HS CRM is fit for purpose.
June 26, 2025

HS CRM is fit for purpose.

Anonymous | TrustRadius Reviewer
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.
I think HS CRM is very well-suited for its purpose, with all the UI and feature sets it offers. Much of the UI is intuitive, and navigation is good (not perfect).

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

Well-suited for tracking and managing client contacts and opportunities across the sales lifecycle. I haven't had much experience with other CRMs, so I don't have a lot to compare it with. Has been difficult to use for sales forecasting.

HubSpot CRM Feature Ratings

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

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