Customer Profile Software

Get powerful context about the people and companies you’re emailing, right inside your Gmail or Outlook inbox.

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Get set up in seconds, and get powerful context about the prospects you're emailing.

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Works with Gmail, G Suite, and Outlook or Office 365 for Windows

Powerful contact insights at your fingertips

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    Get helpful context where you need it most.

    Save the time you would’ve spent hunting down details about the prospects and companies you’re emailing with.

    Get contact details, company information, and more right alongside your emails.

    When useful context is right inside your inbox, drafting personal, effective follow-ups is a breeze.

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    See prospects’ recent interactions with your emails.

    Stop questioning if prospects have seen your email yet.

    Know exactly when a lead opens your email, clicks a link, or downloads a document you’ve sent.

    A built-in activity stream automatically stores a history of contacts’ interactions with your emails, so you can eliminate guesswork and personalize your sales approach.

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    Get deeper insights about contacts with just one click.

    Need to take a deeper look at a contact’s history? No problem.

    Get easy access to related contact and company records in HubSpot CRM or Salesforce right from inbox profiles.

    With a complete view of your contact’s history, you’ll have deeper insight to make your email that much more compelling.

Connect With the Apps Your Team Already Uses

HubSpot Sales works seamlessly with Gmail, G Suite, and Outlook or Office 365 for Windows.

With HubSpot Sales, you get useful context about the people and companies you’re communicating with right inside your Gmail or Outlook inbox.

The All-in-One Sales Software Your Team Will Actually Use

Email Sequences

Put prospecting on autopilot to keep them from slipping through the cracks and free up more time to close warm leads.

Email Templates

Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team.

Email Tracking

Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed. Then send a perfectly timed follow-up.

Email Scheduling

Schedule emails to go out at a specified date and time, or use machine learning to deliver emails to prospects when they’re most likely to engage.

Documents

Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.

Meetings

Share a link that gives leads the power to choose a time that works for everyone. Works with Google Calendar, Office 365, and HubSpot CRM.

Live Chat

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.

Calling

Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click.

Sales Automation

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.

Reporting

Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.

Predictive Lead Scoring

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Salesforce Integration

Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips.

FAQs

  • Customer profile software are the collections of data around people and their companies that businesses use to understand them better. For instance, a customer profile will usually include demographic, psychographic, and geographic information about a customer or their company. It may also include information around buying patterns, fiscal metrics, and even their purchase history.

    HubSpot customer profiles automatically populate within HubSpot’s CRM tools and across the HubSpot ecosystem. You can use them in your team inbox, within your sales pipeline functionality, and even for email marketing. 

    Companies can use HubSpot customer profiles to create better marketing campaign segments. Teams can also understand which groups of customers are getting the most benefits from their support or customer success offerings and even uncover their most valuable customer segments.

  • Popular HubSpot customer profile features include:

    • Customer context available right within your inbox
    • Prospect timelines visible right within the context of your email platform
    • Deeper customer insights from HubSpot’s sales CRM software or Salesforce, updated automatically
    • Personalization and meeting scheduling directly built-in
    • Integrations with popular email services like Gmail, Outlook, and Office 360
  • HubSpot’s customer profiles are part of Sales Hub, and you can get started with them for free. If you’re looking for more advanced features to help automate and scale your sales operations, HubSpot also offers premium features with Starter, Professional, and Enterprise editions of Sales Hub.

  • Customer profile setup is instantaneous. Just connect your email provider, and you can take advantage of enhanced customer context immediately. If you need to migrate customer data into your CRM, it may take longer for your customer profiles to reach their full potential, but you will still be able to take advantage of fundamental features right from the start.

Start Using HubSpot's Sales Software Today

Reach more leads, book more meetings, and close more deals with less work.

Works with Gmail, G Suite, and Outlook or Office 365 for Windows