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Managing customer relationships is crucial for banks. 

HubSpot CRM simplifies this process, allowing you to manage your client’s entire lifecycle—from prospecting to customer retention. 

With HubSpot, you can easily achieve the following:

  • Create custom fields
  • Assign tasks to team members
  • Track meetings, calls, & emails
  • Store all client data in one location

Adding a new contact is as easy as clicking “create contact” and filling out a few fields (pictured below). 

Best CRM For Banks - HubSpot New Client

Within each card, you can easily view and edit the following info:

  • Name
  • Owner
  • Job title 
  • Phone & email
  • Lifecycle stage 
  • Lead status
  • Notes & tags
  • Attachments
  • Custom fields

As you can see, there’s a ton of information in each card, but HubSpot manages to keep all this data well-organized and just a click away.  

Once you’ve input your data, you can easily view everything from HubSpot’s client dashboard (shown below). 

Best CRM For Banks - HubSpot Client DashboardBest CRM For Banks - HubSpot Client Dashboard

This dashboard is fully customizable, allowing you to add essential metrics for your bank. 

The nitty gritty: HubSpot offers some of the best client management capabilities in the game. 

It’s perfect for banks of any size looking to streamline their processes and improve customer relationships across the board. 

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