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- ## The HubSpot Customer Platform
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- ## Content
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Easily craft content for your audience, with help from AI.
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Organize, update, and distribute content in one place.
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Generate leads through content, AI, and automation.
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Prospect smarter and automate payments.
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Unify your team and data on one platform.
- ## Artificial Intelligence
- ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?LanguageId=1)
Scale customer service with an AI customer agent.
- ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?LanguageId=1)
Identify and engage high-value leads with an AI prospecting agent.
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Get instant answers about your customers with an AI data agent.
## By Team Size
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HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one.
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## Why HubSpot?
- ### Why Choose HubSpot?
After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates.
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- ## Featured Links
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- [What's New in HubSpot](https://www.hubspot.com/new?LanguageId=1)
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- Products Products
- ## The HubSpot Customer Platform
All of HubSpot's marketing, sales, and customer service software on one agentic platform.
- [__Free HubSpot CRM__](https://www.hubspot.com/products/crm?LanguageId=1)
- [__Overview of all products__](https://www.hubspot.com/products/get-started?LanguageId=1)
- [
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__Marketing Hub__
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Marketing automation software](https://www.hubspot.com/products/marketing?LanguageId=1)
- [
\
__Sales Hub__
\
Sales software](https://www.hubspot.com/products/sales?LanguageId=1)
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__Service Hub__
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Customer service software](https://www.hubspot.com/products/service?LanguageId=1)
- [
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__Content Hub__
\
Content marketing software](https://www.hubspot.com/products/content?LanguageId=1)
- [
\
__Data Hub__
\
Data management software](https://www.hubspot.com/products/data?LanguageId=1)
- [
\
__Revenue Hub__
\
CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?LanguageId=1)
- [
\
__Smart CRM__
\
AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?LanguageId=1)
- [
\
__Agent Hub__
\
Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?LanguageId=1)
- [
\
__Small Business Bundle__
\
The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?LanguageId=1)
- [
\
__AEO (Beta)__
\
Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?LanguageId=1)
- [
\
__HubSpot Marketplace__
\
Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?LanguageId=1)
- Solutions Solutions
- By Use Case
- ## Marketing
- [Generate leads](https://www.hubspot.com/use-case/generate-leads?LanguageId=1)
- [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?LanguageId=1)
- ## Sales
- [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?LanguageId=1)
- [Close deals](https://www.hubspot.com/use-case/close-more-deals?LanguageId=1)
- ## Customer Service
- [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?LanguageId=1)
- [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?LanguageId=1)
- ## Content
- [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?LanguageId=1)
- [Manage content](https://www.hubspot.com/use-case/manage-content?LanguageId=1)
- ## Startups & Small Businesses
- [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?LanguageId=1)
- [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?LanguageId=1)
- [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?LanguageId=1)
- ## Artificial Intelligence
- [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?LanguageId=1)
- [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?LanguageId=1)
- [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?LanguageId=1)
- By Team Size
- ## By Team Size
- 
### For Small Businesses & Startups
HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one.
[Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?LanguageId=1)
- 
### For Enterprises
With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use.
[Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?LanguageId=1)
- Why HubSpot?
- ## Why HubSpot?
- 
### Why Choose HubSpot?
After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates.
[Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?LanguageId=1)
- 
### Case Studies
Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better.
[See all case studies](https://www.hubspot.com/case-studies?LanguageId=1)
- 
### Spotlight: Product Updates
Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase.
[Explore product updates](https://www.hubspot.com/spotlight?LanguageId=1)
- [Pricing](https://www.hubspot.com/pricing/sales?LanguageId=1)
- Resources Resources
- ## Featured Links
- [Spotlight: Product Updates](https://www.hubspot.com/spotlight?LanguageId=1)
- [What's New in HubSpot](https://www.hubspot.com/new?LanguageId=1)
- [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?LanguageId=1)
- [Sustainability](https://www.hubspot.com/sustainability?LanguageId=1)
- ## Community & Events
- [UNBOUND Event](https://unbound.hubspot.com/)
- [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers)
- [HubSpot Community](https://community.hubspot.com/?hubs_content=www.hubspot.com%2Fproducts%2Fsales%2Fdocument-tracking&hubs_content-cta=nav-resources-community&LanguageId=1)
- [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?LanguageId=1)
- ## Partners
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions?LanguageId=1)
- [Technology Partner Program](https://www.hubspot.com/partners/app?LanguageId=1)
- [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?LanguageId=1)
- [Education Partner Program](https://academy.hubspot.com/education-partner-program?LanguageId=1)
- [Startup Partner Program](https://www.hubspot.com/startups/partners?LanguageId=1)
- ## Education
- [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?LanguageId=1)
- [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?LanguageId=1)
- [HubSpot Blogs](https://blog.hubspot.com/)
- [Free Courses & Certifications](https://academy.hubspot.com/)
- [Ebooks, Guides & More](https://www.hubspot.com/resources?LanguageId=1)
- [HubSpot Knowledge Base](https://knowledge.hubspot.com/)
- ## Tools
- [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?LanguageId=1)
- [Developer Tools](https://developers.hubspot.com/)
- ## Services
- [Onboarding](https://www.hubspot.com/services/onboarding?LanguageId=1)
- [Migration](https://www.hubspot.com/services/professional/migrations?LanguageId=1)
- [Premium Support](https://www.hubspot.com/services/premium-support?LanguageId=1)
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[Get started free Start using HubSpot's document tracking software for free](https://app.hubspot.com/signup-hubspot/sales?LanguageId=1)
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- Document Tracking


# Document Tracking
Monitor when prospects open, view, and share your sales documents with document tracking software — giving you real-time insights into buyer engagement.
[Get started free](https://app.hubspot.com/signup-hubspot/sales?LanguageId=1)
- See when a lead opens or forwards a document
- Use tracking to identify the content types that close deals
- Keep your team up-to-date with a shared library of documents
Click to enlarge
## Close more deals with trackable documents.
Content can be a powerful conversion tool when used right, but you won’t know which content is effective without the right document tracking systems in place.
HubSpot’s document tracking features allow you to build a unified library of trackable sales content. Your sales team can then share those documents with prospects from their Gmail, Google Workspace, Outlook, or Office 365 inbox. Get notified when a prospect opens or shares a doc, so you can send relevant and timely follow-ups.
1. ### Get notified when prospects open documents.
Knowing whether prospects are engaging with your sales efforts can be near impossible, especially when they don’t reply to your emails. Document tracking notifies you when contacts open or share your sales documents. Use that insight to send timely and personal follow-ups, prioritize hot leads, and optimize your sales content.

Click to enlarge
2. ### Create a shared library of sales content.
Make it easy for your team to find and share the most up-to-date content with prospects. With document management, you can build a library of sales content for your whole team. Easily choose documents to include in your emails using a dropdown menu in your Gmail or Outlook inbox.

Click to enlarge
3. ### Identify documents that close deals.
Get insightful reporting about how sales content is helping prospects move toward conversion. Learn how your team uses different documents and how prospects respond to them. By tracking which content is influencing deals, you can surface the best-performing documents and improve your entire sales process.

Click to enlarge
Have questions? Give us a call and we'll walk you through it.
[+1 888 482 7768](tel:+18884827768)
## Related Resources
If you’re interested in document tracking software, these related resources may help.
Previous Next
- 
### How Using a Document Library Can Improve Your Sales Process
Explore different types of document libraries and learn how to create one for your sales team.
[Read the document library blog post](https://blog.hubspot.com/sales/document-library?LanguageId=1)
- 
### How to Upload and Share Documents
See how to use the documents tool to build a library of content for your team to share documents with contacts.
[Read the sales documents article](https://knowledge.hubspot.com/documents/use-documents?LanguageId=1)
- 
### Using Sales Hub's Content Tools
In this lesson, learn how to use Sales Hub’s outreach tools to match your sales process.
[Watch the sales content tools lesson](https://academy.hubspot.com/lessons/hubspot-sales-content?LanguageId=1)
## Frequently Asked Questions
### What is document tracking?
Document tracking makes it easy for busy teams to find, access, and edit critical documents. It keeps a running history of any action taken on a document and by whom. In addition, your documents are stored and versioned securely in a library where any users given access can easily find them.
HubSpot’s document tracking systems also include analytics around what happens after a document has been created and sent. For instance, you’ll know if a prospect has accessed the document, what actions they’ve taken on it, and how long it has been since they last looked. Even better: all of this will automatically be updated in the contact record in HubSpot’s Smart CRM.
### What makes HubSpot’s document tracking software popular?
Popular features of HubSpot document tracking include:
- A library where your team can find all of your existing, up-to-date docs
- Real-time analytics make it easy to see who’s interacting with your documents and when
- Performance tracking to understand which of your documents perform best with your prospects
- Direct integration with major email providers like Gmail, Outlook, and Office 365
- Built-in personalization functionality
### How much time does it take to implement document tracking?
The time it will take to set up document tracking depends on whether you’re already using a document management system and how many documents your sales team already has.
If you’ve never used a document tracking system before, the setup will be quite easy — simply set up your team with accounts, and they’ll be ready to go. If you’ve already used a document tracking system in the past or have a large library of documents to migrate, the process will take slightly longer as you’ll need to [move all of that content](https://knowledge.hubspot.com/documents/use-documents?LanguageId=1) over before your team can use the tool.
### How much does HubSpot’s document tracking cost?
HubSpot’s document tracking is part of Sales Hub, and you can get started with it 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](https://www.hubspot.com/pricing/sales?LanguageId=1) of Sales Hub.
## Popular Features in Sales Hub
Document tracking software is available in [Sales Hub](https://www.hubspot.com/products/sales?LanguageId=1). Explore additional Sales Hub features below.
Previous Next
- [Free Meeting Scheduler](https://www.hubspot.com/products/sales/schedule-meeting?LanguageId=1)
Add a meeting scheduler link to your website and emails to book more appointments.
- [Free Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking?LanguageId=1)
Get notified when leads open your emails so you can close more deals with timely follow-ups.
- [Sales Automation Tools](https://www.hubspot.com/products/sales/sales-automation?LanguageId=1)
Automate lead rotation, follow-ups, and more with workflows and sequences that drive efficiency.
- [Contact Management Software](https://www.hubspot.com/products/crm/contact-management?LanguageId=1)
Keep your CRM records up to date with ease. Add contacts and log activity with a single click.
- [Forecasting Software](https://www.hubspot.com/products/forecasting?LanguageId=1)
Inspect deals to make sure your team is on track with a holistic view of your pipeline.
- [Free Email Template Builder](https://www.hubspot.com/products/sales/email-templates-sales?LanguageId=1)
Scale your sales efforts by leveraging and creating conversion-ready email templates.
- [Document Tracking](https://www.hubspot.com/products/sales/document-tracking?LanguageId=1)
Build a library of sales content for your team to share, and track which documents close deals.
- [Call Tracking Software](https://www.hubspot.com/products/sales/click-to-call?LanguageId=1)
Track, prioritize, and make calls directly from your browser to maximize efficiency.
- [Lead Management & Prospecting Software](https://www.hubspot.com/products/sales/sales-leads?LanguageId=1)
Track and get notified when a lead visits your website, then follow up flawlessly.
- [Predictive Lead Scoring Software](https://www.hubspot.com/products/lead-scoring?LanguageId=1)
Prioritize the accounts and leads that are most likely to close with automated lead scoring.
- [Free Pipeline Management Software](https://www.hubspot.com/products/crm/pipeline-management?LanguageId=1)
Visualize your entire sales cycle in an easy-to-follow pipeline to prioritize leads and close more deals.
- [Custom Objects](https://www.hubspot.com/products/custom-objects?LanguageId=1)
Add custom fields to your HubSpot Smart CRM to automate workflows and dive deeper into your data.
- [Payment Links](https://www.hubspot.com/products/commerce/payment-links%C2%A0?LanguageId=1)
Transform your customers' buying experience with natively built, CRM-powered payments.
- [Quote Software](https://www.hubspot.com/products/commerce/quotes?LanguageId=1)
Create and send sales quotes, collect electronic signatures, and receive payments from the same place you manage your deals.
- [AI Email Writer](https://www.hubspot.com/products/marketing/ai-email-writer?LanguageId=1)
Write emails in a fraction of the time using HubSpot's AI email writer.
- [AI Paragraph Rewriter](https://www.hubspot.com/products/cms/paragraph-rewriter?LanguageId=1)
Easily generate, edit, and repurpose copy with an AI paragraph rewriter.
- [Sales Reporting & Performance Management Software](https://www.hubspot.com/products/sales/sales-reports?LanguageId=1)
Leverage sales reports to track activity, forecast deals, and gain insight into your funnel.
- [CRM Customization](https://www.hubspot.com/products/crm/customization?LanguageId=1)
Easily map your specific data model to your HubSpot Smart CRM.
- [Sales Playbook Software](https://www.hubspot.com/products/sales/playbooks?LanguageId=1)
Help your team close more deals with competitive battlecards, conversion-ready scripts, and more.
- [Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder?LanguageId=1)
Qualify leads, book meetings, provide customer support, and scale one-to-one conversations with chatbots.
- [Conversation Intelligence](https://www.hubspot.com/products/conversation-intelligence?LanguageId=1)
Provide better coaching for your team using insights from customer calls directly from your HubSpot CRM.
- [VoIP Software](https://www.hubspot.com/products/voip?LanguageId=1)
Make calls from inside HubSpot and enjoy automated call recording and logging.
- [ABM Software](https://www.hubspot.com/products/abm-software?LanguageId=1)
Unite your marketing and sales teams with collaborative tools for account-based buying.
- [Free Business Card Scanner App](https://www.hubspot.com/products/business-card-scanner-app?LanguageId=1)
Turn business cards into CRM contacts in seconds, and leave manual data entry in the past.
- [HubSpot Mobile App](https://www.hubspot.com/products/mobile?LanguageId=1)
Continue growing your business on the go with the free HubSpot mobile app.
- [Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent?LanguageId=1)
Build a qualified sales pipeline with an AI-powered prospecting agent that researches and delivers personalized outreach strategies.
- [AI Guided Selling Software](https://www.hubspot.com/products/sales/ai-guided-selling?LanguageId=1)
Leverage the power of AI to give sales teams the tools and guidance to create more pipeline and win more deals.
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## Popular Features
- [All Products and Features All Products and Features](https://www.hubspot.com/products?LanguageId=1)
- [HubSpot AEO HubSpot AEO](https://www.hubspot.com/products/aeo?LanguageId=1)
- [Free Meeting Scheduler App Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting?LanguageId=1)
- [Agent Hub Agent Hub](https://www.hubspot.com/products/artificial-intelligence?LanguageId=1)
- [Email Tracking Software Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking?LanguageId=1)
- [AI Content Writer AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer?LanguageId=1)
- [AI Website Generator AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator?LanguageId=1)
- [Email Marketing Software Email Marketing Software](https://www.hubspot.com/products/marketing/email?LanguageId=1)
- [Lead Management Software Lead Management Software](https://www.hubspot.com/products/crm/lead-management?LanguageId=1)
- [AI Prospecting Agent AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent?LanguageId=1)
- [Free Website Builder Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder?LanguageId=1)
- [Free Landing Page Builder Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages?LanguageId=1)
- [Free Online Form Builder Free Online Form Builder](https://www.hubspot.com/products/marketing/forms?LanguageId=1)
- [Free Chatbot Builder Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder?LanguageId=1)
- [Free Live Chat Software Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat?LanguageId=1)
- [Marketing Analytics Marketing Analytics](https://www.hubspot.com/products/marketing/analytics?LanguageId=1)
- [Breeze Assistant Breeze Assistant](https://www.hubspot.com/products/artificial-intelligence/breeze-ai-assistant?LanguageId=1)
- [Free Web Hosting Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting?LanguageId=1)
## Free Tools
- [See All Free Business Tools See All Free Business Tools](https://www.hubspot.com/free-business-tools?LanguageId=1)
- [AEO Grader opens in a new tab AEO Grader](https://www.hubspot.com/aeo-grader?LanguageId=1)
- [AI Search Sensor opens in a new tab AI Search Sensor](https://www.hubspot.com/aeo-sensor?LanguageId=1)
- [Make My Persona opens in a new tab Make My Persona](https://www.hubspot.com/make-my-persona?LanguageId=1)
- [Email Signature Generator Email Signature Generator](https://www.hubspot.com/email-signature-generator?LanguageId=1)
- [Free Business Templates Free Business Templates](https://www.hubspot.com/resources/templates?LanguageId=1)
- [Software Comparisons Library Software Comparisons Library](https://www.hubspot.com/comparisons?LanguageId=1)
- [Website Templates Website Templates](https://ecosystem.hubspot.com/marketplace/website?LanguageId=1)
- [Connector for Claude Connector for Claude](https://www.hubspot.com/claude?LanguageId=1)
## Company
- [About Us About Us](https://www.hubspot.com/our-story?LanguageId=1)
- [Careers Careers](https://www.hubspot.com/careers?LanguageId=1)
- [Management Team Management Team](https://www.hubspot.com/company/management?LanguageId=1)
- [Board of Directors Board of Directors](https://www.hubspot.com/company/board-of-directors?LanguageId=1)
- [Investor Relations opens in a new tab Investor Relations](https://ir.hubspot.com/)
- [Blog opens in a new tab Blog](https://blog.hubspot.com/)
- [Sustainability Sustainability](https://www.hubspot.com/sustainability?LanguageId=1)
- [Contact Us Contact Us](https://www.hubspot.com/company/contact?LanguageId=1)
## Customers
- [Customer Support opens in a new tab Customer Support](https://help.hubspot.com/)
- [Join a Local User Group Join a Local User Group](https://www.hubspot.com/hubspot-user-groups?LanguageId=1)
## Partners
- [All Partner Programs All Partner Programs](https://www.hubspot.com/partners?LanguageId=1)
- [Solutions Partner Program Solutions Partner Program](https://www.hubspot.com/partners/solutions?LanguageId=1)
- [Technology Partner Program Technology Partner Program](https://www.hubspot.com/partners/app?LanguageId=1)
- [HubSpot for Startups opens in a new tab HubSpot for Startups](https://www.hubspot.com/startups/partners?LanguageId=1)
- [Affiliate Program Affiliate Program](https://www.hubspot.com/partners/affiliates?LanguageId=1)
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- [Tiktok](https://www.tiktok.com/@hubspot?LanguageId=1)
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