Documents

Build a library of helpful sales content for your entire team, share documents right from your Gmail or Outlook inbox, and see which content closes deals.

Documents-Hero.png
Image Frame

Start Sharing and Tracking Documents Now

Get up and running in seconds, and build a unified sales library for your whole team.

Get started free

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

A single library for all your sales documents

  1. Sales-Documents-1.png

    Create a unified library, accessible to your whole team.

    Stop wasting valuable time tracking down important sales documents.

    Build a single, shared library of up-to-date sales content for your entire team. 

    Choose documents to include in your emails right from a drop-down menu in your Gmail or Outlook inbox, and never worry about whether you have the latest version

  2. Sales-Documents-2.png

    Know the second a prospect opens a document.

    Be on the alert as soon as prospects engage with the content you send.

    When a lead clicks an email link to open your document, or shares it with a colleague, we’ll notify you instantly on your desktop.

    When you can see that prospects are interacting with your content, you can follow up in a relevant and timely way.

  3. Sales-Documents-3.png

    Identify the documents that close deals.

    Get aggregate data about how your sales content is helping to move your sales process forward.

    Find out how often your team is using different pieces of content, and how your prospects are engaging with it.

    By knowing which content is influencing closed deals, you can surface the best-performing documents and make your entire sales team more effective.

Connect With the Apps Your Team Already Uses

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

Choose sales documents to include in your emails right from a drop-down menu in your Gmail or Outlook inbox, and all your important sales documents are at your fingertips.

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.

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