HubSpot CRM
Walkthrough & Demo
Garrett & Rebecca
Units Marketing
The major HubSpot features we now have.
Contacts & Deals
Full timeline history on every record.
Email integration
Two-way sync with your inbox.
Sequences
Automated follow-up and nurturing.
Reports
See performance in your local market.
Meeting Schedulers
Having everything live in one place.
Reception Services
Central lead fielding and CRM inputs.
Outsourced reception fields all internet leads for everyone on HubSpot.
What outsourced reception handles
- • Inbound calls from the website
- • Webinar campaign leads
- • Internet leads from web forms
How this helps everyone
- • Reduces the initial burden on consultants
- • Consistent, fast answering — every lead, every time
- • Leads get qualified, then booked to your calendar or soft-handed off
- • Better reporting accuracy and client experience
Who's already on HubSpot and outsourced reception.
Usage is uneven. Discipline helps everyone.
Connect your inbox
Link your email so all communications get stored automatically — no manual logging.
Meeting Scheduler
Using the HubSpot native meeting scheduler improves automations and reports.
Live in the deal pipeline
Keep notes on every deal and move them to the right stages so the pipeline reflects reality.
Loop in corporate
Franchisees route requests through corporate first — if they decide it's worth our support, they'll bring us in.
HubSpot gives you visibility, speed, and a better client experience.
Never not know
Every lead, email, call, and deal stage lives in one place — so you always know where things stand.
Improve the client experience
Faster follow-ups, clean handoffs, and no one slips through the cracks — your clients feel the difference.
Pulse on your forecast
Real pipeline visibility means you can see what's coming, plan accordingly, and manage your business with confidence.
Win more deals
Better data, automations, and timing help you respond while leads are hot and close with less effort.