Save time chasing people and let them choose a time!
Setting the right type so you efficiently work through your tasks
Seems like an odd thing on the surface but will save you a bunch of time!
Know when the contacts you own come back to your website!
Efficiently manage your workflow and never forget to follow up with contacts
In this example, I have 3 queues and 2 of them are shared with other members of our team. This is good especially for teams that work at different times to make sure everything is actioned.
Manage documents you use in one place and not have to keep attaching them in emails, plus you can see which pages are being viewed
Do less typing and use it everywhere from email to notes and meetings.
Also, you can use “# and 2 characters to find your snippet”
Speed up the response to people in a personal way using data that is in HubSpot.
This is where you set and let the system send the follow-up!
Mobile app for calling or using HubSpot calling from your browser so calls get logged automatically and you can add notes while you speak.
So you don’t waste 2+ hours putting this together weekly to send to management.
Bonus: you can automate the delivery of the email weekly/monthly etc.
What it looks like in an email