How To Use HubSpot CRM | All-In-One FREE CRM Software for Small Business (HubSpot Tutorial)

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Published 2021-08-31

Today I’m excited to dive into our updated HubSpot CRM tutorial for beginners. In this HubSpot tutorial, I’m going to share how you can set up your account and leverage all the impressive free features that the HubSpot CRM has to offer.

HubSpot in our opinion offers the best free CRM software on the market. Their generous free plan allows you to add unlimited users, unlimited data and up to one million contacts.

In terms of the extensive features HubSpot provides, they go beyond CRM related activities and allow you to engage in email marketing, task management, ad campaign management as well as allowing users to create landing pages, forms and scheduling pages.

Check out our full blog post to help you get started with HubSpot here:
stewartgauld.com/how-to-use-hubspot-crm/

I’m going to walk you through how you can use all of the free features that the HubSpot CRM provides.

► Get started with the HubSpot CRM for free here:
hubspot.sjv.io/c/2844094/1001264/12893

*(This link is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!)

► Learn how to use HubSpot’s email marketing features here:
• HubSpot Tutorial - Email Marketing fo...

► Learn how to use HubSpot’s landing page feature here:
• How To Create A Landing Page | Best F...

► Today we cover the following chapters in this HubSpot tutorial:

0:00 Intro
01:25 HubSpot’s Free CRM
02:02 Create free account
03:12 Getting started
03:31 Account settings
04:00 Connect your email
05:06 Create an email signature
05:46 Connect your calendar
06:58 Account Defaults
07:11 Adding users
08:43 HubSpot’s free features
08:53 Contacts (manage/add)
12:13 Companies (manage/add))
12:50 Calls
12:59 Activity feed
13:07 Lists (segments)
14:16 Inbox
15:37 Chatflows
16:38 Snippets
17:46 Templates
18:26 Ads (manage ads)
19:09 Email (Email marketing)
20:11 Landing pages
21:29 Forms
21:49 Deals (sales pipeline)
24:06 Tasks
25:38 Documents
26:07 Meetings
29:06 Quotes
29:24 Tickets (support pipeline)
29:58 Reporting
32:41 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this HubSpot tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#hubspot #crm

All Comments (21)

@eunicemmadubuike8962 1 year ago

Thank you Stewart , your class was very easy . I just transition into tech and I’m learning about so many CRM softwares currently , your lecture made hubspot easy to navigate. Kudos to you !
@mothersdormlife 2 years ago

Impressive! Learned a lot about Hubspot so easily explained in detail. Thank you Stuart for sharing. God bless you!
@HubSpotHacks 1 year ago

Great overview of HubSpot, Stewart! There's so much valuable information. Really enjoyed the in-depth look at all of it!
@acrookedpath4959 2 years ago

you're doing this so well man. Super impressed
@thewholesomegardens7181 2 years ago

Thank you Stewart for an amazing walk-through! Very helpful!
@davidthompson2283 10 months ago

I've had Hubspot for ages, but it's scared the bejesus out of me, but I need a CRM, so today I decided to hit YouTube. Yours was the first video I clicked, and I don't think I'll bother with any others. That was a clear, concise and effective lesson that has left me feeling confident that I can use hubspot to get the results I need. I'm looking forward to my next lesson. And nice to hear a Kiwi accent.
@squ8392 1 year ago

Thank you . What an all encompassing and useful Business platform I am listening over and over, to really get this into my head Thanks again Su Q VancouverIsland BC CANADA
@thomassoranno1918 10 months ago

Great job, Stewart! Well presented!
@BowenLeigh 2 years ago

THANKS FOR SHARING... VERY HELPFUL!
@englishisfun4314 1 year ago

Very helpful! Thank you very much!
@geenaokoro4369 1 year ago

Great tutorial quite impactful!
@emanuel2171 2 years ago

This is awesome. I have been looking for a CRM to use with my business. Now and can down grade my subscription with my host because I don't have to use there crm.
@RJEnriquez 2 years ago

Awesome walkthrough. I have been looking for a CRM that would allow my customers to book a project, upload a file, and receive an estimate from me. Later, allow me to deliver the finished file upon receiving payment. Any ideas? I am barely starting so a free (for now) CRM is a most.
@MrChampionchimp 2 years ago

Thanks alot for these video Stuart! Quick question, what do you recommend is the best CRM or similar software for a Not for profit? We don't handle donors ATM but mostly need it for stakeholder management, email communications and contact management. Fairly new to CRMs so still trying to figure things out😊
@bene_mawunyo948 1 year ago

Great tutorial ❤
@mariajaninaallyssasanchez3090 1 year ago

nice video. It covered an overview for everything
@jameswalsh2427 10 months ago

This is a wonderful tutorial especially useful for people like myself that is a beginner. Greetings from James J in Limerick city Ireland 🇮🇪 😀
@ZanetDesign 2 years ago

Thanks Stewart great tutorial as always, I use Streak CRM, but this looks good too
@springyoung 1 year ago

Thanks again for the info from Singapore
@sobiajibcanadavlogs 1 year ago

wow the lecture was amazinggg