Update your CRM by text.
Log the visit from the parking lot, before you forget the details. Text what happened, and the assistant will write the note, update the deal and set the follow-up in your CRM. CRM integrations are coming soon.
Works from any phone: iMessage on iPhone, a regular text on Android.
Example: Outside sales
You: Log my visit with Acme, they want 200 units by March
- HubSpotNote and deal added
Tack: Logged the visit and opened a deal for 200 units, close date March 1. Follow up next Tuesday?
You: Yes, and send Elena the supply agreement
- HubSpotFollow-up task set
- DocuSignEnvelope drafted
Tack: Task set for Tue. Supply agreement is ready for Elena Ruiz at Acme. Send? [Yes]