Balanced CRM with strong usability and financial insights
July 18, 2025

Balanced CRM with strong usability and financial insights

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to get a clear view of upcoming sales, which helps us make more accurate financial plans. It solves problems like tracking how well sales are doing, how much it costs to get new customers, and planning for different scenarios. We use it to see which marketing efforts are paying off. Overall, it helps us connect sales data with smart money decisions.

Pros

  • We get a clear view of sales deals.
  • It works well with other tools we use.
  • It automates routine work.
  • It shows where leads come from.

Cons

  • Its forecasting capabilities are limited.
  • Delays in data syncing with other systems.
  • It has no native financial metrics dashboard.
  • It has improved forecasts for sales.
  • Saves time for the sales team.
  • Quicker decisions.
I would give 9 out of 10 for ease of use. It has a few features, such as custom views and automations, and is simple for the sales team to learn. However, when it comes to connecting with other tools or obtaining a more thorough financial report. It could be challenging or require more work.
We did analyze the Salesforce CRM Analytics for our team, but all of our team members are not technical people, so they were having issues using it. So we decided to go with HubSpot CRM because our non-tech team was fine with it as well, and they were really happy with its performance as well.

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 CRM is great for keeping track of sales deals and seeing how much revenue we might bring in. For example, we used it to check deal progress across regions, which helped us decide where to hire more people. But it is not the best for deeper financial work, like long-term planning or analyzing customer loss.

HubSpot CRM Feature Ratings

9.5
Customer data management / contact management
10
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
10
9.3
Case management
9
Call center management
10
Help desk management
9
9.0
Lead management
9
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
9.3
Forecasting
9
Pipeline visualization
10
Customizable reports
9
8.7
Custom fields
9
Custom objects
9
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
8.5
Social data
8
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
8.0
Mobile access
8

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