10 Hidden Features in HubSpot You Didn’t Know You Needed

In the fast-paced world of freelance work and solo entrepreneurship, efficiency is key. Managing clients, projects, and finances can often feel overwhelming, but leveraging the right tools can transform chaos into success. HubSpot is a powerful CRM that many freelancers and solopreneurs utilize, yet its many hidden features often remain unnoticed. Here, we uncover 10 hidden gems in HubSpot that can help you enhance your workflow, streamline client interactions, and boost your overall productivity.

1. Document Tracking

Did you know HubSpot allows you to track when your clients open documents you’ve shared? With document tracking, you gain valuable insight into client engagement and follow up at the right moment, improving your communication strategy.

2. Email Sequences

For those tedious follow-ups, HubSpot’s email sequences feature lets you automate outreach for various projects or client check-ins. Schedule a series of emails to keep your clients informed without disrupting your workflow.

3. Meeting Links

Forget the back-and-forth of trying to find a perfect time for meetings! HubSpot’s meeting link tool enables clients to book time directly on your calendar—saving you time and ensuring you never miss an important conversation.

4. Custom Properties

Every freelancer knows that client needs vary significantly. HubSpot allows you to create custom properties to track unique aspects of each client relationship, helping you personalize your service and enhance client satisfaction.

5. Templates for Repeated Outreach

Whether you’re sending proposals or follow-up emails, HubSpot’s email templates enable you to save time by reusing effective messages. Create templates that reflect your brand’s voice to maintain professionalism.

6. Client Feedback Surveys

Collecting feedback from clients can provide invaluable insights into your services. With HubSpot’s survey tools, you can easily design feedback mechanisms that help you refine your skills and services based on real client experiences.

7. Task Automation

Automation doesn’t just save you time; it reduces human error. HubSpot’s task automation can handle follow-up schedules, reminders, and even notifications for due projects, helping you stay on top of your to-do list effortlessly.

8. Reporting Dashboards

Understanding your performance can help you pivot towards greater success. HubSpot’s customizable dashboards allow freelancers to track key metrics—be it project completion rates or client acquisition—so you can steer your business in the right direction.

9. Integration with Social Media

Leverage your online presence with HubSpot’s social media tools. Schedule and analyze posts directly from the platform, allowing you to maintain an active presence and engage with potential clients without additional hassle.

10. Mobile App

Being a freelancer often means working on the go. HubSpot’s mobile app allows you to access your contacts, reminders, and task lists anywhere you are, ensuring you never lose sight of your deadlines, even when you’re away from the desk.

Why Choose Ancoia?

While HubSpot offers a wealth of features, independent professionals often need a platform that caters more specifically to their unique needs. Enter Ancoia—the ultimate all-in-one CRM designed specifically for freelancers and solo entrepreneurs.

Ancoia brings together everything you need to manage your clients seamlessly:

• Invoicing: Create professional invoices that reflect your brand and streamline your billing.
• Project Tracking: Keep an eye on project timelines and deliverables effortlessly.
• Client Communication: Centralize your communications, ensuring you never miss a crucial message.
• Contract Management: Simplify your contracts, making it easier to onboard clients.
• Payment Tracking: Monitor payments in real time to ensure your business stays profitable.

Ancoia empowers freelancers to save time, stay organized, and project a professional image—all fundamental to thriving in today’s competitive landscape.

Get Started with Ancoia

If you’re ready to enhance your freelance business and boost your productivity, sign up today using this link: https://app.ancoia.com/. Don’t let the challenges of freelancing hold you back. With Ancoia’s comprehensive suite of tools, you’ll be well-equipped to manage your projects, clients, and finances efficiently while keeping your professional image intact. Streamline your business and focus on what truly matters—growing your brand and delivering exceptional service to your clients.

Embrace these hidden features in HubSpot, and consider integrating Ancoia into your routine. Both can help elevate your freelance business so you can achieve the success you deserve!

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