HubSpot Usability
July 30, 2024

HubSpot Usability

Maggie Dickman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to manage my prospects, leads, and active deals. I find it very helpful for keeping everything in one place and clear chronological history of the lead. I find it very user friendly and easy to keep track of what is currently happening with my leads/deals, what has happened, and what I need to do next.

Pros

  • User friendly
  • Clear task management
  • Clear contact/account pages to stay organized

Cons

  • Sometimes things aren't easy to find
  • My tasks can get buried easily and I wish there was a better way to track them
  • Lead/contact pages can be busy
  • Better able to manage and track my deals to keep up with them
  • Easy visualization of pipeline
For the most part, I find HubSpot very user friendly and easy to navigate. I have been able to create my own custom reports to keep track of my own deals and leads and am always clear on where each deal stands and what needs to happen next. It is easy to navigate the tool and do what I need to do.
I like that HubSpot is all in one platform and provides a more end to end service. I don't have to jump between softwares or solutions to complete one task and instead have it all in the same place. I also find it generally more user friendly than the other solutions such as Salesforce.

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?

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

I've used a handful of different CRM tools at this point and find HubSpot to be one of the easier ones. I like that it is a one stop shop in terms of managing and organizing my leads/accounts as well as handling prospecting and outreach and managing that. Previously, I would have to move between tools to handle these different issues, so I like that it all exists in the same space now.

HubSpot CRM Feature Ratings

5.4
Customer data management / contact management
7
Workflow management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
4
Quote & order management
Not Rated
Interaction tracking
5
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
6.0
Lead management
6
Email marketing
6
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
6.7
Forecasting
6
Pipeline visualization
6
Customizable reports
8
5.7
Custom fields
6
Custom objects
6
API for custom integration
5
6.0
Role-based user permissions
7
Single sign-on capability
5
Not Rated
Social data
Not Rated
Social engagement
Not Rated
6.0
Marketing automation
6
Compensation management
Not Rated
5.0
Mobile access
5

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