Sales Solutions

HubSpot automatically logs your emails and contacts website so that you have the most up to date activities recorded in the system. Not only that, but you can also add notes and assign tasks to anyone in your organization within each contact profile. 

Receive real-time notification when emails are opened or clicked and which web page they visited on your website. Each activity has a timestamp so you know exactly when each contact makes a move.

Automate tedious follow-up emails that fill up your days so that you make sure no prospects slips through the crack. Also, no more back and forward emails to figure out the best time to call.

Email Sequences tool allows you to schedule when you want to send out follow-up emails. The great thing about it is that once a prospect replies or books a time on your calendar, the sequence automatically stops.

Want to know where each qualified lead is at in the sales Keep track of deals and predict future revenue based on how likely they are to close.

HubSpot has over 300 integrations which include Outlook, Gmail, Stripe, and PandaDoc.

HubSpot allows you to create invoices with a Stripe Payment button. Once an invoice is created, you simply send the link where they can see the details and pay via credit card all in 1 location.

As soon as you send an invoice out, HubSpot will track when the email is opened and if they clicked to view the invoice.

Some immigration and citizenship firms like to have the flexibility to have dedicated pages where they can have a "Pay Now" button. HubSpot integration makes this possible.

Stripe can automatically send out a receipt to those who processed a credit card payment. 

When a document is sent, PandaDoc is able to let you know when it has been opened and how many times. Not only that, but they also provide you with the amount of time that they spend on each page.

When a document is sent to a contact that is in your HubSpot CRM, the progress tracking details are recorded in their profile. This keeps everything about your lead in 1 place. 

Now you no longer need to ask your contacts to return a signed copy of a document by fax or email with a scan. They can fill out the required fields right on PandaDoc along with their Esignature.

No need to send a copy, PandaDoc will automatically send to all signees. 

Instead of starting from scratch, you can upload all of your existing documents and add the Esignature field so that you can start sending out documents for signature right away.

Instead of opening a template on MS Word to add or change the content so that it matches the recipient's information, PandaDoc allows you to add personalization fields that automatically add in the information (such as name and phone number) before it is sent out.

PandaDoc basically fetches the information in HubSpot CRM and fill in the blanks. This is a huge time saver.