A very versatile CRM
Updated December 03, 2024

A very versatile CRM

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM mainly for our sales funnel. From lead generation to closing the sale, HubSpot CRM's features, scalability and easy integration does away with having to maintain multiple databases. Plus, being able to track your tasks, and keep all your meeting notes and appointments really helps in work efficiency and accuracy.

Pros

  • Task scheduling
  • Notes keeping
  • Meeting reminders
  • Integration

Cons

  • Ability to personalize holidays based on country of operations
  • Easier integration with other platforms
  • HubSpot CRM has greatly improved our customer management experience
  • HubSpot CRM has made records management easier, saving valueable time
Being a person who isn't tech savvy, it was very easy to learn to use HubSpot CRM. From tracking your leads, to being able to manage the sales funnel easily, HubSpot CRM's many features and integrations make navigating through the systems very easy. Let's not forget that HubSpot CRM is almost an all-in-1 versatility covering the issues
HubSpot CRM can pretty much match up with Salesforce. However there are more integration features with Salesforce versus HubSpot CRM. It does not mean, however, that HubSpot CRM is not as versatile as Salesforce. What I'm trying to say is that Salesforce is more robust. Yet with this robustness, comes the steep price.

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 allows you to create quotes, process payments, and keep track of payment due dates that can be automated to remind the client.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
10
Email marketing
8
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
9.0
Marketing automation
9
Compensation management
9
10.0
Mobile access
10

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