Hubspot CRM
Everything your conveyancing firm needs to market, sell and service your clients optimally.
We Recommend Using
Hubspot CRM
A CRM platform promises a single source of truth that empowers your team to deepen their relationships with customers and provide a best-in-class experience.

Many of the CRM solutions on the market do not have native marketing, sales and service functions. This leads to cobbled tools: tech stacks with varying levels of integration. This makes it difficult to adopt their full functions and streamline the processes to engage your customers.
HubSpot’s CRM Platform has all the tools and integrations you need for marketing, sales, and customer service. Every product in the platform is powerful alone, but the real magic happens when you use them together.
HubSpot CRM
Simplify Contact Communications
HubSpot’s email integration enables Microsoft 365 and G- Suite users to bring the power of HubSpot directly to their inbox.
Email integration enables you to:
- Automatically log emails into the Hubspot CRM
- Track opens and clicks in real time
- See all client details from your CRM within your inbox.


HubSpot CRM Feature
Automate Data Collection
HubSpot’s email integration enables Microsoft 365 and G- Suite users to bring the power of HubSpot directly to their inbox.
Email integration enables you to:
- Automatically log emails into the Hubspot CRM
- Track your opens and clicks in real-time
- See all client details from your CRM within your inbox.
- Dynamic text insertion from user search queries
HubSpot CRM Feature
Track Your Sales and Business Processes
Whether you have an established sales process or you’re starting from scratch, HubSpot makes it easy to create your ideal process.
- Drag and drop ability
- Add, edit and delete stages and properties to customise processes and stages.
- Tailor to your business - no more IT help required

Did you know we provide our clients with a lead generation performance guarantee?
Key Features
Hubspot CRM Platform
HubSpot’s CRM platform offers enterprise-grade software for marketing, sales, customer service, content management, and operations. Skypoynt recommends and in some cases require HubSpot tools to be used when working with us to grow your business.

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Marketing
Forms
Conversations Inbox
Conversion Tools
Email Marketing
Landing Pages
Segmentation
Sales
Email Templates
Deal Management
Meetings
Simple Automation
Live Chat
Documents
Calling
Service
Conversations Inbox
Live Chat
Team Email
Tickets & Help Desk
Templates & Snippets
Calling
Operations
Data Sync
Historical Sync
Custom Field Mappings
Working with Skypoynt
Hubspot Subscription Recommendations
We expect your sales activities will grow when you work with us. To optimise and facilitate your growth and added business, we require varied levels of Hubspot to be employed by your firm.
The subscriptions recommended are respective to the packages you engage us for; to maximise the efficiency of our work, and to assist your business maximise the outcomes from our services.

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Learn more about the inclusions of each HubSpot subscription level at https://hubspot.com/pricing
Skypoynt + HubSpot
Setup & Optimisation Services
When you engage Skypoynt to setup and manage your CRM you are investing in a certified HubSpot partner that specialises in delivering value for conveyancing firms.
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Our Hubspot CRM service offering includes:
Tailored CRM Setup
Email Integration
Custom Property Setup
Account Level Branding Setup
User Account Setup
Access Level and Permissions Setup
Contact Database Import
Email Marketing Template Setup*
Domain Integration*
Deal Flow Automation*
*Faster/Fastest packages only