Discover additional tactics you can use to start generating leads in HubSpot today.


What Is the HubSpot CRM?

The HubSpot CRM (customer relationship management) is the foundation of the platform's suite of tools and can do so much more than just manage customer relationships.  

The system's main functions are to:

  • Gather and store information that leads and customers give you or that you add about them manually. This could include demographics, job titles, LinkedIn profiles, and any custom segmentation properties you assign to them like personas, lifecycle stages, etc. 

  • Record actions taken by your prospects and customers as they visit your website, download content, book demos and consultations, and make purchases. This can then help you personalize your website with Smart Content, customize your emails with personalization tokens, and help you with segmentation and automation.
  • Manage and save all your communications with prospects and customers as you email them, and book calls and meetings. 

All this essential data and information is kept in one central location for everyone in your business to have easy access to when needed. 

This not only helps your marketing and sales team sell more, but it helps your customer service teams keep everyone happy. This is also what's fueling your reports to give you insightful analysis on your campaigns and processes that will help you to improve and grow over time. 

The HubSpot CRM is truly an integrated database that is the engine powering your website, marketing, sales, and service teams to help you grow and achieve success.

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Features of the HubSpot CRM

HubSpot CRM Features & Tools

If you're looking for an all-in-one database system that will not only help your business foster and improve communications and relationships with leads and customers, but will enhance your marketing, sales and customer service efforts, then the HubSpot CRM is your jam.

Features and tools of the HubSpot CRM include:

  • Contact management - Build views and run automated actions to easily manage your contacts and data.

  • Contact website activity - Get insight into what a contact is doing on your website. See page views, form submissions, sales activity, and more, all in one place.

  • Companies - Store records for every company in your database. View all your company details and communications in a single place.

  • Company insights - See useful insights about companies you're dealing with appear in your database. So your sales team can spend more time selling and less time digging.

  • Tasks & activities - Store, track, manage, and report on the tasks and activities that make up your relationships with customers.

  • Conversations inbox - Set up a shared inbox — for all incoming email and live chats — that your whole team can work from, easily managing 1-to-1 communications at scale.

  • HubSpot Connect integrations - Explore the integrations library and connect your HubSpot account to other tools that you love to use.

  • Deals - Store, track, manage, and report on the deals (sometimes referred to as "opportunities") your sales team is working.

  • Reporting dashboards - See detailed metrics on sales activity and performance. Use the data to know how you're doing and where to improve.

  • Custom support form fields - Add custom fields to your support forms to gather the right information for your team, and generate tickets.

  • Prospects - Use the prospects tool to see which companies are visiting your site, and see any available insights about them too.

  • Ticketing - Log customer issues as tickets. They can then be assigned to team members, organized and prioritized, and tracked in a central location.

  • Forms - Create standalone, pop-up, embedded, and collected forms to gather the contact details that your business needs.

  • Ad management - Connect accounts from supported ad networks to your HubSpot account. Create audiences from your HubSpot CRM, and see which ads are generating customers.

  • Meeting scheduling - Share a link with customers that lets them see when you're free and book meetings with you, cutting out those tedious 'what time works best for you' emails.

  • Messenger integration - Automatically capture contact information, have two-way communications with your audience, create chatbots, and report on chat volume through Facebook Messenger.

  • Gmail and Outlook integration - Connect HubSpot CRM to your Gmail or Outlook inbox to send email from the CRM, set up a shared team email account, and access dozens of other useful, time-saving tools.

  • Email tracking & notifications -Track one-off emails to contacts. Receive real-time notifications when emails are opened or clicked.

  • Email templates - Save and reuse your best performing emails, and share them with your team for a faster and more consistent way to communicate with prospects. 

  • Canned snippets - Create a bank of reusable answers for prospects' most frequently asked questions that you can quickly add to live chats or emails to save time and help prospects faster.

  • Documents - Build a library of sales documents that you can easily share with prospects. Get insight into when and where prospects are most engaged.

  • Calling - Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.

  • Custom properties - Associate specific data points with contacts, companies, and deals.

How to use the HubSpot CRM

Since the HubSpot CRM acts as the 'backbone' of a business, it's essential to know how to use it properly. 

Like any tool or software program... what you get out, depends on what you put in, and we think developing a strategic process around what you put into HubSpot is the first step.

A strategic plan for set-up and on-going management will help your business achieve the results you want out of the tool.

Below are 5 essential concepts for your HubSpot CRM strategy.

  • Check out the HubSpot Academy and educate yourself on how to use the tool correctly and efficiently.

  • Email integration: connect your inbox and calendar to access useful meeting and tracking tools.

  • Segment contacts, create filters and deal stages so you can easily organize leads and customers and personalize communications to them as much as possible. Then utilize sales pipeline tools to make sure opportunities are progressing into customers.

  • Input and keep your data clean so you can trust your reporting and then automate your reporting by setting up custom dashboards to email people on a regular basis.

  • Website integration: If you are not using the HubSpot CMS, no worries! Install the HubSpot tracking code on your website, and then anytime a visitor submits their information through a HubSpot form, it will go directly into your CRM.

  • Develop training, processes and playbooks for your entire company so everyone learns how to use it efficiently and effectively.   


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