HubSpot CRM is a great option for a small agency
June 24, 2025

HubSpot CRM is a great option for a small agency

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM at my agency to manage my CRM of client flow - perspective/current/past/alumni, etc. And also manage pipeline wins to understand gaps in service offerings. I use the email HubSpot CRM system but have recently transitioned to flowdesk because I prefer the flowdesk user interface and design. It feels like the flowdesk templates are easily/prerttier. But we still use HubSpot CRM for crm.

Pros

  • organize database
  • manage workflows
  • assist with ensuing nothing falls through the cracks

Cons

  • Email design
  • Email look and feel
  • Easy of user of their email system
  • Time to implement was more than I anticipated
  • The cost ads up quick
  • My team can sometimes feel overwhelmed with all the data it provides
Once you watch some videos in the academy and play around with HubSpot CRM, you start to understand the workflow and user interface better and user experience. Once you have a solid month of using the tool daily you'll feel much more confident in helping others navigate to different parts of the CRM.
We selected HubSpot CRM because it was so many tools in one and felt like the right sized platform for my agency (we are small, just a few folks). The academy and self serve option made onboarding feel easier than I thought. The other tools are mainly email providers, we switched from Mailchimp to HubSpot CRM. We also used Asana in the past.

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

If someone is looking for a robust CRM I'd highly recommend HubSpot CRM. Although the price can get expensive depending on your contact list size, it's great for having a central database of everything business related. I'm sure there are a lot of tools it has I don't use but I should too! Their academy is also super helpful in learning new ways of working with the system

HubSpot CRM Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
6
Interaction tracking
8
10.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
10
6.5
Lead management
8
Email marketing
5
7.3
Task management
7
Billing and invoicing management
7
Reporting
8
8.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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