Looking for a powerful yet easy-to-use CRM system for your business or startup?
Well, you don’t have to look anymore, because you get it right with the template you’re installing.
Each of the WordPress themes made by our team includes one of the most popular CRM systems by HubSpot.
When you install the theme, make sure there’s a filled checkbox beside HubSpot plugin in the installation dashboard. This way you’ll get it installed and activated automatically.
Hubspot will be in handy for marketers, salespeople, business owners, customer service teams and many others. It is one of the most fully robust free solutions on the web that allows you to:
- measure the productivity of the sales team;
- keep and retain a clients’ base;
- stay in touch with the clients in chat;
- communicate through the public emails;
- make the integration with a huge number of other systems (MailChimp, Facebook Ads, Shopify, etc. ).
You can both use a free version of HubSpot, trying it out, or get an account that will cover the needs of your business.
Which HubSpot Plan to Choose?
Hubspot CRM is absolutely free – and will stay this way forever. It includes everything that can improve your workflow smoothly, offering many great tools right out-of-the-box.
In case, you want to get more possibilities and extensions, look through the available plans and make sure to choose the one that suits your project most.
– Email marketing
– Ad management
– Live chat
– Reporting dashboard
|– Free tools+
– Email marketing
– Landing pages
– Live chat
– Email & in-app support
– ABM tools
– Contact/ company scoring
– Extended SEO
– Social media and blog
How Does CRM System Work?
After that, when you start using your free CRM account, the first thing you will see is a Dashboard, that will show your information.
Now, let’s make a quick overview of what you can do here.
The Dashboard allows you to:
- control the team activities;
- view email totals by sent, opened and click;
- track contacts created;
- view totals by source, etc.
After that, you create a signup form for special offers on your website, all the details that visitors fill in will be added to your Hubspot contacts database.
Above all, all the visitors that signed up for the special offers via your form, will be loaded into the contacts database with the details. Also, from the contacts section, view all the available contacts and control each of them.
Check the general activity, calls, and tasks directly on the one page. It’s very easy to navigate, as everything is kept in one place.
These contacts are added to the special offers campaign list, where you can see everyone who is interested in it.
In addition, to engage the contacts it’s possible to create an email campaign. Create a pretty simple email with the help of an email builder. Moreover, your email may be going out to any contact you have in the database. However, HubSpot allows you to quickly add in a personal touch using personalization tokens (read more about tokens on Hubspot). If the email is ready, send it out and check the delivery rates and clicks on the same page.
In conclusion, it was a very short overview of the key possibilities of free CRM by Hubspot. Also, you can find a great variety of additional sections and options that are oriented on managing your business.
Finally, each plan consists of a set of features that open a wider range of tools. You can use a free plan if your business doesn’t require a complete set of tools.
What’s more important, with HubSpot you can keep track of your orders, clients database, and that alone makes this tool a must-have for any online business.
In addition, check HubSpot plugin, and start managing your online business like a PRO you are.