HubSpot CRM Great for Marketing-Sales Alignment and RevOps insights
May 06, 2025

HubSpot CRM Great for Marketing-Sales Alignment and RevOps insights

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

Overall Satisfaction with HubSpot CRM

To store and manage all contact and company information for leads and clients.

The problem the product addresses is it provides a single source for everyone in the company to find specific contacts and look through the history of interactions that have gone on through the lifecycle the contact or company has been in our CRM. With this historic view we can better tailor our approach to sales outreach.

Pros

  • Stores detailed information about the contact
  • Provides a historic view of the various comms and interactions the person and business has had with our business
  • Provides data to support our RevOps

Cons

  • The CRM can become easily bloated quickly
  • Without a gatekeeper new properties can be created by people that can sometimes be duplicates of another property that has been created by someone else months or even years ago
  • HubSpot CRM doesn't integrate well with other tools outside it's own ecosystem. For example, we are a online booking provider and use our own booking tools for leads to booking calls with us. The issue with this approach rather than using a native HubSpot CRM form means we need to find work arounds to get visitor analytics and what channel sources the lead came from.
  • Positive: Really helps us dive deep into RevOps data so we can understand what's working and what's not working. But also to identify where the sales pipe we are being blocked, all the way down to specific characteristics and seniority of the leads we are speaking to.
  • Negative - Because it doesn't integrate will with our existing tech stack it can slow us down in some instances. For example, for webinars our company has been clear that all bookings need to come from our own product as that's what we are selling. As a result we need to find work arounds to pass the data to HubSpot CRM which isn't always easy, especially with a non technical marketing team. If we were to use a HubSpot CRM form for sign ups there would be no issue, but unfortunately, this is a none starter for us.
Overall the usuability is great. The friction points I've experienced are:

1. Taking a minute to scroll through the navigation to find the specific tool or feature that I know is available in HubSpot CRM but it's not something I use daily
2. Find specific properties. This can be a bit of a hassle as there are so many already, but then add custom properties in the mix and it takes an age to find what you're looking for.
3. Custom reporting visualisations. There have been a few instances where I've wanted to create a specific type of visualisation and I can't because either the visualisation isn't available in the tool or the UX of the report creator is too fiddly and complicated to figure out.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

I've used HubSpot CRM for a number of years now and it's ability to give you intelligence on leads and customers is second to none. I love the page analytics features and with various add ons you have everything you need within the one tool to store leads, market to them, and analyse the full journey from booked call through to closed deal.

HubSpot CRM Feature Ratings

Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
10
Case management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
9
Reporting
7
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
8
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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