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Here at Media Garcia, we utilize HubSpot to keep track of our valued clients and maximize efficiency for any and all communications with them. And for your small business, a customer relationship management (CRM) system like this is an invaluable tool. There are a wealth of convenient features and functionalities within HubSpot, including the six aspects of CRM discussed here. Keep reading to learn more about how to organize your contact records with a CRM.

Keeping Client Records in a CRM

From your homepage portal within HubSpot, click on “Contacts” to view a list of your clients. From this page, you can add new clients and update existing records. When you click on each contact, you can view and add all sorts of properties and notes about that customer. 

Hubspot Menu Bar with Contact Section Highlighted

An example of a custom property that’s helpful to note is what specific products or services the customer has purchased from you or has expressed interest in; when there are promotions or new information regarding these services, keeping these kinds of notes makes it easier to reach out directly to the right clients. Consider jotting down notes during conversations you have with your contacts so that you can refer back to them when necessary.

Communicating with Your Clientele

Within each contact page on HubSpot, it’s easy to get in touch with the client. There are options for calling and emailing each client right from their contact page, making it easy to follow up on a consistent basis.

There are several other functionalities that help you keep track of communications with the client:

  1. Log for recording where the customer is at within the sale lifecycle
  2. Web activity, such as whether the customer has visited your business website, what they’ve clicked on, etc. 
  3. Record of deals, such as active contracts, purchases, etc. 
  4. Summary page of all interactions – calls, emails, notes, tasks, etc. – with the client that the whole team can view

Using Tasks for Your Contact

You can also create tasks within each contact page. This ensures accountability for client communication and helps organize your many to-dos. You can assign a task to yourself or anyone on your team and set a due date for each item. When you assign a task to another member of your team, they will receive an email with the to-do and a direct link to the client’s contact page to complete the job. 

Benefits of the Contact Page in HubSpot

Utilizing all the functionalities of the HubSpot contact record tool is a great way to stay organized and ultimately increase the efficiency of your small business. Not only can you keep detailed records of your most valuable assets – your clientele – but you can easily ensure that your entire team is on the same page. By delegating tasks, keeping detailed notes, and checking in on the activity summary, you’re able to keep all team members in the loop at all times with your clientele.

It’s no secret that consistent and personalized communication with your valued clients will only build their trust in your brand, so why not make it as easy as possible?

Get Started with a CRM Today

For more in-depth information on using a CRM like HubSpot for organizing your contact records and keeping up with valuable clientele, Media Garcia can help you get started with a free onboarding session. Simply sign up for a free account with HubSpot and get in touch with us for an introductory walk-through of the platform – at no cost to you. Getting a good handle on a CRM will help you stay organized and work more efficiently as you continue to acquire more leads and build deeper relationships with your target customers.

Louis Garcia
Post by Louis Garcia
January 21, 2021
I am an urban adventurer who loves to discover new places, meet larger than life personalities, and solve complex problems. I founded and started my business, Media Garcia, as a side hustle the early 2010s and it went from a small underdog website development business to a bold and beautiful growth agency. I free time-strapped entrepreneurs by discovering the friction and pain points in their business processes and optimize and automate where needed. Grow better with less effort.