Pro's Picks: A Time-Saving CRM Platform

Erin Dougherty

Distinctive Design + Build + Remodel

Charlotte, N.C.

I began using HubSpot in 2020. I loved the idea of our website, lead capture, and CRM integrated in one place. HubSpot helps me manage lead intake, analysis, and communication. We created a time-saving workflow in HubSpot for leads. On our website, if someone clicks that they’re interested in working with us, they’re taken to our new client questionnaire in HubSpot. That allows me to qualify the client by asking their location, budget, description of the project, and all the basic contact information. That lead is then categorized in HubSpot as a new prospect, which triggers a confirmation email with the ability to set up a virtual consultation. 

This gives me the ability to research the client and them the ability to decide if they want to engage virtually. 

After the first email, I manually send our “What Will My Project Cost?” document through HubSpot. This gets rid of tire kickers, and HubSpot lets us see who clicks on each document and how long they’ve taken to read it. I can also set up reminders to follow up on good leads that may not respond right away. For these high-end, expensive remodeling projects, some might not pull the trigger for a few years. HubSpot lets me remember those hot prospects. It has a learning curve because there are so many different functions, but it’s allowed me to move away from MailChimp and Buildertrend.