Great for new businesses starting out.
March 29, 2024

Great for new businesses starting out.

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

Overall Satisfaction with HubSpot CRM

As a new business owner, I was recommended to try HubSpot to manage my business development more efficiently. After using the free version for a while, I recently upgraded to the start subscription, and it has been a game-changer - I can now track all my business development activities AND my client-facing work in one place. Using the templates synced with my email provider, I can easily - and quickly - communicate with new prospects and track the metrics to see what is and isn't working. What took me days is now taking less than an hour. I can also segregate prospects from clients and those I want to keep in touch with regularly. All my activities and communications are synced, so I no longer need to hunt down when I was last in touch with someone, what actions are outstanding, and what my next steps are. I've also implemented automation to remind me of particular actions I must take depending on where a prospect or client is in the pipeline. I'm sure there is much more I could be using HubSpot for, and I'm enjoying learning about it.
  • Conversation templates to make emailing easier to write and track.
  • Pipelines to manage and oversee business development.
  • Tasks synced to contacts and deals.
  • Tickets to manage client delivery.
  • Reporting and dashboards are difficult to use and get the information that's most important to me, so I'm still manually tracking.
  • I can't afford/don't need all the functionality offered in the different subscriptions. Still, there are one or two things that I would find helpful - the ability to sub-out certain features would be great (as I don't need or use everything in my current subscription).
  • Better booking system - I'm still using Calendly as it has so much more flexibility.
  • Too early to tell at the moment.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Business development tracking prospects and leads Contact management: I don't require marketing or website tools. Analytics and dashboard reporting is clunky and confusing - I don't get helpful information.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
5
Case management
Not Rated
Call center management
Not Rated
Help desk management
4
Lead management
Not Rated
Email marketing
Not Rated
Task management
5
Billing and invoicing management
Not Rated
Reporting
1
Forecasting
1
Pipeline visualization
1
Customizable reports
1
Custom fields
6
Custom objects
6
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated