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HubSpot CRM Review.
March 29, 2024

HubSpot CRM Review.

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it to track sales leads, send automated emails, view data from leads and customers, and send marketing emails, among other things.
  • Collects data from leads.
  • Creates tailored content suggestions.
  • Follow up reminders.
  • Too many features, layout is not very clear.
  • Templates section for emails is hard to access.
  • We improved our metrics to attribute which emails/workflows revenue is coming from.
HubSpot ultimately provides more metrics and custom workflow automation than Close CRM.

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?

No

Would you buy HubSpot CRM again?

Yes

Ultimately, HubSpot's data is great compared to other systems and helps us improve sequences/workflows for A/B testing, but it is complex and hard to understand at times.

HubSpot CRM Feature Ratings

6.2
Customer data management / contact management
7
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
5
Interaction tracking
6
5.3
Case management
6
Call center management
5
Help desk management
5
7.0
Lead management
8
Email marketing
6
6.0
Task management
7
Billing and invoicing management
5
Reporting
6
6.3
Forecasting
6
Pipeline visualization
8
Customizable reports
5
5.0
Custom fields
5
Custom objects
5
API for custom integration
5
5.0
Role-based user permissions
5
Single sign-on capability
5
5.5
Social data
5
Social engagement
6
5.0
Marketing automation
5
Compensation management
5
5.0
Mobile access
5