No ordinary CRM
November 26, 2024

No ordinary CRM

Steve Richards | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Generating good leads is always difficult, but even with the free version of HubSpot CRM you can manage those leads and filter them in numerous ways. One thing I love to do, is to use HubSpot's form generator to build forms for different lead generation funnels so that I know what is working for me and also, when it is working for me. Some leads are seasonal, others are linked to specific marketing campaigns and HubSpot forms build into the CRM helps me manage my lead gen as stats.

Pros

  • As I mentioned, the way forms link with the CRM is brilliant
  • The filters are excellent
  • Data input, linking and searches are brilliant

Cons

  • The only thing I would like to see is lower pricing on the upgrades, or the ability to purchase specific modules
  • Great for medium and large businesses, with a good ROI
  • The free version has a lot of functionality which means amazing ROI
The interface is superb, the help is well written and you should sign up for the newsletter for great ideas. You can quickly and easily get started, transferring data from another system is simple using the CSV import solution. All in all, this is a highly polished solution, give it a try.
VTiger is limited in many ways, HubSpot CRM has all on the features but you may have to pay for some.

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

If you are a small business and you need to grow then the HubSpot CRM is a great place to start. If you are always going to be a small business but you need more than the free version, the cost may be restrictive. However, you can link so many external applications that you can often work around the higher costs.

HubSpot CRM Feature Ratings

8.2
Workflow management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
7
7.7
Case management
9
Call center management
4
Help desk management
10
9.0
Lead management
10
Email marketing
8
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
8.7
Forecasting
8
Pipeline visualization
8
Customizable reports
10
7.5
Custom fields
10
API for custom integration
5
5.0
Role-based user permissions
5
5.0
Social data
5
Social engagement
5
10.0
Marketing automation
10
10.0
Mobile access
10

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