Great tool for software startup sales teams
June 27, 2024

Great tool for software startup sales teams

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

Overall Satisfaction with HubSpot CRM

I am able to keep track of potential clients and streamline my outreach through tasks super easily. The forecasting tool is very helpful as well. It helps me communicate asynchronously with my managers so they have an accurate feel for what revenue I will bring in for the given time period.

Pros

  • Task management
  • Forecasting
  • Sequencing

Cons

  • Being able to complete more than 25 tasks at once
  • Forecasting for more than one time period
  • Easier email signature editing
  • I am much more efficient with my time
  • I know where to focus my time too
It is really quite easy to use. Just a couple of things that are a little funky sometimes. Things like reporting loading every few minutes. Nothing substantial really to mention outside of the small stuff like that. I find it otherwise intuitive and like the way it is all laid out
I have not used any other CRMs in the past. I am a HubSpot CRM native. Wish I could provide more feedback here but I guess I am lucky to have only used HubSpot CRM!

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?

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

For startups with a smaller team and smaller less complex deals, the forecasting tool is perfectly suitable. It is less appropriate once you get to more complex and larger deals with longer sales cycles that require more detail and higher level strategy. Other than that, it does everything you could expect

HubSpot CRM Feature Ratings

9.0
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
7.3
Task management
8
Billing and invoicing management
8
Reporting
6
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
7.0
Custom fields
7
Custom objects
7
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
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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