Tracking conversations is helpful
September 16, 2025

Tracking conversations is helpful

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Helping us keep organized and stay efficient - Hubspot's CRM may take a bit to get used to but it is worthwhile in order to help keep the company organized - for existing team members, when new team members join, etc. We generally use it to track cold outreach and existing conversations with prospects/clients

Pros

  • Organization
  • Quick ramp up period
  • Tracking

Cons

  • Easier use of marketing
  • Easier use of sequencing
  • Positive ROI due to being able to stay organized
  • Tracking conversations is helpful
  • Tracking opportunities is helpful
I give it a 7 because it is relatively easy to use, especially once you get used to it. Of course, it isn't perfect (what platform is?( and there is definitely a ramp up period and a lot of features so it could take some time to learn but overall the ramp up period is relatively small
I like Hubspot as a way to track emails to cold prospects, conversations with prospects/clients, tracking opportunities, etc. Like I shared, the ramp up period isn't long and it's a nice way to stay organized when new members are joining on to ensure organization for team members and win business!

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

I think Hubspot is very well suited when it comes to the following focuses: cold outreach, prospecting, tracking deal flow (outreach, in conversation, negotiation, closed won/lost, etc) I think it would be great for it to add features like Apollo for actual prospecting / outreach so it could all be in one place!

HubSpot CRM Feature Ratings

7.4
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
Not Rated
Interaction tracking
7
6.3
Case management
6
Call center management
6
Help desk management
7
7.0
Lead management
7
Email marketing
Not Rated
5.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
4
5.0
Forecasting
5
Pipeline visualization
5
Customizable reports
5
6.3
Custom fields
6
Custom objects
7
API for custom integration
6
6.0
Role-based user permissions
5
Single sign-on capability
7
7.0
Social data
7
Social engagement
7
4.0
Marketing automation
5
Compensation management
3
5.0
Mobile access
5

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