Hubspot review.
May 26, 2024

Hubspot review.

Tarandeep Singh Bawa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use it in b2b and b2c deals, and all in all, so far, it's too good as we have different states and filters to track the data. We can segregate accordingly. The only problem I face is we can't segregate the date into DNP, not answering and not answering from the beginning. These stages are not there so at least we can keep the deal accordingly.

Pros

  • Deal stages if we have to compare what customer is doing.
  • And track the records of the day by the use of filters.
  • We have two views to view the data one is in stages wise and and one view all deals together that's what I like.

Cons

  • So, basically, if we create any filter and save it into a new sheet of CRM, it will automatically get deleted after a few days. This needs to be improved.
  • As I've mentioned before, deal stages can also be easier to access for DNPs, not answering ones, and on hold ones so that we don't have to call them again.
  • We can also improve the CRM part. Although it's still a bit complicated to understand at first, we can make it easy to use.
  • We can raise the tickets easily from HubSpot only. There is no confusion about that.
  • There is difficulty raising tickets from Hubspot as once it is resolved, we will not be able to check again on the deal overview that needs to be solved.
  • HubSpot is very good compared to Salesforce and Zoho, as I have worked on all 3 till now.
HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.

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

So there was a deal I was not able to find in all pipelines, basically in all deals view. Then I shifted it to a deals stages-wise view. It helped me understand how many deals I have in follow-up stages to keep following up on time. I will not miss any follow-ups, especially the ones that are very important to take. So that's what I like about HubSpot: they have views.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
7
Case management
10
Call center management
10
Help desk management
10
Lead management
8
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
9
Custom objects
10
API for custom integration
8
Not Rated
Not Rated

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