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HubSpot has been a great partner for years, but we may be outgrowing it.
May 10, 2019

HubSpot has been a great partner for years, but we may be outgrowing it.

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

Overall Satisfaction with HubSpot Sales

We use HubSpot Sales in our sales organization. It is our CRM, we track all contacts and deals as well as KPIs for sales performance in HubSpot. I use it to track how our sales people are performing and report on it weekly. The team uses it to make sure none of our leads slip through the cracks. Their task lists keep them on the right track. We also use the marketing automation and the service hub.
  • The integration of the platform is seamless. I've used HubSpot's marketing automation with another CRM and the integration was always a work in progress.
  • I like to compare it to Apple in the sense that it comes out of the box pretty user-friendly and does not take a ton of configuration to get it working (this is relative, of course-I'm comparing mostly to Salesforce).
  • HubSpot does have great and easy integration with many third-party apps. A lot of them are just a click of a button to turn on.
  • Part of what makes HubSpot easy to use, also makes it frustrating. There are some things I would like to be able to configure, or to be able to make certain fields dependent, etc. and I cannot.
  • The system does seem to lag when trying to pull up reports, moving from one page to another, searching for contacts, and searching for deals.
  • The reporting functions are not fully baked. Like I should be able to easily build a report on close rate of contacts, but I'm not able to.
  • Just the ability to track every client and not lose out on revenue because we forgot to email someone or call a lead is priceless.
  • Having a wide range of third party apps that integrate easily has saved us time and money.
  • I feel we may have started to outgrow the capabilities of the platform. There are a couple of Items we really need that they have yet to release that I know we can get elsewhere.
HubSpot works great for smaller teams that are perhaps adopting marketing automation for the first time, especially since the CRM is free and integrates so well. They offer a lot of education to help users figure things out on their own. The videos and tutorials are great.

There are some limitations to tracking recurring revenue, so if you have a membership/subscription model where people pay monthly for things, it is hard to track that. If you want a super robust reporting business intelligence type of system, you will not get it with HubSpot. You can probably add on a third party that would help get you there.