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Maximize Efficiency with HubSpot CRM for Educational Marketing

Guillermo Tângari
Guillermo Tângari

Published in: Aug 11, 2023

Updated on: Aug 27, 2025

Why should you use HubSpot as a CRM? 5 reasons to do!
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HubSpot CRM is considered one of the best Customer Relationship Manager software in the market. The heading is not only because it’s a free suite, but also because it facilitates and optimizes the marketing experts’ work. Its resources allow getting significant results on different fronts.Generally, this kind of suite aims to bring more efficiency to the work dynamics. Saving time, it’s possible to generate and retain more contacts and, yet, offer a qualified service. HubSpot's CRM is more than that and has edges that benefit any company.

In the Educational Marketing field, EIs that use appropriate operational CRM software note significant improvement on the students’ capture and retention processes. Besides that, the return over investment is very compensating. But how and why does it happen? Keep reading this article to find out!

What 's HubSpot?

HubSpot is a suite created to integrate every marketing, sales and customer relationship strategies in the same place. Every product developed by the company has as a standard the inbound marketing, in other words, a system that values fascination, content and experience to clients and potential customers that are beyond a service purchase.

The software was developed to attend to the demands in a time that companies need to adapt to the changings of business relations. It’s not about publishing generic ads or concluding the commitment after the purchase. It’s necessary to direct precisely the resources to attract and guarantee an after-sale adequately, and so on.

In addition to the Marketing, Sales, and Service hubs, HubSpot has consolidated content production into the Content Hub, integrating AI-powered creation, remixing, and asset governance. This reinforces the inbound approach: maintaining content, automation, and CRM in the same environment to achieve consistent scale.

That’s why more companies are choosing HubSpot CRM over time, once it has customers in more than 120 countries. The results increase significantly in ROI and website traffic, for example. But there are a lot of other reasons to bet on this suite.

Digital representation of HubSpot CRM with customer management and relationship icons.Image: HubSpot CRM: efficient customer relationship management 

5 reasons to use HubSpot CRM

At this moment, you already know what HubSpot CRM is for. But perhaps you need some reason to be convinced that it’s a software that can make all the difference in the marketing strategies of your company. See how this suite can take your EI to the next level!

A more efficient and personalized contact and business management

HubSpot now enriches records with continuously maintained and updated company and buyer profiles, reducing manual input and accelerating contact and deal personalization. This provides more context for segmenting, qualifying, and prioritizing opportunities directly within the CRM, reducing friction between Marketing, Sales, and Success.
HubSpot

To accurately track digital interactions, the CRM tracks website visits through cookies and associates behavior with the contact when identified (e.g., a form). This helps understand interest in key pages and better time emails, tasks, and follow-ups.

With the files automatically filled and with all the necessary information, it’s possible to make personalized contacts within the suite. Through the CRM itself, you can send emails, schedule meetings and calls. Interactions and insights get always recorded in the software, helping organize the approach for the sales team.

The same happens with the business management. The suite enables the creation of simplified sales processes, where it’s possible to edit and add information in a few clicks. On CRM, all the stages of the pipeline stay visible with dates, names and other relevant dates, names and other relevant data for all the different teams involved on the task.

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Efficient integration of marketing, sales and operational teams

Talking about the different company teams, HubSpot CRM allows them to work more integrated. All of the information is gathered on the suite and can be easily accessed using filters. The databases available to the teams are constantly updated and synchronized.

The suite interface is intuitive and simplified, which makes the communication between teams easier, without duplicated information or misunderstandings. It’s possible to share important reports to the teams or even generate personalized ones with different metrics.

To standardize metrics across departments and avoid rework, HubSpot lets you combine sources into datasets with data joins and create consistent reports for everyone. This improves data governance and empowers teams to cross-reference attributes of contacts, companies, deals, and marketing assets in shared dashboards.

This integration eliminates the challenges of losing contacts, once you can transfer leads easily, without creating them manually. The software was also developed aiming to minimize loss of opportunities, easing the monitoring of list creation and shareable tasks.

Through HubSpot CRM it’s possible to be aware of website’s visits, for example. Identifying the pages that awaken more interest and the level of engagement of each potential customer. From this monitoring, the suite allows sending personalized emails and also indicating the contact for the sales teams, if necessary.

Automation of the leads nurturing flow

Have you ever thought about using automation software that can simplify the work, helping the team to direct time and energy to other tasks? There is a significant increase of productivity and a decrease of mistakes during the process if the configuration is done correctly.

The lead nurturing flow is extremely important for the marketing strategy. When receiving the appropriate content in the purchase funnel’s stage the leads are, the relationship with the company grows stronger until the moment that they finally take the purchase decision.

For email marketing, automation is crucial. CRM allows segmenting the contacts in different profiles and also personalizing email models according to the final goal. The same suite also carries the possibility of A/B tests so the delivery can be adjusted in a way that increases open rates and conversions.

Automation also can be used on contact segmentation, landing pages and lead scoring processes leading the potential customer to the next stage and adjusting the approach. The result can’t be different: more purchase opportunities.

Chatbot configuration

The use of chatbots can bring several benefits for Education Institutions. These automated communication softwares, that also can use artificial intelligence, ensure a more efficient customer service, reducing the wait queues and also help on the lead qualification process.

Through these suites, it’s possible to start enrollment processes, solving students’ simple questions and speed up other tasks. All configuration can be done in a few steps with HubSpot CRM. The bot is coded according to the customer's interests and keeps learning after every interaction.

HubSpot's free chatbot builder
lets you qualify leads, automate frequently asked questions, and direct conversations to the right channel without code, and you can evolve routing with rules and quick content.

Additionally, AI assistants in the Inbox help you quickly compose responses and adjust tone, while maintaining the history in the CRM. In 2025, the company also expanded AI agents ("Breeze/Customer Agent") to handle customer service and prospecting tasks within the ecosystem.

Creation of a landing page inside the suite

Do you need to create a landing page as fast as possible keeping it qualified? HubSpot CRM enables this possibility and that’s why it is one of the most complete kinds of CRM. Beside assuring all the operational parts, it also includes strategic tools that speed up the workflow.

The tool itself suggests improvements with SEO recommendations and allows you to track the performance of each page (including smart content) to iterate on messages, CTAs, and forms based on real data. This speeds up testing and ensures alignment between traffic, conversion, and lead quality.

The suite also sends insights with SEO suggestions and other improvements to increase the performance of your page. Different contents can be shown according to the relevant information that has been collected, such as location and type of gadget that was used.

Besides all these benefits, it’s important to say that HubSpot CRM works within clouds, which assure quickness and all the benefits of remote access for the team.

Summary: HubSpot CRM is one of the most comprehensive customer relationship management platforms, bringing together marketing, sales, and service resources in a single environment. Free and cloud-based, the software allows you to centralize contacts, automate lead nurturing flows, configure chatbots, create optimized landing pages, and integrate teams in an agile and personalized way. In educational marketing, it stands out for boosting student acquisition and retention, increasing ROI and reducing operational costs. With intelligent reporting, precise segmentation, and automation tools, HubSpot CRM helps companies increase conversions, scale processes, and offer a personalized experience throughout the customer journey, strengthening loyalty and generating sustainable growth.

Check out our post about how this suite works to be aware of its main features!

What is CRM and how can you use it to  boost your student’s capture?

HubSpot CRM: How the Platform Can Boost Customer Relationship Management

What is HubSpot CRM and what is it used for?

HubSpot CRM is a free customer relationship management platform that centralizes contact, deal, and interaction data in one place. It integrates marketing, sales, and service, enabling process automation, increased productivity, and personalized experiences for clients and students.

What are the main advantages of HubSpot CRM?

Besides being free and cloud-based, HubSpot CRM stands out for its intuitive interface, cross-team integration, and advanced features such as email automation, landing page creation, configurable chatbots, and custom reports. It reduces manual work, eliminates duplicate data, and enhances inbound marketing campaigns.

How does HubSpot CRM improve contact and deal management?

The platform automatically enriches company and contact records, tracks digital interactions, and allows precise segmentation. Teams can prioritize leads, monitor the sales pipeline in real time, and keep all interactions documented in one unified environment.

How does HubSpot CRM integrate marketing, sales, and operations?

The CRM provides shared reports and dashboards, making communication across teams easier without duplicate information. Leads can be automatically transferred, and campaigns can be adjusted collaboratively, ensuring alignment between marketing, sales, and customer success.

Does HubSpot CRM support marketing automation?

Yes. The platform allows creating lead nurturing workflows, segmenting contacts, sending automated emails, and running A/B tests. This automation increases productivity, reduces errors, and guides leads smoothly through the sales funnel until conversion.

How do chatbots work in HubSpot CRM?

The tool offers free chatbots that qualify leads, answer FAQs, and direct contacts to the right channels. Bots can be customized and evolve with AI, providing quick and always-available support.

Can you build landing pages in HubSpot CRM?

Yes. HubSpot CRM provides tools to quickly create optimized landing pages, with SEO recommendations and personalization based on visitor profiles. It also enables performance tracking and continuous improvements.

What are the benefits of HubSpot CRM for educational institutions?

In educational marketing, CRM supports student acquisition and retention, organizes the enrollment funnel, reduces operational costs, and increases ROI. With smart reports and lead segmentation, institutions gain predictability in enrollments and build stronger relationships with students.

What is CRM and how can you use it to  boost your student’s capture?

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Tecnologias que usamos

The world changes all the time and technology is no different! Here at Mkt4Edu, technology is in our DNA, we work with many different softwares to make the whole process of automation and artificial intelligence work more efficiently and achieve more results.

Here, new softwares are tested all the time. Modern tools and new functionalities are tested all the time, there were already more than 200 tests so you can have the best result in your institution.


From customer acquisition to retention: Mkt4edu can make the difference in your marketing operation.

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