Best HubSpot Features for Streamlining Operations in a Startup

[rapidstatement]

Hi everyone,

I’m part of a small startup, and we're exploring different tools to help streamline our sales operations.

We’re considering using HubSpot’s suite of products, but I’m a bit overwhelmed with all the options available.

For those of you who’ve used HubSpot for a startup, which tools or features would you recommend as must-haves? Startup operators, which features do you find most useful?

For context, we’re in the finance software space and currently handle things like document processing for clients (see Rapid Statement here ).

Thanks 🙂

[kennedyp]

Hi @rapidstatement! Welcome to the Community-- happy to have you here 😊

I totally understand. Sometimes seeing all of the tools HubSpot has to offer makes my head spin! I recommend checking out these articles to help you get started with the basics. HubSpot Study Groups are also a great place to collaborate with other members who are operating businesses similar to yours! 

Maybe some our experts can provide their best tips & tricks too! @Syeda_Fatima, @Franci, @mangelet do y'all have any advice for @rapidstatement for getting started in the CRM? 

Best, 
Kennedy