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HubSpot CRM Features
HubSpot aims to help millions of businesses grow better and succeed. HubSpot offers software for marketing, customer service, and sales, but its free CRM is what attracts most users to the platform. Robust and feature-rich, the 100% free-forever CRM ties into other HubSpot products well and acts as a core for streamlining customer service, marketing, sales and more. HubSpot CRM offers solutions for every business:
- Email tracking
- Prospect tracking
- Pipeline management
Pros
- Free. Do we need to say more?
- Good CRM for SMB
- Integrates with Hubspot products
Cons
- Less complex than paid CRMs
- Other Hubspot products can become expensive
Email Tracking and Notifications
Email is an integral part of marketing, offering higher conversion rates and one of the most powerful ways to nurture prospects. HubSpot has built-in email tracking that allows you to close deals faster.
- Get notifications the moment a prospect clicks on an email or visits a link.
- Create fast and easy follow-ups for leads at the right time.
- View email history between a prospect to see if they open the documents, links or emails you send.
With HubSpot, you can connect to many of the same email apps you’re already using to limit workflow interruption. The platform works seamlessly with:
HubSpot provides an all-in-one sales software that leverages the power of email to nurture and close leads. Team members can track emails and receive notifications, and they can also use a robust set of email tools, including:
- Email templates that allow teams to continue using their most powerful emails and share them with team members.
- Create email sequences for prospects to nurture potential leads on autopilot.
- Schedule emails and leverage the machine learning power of HubSpot, which learns the best time to send mails to certain prospects to include open rates.
Email is a great means of marketing and warming up leads, but you also need a way to properly track prospects.
Prospect Tracking
The prospects that visit your site, go through parts of your sales funnel and are more likely to turn into conversions are the ones your team members need to spend the most time interacting with.
HubSpot CRM allows you to track prospects in real-time, so you’ll always know which prospects are most engaged.
Insights into your prospects allow you to:
- View the number of times a prospect visited your site.
- View the total number of pages the prospect viewed.
- Create custom email notifications to send to your team based on prospect information.
Team members can be notified through the CRM when a prospect views the site. Insights like this allow you to follow up with the prospect the same day or the next day to nurture the lead further and increase your chances of closing the sale.
The prospecting tool also includes in-depth filtering capabilities that enable you to filter prospects by:
- Geography
- Visits
- Company size
You can create special views for your team to track prospects, based on your filters, with less work. The custom views allow you to spend more time trying to close the right prospects and less time having to work your way through leads.
One last key feature is the daily email digests that can be sent to your team. The digests, and notifications, allow team members to keep track of the companies they’re trying to close with greater precision.
You can even click to call your leads.
Pipeline Management
Pipeline management is integral to your business’ success. HubSpot CRM allows for rapid deal creation with the use of:
- Automatic data population with up-to-date records added without manual input required.
- Customization of the pipeline to better integrate with your sales process.
- Full pipeline tracking and health diagnosis.
Adding deals to your business pipeline is fast and easy. A single click allows for:
- Deal creation
- Assigning tasks to get the deal completed quickly
- Using intuitive dashboards to track the pipeline with easy-to-read graphs and charts.
Team members can be assigned tasks, and deals can have multiple stages added.
Drag and drop functionality allows for deals to go from the initial to end stages quickly without the need for an IT department. You have full control over the deal and respective stages. Team members have the ability to:
- Add stages
- Edit stages
- Delete stages
HubSpot’s powerful free CRM allows managers to see an overview of all individuals and teams to judge performance. Pipeline management allows for dashboards to provide the information managers and team leaders need to know to make smart business decisions.
Dashboards allow for rapid viewing of:
- Sales activities
- Monthly trends
- Sales quotas
If potential revenue is held up, the system can allow for potential problems to be identified and more team members to be deployed to make sure the right, profitable deals have top priority.
Pro tip; Read our blog on the best CRM for SMB companies
Hubspot CRM Alternatives
See below a list of Hubspot Alternatives, all focused on CRM functionalities to help you grow your business.