HubSpot first timer!
September 02, 2022

HubSpot first timer!

Micah Bowling | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot as a CRM tool to contact clients. Track conversation, and pursue closing contracts for Tiny Home Rv's

Pros

  • Track Client data
  • Make email response easy
  • Share information internally

Cons

  • Would be nice to move an email reply off of the HubSpot web page when responding.
  • Make it easier to add an email to the templates
  • Have normal text editing options when emailing in hub spot
  • It assists in closing contracts
  • it us hard to look back on potential clients as they are all just a long list
  • Creating templates should be easier
This is the first CRM tool i have used that was not an Excel based tracking list with manual data entry
IT make it easy to cover for other sales members as emails are available to see regardless of whos client it is.
So far its the best one I have has the opportunity to use

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

Its is great for making it simple to contact new clients as they show up as unassigned.

Would be nice for clients who responded back be moved back to the top of the client list. While having a note that a response in needed, as we get hundreds of emails a week and sometimes an email will be opened but not responded to as we all have distractions.

HubSpot CRM Feature Ratings

6.8
Customer data management / contact management
8
Workflow management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
6
Interaction tracking
8
5.5
Case management
7
Call center management
4
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
7.0
Task management
7
Billing and invoicing management
Not Rated
Reporting
7
5.0
Forecasting
Not Rated
Pipeline visualization
5
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
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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