Tips, Tricks & Best Practices

virtualorbis
Mitglied

Can I use Hubspot CRM to track invoice payments ?

Hello,
I used to use CapsuleCRM to track sales prospects and invoices pending of payment.
For this purpose I used their email dropbox feature combined with tasks however I am trying to cut costs and was wondering if I can replicate the same in Capsule CRM.

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2 Antworten
JustLeah
Mitglied

Can I use Hubspot CRM to track invoice payments ?

I am also looking for this functionality.  Did you find a way to track invoices pending of payment in HubSpot?

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sharonlicari
Community-Manager/-in
Community-Manager/-in

Can I use Hubspot CRM to track invoice payments ?

Hey @virtualorbis 

 

I don't have experience with CapsuleCRM or Dropbox features, however in HubSpot you can track your emails, create tasks and create and send quotes to your prospects. 

 

I'd like to share these articles from our KB that might help you

 

Email Tracking

Use tasks

Create and share quotes this functionality is available for a paid Sales subscription

 

I hope this helps

Thanks

Sharon  


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