HubSpot CRM is a powerful tool designed to streamline customer relationship management for businesses of all sizes. At its core, HubSpot Deals enables organisations to efficiently track and manage sales opportunities throughout their pipelines. It offers robust features for organising contacts, automating tasks, and gaining insights into sales performance. HubSpot CRM helps businesses nurture leads, close deals faster, and foster long-term customer relationships with ease.
Pipeline Management:
Organise deals by stage (e.g. prospecting, negotiation, closed-won).
Create multiple custom pipelines for different teams or processes.
Deal Records:
Store all deal-related information (amount, close date, stage, products).
Linked to contacts, companies, emails, calls, and notes automatically.
Automation & Workflows:
Trigger emails, task creation, or record updates based on deal stage changes.
Automate follow-ups and handoffs between teams.
Customisation:
Add custom fields and properties to match your sales process.
Use conditional logic in pipelines and forms.
Reporting & Forecasting:
Analyse pipeline performance, deal velocity, and conversion rates.
Use forecasting tools to predict future revenue.
Collaboration Tools:
Team members can comment, tag, and work together on deals.
Assign owners and tasks to ensure accountability.
• Visualise sales stages and progress.
• Improve pipeline predictability.
• Coordinate sales and marketing efforts.
• Automate manual sales admin tasks.
Ready to get started?
Langcroft Consultancy can guide you through integrating Hubspot into your operation and make sure it works for your business needs.
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