HubSpot is one of the most popular CRM systems. It has many useful tools in its functionality. We have selected the top HubSpot tools to help you use the CRM.
1- HubSpot SalesHubSpot Sales- email tracking, CRM for Gmail, and sales productivity tools in your inbox. HubSpot CRM connects to Gmail to help you uncover more leads in less time, connect with those leads, and close deals faster while managing all your contacts in one central database. And it’s free to get started.
Email tracking means that you will know the second a lead opens an email, clicks a link, or downloads an attachment. This HubSpot tool surfaces the most relevant notifications to the top of your activity feed so you can send a perfectly timed follow-up.
Business Card Reader for HubSpot CRM is a perfect solution for quickly saving all information from business cards to the CRM. The mobile application allows creating new contacts or leads from a large pile of paper business cards just in couple clicks.
Using the camera of your smartphone, take a picture of a business card, and the app will automatically recognize all card information. Preview the results, enter additional notes or voice notes, and save the contact to the CRM. You can send the picture of the card to the CRM too. Business Card Reader HubSpot tool recognizes business cards in more than 20 languages and uses encrypted recognition server connection for maximum data security.
3- Live ChatLive Chat – connect with your website visitors in real-time to convert new leads, close more deals, and provide better support to your customers. Easily customize your live chat widget to match the look and feel of your brand. Create targeted welcome messages for different web pages or segments of your audience so you can connect with the site visitors who matter — right when they’re most engaged.
Call Tracker for HubSpot CRM is exactly what you need for effective work with Contacts/Leads. The main function of the mobile application is to add call logs to the CRM directly from your smartphone. All information about the call (number, the name of the contact, duration, and other additional information) will be added to your CRM when the call is ended. You can also add notes (or voice notes) to the saved call. Taking notes will help you to keep track of your conversations, be attentive to details, help you in future discussions.
You can set up rules for certain contact – always ask/ never save/ always save – calls into the CRM. In general, this HubSpot tool allows you to analyze the work process and the results of conversations.
5- HubSpot SocialHubSpot Social – easily share blog posts, landing pages, and other content, manually publish it directly to LinkedIn, Facebook, Instagram, and Twitter, or connect your social accounts to your blog and automatically share new content as it gets published.
Schedule content for later, and get suggestions for the best times to post so you can get your content in front of your followers at exactly the right moment.
6- Scheduling MeetingsThe feature of scheduling meetings can eliminate the hassle between your teams and prospective buyers to find the right time for a meeting or call. This HubSpot tool lets your prospects book time in your calendar when you’re free. Based on this, make sure the tool you select integrates with the calendar application your team uses regularly. Schedule more meetings without any worries.
7- Pop-up formsPop-up forms is a great option from HubSpot CRM because it’s easy to set up, effective, and is customizable enough to keep your visitors’ user experience super high. You choose a pop-up, dropdown banner, or slide-in box as well as when it shows up on the page based upon page scroll, time, or exit intent.
With great power comes great responsibility, so be sure to think about your visitor’s hopes and dreams just as much as yours when you’re building the perfect pop-up form for a page. When done right, you’ll surely increase your conversion rate.
HubSpot CRM is one of the most user-oriented and convenient CRM systems, and we hope you find these HubSpot tools very useful.