HubSpot CRM - A Tool That Has the Potential To Resove it All
June 28, 2024

HubSpot CRM - A Tool That Has the Potential To Resove it All

Nicko Quinalayo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM as our main dialer and CRM tool. All cases are stored here and all marketing information that we get from the leads are also stored in HubSpot CRM. We also send emails here. Our Docusign is also integrated here so contracts are also being sent via this CRM.

Pros

  • Dialer
  • Data Storage
  • Marketing
  • Data Collection

Cons

  • Dialer. Making calls are sometimes having issues.
  • Integration to other tools such as Aloware and docusign
  • Reporting can sometimes be difficult
  • Im not really involved with this side of the business but based from my observation, revenues and some financial areas of the business are being handled and covered easily via HubSpot CRM
  • From what I know, there is clearer visibility in terms of expenses in marketing
  • It provides a better understanding in terms of revenue and marketing forecasting
It's an amazing tool but it also has a lot to improve on. It can also come as not too user-friendly at first glance. Like a lot is happening the first time I used it and maybe there is something that can be done to make it appear like it's easy to use and navigate.
Well, first of, its my client who chose this for us. But based from my previous experience with other CRMs, HubSpot CRM by far has all of it in one tool. Very promising and really has the potential to be the source of all resolutions to problems with data collection, marketing strategies, forecasting and call center.

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

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

It has a better way in integrating all programs and tools. Like if we collect information from a lead, all of his information can be found easily in just one page making our jobs a lot easier. Contracts, deals, revenues are all in the same tool and that makes our records seamless and easy to access.

HubSpot CRM Feature Ratings

9.2
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
9.5
Case management
10
Call center management
9
9.5
Lead management
9
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
9.7
Custom fields
10
Custom objects
10
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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