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HubSpot CRM

Score8.3 out of 10

5,030 Reviews and Ratings

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work. HubSpot is presented as an ideal solution to help scale a business, for small to enterprise-level businesses alike.

Media

Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.
Screenshot of Our contact record enables your team to record and retrieve information on anyone your business interacts with, helping everyone to stay on the same page.
Screenshot of The product library gives you visibility into the goods and services you sell, then associates them with individual deals. With products, you can easily track what you're selling to your customers and from what channels.

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Screenshot of Store, track, manage, and report on the deals (sometimes referred to as “opportunities”) your sales team is working.

Top Performing Features

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.6

  • Task management

    This includes the ability to plan, track, collaborate and report on tasks.

    Category average: 8.4

  • Help desk management

    This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

    Category average: 8.3

Areas for Improvement

  • Social data

    The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

    Category average: 6.6

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 6.6

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.2

Pros

  • Efficient email automation and sequences for communication
  • Comprehensive contact and lead management capabilities
  • Extensive integration capabilities with other business tools

Cons

  • Complex UI/UX and frequent navigation changes
  • High pricing and cost structure, especially for integrations
  • Limited robust reporting and custom dashboard creation

HubSpot CRM - effective tool for small-to-mid-business

Use Cases and Deployment Scope

HubSpot CRM is used among all front-office (Sales) staff in our facility as a virtual "rolodex" of sorts: capturing conversations and contacts.

This is an invaluable tool should a team member be away from work - by logging in to HubSpot CRM, whoever is taking over their duties can easily access their email contact list at a glance.

Prior to this, the problems we faced were:

A) no real aggregation of business contacts short of a business card folder
B) full access to everyone's computers was a must in the event of absences

Pros

  • Tracking of emails
  • Building a contact list
  • Access from any device (remote or in office)

Cons

  • Some features are locked behind more expensive tiers
  • A slightly better designed UI for readability would be great

Return on Investment

  • Tough to measure specifically, but time gained by having contacts available at-a-glance
  • Approximately 12% increase in Sales team following up on quotes, leading to a 4-7% increase in positive outcomes from conversations with customers (negotiations whereas they may have been lost previously with no post-quote contact)

Usability

Alternatives Considered

Pipedrive

Other Software Used

Email to PDF for Outlook, DragDrop for Outlook, Microsoft Access

User friendly CRM that drives faster sales cycles.

Use Cases and Deployment Scope

I use HubSpot CRM to keep all our customer information and data in one place, which makes it easier for sales and marketing teams to track leads, follow up, and manage the pipeline. My team connected HubSpot with our billing, support, and reporting systems so everyone works with the same, real-time data. This helps us avoid scattered information, manual tracking, and missed follow-ups. I also use the insights from HubSpot to guide decisions on customer needs and future product improvements.

Pros

  • HubSpot shows all customer interactions in one place.
  • It makes tracking deals and sales stages very easy.
  • It saves time by automating follow-ups and reminders.
  • It connects smoothly with other tools we use.
  • It gives clear, real-time reports and dashboards.
  • It helps sales and marketing work together with better leads.

Cons

  • Reports are useful, but not always flexible enough.
  • Searching large amounts of data can feel slow.
  • Connecting HubSpot with special or custom tools requires additional effort.
  • Updating or cleaning lots of data at once is not very simple.

Return on Investment

  • Deals close faster since all customer information is in one place.
  • More leads turn into customers because follow-ups are automatic.
  • Sales forecasts are more accurate with a clear pipeline view.
  • Teams save time by cutting down on manual work.
  • Sales, marketing, and support work together more smoothly.
  • Dashboards give clear insights that guide better decisions.

Usability

Alternatives Considered

Pipedrive, Sugar Sell (SugarCRM) and Insightly

Other Software Used

Miro, AWS Cloud9, LogicMonitor, TeamViewer, SAP Sales Cloud, Webex Webinars, Webex Calling, GoTo Connect

Reliable CRM with strong automation and insights.

Use Cases and Deployment Scope

It's been a while since I have been using HubSpot CRM. I help connect HubSpot CRM with our other systems so everything works smoothly together. It helps our sales and tech teams stay on the same page by showing all customer and lead information in one place. We have also set it up to automatically create a support ticket in Jira when important clients face any issues.

Pros

  • Saves time with automation.
  • Everything about a customer in one place.
  • It works well with other tools.
  • Helps focus on the right leads.
  • Great for teamwork.

Cons

  • It should have more flexibility in automation.
  • It could offer better reports without paying more.
  • Support features could be stronger.

Return on Investment

  • Helped us close more deals, faster.
  • Saved time and cut down on manual work.
  • Helped us grow without hiring more people.
  • Cost can be high at times.

Usability

Alternatives Considered

Zoho CRM

Other Software Used

TeamViewer, Atlassian Jira, Asana, Chorus by ZoomInfo, Trello, LogicMonitor

The BEAUTY of HubSpot

Use Cases and Deployment Scope

I use HubSpot on a daily basis... It is essential in my work field and I absolutely Love the ease of doing my work here, all of the options provided, all in one place...
HubSpot allows me to create my Quotes in a timely manner, very important to the Client, it saves all of my contacts, the ease of editing a profile is quick and the ability of being able to see opened Quotes sent, is soooo very helpful in determining if the potential Client is serious about moving forward. HubSpot is essential to my every day... Thank You HubSpot!!!


Pros

  • Creates Quotes easily
  • Saves all of my contact information/profile of the Client
  • Allows me to modify anything, with ease

Cons

  • I actually do not have any comments for the need of improvement

Return on Investment

  • Very positive impact on my daily work flow

Usability

Helps Our Team Move Faster

Use Cases and Deployment Scope

Every morning, I open HubSpot CRM to see new customer contacts and assign follow-up tasks so nothing is missed. We had trouble keeping track of who called whom and when. Now, calls, notes, and next steps all live in one spot. It fixes the problem of forgotten callbacks and scattered info across emails. Our sales, support, and marketing groups all rely on it in different regions, so we share one clear source of truth.

Pros

  • Lets me tag and sort contacts with simple filters without feeling tricky
  • Sends follow-up emails on its own when I set small rules
  • Connects nicely with our email so sent messages appear without copy paste
  • Keeps deal stages clean so I can see what is stuck
  • Forms feed new leads right into the system no manual typing

Cons

  • The phone app feels limited; I cannot do all desktop actions there
  • Large contact lists can take longer to refresh than I expect
  • Some settings feel hidden under extra clicks
  • Certain add-on features cost more and add up
  • Bulk editing more fields at once would save time

Return on Investment

  • Reduced time spent copying data between systems
  • Helped us respond to leads twice as fast
  • Improved teamwork since all notes are shared
  • Subscription tiers can become expensive as we add users
  • Advanced reports may require extra services

Usability

Alternatives Considered

Microsoft Dynamics 365

Other Software Used

Slack, Atlassian Confluence, InfoZoom