HubSpot CRM - effective tool for small-to-mid-business
Updated October 02, 2025

HubSpot CRM - effective tool for small-to-mid-business

Chris Niejadlik | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is used among all front-office (Sales) staff in our facility as a virtual "rolodex" of sorts: capturing conversations and contacts.

This is an invaluable tool should a team member be away from work - by logging in to HubSpot CRM, whoever is taking over their duties can easily access their email contact list at a glance.

Prior to this, the problems we faced were:

A) no real aggregation of business contacts short of a business card folder
B) full access to everyone's computers was a must in the event of absences

Pros

  • Tracking of emails
  • Building a contact list
  • Access from any device (remote or in office)

Cons

  • Some features are locked behind more expensive tiers
  • A slightly better designed UI for readability would be great
  • Tough to measure specifically, but time gained by having contacts available at-a-glance
  • Approximately 12% increase in Sales team following up on quotes, leading to a 4-7% increase in positive outcomes from conversations with customers (negotiations whereas they may have been lost previously with no post-quote contact)
HubSpot CRM is extremely easy to use (/easy to grasp!). There are plenty of tutorials online to get started and the software in general is self-explanatory. What is most appreciated is how smoothly it integrates with software (specifically in our case, Outlook and Gmail), eliminating most if not all technical roadblocks to implementation and usage. When problems arise, there is a non-invasive pop-up, i.e. "Some users are experiencing ___" alerting you to any issues, with a resolution that follows very quickly.
This answer may be a little more concise, as it's simpler!

Although functionality is fairly similar, Management brought the Sales team into the boardroom and took us through a high-level guided tour of both Pipedrive & HubSpot CRM. It essentially boiled down to which interface do you prefer/which can you see yourselves using quicker/easier/faster?

End result: HubSpot CRM based on unanimous decision!

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

HubSpot CRM is a great lead generation tool and lead contact aggregator. Browser-based, it lives online and is accessible remotely from any device. The lowest tier is also free - these factors combined makes it a viable tool for smaller businesses with a smaller sales team. As businesses grow, other tiers are available; however, pricing can be a little prohibitive and should be taken into consideration for long-term needs.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
9
9.0
Case management
9
Call center management
9
Help desk management
9
9.5
Lead management
10
Email marketing
9
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
9.7
Custom fields
10
Custom objects
10
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
10.0
Mobile access
10

Using HubSpot CRM

11 - Hubspot CRM users in our organization range from Human Resources, Accounting, Reception, Administration, Purchasing, Account Managers, Inside Sales, Outside Sales Reps, Shipping, Receiving and Management (including our Plant Manager as well as the Quality Manager and the Maintenance Manager). Most individuals use it as a handy "Rolodex" for contacts; Sales uses it for tracking/generating leads.
3 - Our self-appointed HubSpot CRM Support Team are considered "Super-Users" and are available for high-level assistance before reaching out to HubSpot should they not be able to resolve the issue(s).

This team is easy to approach and as far as I am aware, have been able to assist without resorting to contacting HubSpot for further support.
  • Centralized contacts database
  • Lead generation
  • Quote follow-up
  • Nothing unexpected or innovative has come up as of yet!
  • Setting parameters for email-blasts, be they follow-ups or new campaigns
Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.

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