Reliable CRM with strong automation and insights.
July 03, 2025

Reliable CRM with strong automation and insights.

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

Overall Satisfaction with HubSpot CRM

It's been a while since I have been using HubSpot CRM. I help connect HubSpot CRM with our other systems so everything works smoothly together. It helps our sales and tech teams stay on the same page by showing all customer and lead information in one place. We have also set it up to automatically create a support ticket in Jira when important clients face any issues.

Pros

  • Saves time with automation.
  • Everything about a customer in one place.
  • It works well with other tools.
  • Helps focus on the right leads.
  • Great for teamwork.

Cons

  • It should have more flexibility in automation.
  • It could offer better reports without paying more.
  • Support features could be stronger.
  • Helped us close more deals, faster.
  • Saved time and cut down on manual work.
  • Helped us grow without hiring more people.
  • Cost can be high at times.
I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.
Our team did use Zoho CRM in the past, and it was a user-friendly tool. It was cost-effective as well. However, we later decided to go with HubSpot CRM because it offered us some valuable features. Zoho CRM was not compatible or easy to use with our existing tools. However, HubSpot CRM was easy to integrate with our existing tools, and it was straightforward to keep all our clients' data in one place.

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

Most of our clients are either government institutions or Education sector clients, such as universities, colleges, Coaching Institutes, and Competitive boards. We store their data in a single place. That means we can keep our one client's data in one place without any confusion. Our data is always clear and understandable while it is in HubSpot CRM.

HubSpot CRM Feature Ratings

9.5
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
9
9.3
Case management
10
Call center management
9
Help desk management
9
9.5
Lead management
10
Email marketing
9
8.3
Task management
9
Billing and invoicing management
8
Reporting
8
9.3
Forecasting
10
Pipeline visualization
9
Customizable reports
9
9.3
Custom fields
9
Custom objects
9
API for custom integration
10
9.5
Role-based user permissions
10
Single sign-on capability
9
9.5
Social data
9
Social engagement
10
9.5
Marketing automation
9
Compensation management
10
8.0
Mobile access
8

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