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Financial Management

CRM Customer Management

  • ALL Contacts Master Data sync to HubSpot
  • Sales Pipe Management
  • HubSpot Deals Management sync
  • Xero Sales Invoices sync
  • Selective Contacts Master Data to Xero
  • Sales Pipe Management <> Quotes
  • HubSpot Deals Management sync
  • Xero Sales Invoices sync

Why Pay for a CRM When This One Is Free?

HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it’s 100% free, forever.

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Manage your pipeline with total visibility.

Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.

You can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.

Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.

Log every activity automatically.

HubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call.

Sync with Gmail or Outlook, and capture every call, email, or meeting as it happens.

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See everything about a contact in one place.

Go way beyond names and job titles. Every interaction is stored in a tidy timeline, including calls, emails, meetings, and notes.

You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.

Sync up with HubSpot’s marketing software, and you’ll know which content your lead has consumed so you can personalize your approach.

Chat with prospects and customers in real time.

Start building better relationships with your prospects and customers through personalized, one-to-one conversations.

HubSpot CRM includes free tools for live chat, team email, and bots, plus a universal inbox that gives sales, marketing, and customer service teams one place to view, manage, and reply to all conversations — regardless of the messaging channel they came from.

Your whole team will find it easy to manage one-to-one communications at scale. And it’s all free.

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