HubSpot CRM is best in class for sales guidance
January 27, 2026

HubSpot CRM is best in class for sales guidance

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

Overall Satisfaction with HubSpot CRM

Our consulting firm switched to HubSpot CRM several years ago, after using a competitor’s product. I was skeptical of “the latest thing”, but after a bit of training and experience, I found it a great improvement over our previous product. It captures the entire customer sales path brilliantly, is highly responsive in both the app and the online portal, gives me a quick read on my prospects and their place in our sales process, and VERY helpfully, reminds me of some administrivia that I have overlooked I have a full book of business most every year and could not function nearly as well without it.

Pros

  • Tracking sales leads and current clients activity
  • Reminders of important tasks pending
  • Helpful online training modules are available

Cons

  • sometimes the search requirements seem off target
  • I have higher incomes because of the tracking and reminder tools included. i,e., I don't forget to follow up!
I was overwhelmed at first, but the tools are intuitive, and I learned by doing. Tracking leads through our sales process helps me tremendously determine which tools to offer, how best to engage a prospective client, and gather a great deal of information about them. All this before the introduction is made.
the decision was not mine to make

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

searching for prospects in targeted zones is very helpful, as is searching the larger sales database of prospects (c.350,000) for useful leads

HubSpot CRM Feature Ratings

8.7
Customer data management / contact management
9
Workflow management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
8
Interaction tracking
10
8.0
Case management
9
Call center management
7
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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