HUBZ / PRODUCT
One connected set of tools.
Start with your needs. Explore six product areas, 16 modules and detailed feature guides.
SIX PRODUCT AREAS
Where would you like to start?
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.
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.
INSIDE THE PRODUCT
Every module.
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Calendar and appointments
Connect meetings, events and appropriately configured appointments to the team’s daily work.
Inbox and Gmail
Use in-app notifications for daily work, and connect authorized Gmail conversations with Professional and Business.
Email marketing
Manage campaign preparation, templates, audiences and delivery records in one place.
Social Studio
Organize brand rules, content preparation, review, calendars and connected social accounts in a shared workspace.
Workflows
Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.
Reports and visibility
Review sales, customer relationships, support, operations and data quality through your existing records.
Customer support
Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.
Integrations
Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.
MCP and AI connections
Connect compatible clients to permitted CRM context, with separate review and authorization for private plans and communications.
Security and team access
Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.
FEATURE LIBRARY