Cross-sell and Upsell Automated Campaigns
Harness the power of all your communication channels, from email and social media to messaging, to maximize the potential for cross-sell and upsell opportunities.
Subscription Renewal Automated Campaigns
Pre-designed email templates with personalized content to contact customers 90, 60, and 15 days before the subscription renewal.
Automated Lead Distribution
Automate lead scoring and distribution by assigning leads to sales in a round-robin order or by factors like policy type, deal value, territory, intended use case, or a combination determined by a sophisticated lead scoring system.
Predictive Lead Scoring
HubSpot uses predictive machine learning algorithms to analyze your customers and determine the likelihood that your open contacts will become customers within 90 days.
Automated Sales Processes
Streamline your sales operations by implementing automated processes that reduce administrative tasks for your sales team, allowing them to prioritize new business opportunities and renewals.
Sales Proposals
Create agency-branded sales quotes associated with contacts, companies, and deals in HubSpot CRM. The tool automatically populates quote details from CRM data, such as contact and product information, e-signatures, and payment links.
Sales Playbooks
Playbooks are interactive cards displayed in HubSpot’s sales software. When speaking with prospects and customers, your Sales Executives and Customer Success teams can access these for guidance and create structured notes available across the HubSpot customer platform.
Email Sequences
Develop email sequences for sales to enhance the effectiveness and efficiency of communication with prospective customers.
New Customer Onboarding
Delight new customers with a sequence of captivating welcome emails, expressing gratitude for their business and keeping them engaged with personalized updates.
Customer Feedback Surveys
Gather valuable feedback by seamlessly delivering customer satisfaction surveys via email, chat, or prominently showcasing them on your website.
Lead Management & Prospecting Workspace
Keep your agents, producers, and CSRs focused on their tasks as they engage their leads and qualified prospects.
Call Tracking Software
HubSpot's Call Tracking Software tool allows calls to be placed directly from a browser or a desk phone, and automatically tracks and logs sales calls in your CRM.
Meeting Scheduler
Meeting Scheduler syncs with your calendar and tracks meeting within HubSpot. Create round-robin team calendars or individual calendar links that can be used on your website, emails or any channel you prefer!
Customer Success Workspace
The customer success workspace is a personalized HubSpot workspace that allows customer success managers to manage their book of business and upcoming success activities in one place. It helps them stay organized, prioritize tasks, and optimize their schedule.
Predictive Lead Scoring
HubSpot's predictive lead scoring uses machine learning to analyze thousands of data points and determine which leads are most likely to convert into customers. The system becomes smarter over time, resulting in a self-optimizing lead scoring system.
HubSpot Mobile App
Users of HubSpot’s mobile app can perform all the tasks they typically do on a desktop CRM: entering and updating contact records and viewing historical customer timelines to gain additional context.
HubSpot Marketing Hub
Marketing automation platform with all your marketing tools and data in one place.
HubSpot Operations Hub
Operations software that lets you easily sync, clean, and curate customer data, and automate business processes.
HubSpot CRM
Free CRM to store all contact, company, and deal info for a complete view of your customers.