HubSpot is a well-known software for customer relationship management (CRM) that provides a no-cost edition for small enterprises. In this piece, we will explore utilizing HubSpot’s complimentary CRM to efficiently handle your sales and marketing activities.
Setting Up Your Account
The first step in using HubSpot’s free CRM is to set up your account. To do this, go to the HubSpot website and click on “Sign Up” in the top right corner of the page. You will be prompted to enter your email address and create a password. Once you have done this, you can start customizing your account.
Creating Contacts
One of the most important features of HubSpot’s free CRM is the ability to create contacts. To do this, click on “Contacts” in the left-hand menu and then select “Create Contact.” You can enter all the relevant information about your contact, including their name, email address, phone number, and company name.
Creating Deals
Another important feature of HubSpot’s free CRM is the ability to create deals. To do this, click on “Deals” in the left-hand menu and then select “Create Deal.” You can enter all the relevant information about your deal, including the name of the contact, the company name, the deal amount, and the expected close date.
Creating Tasks
HubSpot’s free CRM also allows you to create tasks. To do this, click on “Tasks” in the left-hand menu and then select “Create Task.” You can enter all the relevant information about your task, including the name of the contact, the company name, the task description, and the due date.
Creating Email Templates
HubSpot’s free CRM also allows you to create email templates. To do this, click on “Email” in the left-hand menu and then select “Templates.” You can create a new template by clicking on “Create Template” and entering all the relevant information about your email, including the subject line, the recipient, and the body of the email.
Conclusion
In conclusion, HubSpot’s free CRM is a powerful tool for small businesses looking to manage their sales and marketing efforts effectively. By following the steps outlined in this article, you can set up your account, create contacts, deals, tasks, and email templates, and start using HubSpot’s free CRM to its full potential.
