CRM BEST PRACTICES 101

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CRM Best Practice 101

CITY INSIGHT HOUSTON   •   July 23, 2019

Hubspot is a Customer Manager Relationship tool (CRM) that we use for our office.

It is crucial that you use Hubspot to add all your clients, prospects, and all your relationships. There is a way to categorize it all and will serve you as a organization/reminder tool, and where you will upload all your contracts for you to get paid. That is why it is important to use Hubspot.

This video gives you the directions on how to add your contacts and the potential of the program. Give it a look and begin using it to your advantage.

To your growth and success.

The City Insight Houston Team

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