Hubspotting
March 29, 2024

Hubspotting

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

Overall Satisfaction with HubSpot CRM

I use it as a sales rep. I use it for it's CRM capabilities, tasks, sequences, templates, and quotes.
  • Sequencing
  • Tasks
  • Deal management.
  • If you could tie certain products together for a quote, for example, if I were to select a product, it would automatically attach other products that need to go with it rather than selecting each one separately.
  • When you select sequences, I had to find that you need to click All and then go up to see created by "Me." If you click the drop-down button, the user isn't first.
  • When different users are in the account, maybe separate it by Account manager, support, etc. so everything isn't lumped together in the same middle area. I have to search a lot for things that pertain to just me.
  • BIG- With Marketing, they are separate and send out emails. There should be a way to click something that says you're engaged with them so they don't receive any marketing emails while you're working with them. To me, it's annoying, and to the potential, I'm sure it's also irritating.
  • I think it's had a lot.

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?

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

Sequencing and total management of the customer.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
8
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
Not Rated
Mobile access
Not Rated