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HubSpot CRM

Score8.3 out of 10

5,394 Reviews and Ratings

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What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work. HubSpot is presented as an ideal solution to help scale a business, for small to enterprise-level businesses alike.

Categories & Use Cases

Media

Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.
Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.
The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

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Key Features

Learn about the best (and worst!) features HubSpot CRM has to offer, as determined by TrustRadius' reviewers.
Based on 5,394 ratings of HubSpot CRM's features
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Top Performing Features

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.7

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Lead management

    This includes lead generation, scoring, qualification, routing, and nurturing.

    Category average: 8.3

Areas for Improvement

  • Call center management

    This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

    Category average: 7.7

  • Scripting environment

    Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

    Category average: 7.5

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.3

Reviews

What users are saying about HubSpot CRM.
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HubSpot CRM - effective tool for small-to-mid-business

Incentivized
Chris Niejadlik
Account Manager in Sales at Canada Rubber Group (51-200 employees employees)

Use Cases and Deployment Scope

HubSpot CRM is used among all front-office (Sales) staff in our facility as a virtual "rolodex" of sorts: capturing conversations and contacts.

This is an invaluable tool should a team member be away from work - by logging in to HubSpot CRM, whoever is taking over their duties can easily access their email contact list at a glance.

Prior to this, the problems we faced were:

A) no real aggregation of business contacts short of a business card folder

B) full access to everyone's computers was a must in the event of absences

Pros

  • Tracking of emails
  • Building a contact list
  • Access from any device (remote or in office)

Cons

  • Some features are locked behind more expensive tiers
  • A slightly better designed UI for readability would be great

Return on Investment

  • Tough to measure specifically, but time gained by having contacts available at-a-glance
  • Approximately 12% increase in Sales team following up on quotes, leading to a 4-7% increase in positive outcomes from conversations with customers (negotiations whereas they may have been lost previously with no post-quote contact)

Usability

Alternatives Considered

Pipedrive

Other Software Used

Email to PDF for Outlook, DragDrop for Outlook, Microsoft Access

Easy to use CRM that drives fast adoption

Incentivized
Sophia Bennett
MarketingDirector in Marketing at Million Leads (11-50 employees employees)

Use Cases and Deployment Scope

HubSpot CRM is the primary application of customer relationships, sales pipelines, and marketing automation in our organization. It solves major business issues such as lack of integration of data between sales and marketing departments. It is professional in lead tracking so we don't miss a single lead.

Pros

  • The best thing about HubSpot CRM is its lead tracking, so we don't miss a single lead ever.
  • It is excels at automation the tasks which includes marketing and sales, such as email automation and follow-ups automation.
  • The timelines of each contact sums up email, calls, meeting, form submissions and web activity, and because of this each team has a common record.

Cons

  • As a team upgrade, the price will gradually increase, and because of this most companies work to avoid cost rather than focus on scaling.
  • Sometimes, the inconsistnecy of data is not accurate due to existance of bugs and error.
  • With HubSpot CRM, we can create workflows, but we can not easily comprehend system behaviour at scale.

Return on Investment

  • HubSpot CRM enhances the follow-ups, and leads nurturing whichi directly results in a rise in conversion rates.
  • When we increase the usage of CRM the number of upgrades greatly increase costs, which may lover ROI but it's working fine for us.
  • Automation of emails has almost removes the administrative works which is a good thing.

Usability

Alternatives Considered

Zoho CRM

Great and easy to use CRM

Incentivized
Sam Schmidt
Marketing Manager in Marketing at Million Leads (11-50 employees employees)

Use Cases and Deployment Scope

We use HubSpot CRM to organize leads, sales pipelines and automate marketing and follow-ups. We have contact management, email automation, and deal tracking as well which allow us to streamline the process and enhance conversion rates.

Pros

  • Automatically logs email, and calls in one timeline, so we never lose context on a lead.
  • It allows us to create workflows without any technical knowledge
  • The dashboards of HubSpot CRM provides the real time information about the converions and performance of the campaigns.

Cons

  • It is easy to use but when you start doing more than the basics workflows get complicated with conditions, and many users are overwhelmed with keeping track of them.
  • Some features that are essential such as enhanced reporting or automation may need upgrades.
  • Handlin large amount of data can be complex sometimes, and the reports could contatin duplications.

Return on Investment

  • It has improved lead tracking and follow-ups will usually have better conversions.
  • Revenue has directly enhanced without having to growing leads volume.
  • The subscription costs can becomes very high as your team and need increases.

Usability

Streamlined & Intuitive but Scaling Comes at a Cost.

Incentivized
Jordan Reed
Senior Product Manager in Product Management at Salmeh Technologies (1-10 employees employees)

Use Cases and Deployment Scope

HubSpot CRM is used in our organization to store all the information about our customers and prospects, monitor interactions, and manage their sales pipeline effectively. It assists in addressing business issues such as fragmented customer data, missed follow-ups, and note being able to see deal progress. The CRM assists the sales, and customer success teams and allow them to collaborate seamlessly and grow to serve all clients segments.

Pros

  • Hubspot CRM has the advantage of automatically monitoring emails and calls.
  • It gives you a visual sales pipeline that helps to visualize deal stages.
  • It also provides readily available reporting dashboards.

Cons

  • Task system is simple and the complicated follow-up scheduling becomes burdensome.
  • Custom metrics cannot be reported unless a person upgrades to paid levels.
  • Free plans may have slow turnaround times on customer support.

Return on Investment

  • More efficiently sales through centralization of customer data and automating follow-ups.
  • Improved transparency of the sales pipeline, which makes it easier to predict and make decisions based on data.
  • Advanced features may make costs increase, and the lack of customization may nneed to use of other tools in complex processes.

Usability

Powerful CRM for Streamlized Marketing

Incentivized
Jennifer Luedtke
Project Manager in Product Management at Salmeh Technologies (1-10 employees employees)

Use Cases and Deployment Scope

HubSpot CRM is the software that helps us organize the leads and manage the communications with the clients all in a single location. It can fix such problems as no centralized customer information and lost followups, and our team will work on the prospects effectively and enhance lead converion smoothly.

Pros

  • HubSpot CRM gives a visual pipeline that enables the easy tracking of leads updating stages and tracking the sales progress.
  • It keeps a record of emails and contacts with prospects automatically, and does not require teams to record the enite communication history manually.
  • The contact management system retains detailed data on the leads, notes and the history of the activity and hence this makes outreach personal and relationship management easy.

Cons

  • Although CRM is robust, there are also featyre which are only available in the paid version such as automation and reporting.
  • Reporting and customization of dashboard can be at times limiting and particularly where teams require very detialed or highly custom analytics.
  • Having a significant number of contacts may get a bit complicated and enhanced bulk editing and data management software would simplify the process of organizing and updating records through its efficiecy.

Return on Investment

  • It has made a difference to our ROI, as it has enhanced the efficiency of the lead maneagement and followups.
  • CRM assists our team to monitor the prospects more effeciently, minimize the missed opportunities and close deals in a more rapid manner.
  • HubSpot CRM also saves time to our sales team as it centralizes customer data and auomates routine tasks that leave them with more time to think over leads and client realtionships.

Usability

Alternatives Considered

Zoho CRM and Bluebirds by Salesforce

Other Software Used

Google Workspace, Trello, Slack

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