Hubspot CRM for Accounting Firms: A Step-By-Step Tutorial for Beginners [Video]

Considering Hubspot for your accounting firm? Watch this video first.

It’s actually NOT my first recommendation as a CRM, but if you’re set on it, or have a large team of 20-30+ employees, I’ll walk you through its most helpful features.

🤝 If you want to run a more efficient firm…

Book a FREE CRM Consultation 👉👉 https://opzer.co/accounting

⏰ Timestamps:
0:00 – Why OTHER CRMs Might Be Better
1:12 – Favorite Feature #1
5:20 – Favorite Feature #2
8:01 – Favorite Feature #3
11:16 – Favorite Feature #4
13:23 – Favorite Feature #5

TOOLS MENTIONED
Hubspot: opzer.co/tools/hubspot
Ignition: opzer.co/tools/ignition

NEXT STEPS

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🤔Why Us?
We at Opzer.co have helped 50+ clients automate over half a MILLION tasks. We help our clients leverage automation and put the systems in place to scale their business faster (and with less overhead). I started this YouTube channel to document the automation best practices of the modern service and education businesses we serve.