Best CRM for Small Business -HubSpot CRM Top 5 Features

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Best CRM for Small Business -HubSpot CRM Top 5 Features

Best CRM for Small Business -HubSpot CRM Top 5 Features 001

You may have heard that HubSpot CRM is one of the best CRM for small businesses, I am currently using it and I think it is worth the hype.

HubSpot CRM is not only efficient but also reliable, especially with regards to actionable data on website visits and engagement which will help you grow your small business faster.

In this piece you will learn 5 great features of HubSpot CRM you can use to build the sales funnel for small businesses whether you sell products or services.

1. HubSpot CRM as an Inbound Marketing Tool

One great feature that makes HubSpot CRM the best CRM for small businesses is that it caters for inbound marketing right from Top Funnel (TOFU) to Bottom Funnel (BOFU).

It categories tools into buckets called ‘hubs’ to enable you to identify the right inbound marketing tool you need per time.

Here is what it looks like:

Marketing hub Sales hub Service hub
Generating great leads Making sure to turn every visitor to customers Chat-bots
Automating emails Closing deals and engaging potential customers. Turning customers to promoters
Creating blog posts Fixing meetings with teammates Immediate addressing of customers challenges
Creating landing pages Creation of e-mail templates Free calls and live chats with customers
Storing contact lists Keeping track of customers all through the pipeline

2. HubSpot CRM as a Lead Management Tool

Free HubSpot CRM helps you manage and follow up with leads using a simple user-friendly dashboard. Requiring only a few seconds to set up, you will be able to increase your conversion rate because it plugs common leakages in lead generation.

It provides you with useful information about leads which includes company and personal details, communication history all in one place so you can manage leads with no hassles.

Part of its lead management features is lead gathering popup form and automated message sequence for qualifying prospects who are newly joining your sales pipeline.

This means you can automate followup messages that leads get when they respond to any of the lead magnets on your website.

3. HubSpot CRM as a Web Listening Tool

One thing I enjoy most about using HubSpot CRM is the engagement history of my leads it gives me.

I have used Google Analytics and other similar tools for tracking onsite visits, engagements and conversions over the years. But HubSpot CRM is more personalized than most.

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What do I mean?

Let’s say someone leaves a comment on one of my blog posts earlier on and now fills contact form, HubSpot CRM will show me all the touch points the person has had with my site and content.

With this I can not only personalize my follow up messages to leads but also reference previous content or pages they once visited to make them I know that I am aware of their activities on my website.

Don’t know about you but I know people feel cool when they know you noticed them. They feel warm towards your messages when they realize they have your attention.

4. HubSpot CRM as a Customer Engagement Tool

If you have visited a website a couple of times and you still cannot figure out exactly what the business does differently or have important questions you wish someone there could answer almost immediately, you would appreciate what HubSpot CRM Live Chat does.

HubSpot CRM Live Chat (also known as HubBot) is a real time customer support  tool you can easily set up on your dashboard to enable you start relevant conversations with and promptly answer questions from your web visitors.

Follow these steps to setup and use free HubSpot CRM Live Chat on your website today:

  1. In your HubSpot account, click the settings icon settings in the main navigation bar.
  2. In the left sidebar menu, navigate to Conversations > My profile.
  3. To change your avatar, hover over the image then click Change photo.
  4. To edit your name, click the pencil icon edit to the right of your name.
  5. To select which meetings link appears in your chat profile, click to toggle the Show meetings link switch on/off.

Read more on how to personalize your chat profile as well as respond to web visitors.

5. HubSpot CRM Capability to Integrate to Many Tools

To top all the exciting features highlighted above is the capability to integrate free HubSpot CRM into so many other digital tools such as  SurveyMonkey, Eventbrite, Wistia, Zendesk, etc.

With its powerful integration api, you can sync and share your data across all the platforms needed to grow your small business.

Truth is there are so many free CRMs in the market, this incredible integration available on HubSpot clearly makes the best CRM for small business. You can seamlessly capture and use data as the situation calls for it without necessarily spending more on different independent tools.

Here is HubSpot App Marketplace where you can find all the apps you can easily integrate with HubSpot CRM, whether free or paid version.

In summary, HubSpot CRM has a fully functional free version and the paid version too is awesome. Things you can do with either include creating accounts, gathering leads, contacts, and following up with opportunities based on the scale and scope of your small business.


Let’s talk in the comment section. Share your experiences with CRM for small business, whether with HubSpot or alternatives.

Sign up with free HubSpot CRM today to learn how it can help grow your small business.  Come back and thank me later!

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