Features
What is in Hubzone today, area by area.
CRM
Keep every customer record in one place.
- Contacts, companies, deals, tickets, products and orders
- Lists and boards, saved views, quick filters and bulk actions
- Records with an activity timeline, notes, calls, tasks and meetings
- CSV import and export, with a history of imports
- Merge duplicates and a data quality check
- Properties you can add, group and translate
Marketing
Reach people who agreed to hear from you.
- E-mail editor with blocks, a live preview and personalization
- Forms that record consent and legal basis
- Segments, campaigns and e-mail analytics and health
- Subscription types and a footer with your address
- A public request page for people who want their data
Meetings and scheduling
Let people book a time without the e-mail ping-pong.
- Booking pages: one-on-one, group and round robin
- Your own link with 15, 30 and 60 minute meetings
- Time zones, working hours, buffers and minimum notice
- Confirmation and reminder e-mails
- A calendar of your meetings and tasks, drag to move
Meeting notes
Keep what was said with the customer.
- Upload a recording and read the transcript
- Speakers named, linked to contacts and deals
- Custom vocabulary for names and products
- A bot that joins Google Meet (coming soon)
Automation
Let the routine run itself.
- Workflows that start when a record changes
- Sequences that mix tasks and e-mails
- Lead scoring rules that keep a score on every contact
- Task queues and reminders
Reports and control
See how it is going and who did what.
- Dashboards and a report library
- Sales forecast by month, weighted by stage
- Roles, teams and switching people off
- An audit log with sign-in history
- Two-step sign-in for everybody
Ready to bring it together?
Create a workspace, invite your team and import your contacts.