Lead Management

One of the most important parts of running your business is managing your leads. By properly managing your lead bank your sales team will have a better chance of closing those deals. At OnServe we promote using HubSpot CRM as your lead management tool, and the perk is that the software is absolutely free, which is perfect for small business owners. 

How Does It Work?

  • Our team will create your login profile, add users, and create an organization for you in HubSpot

  • Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time

  • Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes

  • Reports on leads captured, sales made, and more

  • To increase your team's efficiency, send text messages, emails and make phone calls straight from the system

  • No monthly payments just an initial $499 setup fee

  • Unlimited users

  • Software is compatible with multiple apps, including Gmail, Facebook, Calendly, Google Ads, Mail Chimp and many more

After selecting your package, you will receive an email from the team, requesting additional information about your business.

Our Business and Marketing Partners

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