Implementing a best-in-class CRM is one of the simplest ways to unlock revenue growth — firms that roll out a structured CRM programme typically see sales rise by around 29 per cent. Yet even long-time HubSpot users often leave powerful tools dormant.
Below you’ll find ten under-utilised features that can streamline operations, surface hidden revenue, and give your teams the head-start they need to delight customers at every touch-point. Each tip is written with a RevOps lens, showing you how marketing, sales, and service can work from one single source of truth.
1. Sequence Automation: Personal Outreach at Scale
Most sales teams fire off one email and hope for the best. Sequences let you schedule a multi-step cadence of emails, calls and LinkedIn touches that stop automatically the moment a contact replies or books time.
Why you’ll love it:
Quick start: In Sales Hub, head to Automation › Sequences and build a five-touch play. Personalise the first line with a token such as , I noticed your team is still using spreadsheets…
2. Activity-Triggered Workflows
Standard workflows trigger on field changes; activity-based workflows fire when contacts take (or don’t take) specific actions such as “opened three emails but never clicked”.
RevOps win: Automatically send a task to a rep or drop the prospect into a nurturing campaign. Perfect for improving the sales process CRM-wide by acting on buying intent in real time.
3. Deal Pipeline Automation Rules
If you’re still dragging deals between columns manually, you’re wasting hours. Add automated stage actions (Pro+ editions) to:
4. Sales Workspace – One Screen to Rule Them All
Launched quietly in 2024, Sales Workspace centralises the inbox, call dialler, tasks, calendar and CRM record in a single view. Reps no longer play “tab pinball”, boosting focus and activity volume.
5. AI Email Thread Summaries
Powered by HubSpot’s new AI Assistant, this tool skims long prospect threads and surfaces action items. Great for autistic brains (like mine) that spot patterns quickly but hate re-reading waffle!
6. Custom Behavioural Events
Standard page-view tracking is yesterday’s news. Behavioural events let you capture micro-signals such as “clicked pricing toggle to annual” or “used calculator for 3+ minutes”. Feed these into lead-scoring models or trigger personalised follow-ups.
7. Revenue Analytics Dashboard
Buried under Reporting › Analytics Tools, this dashboard reveals win probability, average sales cycle and forecast accuracy at a glance. Tie it to Goals to keep your RevOps scorecard front and centre.
8. Sandboxes for Safe Experimentation
Before you unleash a new CRM system setup on live data, spin up a sandbox. Test workflows, integrations and property changes without fear. Essential for SMEs that can’t afford downtime.
9. HubSpot Payments (UK Beta)
Stop sending prospects to an external gateway. Generate a payment link right from the quote and record the transaction automatically in the deal timeline. Fewer clicks = higher close rates. (Ask your HubSpot partner if you need early-access provisioning.)
10. Service Playbooks with Embedded Guides
Playbooks aren’t just for sales calls. Build service playbooks that walk agents through troubleshooting steps, embed knowledge-base articles, and log notes back to the ticket record. Result: faster resolutions and better NPS.
Next Steps: Turn Features into Revenue
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Prioritise: Pick two features that solve your biggest current bottleneck.
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Document: Map the process, owners and KPIs before switching anything on.
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Train: Record Loom videos or run lunch-and-learns so the whole team is confident.
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Iterate: Review metrics after 30 days. Refine sequences, pipeline rules and dashboards.
Need a hand? As a UK-focussed HubSpot expert specialising in CRM implementation for small businesses, Inbound Orbit can audit your portal, surface quick wins, and build scalable RevOps architecture. Book a free 30-minute discovery call and let’s boost your flywheel together.
Because there’s an easier way to run your business.
