I tried many CRM and ERP systems for my small business, and finally chose Hubspot. I like it’s ability to build kanban sales pipelines and have huge volume of contacts with unlimited storage time (in comparison – Bitrix deleted my account after 1 month of inactivity).
A free account allows to store 1mln contacts. The Outlook integration plugin saves smoothly all emails into CRM – brilliant functionality to save time for a small startup!
Here I explain how to make kanban sales CRM functionality in Hubspot
So first we manage contact’s profile and list the fields.
I was interested add fields that I need (i.e. company name, phone number, city etc and also my own fields).
If you need to create a custom field for your client profile, go to:
Than you need finally create a quick kanban sales board (pipeline). It is in Sales – Deals section.
How to customize lists for kanban titles (in our case lists are sales stages):
9-10 stages of your sales or lead gen process is pretty enough. In a win probability choose a % of success for each stage. Looks nice!
Now, you can create deals in each contact profile, they will appear in “deals” and you move them between lists depending on their progress.