Join Diego and Michel from our team as they walk you through the practical features of HubSpot's Smart CRM that are making their daily work easier. In this hands-on demo, they show you exactly how these updates help you work faster without switching between multiple tabs.
What you'll learn:
- Enhanced preview mode - View and edit contact details without leaving your list view. Send emails, make calls, and update properties directly from the preview window.
- Smart sorting - Sort by any property, even if it's not visible in your columns. Find what you need faster without cluttering your screen.
- Conditional formatting - Highlight important data with color-coded columns, just like Excel. Spot deals at risk or flag outliers instantly.
- Column insights - Get AI-powered analysis of any field with one click. See data distributions, anomalies, and patterns without building reports.
- Instant reporting - Switch from list view to visual reports in seconds. Create charts and analyze your data without opening the dashboard.
- Multiple view options - Choose table, board, calendar, or report views depending on your workflow. Each object type offers views that match how you work.
Bottom line: Smart CRM puts all the tools you need—editing, sorting, analyzing, and reporting—in one place, so you spend less time clicking around and more time getting things done.
** This conversation is recorded in English. You can activate the English captions by clicking the CC button in the video player.
