CRM Solutions are tricky and HubSpot CRM can be a powerful tool
October 21, 2025

CRM Solutions are tricky and HubSpot CRM can be a powerful tool

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM as our main CRM for Customer Success, Sales, and Marketing. I focus on the Customer Success use case, where we are looking to have a holistic database that captures all of our customer interactions, and proactively provides insights that drive thoughtful engagement with our existing customer base.

Pros

  • Tracking deals with customizable fields
  • Integrating with google calendar and email
  • Task management and automated task workflows

Cons

  • Integrations with other providers like PostHog for usage data has been clunky
  • Ability to run reports across various fields can be cumbersome
  • Getting curated lists of contacts and customers is manual
  • Improved visibility into pipeline and clear forecasting; saved 3 deals from falling through the cracks
  • Improved tracking for marketing outreach resulting in higher click rates
  • Slow learning curve for getting team up to speed on maximizing usefulness
HubSpot CRM is a very powerful tool and has a lot of great functionality. However there are a lot of little things that make it slower; the Documents section interface is clunky, learning how things are organized and reorganizing them is manual; users must make concessions to work within the interface rather than it being intuitive
HubSpot CRM feels more economical that Salesforce, but both products have the same issue of seemingly requiring a full time person (or people) to set up and maintain the CRM. Both platforms are very powerful but end up being a major draw on resources to build team patterns to make the database useful.

Do you think HubSpot CRM delivers good value for the price?

No

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 CRM is a great CRM if you have simple data that you're trying to track and monitor on an ongoing basis. You can set up automated workflows that trigger events -- whether for deals closing or sending out customer / prospect / marketing sequences. However, it can be very manual to set up and you definitely need to keep in maintained in order for it to be useful. The interface makes it somewhat of a learning curve to get set up but with some expertise on your team it can be a strong tool.

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
10
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
4
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
7.0
Lead management
Not Rated
Email marketing
7
5.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
3
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Comments

More Reviews of HubSpot CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. HubSpot CRM Reviews
  4. User Review of HubSpot CRM