HubSpot makes me stay organized and on task.
September 27, 2023

HubSpot makes me stay organized and on task.

Adam Smeltzer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it to manage all of our prospects and to set up marketing outreach.

Pros

  • Easy to filter for specific client lists
  • Easy to manage tasks
  • Very good at notifying you when important tasks are due

Cons

  • Better bulk sending
  • Easier to set up sequences and send to lists
  • It makes it easy to make sure that opportunities do not fall through
This is comparable to Creditsoft which I loved
It helps the right hand see what the left hand is doing. They can serve up leads for us easily and we know when an opportunity rises
none

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

It makes it easy to set up your day and stay on track with all your necessary tasks that day.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
8.0
Case management
8
Call center management
8
Help desk management
8
7.5
Lead management
8
Email marketing
7
8.7
Task management
10
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
7.7
Custom fields
8
Custom objects
8
API for custom integration
7
9.5
Role-based user permissions
10
Single sign-on capability
9
Social CRM ()
Not Rated
8.0
Marketing automation
8
Compensation management
8
7.0
Mobile access
7

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