What Is the HubSpot CRM?

Introduce yourself into 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.

Features of the HubSpot CRM

HUBSPOT CRM FEATURES & TOOLS

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 of your campaigns and processes that will help you 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.

Contact management - Build views and run automated actions to manage your contacts and data easily.
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 and view all your company details and communications in a single place.
Company insights - See valuable 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.

How to Use the HubSpot CRM

Here are 6 essential concepts for your
HubSpot CRM strategy

Education

The best way to start

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

Segment contacts

Keep contacts aligned

and create filters and deal stages. Then 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

Organized data is the way

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

Email integration

The email you always wanted

Connect your inbox and calendar to access useful meeting and tracking tools.

Website integration

HubSpot CRM

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.