HubSpot Grows With You
HubSpot offers free CRM with scalable paid features. Marketing, sales, and service hubs integrate seamlessly.
Free CRM Setup
Import existing contacts carefully. Connect email for tracking. Install browser extension. Configure deal pipelines.
Contact Management
Custom properties capture relevant data. Lifecycle stages track progression. Lead scoring identifies priorities. Segmentation enables targeting.
Deal Pipeline
Customize stages to match your process. Set probability percentages. Configure required fields. Automate stage transitions.
Marketing Hub
Email marketing with drag-and-drop builder. Landing pages capture leads. Forms integrate with website. Marketing automation nurtures leads.
Sales Hub
Meeting scheduling eliminates back-and-forth. Email templates accelerate communication. Sequences automate follow-up. Quotes generate proposals.
Service Hub
Ticketing manages customer issues. Knowledge base enables self-service. Customer feedback surveys measure satisfaction. Live chat provides immediate help.
Reporting
Pre-built dashboards show key metrics. Custom reports answer specific questions. Attribution reporting tracks influence. Forecasting predicts revenue.
Integration
Native integrations with popular tools. API for custom connections. Webhooks trigger external actions. Data sync maintains consistency.
Best Practices
Clean data before import. Train users thoroughly. Start simple and expand. Leverage HubSpot Academy.
Need help with this topic? Contact me at contactme@itsdavidg.co