As an agency grows, so do its sales processes, lead management and automation needs. On that journey, having the right CRM can make the difference between an efficient sales team and one that misses opportunities due to lack of follow-up. Two popular options in the marketing world are Close CRM and HubSpot. Which one is right for your business and your needs?
Close: speed and focus on sales
Close was designed with a clear mindset: to help sales teams close faster. It has a lightweight interface and a strong focus on productivity. Its great differential is that it allows you to make calls, send emails and record everything from the same place, without relying on multiple tools.
In addition, Close features simple automations, visual pipelines and a low learning curve. It is ideal for small to medium-sized teams that need to move fast, especially in startups or agencies that handle intensive sales flows.
HubSpot: an all-in-one platform
HubSpot is much more than a CRM. It's a complete ecosystem that combines marketing, sales, customer service and CMS in a single platform. While its free version is quite powerful, the paid versions offer a suite of advanced features, from lead nurturing to marketing automation and analytics.
For agencies that work with multiple clients, inbound campaigns or need a CRM integrated to their content and performance strategy, HubSpot offers more possibilities in the long run. But that also means more complexity of configuration and, in some cases, higher costs.
A dashboard to connect sales and marketing data
Beyond the CRM chosen, one of the keys lies in how it is measured: where do the most profitable leads come from? Which campaigns feed the funnel best? How does the sales team's performance evolve?
That's where the use of a Digital Marketing Reporting Dashboard. This type of dashboard allows you to cross-reference CRM data (either Close or HubSpot) with Google Ads, Meta, email marketing or organic traffic campaigns.
Tools such as Master Metrics centralize all this information, automate the generation of reports and allow you to customize visualizations by channel, customer or funnel stage. This not only improves business visibility, but also saves valuable hours of manual work.
Conclusion
Close is perfect for sales teams that prioritize agility and operational productivity. HubSpot, on the other hand, is ideal for agencies that need a comprehensive solution and are willing to invest in a tool with greater reach. In both cases, success depends not only on the CRM, but also on how the data is interpreted and acted upon. And here, having a professional dashboard like Master Metrics can make all the difference.
