HubSpot CRM
July 01, 2025

HubSpot CRM

Kevin King | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Reseller

Overall Satisfaction with HubSpot CRM

good tracking of customer interactions, ability to see when the customer is touches as well as see if the customer opened your emails. easy interface to find customer businesses in the system and break down where you are in the selling process, and the ability for manager reports help track efforts also.

Pros

  • collects data in one place for customer contacts.
  • easy to use the program to track sales process
  • lots of ability to ad personal notes to use in future meetings

Cons

  • Sometimes typing in the company business leads to a longer search than wanted
  • If bad input is put into the system about the customer i can be tough to remove.
  • I like the sales training that HubSpot CRM offers and that they change speakers so it is harder to loose track and zone out
  • It makes it much easier to track activity and also see that the sales reps are taking clients to the next step in the process.
  • The reporting process is very customizable so its easy to make it show what you want as an individual manager.
  • It is easy to set up a process so you can start an intelligent conversation with the sales rep about any customer at any time.
Easy to teach and get a new sales rep started in the system. easy to track so you can see where any sales rep at any time may need a little more coaching. Also easily read so if you need to make a four legged call you can read all the notes on the way to the customers business and be well informed if the sales represenative did their job as well.
The time between the different systems was to long to give a fair assessment.

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

HubSpot CRM acadamy is a great tool if used properly to get someone started in not only learning the system but also a different view on product training. The speakers changing was a big factor in keeping my trainees engaged in the course work and help retention so just one time taking a course it tended to stick.

HubSpot CRM Feature Ratings

7.5
Customer data management / contact management
7
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
8
Interaction tracking
8
Customer Service & Support ()
Not Rated
8.5
Lead management
8
Email marketing
9
7.3
Task management
8
Billing and invoicing management
7
Reporting
7
7.3
Forecasting
7
Pipeline visualization
8
Customizable reports
7
7.0
Custom fields
7
Custom objects
7
API for custom integration
7
7.5
Role-based user permissions
8
Single sign-on capability
7
Social CRM ()
Not Rated
7.5
Marketing automation
7
Compensation management
8
9.0
Mobile access
9

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