Hubspot CRM

Because HubSpot specializes in inbound marketing tools, their CRM includes both basic CRM features as well as other useful marketing and sales features.

Contact and Company Management

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Deals

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Tasks

Accessible from the main menu, the Task feature allows you to create reminders and tasks for yourself and team members so that you don’t miss out on important opportunities.

Direct Mail System

You can connect your email (either Gmail or Outlook) to HubSpot and install a Chrome extension in order to log emails directly into your CRM, track your email activity, and even send emails. As with other CRMs, you also have an analytics dashboard to review reports and monitor all activity.

HubSpot can be accessed and used on any browser and device, however certain things (like the Chrome extension) require Chrome. HubSpot also has mobile apps for iPhone and Android devices.

Reports

The free CRM package includes reporting features that allow you to track activities like notes, emails, calls, and meetings. You can build up to 2 free dashboards with standard reports.

Integrations

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.