The Best CRM Management Tool to Use With Virtual Assistants

In today’s video, our Head of Operations, Richard Phu introduces the best free CRM management tool to use with your team of Virtual Assistants. At Outsourcing Angel, our virtual team has been using HubSpot to stay organised, up-to-date and informed about our leads and clients.
If you’re looking for free CRM tools for your business, then we highly recommend HubSpot too. Not only is it user-friendly with many reporting and cross-platform capabilities, HubSpot is also the best CRM for virtual assistants and your business. As a CRM for small businesses, HubSpot is the most cost-effective and efficient software for virtual assistants to help you stay on top of all your interactions.
Watch this video now and learn from Richard about HubSpot’s many easy-to-use functions and how you can manage all your leads and clients with HubSpot and an admin virtual assistant.
Follow us, Outsourcing Angel, a virtual assistant agency, that is so much more than a HR provider. We are here to guide and educate you on your journey to building your best virtual team.
Chapters:
0:00 Introduction
1:07 HubSpot - the best FREE CRM
1:31 The Deal Pipeline
2:36 Tracking all activity
3:27 Email integration
3:35 Tasks reminders
4:25 HubSpot’s ticket system
6:10 HubSpot’s plus points
7:05 Sign up for our Signature Course
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Thanks so much for watching! What CRM tool do you use? 🌟 *Download free outsourcing resources here:* outsourcingangel.com/free-downloads/ Enjoy our content on KZbin? Connect with our Founder, Linh Podetti on Instagram: instagram.com/linhpod/