What is a CRM?
CRM stands for Customer Relationship Management. At its simplest definition, a CRM system allows businesses to manage clients and the information associated with them.
Go way beyond names and job titles. With HubSpot CRM, every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes. You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.
MailChimp® or HubSpot®?
Both marketing platforms offer a free tier that provides amazing features, and there is a lot of cross-similarity – so which platform will work for best? Here are our recommendations:
- Choose MailChimp® if you simply want to collect visitor information for remarketing/email purposes. MailChimp® is easier to learn and is the perfect solution for small to medium real estate professionals with under 2,000 contacts.
- Choose HubSpot® if you want more than just a remarketing platform and want to build custom integrations to support your business. HubSpot® has a higher learning curve, however, it can help you manage your business and contacts with robust intelligent tools that can easily be shared with teams and integrates with hundreds of other service providers.
Why HubSpot?
Well, for starters it is absolutely free for life! You simply just sign up for a free account at HubSpot.com and then notify us and we will integrate your AgentPlug website with your HubSpot account for you at no cost to you.
Secondly, HubSpot is one of the most popular CRM’s in the World with amazing features and ease of use.
And finally, and perhaps most importantly, your HubSpot CRM is yours to keep for life, even if you decide to cancel your AgentPlug subscription. Your leads, contacts and interactions will always be in your control and unlike many of our competitors, you won’t lose anything if you cancel with us.
Protect Your Data
You have 100% ownership of your CRM
You should never be tied to a website developer’s proprietary CRM – you lose it all if they close down, you cancel with them or they decide to abandon this feature.
How Does it Work?
Every time a potential client completes any form on your AgentPlug website, your are notified immediately and the details are sent to HubSpot as a new lead. Within HubSpot, every transaction, email, meeting and task is automatically tracked for every client in one location. When you sign up for any AgentPlug package, we ask you if you want to include a HubSpot integration, and if so, we will send you a step-by-step document on how to create and configure a free HubSpot account online.
Bonus: You can use any web browser to access your HubSpot account or install the mobile app on your smartphone – your office travels with you!
Should I Upgrade ?
For single Realtors, the free version of HubSpot CRM is ridiculously robust and should meet 99% of all your needs as a real estate agent. For brokerages with multiple agents, teams and calendars, you may consider upgrading your free account to a paid version. HubSpot offers several tiers and options, click here to learn more.
Already Have A HubSpot® Account ?
If you already have a HubSpot® account and you are ready to integrate it with your AgentPlug website, simply follow the instructions found here.
