Done-for-you CRM setup

Your HLB CRM is built from a few core pieces: contacts, custom fields, tags, pipelines and, when you need them, custom objects. Setting these up around the services you sell gives your team one organized place to track every lead and job.

Contacts hold standard details such as name, email address and phone number. When you need to store something the standard fields do not cover, you can create custom fields such as text, dropdown or date fields.

Pipelines break your sales or service process into stages, for example lead received, initial contact, proposal sent and completed. You can create multiple pipelines for different services, add or delete stages, drag stages into a new order, and view them in funnel or pie charts to see where jobs slow down. Smart tags, enabled through Labs, add rule-based color chips to opportunity cards so new leads or high-value jobs stand out.

Tag categories and colors, currently in Labs, let you group related contact tags, such as lead source or customer status, and give each tag a color. Custom objects let you track records that are not a person or company, such as properties, pets or projects, and link them to other records.

Bringing in existing data

• Import contacts and opportunities from a CSV file and choose to create, update or do both
• Map each column to the right field and add a tag to the imported contacts
• Import contacts, deals, pipelines and custom fields from HubSpot (in beta for select users)