HubSpot CRM

HubSpot CRM Updates

HubSpot CRM mention · April 10, 2019

How Zapier and HubSpot Empower Businesses to Do More through Automation

In an ideal world, every business could turn to an all-in-one application to manage leads, emails, marketing campaigns, cloud-based storage, eCommerce—anything their business could possibly need. Since that world doesn't exist, we have the next best thing: app automation tool Zapier, which helps you get the most more
HubSpot CRM mention · March 1, 2019

CRM Showdown: HubSpot vs. Salesforce

Customer relationship management (CRM) software was developed about 30 years ago to help businesses better manage customer relationships and all the data involved with them. Fast forward to today, and CRM software has become more powerful and complex than ever. While having a CRM platform in place has become 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 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 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’ 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 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 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 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 more
Matthew Guay
Written by Matthew GuayLast 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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