  • Allowing to embed polls / surveys into sales emails would help
  • Software to easily host webinars in the portal via marketing dashboard
  • Alert you when you haven't reached out to a 'prospect' after a certain amount of time
  • doesn't allow us to send more than 2,000 marketing emails a month
I find HubSpot user friendly but it needs to focus more on the little details that are important to marketing for collection of data and engagement rather than 3rd parties they should implement more features into their own platform. Selected HS as it is a CRM I am familiar with, but if something better came along I could look at that . Don't only focus on the bigger picture listen to what your customers want or you could lose them in my opinion.

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

No

Did HubSpot CRM live up to sales and marketing promises?

No

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Well suited across sales and marketing to help define campaign, outcomes of campaigns etc.

The limit of marketing contacts 2,000 a small company doesn't have the budget to allow the purchases needed which enterprise level has and it limits us to be able to bring in more opportunites to create that budget to spend

HubSpot CRM Feature Ratings

Customer data management / contact management
6
Workflow management
4
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
5
Interaction tracking
1
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
8
Task management
6
Billing and invoicing management
3
Reporting
8
Forecasting
7
Pipeline visualization
6
Customizable reports
6
Custom fields
7
Custom objects
6
API for custom integration
7
Role-based user permissions
7
Single sign-on capability
7
Social data
4
Social engagement
3
Marketing automation
3
Compensation management
4
Mobile access
1