HubSpot CRM offers everything you need to streamline your sales activities and processes. The tool is equipped with robust functionality that is both easy to use and escalate as your business grows. Typical CRM features like contact management, emails, notifications, tasks, collaboration custom fields, forms, and meetings are available via the free version, which is a huge plus. Advanced features like detailed reports, sales pipeline, and customization are well-designed and highly informative, aimed at maximizing productivity and eliminating repeat tasks and friction. Here are some of the most notable features:
Email Templates and Tracking
Pre-loaded email templates make it easy to draft and send hundreds of emails per day with just a few clicks. Custom email templates can be created with your CRM data and shared with all team members. Email tracking allows you to instantly know whenever a lead opens your email, and construct your follow-up strategy accordingly.
Call Tracking and Recording
With this feature, you can track and record calls directly through your browser, and automatically log all data into the CRM to maximize efficiency and minimize time-loss.
Sales, Deals, and Stage Automation
The whole sales process from assigning tasks, managing lead stages to sending emails, follow-ups and notifications can be automated with a couple of clicks. It’s very easy to set up all the workflows according to your company’s unique processes and make adjust them as you go.
Communication and Collaboration
All lead and customer communications can easily be saved and added to the CRM profile of the corresponding prospect after each subsequent sales touch. This allows all team members to get maximum information on the prospects and personalize communication.
Analytics and Reporting
HubSpot offers both automatically generated and custom sales reports regarding every step of the sales process. All the data is combined in a single place and you get full visibility into the end-to-end sales process.