HUBZ / PRODUCT AREAS

Team and operations

Coordinate tasks, calendars and recurring follow-up in the same workspace.

Operations

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

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Hubz.Workspace / Tasks and KanbanDK

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Tasks and Kanban

Sample view

New2

Task listsCustomer conversation

DKSample record

Kanban viewCustomer conversation

DKSample record

In progress1

Kanban viewPreparing the proposal

EDSample record

Completed1

Activity recordsTeam review

CYCompleted

01Make the task specific

02Organize daily work

03Update progress

Interface illustration using sample data. The layout is simplified to explain the relevant feature.

Features in this area5+

Task recordsManage task title, description, status, priority, date, category and assignee alongside related CRM records.Kanban and board viewsAssess sales opportunity stages and task progress on their respective screens using boards or lists.Action notificationsReview unread task, email, meeting, event and system items in a current action view.Task attachmentsAttach images and supported documents to a task, with upload progress, file size and eligible previews visible.Google Drive task filesLink task attachments to work records through configured Google Drive storage, with visible file-size and daily upload limits.

Operations

Calendar and appointments

Connect meetings, events and appropriately configured appointments to the team’s daily work.

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Hubz.Workspace / Calendar and appointmentsDK

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Calendar and appointments

Sample view

Sample weekIstanbul · UTC+3

Mon12

10:00Establish the planning setupSample record

Tue13

Wed14

14:30Connect time to the relationshipSample record

Thu15

Fri16

16:00Keep the calendar currentSample record

01Establish the planning setup

02Connect time to the relationship

03Keep the calendar current

Interface illustration using sample data. The layout is simplified to explain the relevant feature.

Features in this area4+

Calendar viewTrack meetings and CRM events in their own contexts through calendar, appointment and eligible profile settings tabs.Events and important datesOrganize public holidays, industry, company and operational dates with importance, preparation time, recurrence and communication needs.Booking and availabilityShow suitable slots using weekly availability, time zone and notice rules, then accept customer bookings through the relevant profile.Google Calendar connectionManage the relationship between appointment creation, updates and cancellation and the associated calendar event with appropriate Google permissions.

Operations

Workflows

Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.

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Hubz.Workspace / WorkflowsDK

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Workflows

Sample view

1START

Choose the recurring situation

Identify the CRM condition that needs regular follow-up. Describe the concrete work and outcome the rule should support.

2CONDITION / PREPARATION

Define a task or notification

Arrange the work to create or information to pass to its owner when the condition occurs. Limit the rule to the actual need.

3NEXT STEP

Review the workflow

Check that generated steps fit real team work. Keep different actions, such as sending messages or starting campaigns, distinct from this rule.

01Choose the recurring situation

02Define a task or notification

03Review the workflow

Interface illustration using sample data. The layout is simplified to explain the relevant feature.

Features in this area2+

One-to-one follow-up sequencesTrack reminder steps, response status and owner tasks for eligible Gmail conversations.Conditional workflowsPrepare rules that create tasks or notifications from CRM conditions, with previews and execution history that make scope clear.

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.

Marketing and social media

Plan email campaigns and social content, with clear permissions for sending and publishing.

Reporting and customer service

Review results, support requests and the quality of your customer records.

Connections and security

Connect your tools and give teammates or Business MCP clients only the access they need.