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Pipeline Management

Pipeline Management

Add deals, assign tasks, and monitor progress in your dashboards to make tracking sales pipelines a breeze.

Consultation with experts

  • Share templates with your team to build on prior successes

  • Personalize & send sales emails via Outlook, Office 365, or Gmail

  • Report on email open rates, link click-throughs, and attachment downloads

Send more sales emails in less time.

Writing a relevant sales email can take hours. Repeating that process for multiple prospects can eat up your entire week.

With HubSpot, you can quickly build email templates using an intuitive interface and pre-made designs. Customize each template to match your brand and content needs. When you’re ready to contact prospects, personalize and send each email in seconds directly within your inbox.

Send more sales emails in less time.

Turn successful emails into reusable templates.

Constantly churning out new email content and designs can strain your team’s bandwidth. Instead of repeating the same process multiple times, replicate the success of prior emails by turning them into customizable templates that can easily be shared with your team.

Turn successful emails into reusable templates.

Optimize email templates with built-in reporting.

With HubSpot’s email template builder, you get real-time insight into email open rates, attachment clicks, and more. You can then use those metrics to determine which templates perform best and double-down on the content that converts.

Optimize email templates with built-in reporting.

Personalize your one-on-one emails at scale.

Keep your prospects engaged by tailoring the content in your email templates. Easily add personalization tokens, relevant sales documents, and meeting links. Or include a personalized video through the built-in Vidyard integration.

Personalize your one-on-one emails at scale.

Send email templates from your inbox.

HubSpot’s email template builder is compatible with the apps your team already uses, so you can see and send templates straight from your inbox. Personalize and send sales emails from your email platform of choice — Gmail, Google Workspace, Outlook, or Office 365.

Send email templates from your inbox.

Have questions? Give us a call and we'll walk you through it.

+1-6464576250

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Popular Features in RocDesk's CRM

Live chat software is available in RocDesk's CRM platform. Explore additional CRM features below.

Lead Management

Show the impact of your marketing activities on your sales pipeline and invest your time on the hottest leads.

Quotes

Generate polished, branded quotes in seconds. Send quotes when your product is top of mind to close deals faster.

Email Templates

Turn your best sales emails into templates you can personalize, optimize, and share with your team.

Contact Management

Know every contact in your customer accounts,Pull in social data for a deeper view of your customers,sales easy to strengthening customer relationships.

Sales Analytics and Reporting

Get full visibility into your process so you can forecast effectively and deliver exceptional results.

Audience Segmentation

By segmenting your audiences, you can ensure you get the right message to the right person. “Right message, right person, right time” is the email marketers’ mantra.

Opportunity Management

Easily manage your sales deals and boost rep productivity by staying connected to the people and information you need to drive efficient growth.

Account-Based Marketing

Build deeper relationships and turn your high-value target accounts into customers. Collaborative tools unite your sales and marketing teams.

Workflow Automation

Easily optimize workflow processes for deals over a certain size, and create automatic email alerts or auto-assign tasks as a deal moves through different stages of the sales pipeline.

Email management

Get a complete view of all your customer interactions with Salesforce integration to Outlook or Gmail. Capture emails automatically into Salesforce, keeping you and your entire team up to date.