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HubSpot

HubSpot Sales Hub

Customer Management | CRM Software

Product Overview

Yes, it’s possible to love your sales CRM.

For sales teams, friction is the ultimate foe. Stitching together individual point solutions and managing their complexities? It slows you down and stalls your growth.

Sales Hub eliminates friction by bringing all your tools and data together on one easy-to-use, powerful CRM platform your whole team will love. Now you’re freed up to focus on what really matters: your customers.

Specifications

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Email Templates

Save time by turning your best-performing sales emails into templates that can be shared with your team. Just personalize with data from your CRM, and hit send.

Email Tracking

Know the second a lead opens an email so you can follow up at exactly the right time and close deals faster. No guesswork involved.

Document Management & Tracking

Build a library of helpful sales content for your entire team, share documents right from your Gmail or Outlook inbox, and see which content closes deals.

Conversation Intelligence

Automatically capture details from every call so you can uncover the “why” behind team performance. Then unlock coaching opportunities with AI-powered insights.

Call Tracking

Prioritize your day’s sales calls, make and record calls directly from your browser, and automatically log them in your CRM for maximum efficiency.

Sales Automation

Automate your sales process with a personal touch. Set up a series of personalized emails and follow-up tasks to ensure you stay top of mind throughout the sales process.

Deepen Relationships

Meeting Scheduler

Eliminate the painful back and forth of meeting scheduling. Share a link that gives prospects the power to choose a time that works for everyone — it’ll automatically sync with your Google or Office 365 calendar.

Payments

Transform your customers' buying experience with natively built CRM-powered payments. Digitize payments, accelerate revenue growth, and empower your teams with secure, shareable, one-time and recurring payment links — plus native integration with quotes. Feature available for U.S. customers only.

Live Chat

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.

Manage Your Pipeline

Sales Management Playbooks

Arm your team with competitive battlecards, call scripts, positioning guides, and more. Better sales enablement and faster onboarding means more time to close deals.

Quotes

Generate polished, branded quotes in seconds. Send quotes when your product is top of mind to close deals faster.

Sales Analytics and Reporting

Answer important questions about sales performance by bringing all your data together in one place. Get full visibility into your process so you can forecast effectively and deliver exceptional results.

Connect From Anywhere

Mobile CRM App

Manage your contacts, deals, and tasks from any place and device. Keep up with your leads while you’re on the move or away from your desk.

Pipeline Management

Stop letting lucrative deals slip through the cracks. Add deals with a single click, assign tasks, and track progress in your dashboards to make tracking sales pipelines a breeze.

Account-Based Marketing

Build deeper relationships and turn your high-value target accounts into customers. ABM includes collaborative, intuitive tools that unite your sales and marketing teams.

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