HS CRM is fit for purpose.
June 26, 2025
HS CRM is fit for purpose.

Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
We use HS CRM to track and manage individual client opportunities across the sales pipeline. We track deal progress across the sales lifecycle and manage all information, updates, tasks, and client communications across each deal stage. We utilize distinct pipelines for various types of deals, including new opportunities and existing opportunities in the form of change orders or project extensions. We track and manage all client and vendor contacts in the CRM and integrate these components across the various deal stages. This enables us to have clear, real-time information on our sales pipeline, allowing us to coordinate internal activities cross-functionally with levels of automation and process workflows. It also allows us to track and manage data specific to business development and sales in a meaningful way.
Pros
- User Interface and ease-of-use.
- Levels of integration and workflow management.
- Dashboards
- Deal stage management.
- Customization.
Cons
- Integrations with MS Outlook can be wonky at times.
- A lot of information is available, but not all of it is useful. It can make navigation difficult.
- We have reduced the burden of manual data entry and data tracking significantly by using HS CRM.
- We have reduced missteps in the sales process by adding automated workflows.
- We have enhanced our ability to track and trend data, as well as understand our sales cycles.
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

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