Good Job!
July 04, 2024

Good Job!

Weronika Szymańska | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

In our organization, we use HubSpot to organize and track sales leads. This allows us to track correspondence and the status of a particular customer and their processes.

Pros

  • Follows emails.
  • Search
  • Transaction panel.

Cons

  • Multiplying the number of industries to choose from.
  • Marking to which contact in the client profile a note has been added.
  • Automatic linking of new emails under clients.
  • Allows us to organize our work.
  • Allows us to streamline our work.
  • Allows us to track work.
It is a very intuitive tool that can be used without much training or preparation. You can easily search for what you want and quickly check the information of interest. The system works without any problems; there are no crashes or glitches that could affect daily work. Compared to the systems I've worked on, this one appealed to me the most.
I have used two other CRM systems; they were in-house at my company, so I can't search for them in the list. Previous CRM systems ran very sluggishly, lacking many features such as transactions. Very often, they did not add sent emails or added them incorrectly. Adding contacts was unintuitive and had a lot of mandatory fields that had to be filled in manually, as this system did not download data online. There was no option to search if a lead existed; there was a function that theoretically should have notified of a duplicate, but only after the entire long list was filled out.

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

As I mentioned earlier, HubSpot helps organize the sales leads we contact. It makes it more accessible from the angle that we do not duplicate our work by contacting the same client by two different people. In addition, we can track the work and add reminders to follow up.

HubSpot CRM Feature Ratings

7.7
Customer data management / contact management
7
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
5
Interaction tracking
10
5.0
Case management
5
Marketing Automation ()
Not Rated
8.0
Task management
8
Reporting
8
7.7
Forecasting
7
Pipeline visualization
7
Customizable reports
9
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
Integrations with 3rd-party Software ()
Not Rated
8.0
Mobile access
8

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