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HubSpot CRM

HubSpot CRM

Overview

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…

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Recent Reviews

HubSpot CRM Review

8 out of 10
May 25, 2024
Incentivized
We use HubSpot CRM to track everything with our clients. I am notified of every email that goes in and out, and it keeps me perfectly up …
Continue reading

HubSpot CRM Review

9 out of 10
April 24, 2024
Incentivized
I use HubSpot CRM on a daily basis to keep track of all of my prospects, to create tasks, sequences, and email templates among others. It …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (1500)
    8.6
    86%
  • Integration with email client (e.g., Outlook or Gmail) (1510)
    8.4
    84%
  • Interaction tracking (1455)
    8.3
    83%
  • Workflow management (1466)
    8.3
    83%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

3 videos

User Review: Managers Easily Track Customers Through Phases of Contact with HubSpot CRM
01:45
HubSpot CRM Keeps Efficiency On Track with It's Ability to Keep Tasks Organized: User Review
02:47
User Review: HubSpot CRM Aids in Business Tasking & Management
02:26
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Pricing

View all pricing

Free Forever

$0

Cloud
Per Month [Unlimited Users]

CRM Bundle

$50

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.hubspot.com/crm

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.4
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.4
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.4
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.2
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.5
Avg 7.2

Platform

7.9
Avg 7.5
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Product Details

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.

HubSpot CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

HubSpot CRM Screenshots

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.Screenshot of 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.Screenshot of 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.

HubSpot CRM Integrations

HubSpot CRM Competitors

HubSpot CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported LanguagesEnglish, French, Spanish, Portuguese, Japanese, German, Italian, Dutch

Frequently Asked Questions

Sugar Sell (SugarCRM) are common alternatives for HubSpot CRM.

Reviewers rate Customer data management / contact management highest, with a score of 8.6.

The most common users of HubSpot CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(4779)

Attribute Ratings

Reviews

(1-25 of 1367)
Companies can't remove reviews or game the system. Here's why
Kathleen Gallagher | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I work in B2B SaaS sales, and HubSpot is perfect for managing all the different accounts and their stages in the pipeline. We're able to quickly tell what activity has been done with which leads and set tasks for following up. One of the best features is the ability to log emails into HubSpot from our Gmail accounts and listen to recordings of calls, so we never have to guess what correspondence has gone to a lead.
  • Customized Notifications.
  • Integration with other apps - Slack, Gmail etc.
  • HubSpot Academy.
  • Creating reports could be more straightforward.
Hubspot is a great place to hold all the information; if it ever goes down (which is rare), we would be completely lost as a sales team.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Hubspot as my primary tool. It tells me the sales calls I must make daily via the tasks board. It also keeps me organized by creating high, medium, and low-priority tabs. My organization assigns leads to these tabs. I can then manage my time effectively. I use it to make phone calls via integrations like Twillio. It is beneficial to log calls and record them as well. Overall, it's a great resource to keep all my notes for leads and call recordings in one organized place. I like the reports dashboard as well. It helps me track my call numbers daily and the meetings I've booked. The filters make it easy to select the times I want to view.
  • Calling and keeping a call log with recordings.
  • Reports dashboard with detailed filters.
  • Taskboard to organize time.
  • The Hubspot calling could incorporate more regions like Middle Eastern countries, for instance.
It's great for sales professionals like BDRs who make calls daily and need a place to track their calls. It's a good solution for incorporating analytics into your sales activities.
May 26, 2024

Hubspot review.

Tarandeep Singh Bawa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it in b2b and b2c deals, and all in all, so far, it's too good as we have different states and filters to track the data. We can segregate accordingly. The only problem I face is we can't segregate the date into DNP, not answering and not answering from the beginning. These stages are not there so at least we can keep the deal accordingly.
  • Deal stages if we have to compare what customer is doing.
  • And track the records of the day by the use of filters.
  • We have two views to view the data one is in stages wise and and one view all deals together that's what I like.
  • So, basically, if we create any filter and save it into a new sheet of CRM, it will automatically get deleted after a few days. This needs to be improved.
  • As I've mentioned before, deal stages can also be easier to access for DNPs, not answering ones, and on hold ones so that we don't have to call them again.
  • We can also improve the CRM part. Although it's still a bit complicated to understand at first, we can make it easy to use.
So there was a deal I was not able to find in all pipelines, basically in all deals view. Then I shifted it to a deals stages-wise view. It helped me understand how many deals I have in follow-up stages to keep following up on time. I will not miss any follow-ups, especially the ones that are very important to take. So that's what I like about HubSpot: they have views.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As an online education company, we require streamlined processes and data flow to operate efficiently. Hubspot supports our lead generation/nurture, student communication, data integration with other management software, and revenue tracking. This allows our staff to utilize automation and templates to quickly complete their daily tasks while providing students with a streamlined enrolment process. Using an alternative CRM before Hubspot provides a cost-effective and highly efficient solution that has increased operational efficiency.
  • Easy-to-use platform, simple navigation, and data entry that creates a good user experience.
  • Integrations with critical software and platforms across all arms of our business.
  • In-depth analytics that provides clear data on staff and organizational performance (i.e., revenue and sales tracking).
  • Logging of communication to easily refer back to previous emails/calls/etc, including call recording, which is also useful for compliance and training.
  • Different subscription options allow more personalized use of features instead of Sales, Marketing, or Service.
Hubspot has allowed us to automate our Sales contact process, making it easier for our staff to communicate with prospective students, log all communication, and follow an individual's journey in our lead nurture process. We can better monitor and track staff performance via analytic tools and company performance through revenue tracking, which gives us a clear snapshot of current sales and forecasting. It has also assisted us in connecting data between platforms via native integrations, reducing the volume of manual data entry and freeing up staff to operate more efficiently.
May 25, 2024

HubSpot CRM Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot CRM to track everything with our clients. I am notified of every email that goes in and out, and it keeps me perfectly up to date on where my clients are in the purchasing process.
  • Tracks communication between clients
  • Adaptable in how it organizes information
  • Reporting performance related data
  • Better automated task functionality
  • Having one window you can operate out of, I typically need multiple tabs open to work efficiently.
HubSpot CRM excels in allowing me to stay up to date on my clients. I am notified of every email, note, and task that is put on contacts I am following. This keeps me aware throughout the day of where I can best utilize my time and attention. I wish there was a more easily customizable automated task system, to follow up thoroughly when needed.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
In our company, especially in sales, it is crucial to have HubSpot CRM in place. Almost every department uses this tool because it offers many functions that make it easy to track our client and prospect communications, tasks, and even our processes. HubSpot CRM is like a multitool that meets most of our needs, from productivity to analytics. The best part is that it is fully customizable and easy to handle.
  • Scheduling tasks, follow ups and emails.
  • Providing easily understood analytics to keep our processes on track.
  • Overseeing contact stages between members of the team.
  • Signalling current clients to differentiate from live, prospecting and follow up leads.
  • A little bit more automation would be ideal when it comes to emailing. The idea would be IFTTT automation on sequences.
  • Connection between SalesNav and Hubspot CRM would be amazing to make it a CRM for LinkedIn connections.
HubSpot CRM is a versatile multitool that is well-suited for various tasks. It includes all the necessary functions to manage multiple operations. For example, I can access my email templates, tasks, make calls, and review recorded calls all in one place. Plain and simple. Additionally, it helps me track my productivity, showing me on a graph where and when I was lacking, and in which activities. This feature is very valuable to me.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It began as just a sales tool for the two account managers and our direct management. It is now being used by customer service as well, and will soon be used by our whole company. It keeps communication relating to a client (especially if there are multiple involved) conveniently in one place. It also keeps us accountable with tasks.
  • Tasks: nothing gets lost based on memory alone.
  • Streamlined communication: each step of the process is captured in a single interface.
  • Email: I would like to see the message I am replying to on the same screen. Often I would like to comment directly on points of the email prior, but I currently cannot do that.
  • Merge: the OLDER first/last name properties should be kept, not newer as that is often just an alternative phone number. Very annoying to have to re-complete a profile.
I wish I could forward an entire email chain from Outlook into HubSpot. When I get CC'd on a long email chain with relevant information and documents attached, it is not very easy to transfer that to HubSpot and respond from there.
Kade Branson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We love using HubSpot CRM, we use it for EVERYTHING pre-sales. That includes marketing hub, sales hub, the free CRM, and everything in between. It's build for small and growing business, as well as larger organizations. We moved over from Salesforce when our company size was just over 10, and it's grow with us to where we are at now, close to 50.
  • Deal and opportunity tracking
  • Marketing
  • Database management and automation
  • Deal pricing features
  • Support from home page
  • Integrations with ConnectWise and other PSA's
It's affordable, easy to learn, and you can do the implementation in house.
Koen Van Hamme | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Since half a year we use HubSpot CRM as an integrated tool for all our Sales (CRM) and marketing needs. Previously we worked with different tools for e-mail marketing, account management, following up tasks, price offers ...
I love how i have an overview of all the sales activity in HubSpot CRM and am connected to my colleague's marketing activities. Most of all i love the automated sequences and meeting planner. It's great to see the tool working for me and see notifications of ew meetings with customers appear in my inbox, even on days when I'm not working!
  • E-mail marketing
  • Price offers
  • Sequences
  • Follow-up
  • Tasks
  • Tracking
  • Reporting
  • Segmenting
  • Organisations of the menu: more overview, eg. 'feed' is many clicks away
  • Status Lead and Leads is confusing
  • The Marketing Hub is a bit too expensive for our small team if we would like to have it on top of Sales Hub
It's probably the best CRM system available: Tasks, e-mailmarketing, e-mailing, customer management, sequencing, pipeline, deals.
Also a good alternative to Mailchimp for marketing e-mails.

Less appropriate for invoicing
April 24, 2024

HubSpot CRM Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot CRM on a daily basis to keep track of all of my prospects, to create tasks, sequences, and email templates among others. It makes it easy to work proficiently and focus on prioritization the right tasks, and to keep track of everything that's going on. I do pretty much 90% of my work on it.
  • Setting tasks
  • Creating sequences
  • Keeping track of everything
HubSpot CRM is well-suited for SMBs, inbound marketing-focused businesses, and teams looking for an intuitive, all-in-one CRM solution. However, it may not be the ideal choice for large enterprises with complex needs or highly specialized requirements. Understanding your specific business needs and evaluating how well HubSpot CRM aligns with those needs is crucial in determining its suitability for your organization.
Ignacio Cruz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use the whole suite of HubSpot CRM: sales HUB, service HUB and marketing HUB. All in the professional level.
The sales HUB has scaled a lot in functionalities for Outbound sales, integrating all the chennels you need as a sales rep for contacting the leads.
For us, as a SaaS company, is really great having the sales HUB integrated with the service HUB. Although, the service HUB is not the best, it takes care of the mayority of funcionalities you need to take care of your customers.
  • Sales Sequences
  • Managing tasks
  • Clasiffication of contacts
  • Phone calls
  • Service HUB
  • Coaching
HubSpot CRM is well suited for managing the whole customer cycle of your company. We are a SaaS company and it works great for us combining the outbound and inbound process, and having the customer success team working together with sales.
If you need sales sequences, integrated phone calls, customizable profile of contacts and companies, and a good pipeline manager, this will be great for you.
The price is a little bit high, specifficaly the Marketing HUB, which is really complicated to implement without a partner.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot to schedule manual and auto emails (sequences), save templates, call prospects, save notes on calls, schedule meetings, track and manage other sales people calls/email output, and organize everything I need to be successful.
  • Great support - quick feedback - very helpful.
  • Records information accurately.
  • The calendar tool works well.
  • You should allow threading to not be all or none - there should be the ability to thread some emails in a sequence and not others.
  • You should have the ability to mass change the date that tasks are due on the task plane.
  • You should have a parallel dialer built into mass cold calls.
Well suited for sales not sure if it's appropriate for marketing or operations as much. The inability to thread certain emails has been upvoted for 3 years, and you still don't let us do it.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot as a complete CRM, and also as our Marketing platform for campaigns, emails, forms for our website, tracking links, social etc. I use HubSpot on a daily basis for these reasons, and to manage deals created by us for our Sales team. I track the process to ensure deals are being worked on, and do weekly/monthly reporting using the data in HubSpot.
  • Consolidates Sales and Marketing in one place, with everything updating in real time
  • Reporting is exceptional
  • The platform is continuously being improved and has changed a lot in 5 years!
  • I would like to see more put into the Campaign tool. I find it difficult to find value from it for reporting purposes, particularly with tracking URLs. Forms were recently made trackable at campaign level which really helped
  • Needs to be made clear when bulk updating deals to closed lost that it will NOT change the close date as it would if you did an individual deal. Bulk update is very useful, but not if if doesn't mimic what happens when you edit something individually
Gosh, HubSpot is my sidekick. I use it every day for everything in my role.
It is suited to any organisation looking to combine Marketing and Sales effectively. It's tracking capabilities are exceptional, and we can make sure a clear history is available on any Company/Contact/Deal record (providing people use it correctly) for anyone in the company to refer to.
I don't know who it wouldn't be suited for
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot CRM for email communications
  • Keep contact activity organized
  • Schedule and send email campaigns
  • Receive insights when prospects open or click emails
  • Detailed reports of activity
  • Ability to create lists for later follow ups
  • Creating lists of contacts that opened or clicked on an email for further follow up
  • Adding tags to contacts for organization purposes
HubSpot CRM has lots of great features but always room for improvement
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot to track our sales and renewal pipeline and see what deals are in what stages. We also use this in conjunction with our Marketing, as leads flow from our Hubspot-hosted website into our Sales funnel, and we track communication as the leads progress through the pipeline. We have automation in place that allows us to automatically assign team members tasks and send follow-up material to leads depending on their stage and length in the pipeline.
  • Lead tracking with custom stages.
  • Communication logging for all calls, website visits, and emails that are sent and received from leads.
  • Analytical insights about how deals are progressing in our sales funnel.
  • We are linking our renewal and customer success pipelines with sales pipelines after leads move to the won stages.
  • Creating custom sales dashboards based on meeting links are not easy or intuitive.
  • Reports take a lot of work to set up correctly, and sometimes, it isn't clear how to best generate reports based on how we've designed our funnels.
  • Sometimes the email tracking doesn't work for contacts which is frustrating.
HubSpot is well suited for companies that do not have a really complicated sales process and don't need a lot of customization in the tracking of their deals. It is not suited well for companies that need sophisticated analytical insights on their sales and marketing processes because it's not easy for anyone without any previous experience to set up and configure the funnel and dashboards to have any useful reporting style.
April 01, 2024

I LOVE HUBSPOT

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I enjoy using HubSpot at work. It helps me to stay on task and keeps me organized. Its very easy to use and keeps important communication responses right where I need them, in case I ever need to refer back to the thread. I love that it has email tracking, to let you know how many times the email has been opened. I honestly don't know what I would do with out HubSpot.
  • Keeping up with task reminders
  • Email tracking
  • organization
  • 1 stop shop
  • multiple ways to use it
  • writing notes under 1,3 and 6 month checkin can be easier to find
  • i dont like if an email is stored somewhere else, you have to find it and erase it, in order to save it where you need it to be.
I love that it is easy to navigate through for the most part. It has a spot for all the necessary tools, such as email section, Log Call section etc. You can provide notations in all the different entities. Great for keeping track of communications on all forms.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it as our main CRM. We track sales deals and customer onboarding status. We also log support tickets that connect to our Jira account. This way, we can see the complete history of the customer.
  • Integrating with multiple platforms.
  • Showing all activity with a customer.
  • Providing ways for us to learn how to best use it.
  • A user friendly interface that is easy and intuitive to navigate.
  • The only thing I would say, which isn't a major thing, is that editing emails in workflows would be better. I'd like to see it have more formatting options, like creating an email from the email options.
In my last position at a SAAS company, I used Salesforce and HATED IT. It was so clunky, and when I used HubSpot, it was like a breath of fresh air. Any company that does customer interactions and sales needs Hubspot. There is a TON of room for customization, which is AMAZING. I don't see anywhere that it wouldn't be a good fit.
March 30, 2024

Ted's Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I aim to work with leads/prospects in my sales pipeline. It keeps me organized, and Email Sequences allow me to contact my prospects constantly. Tasks keep me engaged with prospects on time, and the Quoting system will enable me to acquire their business quickly and all in one spot.
  • "Scrapes" all the Customer's information from email and website.
  • Sequences to automate my continued outreach.
  • Pipeline reporting to know where I stand for the month.
  • Quoting system allows me to working within HubSpot.
  • Calling & emailing directly through HubSpot automatically tracking my activity.
  • Email Sequences NOT starting a new thread, but rather continuing a thread to help Prospects review the history of our discussion to jar their memory.
  • Email Sequences allowing me to re engage MULTIPLE Contacts (not just one).
  • If a payment is required on the quote, do not let the Customer leave the page (many forget to click the "Pay now" button, causing me to email the link back to their quote and instruct them to continue in the process).
  • 2-way texting.
Perfect for working on multiple deals with multiple stages in a pipeline.
March 30, 2024

Hubspot works well!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Hubspot to manage a lot of data and our clients and find its interface very user-friendly. The tracking of emails and notes is very helpful to me and helps me keep everything in one place, compared to making a ton of reminders elsewhere. The product helps a lot of my colleagues as well, but I use it more, and it helps me stay organized.
  • Database Management.
  • Email Sender.
  • Task List.
  • Ways to track % of sales made from emails easily.
  • Email pop up not always showing when setting a task.
  • Not the easiest to navigate, had to go digging for a lot of things I needed.
Managing over 200 clients isn't the easiest thing, so having Hubspot to help me track and manage these clients is very helpful. I can add notes, meetings, and phone calls to every client, which helps me from forgetting certain details. Being able to import data is very helpful as it is very quick and easy. I wish there was an option to set more than 100 tasks at one time and the option to delete exports if done wrong.
March 30, 2024

Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use HS to help charities with packages for their gala/event. I send quotes, general information, and check in after the event for the winner information. Then, I also send the invoice. We communicate as a team through each event as well.
  • Task queue.
  • Prompt notification.
  • Ease of use.
  • Sometimes, it takes a while for a quote to be published.
  • Automation for calculating charity proceeds.
  • Editing invoices after they are created.
HS is suitable for everything we need, but many features still need to be explored. However, for what I use it for, I haven't found many faulty things!
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales and customer success use HS extensively. For sales, retrieving emails and seeing what communications we have sent to specific contacts and organizations is awesome. It's also great to see all the activity these contacts or organizations have been engaged with. Dividing territory is useful for a global sales team as well. For CS, it's great to divide up who handles what accounts for overall transparency.
  • Contact Owner.
  • Activity Tracking.
  • Sometimes, tracking isn't fully coherent. E.g., you send an email, and it says that tracking data is not available because the user chose not to track this email when, in reality, the user never clicked anything to not track the email.
  • Emails look 10/10 prior to sending, then you send it and line breaks aren't incorporated. Makes emails (especially important for sequencing) look extremely messy and unprofessional.
It's very appropriate for tracking emails and calls for transparency's sake. In this case, it's extremely useful, so that two people don't reach out to the same person if someone is already handling it. The email function is a little messy at times, so I prefer to email from Gmail itself.
March 30, 2024

HubSpot CRM review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our sales team mainly uses HubSpot CRM. It helps us reach out to new potential prospects, which is essential for our organization as it can lead to new contracts or give our customers a proper idea of what we do. In addition, HubSpot CRM is straightforward to interact with, which always motivates our teams to do more.
  • HubSpot CRM stops sequences once the prospect has responded, which helps avoid confusion.
  • HubSpot CRM also tracks the number of sequences completed by each team member, motivating users to always strive for the top.
  • HubSpot CRM also keeps track of how many meetings you achieve, which is a great advantage.
  • HubSpot CRM could update the prospect positions through their responses to avoid confusion.
  • HubSpot CRM has the capacity to track the number of meetings your team members are accomplishing, but it is not very accurate.
  • HubSpot CRM could also automatically remove a potential prospect from receiving sequences when they clearly state it in their responses.
HubSpot CRM is well suited for sales teams that are responsible for sending sequences to potential customers and exploring new possibilities with them. However, HubSpot CRM email is a little complicated when it comes to responding to customers, so I prefer to use traditional email to respond.
March 29, 2024

HubSpot CRM Review.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use it to track sales leads, send automated emails, view data from leads and customers, and send marketing emails, among other things.
  • Collects data from leads.
  • Creates tailored content suggestions.
  • Follow up reminders.
  • Too many features, layout is not very clear.
  • Templates section for emails is hard to access.
Ultimately, HubSpot's data is great compared to other systems and helps us improve sequences/workflows for A/B testing, but it is complex and hard to understand at times.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As a new business owner, I was recommended to try HubSpot to manage my business development more efficiently. After using the free version for a while, I recently upgraded to the start subscription, and it has been a game-changer - I can now track all my business development activities AND my client-facing work in one place. Using the templates synced with my email provider, I can easily - and quickly - communicate with new prospects and track the metrics to see what is and isn't working. What took me days is now taking less than an hour. I can also segregate prospects from clients and those I want to keep in touch with regularly. All my activities and communications are synced, so I no longer need to hunt down when I was last in touch with someone, what actions are outstanding, and what my next steps are. I've also implemented automation to remind me of particular actions I must take depending on where a prospect or client is in the pipeline. I'm sure there is much more I could be using HubSpot for, and I'm enjoying learning about it.
  • Conversation templates to make emailing easier to write and track.
  • Pipelines to manage and oversee business development.
  • Tasks synced to contacts and deals.
  • Tickets to manage client delivery.
  • Reporting and dashboards are difficult to use and get the information that's most important to me, so I'm still manually tracking.
  • I can't afford/don't need all the functionality offered in the different subscriptions. Still, there are one or two things that I would find helpful - the ability to sub-out certain features would be great (as I don't need or use everything in my current subscription).
  • Better booking system - I'm still using Calendly as it has so much more flexibility.
Business development tracking prospects and leads Contact management: I don't require marketing or website tools. Analytics and dashboard reporting is clunky and confusing - I don't get helpful information.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot to market and inform our customers and prospect base about new products and opportunities to interact with them. We then link that through API integration to our Microsoft Dynamics, where we can track outreach and connect it directly to our lead and sales pipelines.
  • Easy to save custom lists.
  • Easy to design emailers.
  • Easy to plan and schedule emails.
  • It could have a better UI design.
HubSpot is great for driving product sales, but an external tool would be needed to drive attendance and registration for an event, for example.
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