Imagine having the power to enhance your HubSpot portal, making it a versatile hub for all your business needs. What functionalities would you add to your HubSpot portal if you could wave a magic wand?
At leadstreet, after a decade of working closely with HubSpot clients, we have compiled a wish list of some extra things they want to do on the platform; we recognized the need for a single app with multiple functionalities beyond the standard offerings. This realization led to PocketKnife, HubSpot's ultimate add-on designed to supercharge your portal and streamline your business processes.
But rather than a wand, we’ve built a multi-function tool you can pop out to expand what you can do on the platform. And instead of a nail filer, pliers, and a fish scaler, you can use tools to clone deals on HubSpot, have an efficient file manager, and more.
The PocketKnife Story
With the pandemic and global disruptions, we've all seen the importance of being efficient, adapting, and improving digital systems and processes. With our ten years of HubSpot experience, we understand our client's challenges and pain points in managing their HubSpot data and processes. Small things can make a big impact on HubSpot. Obvious tasks like clone deals, recurring tasks, file managers, and even rotating records to owners.
PocketKnife emerged as a way to address these challenges. It empowers you to optimize your workflows, making your HubSpot portal an even more powerful tool that adapts to your unique requirements.
Why PocketKnife?
Businesses often find themselves DIY-ing or making do to bridge the gaps left by standard HubSpot functionalities. Our interactions with SMBs highlighted a few common issues:
- Limited functionalities in HubSpot: Many clients found they had some requirements beyond HubSpot's standard offerings. As their businesses grew, they needed specialized tools to cater to their growing needs. These functionalities were not readily available within the HubSpot ecosystem, prompting them to seek external solutions.
- Functionalities are available when you purchase Pro or Enterprise licenses: While HubSpot offers advanced functionalities, they are often accessible only through premium licenses. For small and medium-sized businesses, in particular, this means it's more challenging to leverage the potential of HubSpot fully.
What makes PocketKnife the preferred choice for businesses seeking enhanced functionalities for their HubSpot portals?
- User-friendly experience: PocketKnife stands out for its intuitive design and user-friendly interface. Unlike complex solutions that require custom coding or the involvement of developers, PocketKnife simplifies the entire process. Its seamless integration into HubSpot ensures businesses can harness its power without requiring intricate technical knowledge or specialized expertise.
- No custom coding, no developer dependency: PocketKnife offers accessibility. It democratizes advanced functionalities, making them available to a broader audience. Businesses can now expand their capabilities without custom coding or developer dependence constraints. This accessibility empowers marketers to take the reins, unleashing the full potential of HubSpot without the complexities associated with traditional software integration.
- Empowering marketing teams: We crafted PocketKnife to empower marketing and sales teams with a fundamental understanding of HubSpot's core features. By seamlessly integrating with HubSpot, it augments the toolkit available to marketers. With PocketKnife, you can easily move past the limitations of basic functionalities, explore new horizons, and execute sophisticated marketing strategies.
In essence, PocketKnife not only fills the functionality gaps within HubSpot but also does so in a way that is accessible, affordable, and empowering. It puts the control back in the hands of businesses, allowing them to adapt, innovate, and thrive in the competitive digital landscape.
What are PocketKnife’s features?
PocketKnife is more than just a HubSpot add-on; it can be a game-changer for platform users. It's a dynamic toolkit that equips your portal with handy features to enhance efficiency and productivity. Let's delve into some of them:
- Age Calculator: With this workflow action, PocketKnife computes the age of contacts, companies, and deals based on specified date properties. This simplifies age-related calculations, providing valuable insights for your marketing and sales strategies.
- Clone Deal: Finally, an easy way to manage recurring revenue! This feature allows you to replicate deals while tailoring them to your needs. This streamlines how you create and clone deals on HubSpot, saving you time and ensuring consistency in your sales processes.
- Days in Stage: Optimize your pipeline management with the "Days in Stages" feature. This innovative tool calculates a deal or ticket's duration within a specific pipeline stage, providing valuable data to enhance decision-making and workflow efficiency.
- Delete Record: This workflow action gives you control over your data by enabling targeted record management. Easily remove specific records from your HubSpot database, ensuring your data remains accurate and relevant.
- External Mailer: Reach out to external stakeholders effortlessly with the "External Mailer" feature. Send text emails to individuals without HubSpot accounts, expanding your communication capabilities and strengthening your external partnerships.
- File Manager: Simplify your HubSpot file manager processes with the "Bulk Upload" feature. Attach various file types to HubSpot records simultaneously, streamlining document management and organization.
- HubSpot Users: Quickly access crucial information about your HubSpot users with the "HubSpot Users" feature. This tool provides a comprehensive list of users with their corresponding owner IDs, facilitating seamless data import processes.
- Owner Rotation: Streamline ownership management with the "Owner Rotation" workflow action. Automate the assignment and the process to rotate records to HubSpot based on predefined criteria, ensuring a smooth workflow and effective collaboration.
- Property Manager: Create HubSpot properties on all standard objects in bulk with the Property Manager feature. Efficiently manage and organize your data within the HubSpot platform, saving time and effort compared to manual property creation.
- Recurring Tasks: Automate task scheduling for contacts, companies, and deals. Set up HubSpot recurring tasks based on specific dates and frequencies, ensuring timely engagement and efficient task management.
- Set Day Today: Manage automation better with the "Set Day Today" functionality. Set today's date on contact, company, deal, and ticket records, enabling workflow scheduling and execution with ease.
- Subscription Types: Simplify data accessibility with the "Subscription Types" functionality. Display HubSpot Email Subscription Types alongside their corresponding IDs, providing essential references for various contexts such as form submissions and API calls.
- Sync Properties: Maintain consistent data representation for properties like multiple checkboxes, dropdown selects, and radio selects. Simplify how you manage your HubSpot enumeration properties across different objects.
- Task Scheduler: Manage tasks easier with the "Task Scheduler" workflow action. You can schedule tasks to occur on specific dates, automating your workflow to align with critical events and milestones.
- And more to come!
Streamline your processes with HubSpot's ultimate Add-On
Incorporating PocketKnife into your HubSpot portal can help you optimize your business processes. With its diverse features, the add on empowers you to work smarter - not harder. Experience the efficiency, productivity, and flexibility that PocketKnife brings to your HubSpot experience.
Ready to enhance your HubSpot portal? Install PocketKnife today and revolutionize the way you manage your business processes. Take it for a spin: https://pocketknife.leadstreet.be/.
We're here to assist you with any inquiries, technical support, or feedback. Connect with us directly at sales@leadstreet.be. Let's transform your HubSpot experience together!
