HubSpot
Customer relationships & follow-up
Keep customer conversations and next steps in one place.
Get to know HubSpotIllustrated walkthrough
Give every conversation a next step.
Understand a basic customer-management workflow.
An illustrative workflow, not a live product demo. Screens below explain the process and do not reproduce a vendor’s interface.
ILLUSTRATED EXAMPLESTEP 1 OF 4
A prospective client
Name · Business · Contact details
Example only · Adapt this to your own work.
Create a contact record
A CRM gives information about a customer a consistent home. Start with only the fields you will actually use.
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Read an introduction, review the questions to check, and visit the provider when you are ready.