Why to choose HubSpot!
Updated September 04, 2024

Why to choose HubSpot!

Ronak Baheti CMA,MBA,MCom | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It allows to keep the track of email chains for each and every client interaction at one place. Anyone from the organization can come up to speed on the latest discussion happening and is not dependent on an individual person response. It also allows to check if the client email is a valid email id which saves a lot of time for a sales professional.

Pros

  • Confirms if the email id is a valid one or not. This is very useful and saves a lot of time and hassle
  • Anyone from the organization can come up to speed on the status of each client interaction
  • The template is very useful if the same email has to be send to multiple people.

Cons

  • Insertion of signature just like outlook
  • Forwarding of emails would be useful
  • More options to change the font etc. while composing the emails would be lovely
  • I think ROI wise it has given a good return but can be better if some features suggested before can be added
I like the notes feature, transparency of data available for the wider team members. Flexibility to search the client name and validation of email ids saves a lot of man hours. Creation of each template for certain emails is very helpful and I do not have to write or manually copy paste that saves my time and frustration.

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

It is useful to see what is happening on each account. No information is in silos.

I like the notes option which is visible only to the internal team.

Email forwarding and fonts availability can be better.
Input of signature in the email can be very handy if that can be included as a feature

HubSpot CRM Feature Ratings

7.3
Customer data management / contact management
8
Workflow management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
7
Interaction tracking
10
7.0
Case management
7
Call center management
7
Help desk management
7
7.0
Lead management
7
Email marketing
7
7.3
Task management
10
Billing and invoicing management
6
Reporting
6
7.7
Forecasting
10
Pipeline visualization
7
Customizable reports
6
5.3
Custom fields
5
Custom objects
6
API for custom integration
5
7.5
Role-based user permissions
8
Single sign-on capability
7
5.5
Social data
6
Social engagement
5
6.5
Marketing automation
7
Compensation management
6
10.0
Mobile access
10

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