HubSpot
A CRM with marketing and support around it, and one of the most common here. We read it for the numbers your company already runs on and put them on a screen everybody can see.
- Category
- CRM and sales
- How often we read it
- Every 5 minutes
- Where you sign in
- app.hubspot.com
Connecting it takes a minute
Sign in at HubSpot and choose the portal. Nothing is typed here.
We only ever read from HubSpot. Nothing there changes, and you can disconnect it whenever you like.
What HubSpot turns out to hold
You pick which of these belong on a board, and you can add more later.
- Deals deal value, owner, pipeline, status, close date
- Companies names, owner, country
- Activities calls and meetings logged against an owner
