HubSpot CRM Review
May 25, 2024

HubSpot CRM Review

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to track everything with our clients. I am notified of every email that goes in and out, and it keeps me perfectly up to date on where my clients are in the purchasing process.
  • Tracks communication between clients
  • Adaptable in how it organizes information
  • Reporting performance related data
  • Better automated task functionality
  • Having one window you can operate out of, I typically need multiple tabs open to work efficiently.
  • Streamlined, more efficient

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

HubSpot CRM excels in allowing me to stay up to date on my clients. I am notified of every email, note, and task that is put on contacts I am following. This keeps me aware throughout the day of where I can best utilize my time and attention. I wish there was a more easily customizable automated task system, to follow up thoroughly when needed.

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)
10
Quote & order management
8
Interaction tracking
10
Case management
5
Call center management
5
Help desk management
5
Lead management
7
Email marketing
8
Task management
4
Billing and invoicing management
5
Reporting
8
Forecasting
5
Pipeline visualization
5
Customizable reports
8
Custom fields
5
Custom objects
5
API for custom integration
5
Role-based user permissions
5
Single sign-on capability
5
Social data
5
Social engagement
5
Marketing automation
8
Compensation management
5
Mobile access
7