HubSpot for Prospecting and Sales Management.
March 29, 2024

HubSpot for Prospecting and Sales Management.

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

Overall Satisfaction with HubSpot CRM

I use HubSpot for everything Sales related. Tracking daily outreach tasks for prospective clients - who I'm reaching out to, how many times have I reached out already, what have I sent them, and how many times have I called them. Using templates for emails makes all outreach quick and efficient. I also use two separate pipelines to track prospective clients and current clients. My sales pipeline shows me who I have meetings scheduled with, who's already seen a demo, and where they are in my sales process. Our current client pipeline makes it easy to track where clients are regarding onboarding. Document storage is also great for helping me keep track of updated contracts. Or to help me keep a one-pager on file to send quickly to prospects.
  • Manage outreach to prospects.
  • Manage my prospect client and current client pipelines.
  • Keep all of my documents stored and easily accessible.
  • Email Templates.
  • I would love to see more options for buying calling minutes.
  • Sometimes my data imports do not line up properly.
  • All positive so far. I would not be able to reach as many prospective clients on a daily basis without Hubspot.

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

Very well suited for staying on top of daily tasks and getting meetings booked. I don't have many use cases right now for which this platform is ill-suited.

HubSpot CRM Feature Ratings

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