HubSpot Sales - A powerful tool that can be a CRM and more
Anonymous | TrustRadius Reviewer
December 15, 2018

HubSpot Sales - A powerful tool that can be a CRM and more

Score 9 out of 10
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Verified User
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Overall Satisfaction with HubSpot Sales

HubSpot Sales is being used by both our Sales and Customer support team as a CRM. Clients register on our website-- which integrates with HubSpot-- to register their contact info for our teams. Using the information, our Sales team is able to get in touch with the client. Additionally, we use HubSpot's Gmail plugin to track emails, conversations and whether an email has been opened or not. Our support team uses this information to track customer relationships and support our clients.
  • Track email correspondence
  • Provides background info on clients (Linkedin / Existing Hubspot customers)
  • Integrates with various different services (Segment, Mailchimp, Zapier)
  • Migrating information from other CRMs isn't straightforward
  • The HubSpot gmail integration constantly needs you to log in when you restart your browser
  • Dashboards are rather minimalistic
  • Ease of creating and tracking deals for the sales team.
  • Great functionality with the Gmail integration. Allows you to track email opens & conversations instantly.
  • Con of the gmail integration involves it requiring a Chrome extension which can get extremely annoying to log into each time you open your browser.
  • There is no easy way to migrate your information from past CRMs as the information needs to be restructured. However that isn't Hubspot's fault but could be a good addition to their service.
  • Requires a 12 month lock-in which can be daunting for small-medium sized businesses.
HubSpot Sales is great in terms of functionality and the abilities it offers. However, Capsule CRM and Pipedrive offer almost the same abilities to its users at a fraction of the cost. Where HubSpot Sales wins in design, look and feel and ease of integration, Pipedrive and Capsule win in their cost flexibility. Unlike HubSpot you aren't locked in for 12 months. Salesforce of course is the most popular and flexible (in terms of features) service out of all of these, but is also one of the most complex for small-medium sized businesses as well as the most expensive. Weigh your priorities and your budget before picking any of these options.
The primary reports we generated included the number of contacts (leads) created daily and weekly, the number of deals created, number of deals closed, returning contacts, revenue as well as email opens. We were also able to create custom reports where we could track the different milestones before a deal was finally closed (example: first meeting, decision maker brought in, deal sent, renegotiated, closed etc.)
HubSpot Sales is well suited if you have a small to medium sized sales and customer support team. The larger your team, the more users you will need on your account. This can get very costly. HubSpot Sales has a powerful framework with a lot of bells and whistles but ensuring that you can afford it is key. Otherwise, you may just be able to use HubSpot CRM or a cheaper alternative to achieve what you're looking for.