Agency Service Primer for Dossier + HubSpot

Interested in expanding your service offerings? Learn more about the services you can offer your clients with Dossier and its HubSpot integration.

dossier-logo-fullword-deep-blue-on-trans-220x53-1By partnering with Dossier, your agency can offer:
  • Customer response system
  • Consolidated prospect and customer communications
Plus, it will all be integrated with your client's HubSpot CRM. 

What is the service?

A Customer Response System - Agencies that partner with Dossier can help their clients organize all customer conversations, no matter where they happen. Dossier creates intelligent workspaces for each customer where you can see all communications that have happened, invite others to collaborate, assign actions, organize documents and more. By implementing Dossier and its customer response system for your clients, they will be more profitable because they will efficiently handle all incoming customer requests - on their websites, in their apps, and on email.

Who is an ideal client?

Clients looking to improve customer communications and businesses who want to get ahead of the communications deluge from email, chat, and messaging. Agencies can help a client's customer-facing team to become more efficient in responding to and managing client communications.

How does it complement Inbound?

By integrating with HubSpot, Dossier helps customer-facing teams see all customer communications and get things done, faster and more efficiently. With all the possible channels for communicating with prospects and customers, it can be difficult to prioritize the right communications. You can help your clients gain visibility into conversations with clients and leads and respond more effectively to the requests that are more important.

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Interested in other agency services?

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Read more Agency Service Primers
Dossier + HubSpot Integration

Organize customer conversations in Hubspot and send contacts, email history and chats to HubSpot.

Learn more about the integration
Customer Response System

Organize customer conversations, no matter where it happens, with zero disruption to the ways you already communicate.

Get started with Dossier