HUBZ / PRODUCT AREAS
Reporting and customer service
Review results, support requests and the quality of your customer records.
Management
Reports and visibility
Review sales, customer relationships, support, operations and data quality through your existing records.
Explore this moduleReports and visibility
Features in this area8+
Operations
Customer support
Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.
Explore this moduleCustomer support
Track status, owner, priority and customer context together.
Features in this area5+
Management
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.
Explore this moduleData management
Record A
Record B
External research and contact-verification credits are not included in CRM subscriptions.
Features in this area2+
HUBZ / KEEP EXPLORING
Other product areas.
CRM and sales
Keep contacts, sales opportunities and customer conversations connected.
Products and quotes
Keep product information consistent and turn it into clear, customer-ready quotes.
Team and operations
Coordinate tasks, calendars and recurring follow-up in the same workspace.
Marketing and social media
Plan email campaigns and social content, with clear permissions for sending and publishing.
Connections and security
Connect your tools and give teammates or Business MCP clients only the access they need.