Insights Hub

HubSpot CRM free Charik version

Written by Jimmy | 13 May 2024

Discover how to enhance your sales efficiency with the free version of Hubspot CRM, enhanced by the advanced features of Charik.

Key features of Hubspot CRM to enhance your sales efficiency

Hubspot's free CRM offers a plethora of essential features for any salesperson looking to organize and optimize their customer relationship management. Among the most important are contact management, company management, transaction tracking, and task management. The tool also automatically records interactions and provides a comprehensive view of your sales pipeline. These features help centralize information and streamline the tracking of prospects and clients.

Furthermore, the free version of Hubspot CRM integrates analysis and reporting tools, providing the opportunity to measure the performance of sales actions, track sales goals, and adjust strategies accordingly. The user-friendly interface and customizable dashboards make Hubspot an essential tool for sales professionals.

Here are the top 10 key features of the free version of HubSpot CRM:

  1. Contact Management: Adding a contact in Hubspot is the fundamental feature of the CRM, allowing you to store detailed information about clients and prospects, including interactions with them.
  2. Company Management: Associates contacts with their respective companies, providing an organized view of company information.
  3. Transaction Tracking: Allows you to track the various stages of commercial transactions to easily visualize sales progress. Many users customize transaction tracking to their market: investment tracking, real estate project tracking, and more.
  4. Sales Activities (Sales Hub): Records and organizes tasks, appointments, and sales-related emails.
  5. Email Integration: Synchronizes emails with the CRM to automatically capture interactions with contacts. If you write emails from your professional Gmail account, they are directly logged in the correct CRM record. If the record doesn't exist, HubSpot creates it on the fly.
  6. Real-Time Notifications: Alerts when prospects open emails or visit the website, as well as when mentioned in the CRM or assigned a contact.
  7. Sales Dashboard: Provides an overview of sales performance with reports and graphical visualizations. The essentials of dashboards are available in the free version.
  8. Email Templates and Snippets: Manage templates to quickly send recurring emails or use pre-defined text snippets from your CRM on your mobile. A great way to optimize messages and measure what works.
  9. Meeting Scheduling: Integrates a scheduling tool to facilitate appointments with prospects and clients, or as many say: a calendly within HubSpot.
  10. Marketing Automation: Basic tools to automate marketing campaigns, including sending follow-up emails. Similar to Mailchimp (or equivalent), HubSpot allows you to start your first marketing actions without leaving the HubSpot CRM platform.

Instantly add your target companies to HubSpot CRM

Picture being able to effortlessly add a complete list of target companies directly into your CRM with just one click. This game-changing feature would revolutionize how salespeople prospect, eliminating the time spent on manual data entry and allowing for instant and massive updates to your CRM.

With Charik, this dream becomes a reality. Our integration enables the bulk import of companies into HubSpot CRM, whether free or paid, with a single click, thanks to a powerful search engine and automated data import feature.

Automated enrichment of your contacts without manual input

This automation of the contact adding process would allow salespeople to save valuable time and focus on what truly matters: building strong relationships with prospects and clients, and closing successful sales.

With this feature, salespeople could bid farewell to tedious manual data entry, right?

By integrating Charik with HubSpot CRM, key contact information is extracted from various sources and seamlessly integrated into HubSpot CRM. This means creating the contact, linking it to the company, and gathering all legally available information on them... BOOM!

If you're curious about estimating the time saved (and money earned) by your sales team, we've developed a productivity gain estimator to help you out.

Personalized tracking of news updates for your target companies

Staying informed about the latest updates regarding your target companies is vital for anticipating their needs and adjusting your sales pitch. An integrated news tracking feature within HubSpot CRM enables effective strategic monitoring, directly from the CRM dashboard.

With Charik's application, you receive alerts on the latest developments, important news, and events related to your target companies, empowering you to act swiftly and with informed decision-making.

Hubspot CRM and Charik: a dream for sales professionals

By combining the powerful features of Hubspot CRM with Charik's sales intelligence, sales professionals have access to an unparalleled tool to enhance their efficiency. Not only are the features mentioned here, such as: [insert features mentioned], integrated, but they are also available in the free version of Hubspot CRM.

  • instant addition of companies,
  • enrichment of contacts
  • and tracking of news updates,
 

These features are seamlessly integrated and readily available in the free version of HubSpot CRM.

By simplifying processes, saving time, and providing valuable insights, Charik becomes the essential extension to the free HubSpot CRM for any sales professional aiming to excel in their field.