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.
Last updated May 7, 2015. Please visit the official site for the most up-to-date information.
Managing your CRM contacts is likely not what you'd rather spend your time doing. You'd rather be meeting with potential customers, contacting cold leads to get them back on track, and working on your own products and services that'll get you customers in the first place. And especially if you're just getting started, you won't want to spend too much on an app to manage your new contacts.
HubSpot CRM is a brand-new CRM app that just might be what you're needing. Built by the HubSpot team as a companion to their namesake marketing automation tool, HubSpot CRM includes a number of features to make it quicker than ever to keep track of your contacts. Plus, it's free—you can use it to build your networks, and then upgrade to HubSpot's marketing tools when you're ready to grow beyond just tracking your leads and deals. Or you can use it alongside your existing HubSpot account, if you have one, to make your original marketing tool even more helpful.
When you're creating your new HubSpot CRM account, it'll helpfully prompt you to invite the rest of your team—something that's easy in a CRM that doesn't charge per user. There's also videos and help documents in a sidebar to help you get started quickly. But you may not even need those, since HubSpot CRM is laid out much like other CRM apps.
You'll have a main dashboard that'll show the most recent activity in your account, your current ongoing deals, recent tasks and emails, and other quick info. Then, there's tabs for your companies, contacts, deals, tasks, and sales content along the top. Each page includes filters to let you drill down and see the info you need, and you can then save a filtered view as the new default for that tab if you'd like.
HubSpot CRM lets you manage your contacts and the companies they work for in their respective tabs, and it won't take much work to add new entries. Just type in your contact's email or a company's domain, and HubSpot CRM will automatically fill in any other info it has about that person or team. Select a contact, and you'll see detailed info about them—including your email conversations that HubSpot CRM can pull in from your inbox. You can even drag-and-drop any element on the contact info sidebar to organize it the way you want.
Deals and Tasks are for managing your ongoing work, and they both have something in common—a customizable dashboard for the things you're working on. You can list each of them in a table or a kanban-style board, the latter being a great way to quickly move tasks along a workflow or organize deals based on how close you are to closing them.
There's not much marketing automation in HubSpot CRM—that's left for the full HubSpot suite—but the Sales Content tab does include some tools to help you out. There, you can make template emails to quickly get in touch with contacts and auto-fill in details that HubSpot's helped you gather. You can also integrate it with HubSpot's free Sidekick extension, to send template emails from your email app and track their performance. It's a little taste of what you'd get in the full HubSpot suite, for free.
HubSpot CRM, on its own, is a great CRM that'd be easy to recommend. It'll help you manage your contacts, track leads and deals, and stay in touch—with just enough automation to make it easier to use than a custom tool you could build on your own. And, if you ever want more, an upgrade to full HubSpot is just a click away.
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