HubSpot is nearly perfect just needs a more simplified UI.
June 25, 2025

HubSpot is nearly perfect just needs a more simplified UI.

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

Overall Satisfaction with HubSpot CRM

I utilize HubSpot to gain insights and data from our sales team, which informs me on my onboarding and customer account calls. The way we leverage HubSpot creates a uniform record of an account from lead to retention in our customer success journeys. We manage over 1,000 company accounts and tens of thousands of leads and users associated with them.

Pros

  • Clear attribution/assignment for activities and tasks.
  • Versatility of record keeping methods.
  • Accurate, consistent search and filter tools.
  • Meeting scheduling.
  • Internal comms.

Cons

  • Organization of tabs/menus.
  • Meeting scheduler time blocks/limits.
  • More robust integrations.
  • Streamlines sales to CS handoffs seamlessly with uniform logs across all accounts, ensuring all users associated with a deal or account are informed at all times.
  • Mass marketing and outreach make product and webinar announcements simple, rather than complex and fraught.
  • Email tracking makes accountability easier to report and helps the team strategize when and how to reach out to customers.
While the UI is great, it leaves a bit to be desired. Having too many menus within menus within submenus creates a barrier to entry for new users on our team. Additionally, I've noticed that things move around a lot within these menus, which can be confusing, even for HubSpot veterans.
HubSpot is easier to navigate, work in, and export data compared to these other software. Its integration with Zapier, Slack, and Chargebee has revolutionized the relationship between our sales and CS teams, making information extremely easy to find. These other platforms I mentioned do the opposite due to technical limitations, cluttered UIs, endless submenus, and a lack of integrations.

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 is wonderful for Sales > Customer Success handoffs, making it easy to prepare for meetings. The ability to browse users, companies, and deals on a single page is ideal for early-stage customer success work, as well as for ongoing support throughout a customer's journey. A specific example of this is preparing for a recent kickoff call, where I was able to see the users' desired use cases, objections, and concerns all in one note that came directly from our note-taking tool. A place where HubSpot needs improvement is the ability to limit meeting volume within the meeting scheduler, as I work on a small team and onboard all our new customers. I can get booked 5-7 times a day, and with our 45-minute onboarding call structure, that can significantly disrupt my off-camera work. Having to add calendar blocks limits new customers' options for timeslots, but it is the only way to manage my calendar efficiently with the HubSpot scheduler.

HubSpot CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
9.5
Task management
9
Reporting
10
10.0
Customizable reports
10
9.7
Custom fields
10
Custom objects
10
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
9
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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