Comprehensive CRM Tool to manage sales, marketing, and communication
June 18, 2024

Comprehensive CRM Tool to manage sales, marketing, and communication

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

Overall Satisfaction with HubSpot CRM

Hubspot CRM is used within our organization to manage leads, contacts, emails, and forms with continuous integration across them. HubSpot CRM unifies its sales, marketing, and communication hub in a single dashboard in its CRM. It helps us to efficiently track lead and contact lifecycle. It comes with deal tracking to see its stages and statuses.

Pros

  • HubSpot CRM deal tracking and lead lifecycle is really easy to understand and use.
  • Form allows the ability to add 1000 custom fields and unlimited responses.
  • Omni-channel communications using its Inbox functionality. Integrates directly with web chat and email.

Cons

  • I think HubSpot's Mobile App offers fairly limited capabilities, and its website on mobile offers way more capabilities but is not optimized for a mobile screen.
  • Several functionalities are dependent on region.
  • For us, paying HubSpot is a real hassle, as it does not support most cards from India after the new RBI mandate.
  • HubSpot's Starter Plans definitely have a positive impact on the ROI.
  • While the Professional Plans may get bit too overwhelming in the start, the Starter plans are a perfect fit for businesses looking to transition to HubSpot CRM.
HubSpot CRM is way more unified and offers much more functionality in comparison to the other two. HubSpot CRM comes up with unique features like creating popups and dynamic CTAs for web pages in the same solution. It also offers marketing features like emailing and a contact list. Ultimately, it comes with HubSpot Academy which has helped me and my team to learn the various techniques of HubSpot CRM.

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

HubSpot CRM is a great solution for companies interacting with candidates, applicants, clients, and other similar people for various purposes. It is highly useful in collecting information using custom details forms, and then later you can build automation and integrations on them. Apart from this companies, doing deals regularly can use it to track the stages of their deal and its amounts and dates.

HubSpot CRM Feature Ratings

Not Rated
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
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
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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