Set up a new prospect in 90 seconds (Company, Contact, Next Steps)

Process deals, tasks, followups, notes, documents equally fast. Instant tracking of your sales pipeline. Emails and Phone Calls automatically logged into your Customer. And more …

Manage your Deals: Small, medium, large

Set up the basic deal instantly. Then build the deal as it develops (deal stages, stakeholders, multi-deals, documents, negotiations , …). No deal is too big or too complex.

Manage your Sales Teams

Analyze your sales activities into Teams and Pipelines. Instant visibility of performance, and projections.

See your customer's Email/Phone/Conference activity in HubSpot

HubSpot can mirror/log every email, phone call, or conference; and will insert it into the correct customer/contact.

Manage your Marketing in HubSpot

EBlasts, Website integration, Lead Generation, Social Media, and more

HubSpot is built for fast deployment!

Intuitive, figure-it-out-quick design. Excellent help screens, quick videos, etc. Fast support when you need it from HubSpot and RDI.

Deep integration with AccountMate

RDI’s integration (“RDI-Link”) mirrors Customers, Contacts, Items, Deals; it allows visibility into AccountMate sales history, AR status, and more.

Rich functionality as you grow

CRM, Sales, Marketing, Service, Content Management, Operations. Each of these has basic functions and many extensions.

HubSpot's Team guides you as you grow

When you become a customer of HubSpot, you will receive superb startup training (“Onboarding”) This will focus not just on the mechanics of the software; but also your business, what functions of HubSpot to use, and how to use them. This guidance continues methodically as you progress with HubSpot. Hubspot is nearly unique for the consistent attention given customers and the quality of the guidance.

HubSpot boosts your sales capability!

HubSpot Corp. is a master of the modern art of selling. Their goal is to elevate your mastery. Themes you will hear are: Detailed knowledge of your customer; continual engagement; rapid response; consultative selling (“friendly guidance”); effortless process; strategy and insight. These themes are proven money-makers. The HubSpot team and RDI are your friendly coach along the way.