You get a clean, visual sales funnel that shows you the most recent activities and events of your sales team. Using HubSpot CRM will make your sales team function with more coordination, insights, and transparency. How can HubSpot CRM features benefit your sales team? You get up to 200 notifications on prospects who click a link in your email. #Hubspot free freeA personal widget that allows prospects to schedule a meeting with you via a “meeting link.” Only 1 link is allowed in the free app. It tracks email attachments, giving you insight on who interact with your content and for how long. The free CRM allows up to 5 templates only. It lets you create standard email replies to prospects. The free app allows for up to 5 snippets per account. It saves prewritten replies to common questions for live chat or part of an email. When you use the CRM app, you’ll be actually using some of these Sales features as well: #Hubspot free softwareHubSpot CRM also comes with loads of free sales tools you’ll find in HubSpot Sales, one of the best sales software for businesses today. The Task section is highly configurable and tasks can be quickly associated with deals, contacts, and companies. Using Contacts and Companies means your sales rep can see all related data in one place and perform next-step actions like sending an email or making a call straight out of the same interface. Apart from the basic contact information, you’ll see an activity stream, emails, calls, tasks, notes, schedule, deals, and related contacts. Similar to Contacts, when you click on an item, it opens to an interface showing all relevant details about it. This section acts in the same manner as Contacts, but instead of a person’s name, it lists the company name. You can read our detailed review of HubSpot Marketing to learn more about the features it offers.īut you’re also good to go with HubSpot CRM alone given that you already have substantial leads in the pipeline and you can consider moving to HubSpot Marketing later down the line. It will drive sales-qualified leads to your CRM so you can jumpstart your sales cycle. In general, it consolidates sales and marketing data to help you see a clearer picture of your critical metrics such as sales cycle, lead velocity, lead quality, close rates, and customer profiles.Ĭontacts can be sorted in over 100 attributes you can also add your own fields.ĭo you need HubSpot Marketing? Yes, if you want to accelerate inbound lead cycle and automate much of your marketing process. Like any good CRM, HubSpot captures all essential data in an organized way, which helps in nurturing leads and ultimately improving your conversion rate. Without a proper view of such data, you’re missing out on potential opportunities and glossing over weak points and bottlenecks in your sales process. Campaign feedback, customer conversations, lead profiles, performance indicators of sales reps and other important customer data reside in different databases and devices. One of the typical problems with sales is the abundance of disparate data. You will also get to enjoy live chat and task management features. The software comes with built-in features for managing contacts and leads, tracking deals, and monitoring sales performance. With free HubSpot CRM, you get plenty of tools to improve customer relations and post-sales processes.
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