HubSpot CRM is great for contact management deal history and marketing workflows
May 16, 2025

HubSpot CRM is great for contact management deal history and marketing workflows

Vincent Caruso | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use this product mainly as a repository for customer and contact information/deal history and I also use this to send and track analytics on product marketing emails.

Pros

  • Company/contact info
  • Deal history
  • Marketing & product marketing workflows

Cons

  • Software usage
  • Virtual call recordings
  • Customer requests
  • Deal history = better conversations with prospects
  • Marketing workflows help to learn what works and what doesn't
  • Simpler to collect info on all customers and prospects
There's a lot going on and many tabs and features to look into, but once you learn the software, it's more intuitive. The creation of marketing emails itself is a bit cumbersome - That area can use some UI/UX enhancements
There seems to be more contextual information in HubSpot CRM than any of the other softwares listed, but I think HubSpot CRM lacks in the customer usage area. Maybe this is just something that HubSpot CRM doesn't focus on, though!

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

I think this is great for marketing personnel, but it's lacking a bit in more technical usage areas (so, areas that a customer success or product manager might want to look into)

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
5.0
Case management
5
Call center management
5
Help desk management
5
10.0
Lead management
10
Email marketing
10
7.0
Task management
5
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
9.3
Custom fields
10
Custom objects
10
API for custom integration
8
9.0
Role-based user permissions
8
Single sign-on capability
10
5.0
Social data
5
Social engagement
5
5.0
Marketing automation
5
Compensation management
5
5.0
Mobile access
5

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