Great small/midsize option
June 20, 2025

Great small/midsize option

Chad Wagner | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to database new prospects, segment them, conduct outreach via calls, emails, and sequences, and book meetings. The integrations with products like SalesNav are great for gathering prospects and easily getting them into the system. I would recommend HubSpot for anyone looking to increase outreach via calls or emails to prospects.

Pros

  • Easy to build sequences
  • Easy to build lists of prospects
  • Easy workflows around calling and emailing
  • Easy to see activity and status on accounts

Cons

  • Paywall can be a little annoying
  • Building lists can be buggy, filters are not easy/dont work sometimes
  • Increased sales
  • Increased retention
Very easy to use, no major complaints outside of reporting

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

Great option for small to midsize companies. For any company that doesn't need SF or similar, HubSpot is the way to go. Very easy to use and get set up, easy to understand, very few things require an expert or admins help to get set up, and you won't be waiting minutes for a page to load.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
9
9.0
Case management
9
Call center management
9
Help desk management
9
9.0
Lead management
9
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
7.3
Forecasting
9
Pipeline visualization
9
Customizable reports
4
9.0
Custom fields
9
Custom objects
9
API for custom integration
9
8.5
Role-based user permissions
8
Single sign-on capability
9
5.0
Social data
5
Social engagement
5
6.5
Marketing automation
8
Compensation management
5
8.0
Mobile access
8

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