A must have.
June 26, 2025

A must have.

Malena Giménez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Hubspot is helping us with pipeline management, we're even using it to link pipelines through different departments (Customer Success and Sales). We use reports. We use notes to track clients and deal information, where other HS users can have access to (CS and sales mainly).

Pros

  • Easy to use. It's straightforward to understand—no complex links between different objects that make the user spend time fixing them.
  • Customizable.
  • As a wide-used tool, it easily integrates with other software (eg. Zappier, Gmail, Slack).

Cons

  • I don't really have something I'd like to work differently.
  • I'm not sure, as this is not something I manage from my current role. As a user, I can say that Hubspot is one of the primary tools I use for work, and I find it extremely helpful.
Easy to use!
I used Salesforce in a previous company. It was way more complex, especially because we would receive bugs and error messages that would prevent us from fixing the issue when it was urgent, as it would cause a contract not to be sent, for example. We had a customized version then (I was working in an Enterprise company), so maybe that was the reason why it used to have issues. I never had problems of this sort with Hubspot.

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

HubSpot is helpful as a CRM and for creating reports based on the information it provides. It's easy to use, customizable, and can be easily connected to other external software, if required. It has an add-on for Gmail, which is extremely helpful for automatically tracking emails. The HS meetings link has been invaluable: it not only allows me to provide my clients with my availability (taken from Google Calendar), but also to create specific meeting links (e.g., showing more than one user's availability at the same time, or with a different minimum time before booking). HubSpot offers direct outbound tools (sequence creation), but other software programs are more suitable for this purpose so that I wouldn't recommend it for that.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
9
9.5
Case management
9
Help desk management
10
6.0
Lead management
9
Email marketing
3
8.3
Task management
5
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated

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