HubSpot CRM Updates

HubSpot CRM mention · October 16, 2018

9 Style Guides That Advance the Brand Experience

In a wired world where companies communicate across multiple platforms, brand consistency is key. To achieve that consistency, most organizations create a style guide to house guidelines on writing style and tone, visual standards, and the usage of brand assets like logos. A brand style guide helps employees, freelancers, and...read more
HubSpot CRM mention · July 27, 2018

How Clearbit & Zapier Help an Admissions Team Double Their Efficiency

"We use Zapier [with Clearbit] a lot. We have about 30 different things going on at any time."Aaron Fazulak, co-founder and CEO, DesignationVacations give everyone a chance to relax and refocus their energies. But if you are a small business owner or work for one, there's a...read more
HubSpot CRM mention · June 27, 2018

How the Bootstrapped Dollar Flight Club Uses Zapier to Manage Leads

As a small and scrappy remote startup, Dollar Flight Club likes to keep everyone productive. When you bootstrap your business into existence, like Dollar Flight Club, there's a bit of responsibility overlap, at least at first. An engineer you hire to build an app might wind up creating a...read more
HubSpot CRM update · June 15, 2018

New for HubSpot CRM: Build Forms for Free with HubSpot Forms

Need a quick way to gather data for free? HubSpot CRM is already one of the best free ways to keep track of your contacts, and it now a new free tool: HubSpot Forms. HubSpot’s full marketing suite has long included a form tool, and this year it’s...read more
HubSpot CRM mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal touch...read more
HubSpot CRM mention · October 18, 2017

How a SaaS Company Creates Leads Through the Magic of Automation

Leads are time-sensitive. If your business offers a solution to a problem, there's a good chance you aren't the only company in that space, so a lead that reaches out to you has probably contacted your competitors too. Losing a lead because your team didn't respond to...read more
HubSpot CRM mention · October 5, 2017

A Graphic Design Firm Made Their Multi-Step Sales Process Automatic

In the early days of the internet, building a website for your business might've led you to Geocities or Angelfire, where you could "design" a site full of neon colors on a black background, Flash animations, and music that would start playing at absurd volumes the moment the page...read more
HubSpot CRM mention · May 11, 2017

How to Use HubSpot CRM and Zapier to Close More Deals

There was a time working in a small but quickly growing company where I realized we had a data and processes problem. At the time, I was using a different system for email list management than I was for tracking important deals. Conversion rates were buried in a lead gen...read more
HubSpot CRM update · April 10, 2017

New for HubSpot CRM: Update Existing Companies and Deals

Data and information are constantly evolving. Now with your HubSpot CRM Zaps, you can make sure these changes are reflected in your CRM automatically. With two new Actions to this integration, you can automatically update companies and deals in HubSpot CRM with additional or new information. Use in conjunction with...read more
Matthew Guay
Reviewed by Matthew Guay
Last updated May 31, 2018

Managing contacts is likely not how you want to spend your time. If you run a business or work in sales, your time is better spent meeting with potential customers, contacting potential leads, and improving your organization's products and services, seeing as that's what gets you customers in the first place.

HubSpot CRM is a free customer relationship management app that helps salespeople and other client-facing workers manage their contacts. The app is a free companion to other HubSpot products, namely, Marketing Hub, Sales Hub, and Service Hub. The idea is that you use HubSpot CRM for free to build your network, and then upgrade to other paid services when you're ready to grow. Alternatively, if you're already using other HubSpot products, you can easily add HubSpot CRM to add more value to your marketing, sales, and service efforts.

HubSpot CRM is similar to other CRM systems, so if you have experience with one, transitioning to HubSpot should be a piece of cake. The app is well designed and easy to navigate.

A main Sales Dashboard shows the most recent activity in your account, such as contact created, source of new contacts, returning contacts, and so forth. At the top are tabs for Contacts, Conversations, Marketing, Sales, Service, Automation, and Reports.

The Contacts section allows you to enter new contacts, whether individuals or organizations, update existing ones, and add details about the people in your network. The Conversations tab gives you tools for creating email snippets and templates. The Sales area is for tracking deals, tasks, documents, and meetings. The Marketing area provides options for Lead Capture services; for example, you can set up a form on your website and have the answers to form submissions automatically port into your CRM. Other portions of the Marketing tab (Email and Landing Pages) remain locked until you upgrade to include them Similarly, the Service tab (for providing customer service through a ticketing system) remains locked until you upgrade to include it, as does the Automation section. Finally, in Reports, you can leverage analytical tools provided by HubSpot and create custom dashboards.

Adding new entries to your Contacts takes little more than typing in someone's email address or company domain. With that information, HubSpot CRM automatically adds any other details it knows about that person, team, or company. When you select a contact, you see a detailed history of your interactions with that person, including email conversations that HubSpot CRM can pull in from your inbox.

Under the Sales tab, you use Deals and Tasks to manage ongoing work. When managing Deals, you can list all the steps that need to be completed in either a table or a kanban-style board, the latter offering a great way to view the status of tasks as they move through a workflow, or organize deals based on how close you are to closing them.

HubSpot includes a Learning Center, where you can pick up tips on how to use the tool or get some assistance with larger issues pertaining to sales and lead generation. HubSpot offers lessons on Facebook lead generation, SEO training, inbound marketing programs, content marketing, and other topics.

Because it's a free CRM that lets you include an unlimited number of members in your account, HubSpot is extremely attractive for small and micro businesses. It helps you manage your contacts, track leads and deals, and stay in touch with clients and customers all for free. It also offers room for growth through upgrade options to include more tools for your team.

Have any feedback on this overview, or something we should change? Let us know!

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HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.