Exactly the tool we need
June 28, 2024

Exactly the tool we need

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to manage our various pipelines, including sales, investment, and servicing. It is really easy to integrate with other tools (eg. Outlook) and the automations are strong. We needed to ensure we were keeping track of a large number of leads and keeping in consistent communication with them, and HubSpot CRM enables us to do that effectively.

Pros

  • Automations
  • Integration with Outlook
  • Enabling teams to work from the same account

Cons

  • Navigation can be confusing/not very user-friendly
  • The pricing structure isn't great - prohibitively expensive too quickly
  • I can comfortably manage thousands of prospects across multiple aspects of the business - sales, investment, servicing, PR.
I really love HubSpot CRM. Sometimes there are things it does and I think 'wow' that is so impressive. Then, there are things it doesn't do and I think 'how/why'?! I love how much info is pulled in on each contact, for example. However, I get frustrated with the pipeline view once it gets into the thousands as you can't see everything. I also think it is prohibitively expensive too quickly. I like the new layout, but I don't actually think it has done anything to really improve where things are and how to navigate the user journey.
We don't actually use Monday's CRM, we use their project management. However, something that monday.com does better than HubSpot is its task layout and visible team access. To be honest, we would love a good integration between them both so we can use HubSpot's CRM, and Monday's project management.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot is excellent at managing our sales pipeline. We can easily import contacts, add them to the relevant pipeline, subscribe them to sequences, and automate follow-up. The reporting is also good (though only when you have a premium/business subscription). We get frustrated with the Outlook integration sometimes as you have to log in and out a lot - might be an Outlook problem, though. We also wish it integrated better with monday.com. I would love my HubSpot tasks to appear there.

HubSpot CRM Feature Ratings

5.5
Customer data management / contact management
6
Workflow management
5
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
4
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
6.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
6
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
6.0
Custom fields
6
Custom objects
6
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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