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.
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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
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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

Free ROI  Estimate Report

FREE ROI REPORT

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