Choose an activity type
Focus on the relevant type, such as calls, emails, meetings or notes.
HUBZ / FEATURE LIBRARY
Find the feature you need.
Explore every product area. Each guide explains what the feature does, how to use it and which plans and permissions you need.
83 DETAILED GUIDES
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Search by name or choose a product area.
Area counts show matches for your search.
Customer relationships
5EXPLORE THE PRODUCT
Sample viewContacts
Record Context / status
Deniz KayaSample companyActive
Ece DemirCustomer relationshipFollow-up
Can YılmazNew recordOpen
DK
Deniz Kaya
EmailContact information
CompanySample company
OwnerTeam member
Information and actions linked to the record
01Identify the contact
02Add relationship context
03Find and update the record
Customer relationships
Contacts
Manage contact details, job titles, company associations and acquisition sources in searchable, filterable records.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCompanies
Sample companyTechnology / IstanbulActive
Sample agencyServices / AnkaraActive
Sample businessCommerce / IzmirFollow-up
Company details
Company nameSample company
Websiteexample.com
Linked contactsDeniz Kaya
IndustryTechnology
01Identify the company
02Complete the business profile
03Follow the relationships
Customer relationships
Companies
Keep industry, domain, contact and address information alongside the people and sales work connected to a company.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewLead Inbox
New meeting requestWebsite sourceNew
Service informationManually added recordUnder review
Introduction meetingEventFollow-up
Related contactDeniz Kaya
SourceSample source
StatusNew
OwnerTeam member
01Capture the lead
02Set priority and qualification
03Convert to CRM
Customer relationships
Lead Inbox
Organize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewActivity history
1SAMPLE ACTION
2SAMPLE ACTION
Narrow the source
Filter existing sources such as manual entries, connected mail, automation or bookings.
3SAMPLE ACTION
Review the context
Read the timeline entry with its related contact and work associations, adding a new activity if needed.
01Choose an activity type
02Narrow the source
03Review the context
Customer relationships
Activity history
Review calls, emails, meetings, notes, tasks and system activities in their contact, company and opportunity contexts.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewGlobal search
⌕ Sample companySearch
Sample search resultsSample companyCompany recordCRM
Deniz KayaContact recordCRM
Sample conversationRelated recordFollow-up
Results only include supported records you have permission to access.
01Open search
02Enter a useful query
03Choose the right result
Customer relationships
Global search
Search contact, company and opportunity results within your existing permissions, then open the relevant record.
Screens, steps and plan details ↗Sales pipeline
1Product and service catalog
2EXPLORE THE PRODUCT
Sample viewProducts and services
◈
SERVICE · SAMPLEConsulting1 hour⊞
SERVICE · SAMPLESetup1 project⌁
SERVICE · SAMPLEMonthly serviceMonthly◇
SERVICE · SAMPLESupport1 packageProduct / service record
NameMonthly service
Type / unitService / month
CurrencyUSD
LanguageTurkish / English
Product and service types
01Define the record
02Set commercial fields
03Manage the catalog
Product and service catalog
Products and services
Organize product type, code, pricing, tax and scope fields in a family view or a flat list.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewMultilingual product copy
◈
SERVICE · SAMPLEConsulting1 hour⊞
SERVICE · SAMPLESetup1 project⌁
SERVICE · SAMPLEMonthly serviceMonthly◇
SERVICE · SAMPLESupport1 packageProduct / service record
NameMonthly service
Type / unitService / month
CurrencyUSD
LanguageTurkish / English
Language selection
01Open the product
02Prepare the wording
03Check shared fields
Product and service catalog
Multilingual product copy
Edit names, descriptions, categories and delivery wording in supported language fields while preserving shared price, code and tax data.
Screens, steps and plan details ↗Quotes and contracts
4EXPLORE THE PRODUCT
Sample viewQuote studio
Content fields
01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT
Quote studio
Prepared for a sample company.
Multiple quote types
English and Turkish content
Line-item commercial details
Review the work included and its terms.
01Choose the context
02Prepare items and terms
03Review the preview
Quotes and contracts
Quote studio
Prepare quick-price, service or project, product, subscription, revision and package quotes with customer, line-item and template context.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewProject references
▧
Company and project fieldsSample file / content▤
Summary and resultsSample file / content◈
Industry and websiteSample file / content▣
Sharing statusSample file / content◇
Search and active listSample file / content01Record a real project
02Set results and sharing scope
03Select it for a quote
Quotes and contracts
Project references
Prepare references with company and project name, industry, website, summary and results. Add eligible examples to quote previews and PDFs.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewContract management
Content fields
01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT
Contract management
Prepared for a sample company.
Document types
Quote matching
Revisions and history
Review the work included and its terms.
01Prepare the draft
02Review relationships and revision
03Manage action status
Quotes and contracts
Contract management
Manage contracts, addenda and revisions with quote matching, draft status, archiving and export tools.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCustomer quote page
Content fields
01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT
Customer quote page
Prepared for a sample company.
Commercial summary
Terms and validity
Optional item distinction
Review the work included and its terms.
01Prepare the quote
02Share the review link
03Collect the response
Quotes and contracts
Customer quote page
Show items, terms and project references on a shared quote page, then collect acceptance, revision requests or rejection through the relevant flow.
Screens, steps and plan details ↗Tasks and Kanban
5EXPLORE THE PRODUCT
Sample viewTask records
New2
CRM associationsCustomer conversation
DKSample record
Priority and target dateCustomer conversation
DKSample record
In progress1
Priority and target datePreparing the proposal
EDSample record
Completed1
Categories, areas and tagsTeam review
CYCompleted
01Describe the work
02Connect context and ownership
03Track progress
Tasks and Kanban
Task records
Manage task title, description, status, priority, date, category and assignee alongside related CRM records.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewKanban and board views
New2
Sales stagesCustomer conversation
DKSample record
Task statusesCustomer conversation
DKSample record
In progress1
Task statusesPreparing the proposal
EDSample record
Completed1
List alternativeTeam review
CYCompleted
01Open the right board
02Narrow the scope
03Keep status current
Tasks and Kanban
Kanban and board views
Assess sales opportunity stages and task progress on their respective screens using boards or lists.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewAction notifications
Task follow-upReview the related recordNotification
Upcoming eventCalendar contextNotification
Team actionWorkspaceNotification
Open the related record from the notification to review the next step.
01See current items
02Focus on a type
03Open work and manage read status
Tasks and Kanban
Action notifications
Review unread task, email, meeting, event and system items in a current action view.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewTask attachments
▧
Document typesSample file / content▤
Progress visibilitySample file / content◈
Image previewsSample file / content▣
File informationSample file / content◇
Storage connectionSample file / content01Select the file
02Track the upload
03Preview or download
Tasks and Kanban
Task attachments
Attach images and supported documents to a task, with upload progress, file size and eligible previews visible.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewGoogle Drive task files
▧
Task-linked fileSample file / content▤
Configured storageSample file / content◈
Per-file rulesSample file / content▣
Daily-upload scopeSample file / content◇
Synchronization and diagnosticsSample file / content01Review storage status.
02Attach the file to the task.
03Track the result in the record.
Tasks and Kanban
Google Drive task files
Link task attachments to work records through configured Google Drive storage, with visible file-size and daily upload limits.
Screens, steps and plan details ↗Calendar and appointments
4EXPLORE THE PRODUCT
Sample viewCalendar view
Sample weekIstanbul · UTC+3
Mon12
10:00Open the right viewSample record
Tue13
Wed14
14:30Inspect the record contextSample record
Thu15
Fri16
16:00Complete the relevant actionSample record
01Open the right view
02Inspect the record context
03Complete the relevant action
Calendar and appointments
Calendar view
Track meetings and CRM events in their own contexts through calendar, appointment and eligible profile settings tabs.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewEvents and important dates
Sample weekIstanbul · UTC+3
Mon12
10:00Define the dateSample record
Tue13
Wed14
14:30Plan preparationSample record
Thu15
Fri16
16:00Review communicationSample record
01Define the date
02Plan preparation
03Review communication
Calendar and appointments
Events and important dates
Organize public holidays, industry, company and operational dates with importance, preparation time, recurrence and communication needs.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewBooking and availability
Sample weekIstanbul · UTC+3
Mon12
10:00Set up the profileSample record
Tue13
Wed14
14:30Choose an available slotSample record
Thu15
Fri16
16:00Manage changes from the recordSample record
01Set up the profile
02Choose an available slot
03Manage changes from the record
Calendar and appointments
Booking and availability
Show suitable slots using weekly availability, time zone and notice rules, then accept customer bookings through the relevant profile.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewGoogle Calendar connection
Sample weekIstanbul · UTC+3
Mon12
10:00Prepare the account and profile.Sample record
Tue13
Wed14
14:30Create the appointment at the correct time.Sample record
Thu15
Fri16
16:00Track the change result.Sample record
01Prepare the account and profile.
02Create the appointment at the correct time.
03Track the change result.
Calendar and appointments
Google Calendar connection
Manage the relationship between appointment creation, updates and cancellation and the associated calendar event with appropriate Google permissions.
Screens, steps and plan details ↗Inbox and Gmail
3EXPLORE THE PRODUCT
Sample viewInbox organization
Task follow-upReview the related recordNotification
Upcoming eventCalendar contextNotification
Team actionWorkspaceNotification
Open the related record from the notification to review the next step.
01Choose a view
02Read the conversation
03Organize follow-up
Inbox and Gmail
Inbox organization
Review messages in the customer relationship through conversation groups, incoming, sent and follow-up views.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewGmail and Workspace connection
DK
About the conversationSample communication · 1 h
ED
Content reviewSample communication · 2 h
CY
Follow-up noteSample communication · 3 h
Gmail and Workspace connection / Sample record
About the conversation
Communication and record context
01Authorize the account.
02Open the conversation in CRM context.
03Prepare the message or reply.
Inbox and Gmail
Gmail and Workspace connection
Use synchronization, one-to-one sending and reply workflows in CRM context through an authorized Google mailbox.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewOne-to-one WhatsApp replies
DK
About the conversationSample communication · 1 h
ED
Content reviewSample communication · 2 h
CY
Follow-up noteSample communication · 3 h
One-to-one WhatsApp replies / Sample record
About the conversation
Communication and record context
01Verify channel eligibility.
02Review the inbound context.
03Prepare the text reply.
Inbox and Gmail
One-to-one WhatsApp replies
On an eligible existing connection, assess preparation of a text reply to a verified recent one-to-one inbound message.
Screens, steps and plan details ↗Email marketing
6EXPLORE THE PRODUCT
Sample viewEmail campaigns
Draft
Email campaigns
Focused campaign preparationPreparationSample
Scheduled sendingAudienceSample
Recipient eligibilityContentSample
Campaign-specific reportFollow-upSample
Status managementCheckSample
Sending, recipient and provider conditions are reviewed separately.
01Prepare the campaign.
02Verify recipients and timing.
03Check the campaign results.
Email marketing
Email campaigns
Prepare audience, message, sender and timing in one campaign workflow, then track results through recipient statuses.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewTemplate Studio
Live design area
Select editable elements within the email layout to prepare headings and body copy.
Content and usage details ↗Images and calls to action
In supported templates, edit images, alternative descriptions and action links to suit the communication purpose.
Content and usage details ↗CRM variables
Associate supported contact and company fields with the content, and separately check that the required data is available.
Content and usage details ↗Reusable structure
Retain the main design layout and adapt it to different messages, reducing the need to rebuild each campaign.
Content and usage details ↗Language and sample content
Review the template’s Turkish or English content options without confusing sample fields with real customer claims.
Content and usage details ↗01Choose an appropriate template.
02Edit supported fields.
03Review it in the campaign.
Email marketing
Template Studio
Prepare email designs in a live editor and adapt headings, body copy, images and calls to action to each campaign.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewMessage snippets
Short-text library
Find and edit frequently used email and WhatsApp message drafts in one place.
Content and usage details ↗CRM variables
Connect wording with supported customer and company fields to keep repeated information organized.
Content and usage details ↗Channel context
Distinguish email and WhatsApp wording by purpose; a channel name alone does not grant sending permission.
Content and usage details ↗Final review
Review the final wording, request and tone for the intended recipient.
Content and usage details ↗01Select the message purpose.
02Adapt the context.
03Use the appropriate communication workflow.
Email marketing
Message snippets
Create reusable email and WhatsApp snippets, then personalize them with supported CRM fields.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewAudiences and lists
Sample customer listContact recordsPreparation
Event attendeesRecords in this listReview
Follow-up groupContact informationPreparation
Recipient scope and communication eligibility are reviewed before sending.
01Define the group.
02Review readiness.
03Connect it to the campaign.
Email marketing
Audiences and lists
Prepare recipient groups from CRM records and assess data quality and sending eligibility before the content.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewDelivery and engagement log
Record Context / status
Deniz KayaSample companyActive
Ece DemirCustomer relationshipFollow-up
Can YılmazNew recordOpen
DK
Deniz Kaya
EmailContact information
CompanySample company
OwnerTeam member
Information and actions linked to the record
01Find the message or campaign.
02Examine the event source.
03Decide what to do next.
Email marketing
Delivery and engagement log
Inspect individual email records, provider delivery confirmations, open signals and link requests.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewEmail settings and preferences
Sender identityDelivery windowsSending limitsGlobal suppressions and unsubscribesCategory preferences
Email settings and preferences
Sender identityManage the workspace’s email identity and delivery configuration through authorized access.Review ↗
Delivery windowsReview the time zone, eligible days and time ranges that define the sending schedule.Review ↗
Sending limitsSee configured limits and provider options without treating an inactive provider as an available sending option.Review ↗
Global suppressions and unsubscribesRetain records of addresses that do not want marketing or must be excluded from sending.Review ↗
Category preferencesInspect a recipient’s choices for specific communication types separately from a global unsubscribe.Review ↗
01Define sending rules.
02Manage preferences.
03Verify the campaign result.
Email marketing
Email settings and preferences
Manage sender identity, delivery windows, workspace rules and unsubscribe records.
Screens, steps and plan details ↗Social Studio
22EXPLORE THE PRODUCT
Sample viewSocial content preparation
Social content preparation
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
Providers do not all support the same media formats or publishing options.
01Prepare the draft in brand context.
02Review the current version.
03Make a separate publishing decision.
Social Studio
Social content preparation
Track the content lifecycle with brand-linked drafts, media, account targets and review steps.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewBrand library
Central brand information
Keep definitions such as brand name and web address in the shared content-operations record.
Content and usage details ↗Logo and color sources
Review the real visual identity’s files and colors in preparation context.
Content and usage details ↗Graphic rules
Add visual-layout guidance and brand notes the team should apply to the working record.
Content and usage details ↗Connected-account relationships
Manage which brand and accounts content belongs to without separating their context.
Content and usage details ↗Archiving and updates
Handle active and archived brands with existing revision checks, avoiding operations based on outdated information.
Content and usage details ↗01Edit the brand profile.
02Associate rules and accounts.
03Use it in content.
Social Studio
Brand library
Keep brand name, website, logo, colors, connected accounts and graphic rules in a shared content-team record.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSocial publishing calendar
Sample weekIstanbul · UTC+3
Mon12
10:00Narrow the view.Sample record
Tue13
Wed14
14:30Prepare a change preview.Sample record
Thu15
Fri16
16:00Track the current result.Sample record
01Narrow the view.
02Prepare a change preview.
03Track the current result.
Social Studio
Social publishing calendar
Review plans using brand, account, provider, campaign and status filters, and preview eligible date changes.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSocial account connections
Provider-specific connectionAccount and permissionsDepends on setup
Meta publishing workflowsAccount and permissionsDepends on setup
YouTube scope separationAccount and permissionsDepends on setup
Pilot and review statesAccount and permissionsDepends on setup
Account capacityAccount and permissionsDepends on setup
01Choose the correct provider.
02Review permissions separately.
03Bring the account into the workflow.
Social Studio
Social account connections
Review connected accounts, providers and permission status, recognizing that publishing, comments and reporting differ across networks.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSocial comments inbox
DK
About the conversationSample communication · 1 h
ED
Content reviewSample communication · 2 h
CY
Follow-up noteSample communication · 3 h
Social comments inbox / Sample record
About the conversation
Communication and record context
01Review account and comment coverage.
02Assign the work.
03Assess reply and result.
Social Studio
Social comments inbox
Review supported post comments with owners, tags and CRM relationships, and manage reply preparation against permission status.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSocial reports
Operations view24Sample data
Provider metrics12Sample data
Coverage and freshness8Sample data
Social reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose period and scope.
02Review data readiness.
03Read results in context.
Social Studio
Social reports
Inspect content states, target results and supported social metrics in period, account and campaign context.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSocial team access
PreparerReviewerPublisherManagerAccess-change review
Social team access
PreparerInclude content and media preparation in the team workflow without giving the same person approval and publication access.Review ↗
ReviewerTreat eligible peer review as a responsibility separate from content production and account management.Review ↗
PublisherManage approved own or taken-over publishing operations within role scope without equating them with account management.Review ↗
ManagerHandle relevant production, review, publication handoffs and account operations within the existing broader social role.Review ↗
Access-change reviewSee member eligibility, access source and capacity before applying a change.Review ↗
01Find an eligible member.
02Compare role scope.
03Confirm the change.
Social Studio
Social team access
Assign existing social roles to eligible workspace members and distinguish preparation, review, publishing and account management.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewFacebook Page publishing
Facebook Page publishing
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
Page access, the required Meta permissions and role conditions must be satisfied.
01Verify the Page and format.
02Review the content version.
03Check the target result.
Social Studio
Facebook Page publishing
Manage supported single-image, multi-photo and Reel workflows with Page permissions, content revisions and individual target results.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewInstagram publishing formats
Instagram publishing formats
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
The account type and required Instagram/Meta permissions must be appropriate.
01Choose the format and target.
02Review media and caption.
03Track the publishing record.
Social Studio
Instagram publishing formats
Prepare single images, image carousels and Reels with captions, media order, appropriate cover options and account requirements.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewYouTube upload and scheduling
YouTube upload and scheduling
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
A read-only channel connection does not replace separate upload permission.
01Prepare channel permission and source.
02Make the final upload decision.
03Track results and required actions.
Social Studio
YouTube upload and scheduling
With separate upload permission, manage approved video sources, JPEG thumbnails, metadata language, visibility and eligible future publication plans.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewYouTube Analytics
Views24Sample data
Estimated minutes watched12Sample data
Average view duration8Sample data
YouTube AnalyticsSample period
Values are illustrative product examples, not actual results or performance claims.
01Authorize the specific channel.
02Choose the date range.
03Review returned data.
Social Studio
YouTube Analytics
Read daily and period-level views, estimated minutes watched and average view duration for the selected channel and dates.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewThreads publishing and scheduling
Threads publishing and scheduling
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
A basic Threads connection does not automatically grant publishing, insights or reply permissions.
01Prepare permission and source.
02Review the final content.
03Proceed from the current state.
Social Studio
Threads publishing and scheduling
Manage supported Threads sources, separate publishing permission, final content review and eligible scheduling states.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewThreads insights and replies
Separate insights permission24Sample data
Defined report coverage12Sample data
Read public replies8Sample data
Threads insights and repliesSample period
Values are illustrative product examples, not actual results or performance claims.
01Authorize the required capability.
02Find the data or conversation.
03Complete the final reply review.
Social Studio
Threads insights and replies
Read provider data with separate insights and reply permissions, and review a prepared public reply to an eligible original post before final approval.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewBasic Pinterest connection
Basic read permissionAccount and permissionsDepends on setup
Candidate connection reviewAccount and permissionsDepends on setup
Reconnection and replacementAccount and permissionsDepends on setup
Permission lifecycleAccount and permissionsDepends on setup
Separate publishing permissionAccount and permissionsDepends on setup
01Review Trial eligibility.
02Approve the exact account.
03Manage connection status.
Social Studio
Basic Pinterest connection
Create an authorization record in the limited Trial connection and manage reconnection, replacement and removal separately.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPinterest Sandbox Pin
Pinterest Sandbox Pin
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
The current Pinterest contract disables scheduling and does not promise general video or carousel publishing beyond JPEG.
01Prepare separate permission and JPEG source.
02Select the live board and exact content.
03Assess the result as one operation.
Social Studio
Pinterest Sandbox Pin
Prepare a JPEG source with separate Sandbox permission; select an eligible owned PUBLIC board and exact Pin content in the final approval.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewX account connection
Candidate identity reviewAccount and permissionsDepends on setup
Explicit connection decisionAccount and permissionsDepends on setup
Reconnection statusAccount and permissionsDepends on setup
Connection removalAccount and permissionsDepends on setup
Visible scopeAccount and permissionsDepends on setup
01Check connection eligibility.
02Compare the candidate account.
03Manage the lifecycle.
Social Studio
X account connection
Review the candidate identity of the authorized X account and manage connection, reauthorization and removal without implying publishing access.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewBasic TikTok connection
Limited basic scopeAccount and permissionsDepends on setup
Candidate connection approvalAccount and permissionsDepends on setup
Visible statusAccount and permissionsDepends on setup
Lifecycle operationsAccount and permissionsDepends on setup
Clear separation from publishingAccount and permissionsDepends on setup
01Verify Sandbox eligibility.
02Review the basic candidate.
03Track permission status.
Social Studio
Basic TikTok connection
Establish a basic connection with the registered authorized Sandbox test account, while recognizing that publishing and profile-data access remain disabled.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewTikTok SELF_ONLY video pilot
TikTok SELF_ONLY video pilot
Account / brandSample brand
ContentA detail from our latest work…
▧Sample media area
The current pilot is limited to a private account and SELF_ONLY visibility. It is not a public-publishing, scheduling, photo, analytics or Inbox service.
01Obtain separate permission and fresh creator information.
02Complete the exact video review.
03Track the individual operation result.
Social Studio
TikTok SELF_ONLY video pilot
Prepare approved video for a private Sandbox account with SELF_ONLY visibility; review creator options, declarations and final status checks.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSocial content CSV import
1Choose CSV2Review the preview3Create drafts
social-drafts.csvUTF-8 · maximum 256 KiB / 100 rows
Sample content 01PreviewDraft
Sample content 02PreviewDraft
The first 25 rows are previewed. No media is uploaded; content is prepared as unapproved drafts.
01Select the brand and file
02Preview the rows
03Confirm draft creation
Social Studio
Social content CSV import
Preview titles and captions from a UTF-8 CSV for the selected brand. Explicit confirmation creates unapproved drafts owned by the content creator.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewContent library and repeat drafts
Reuse as a new draft
Turn an eligible library source into a new draft for the selected, ready accounts.
Content and usage details ↗Daily or weekly frequency
Define the repeat interval and a finite list of dates explicitly.
Content and usage details ↗Time zone preview
Review exact timestamps calculated from local time and the chosen time zone before creation.
Content and usage details ↗Occurrence statuses
See draft preparation status for each occurrence and use the available resume and archive tools.
Content and usage details ↗Source and conflict checks
Assess source revision, brand, account eligibility, calendar conflicts and private media requirements separately.
Content and usage details ↗01Choose an eligible source
02Preview exact dates
03Create and track drafts
Social Studio
Content library and repeat drafts
Create a new draft from eligible library content. Preview daily or weekly dates in the chosen time zone, then create a separate private draft for each date.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewMedia preparation and format checks
▧
Content formatsSample file / content▤
Media orderSample file / content◈
Upload and processing statusSample file / content▣
Reel cover selectionSample file / content◇
Platform preflightSample file / content01Choose a format
02Arrange the media
03Preview and check accounts
Social Studio
Media preparation and format checks
Prepare files for a single image, carousel or Reel. Check upload status, media order, previews and compatibility with the selected accounts.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSaved publishing slots
Sample weekIstanbul · UTC+3
Mon12
10:00Define the brand's slotSample record
Tue13
Wed14
14:30Preview the next occurrenceSample record
Thu15
Fri16
16:00Apply the dateSample record
01Define the brand's slot
02Preview the next occurrence
03Apply the date
Social Studio
Saved publishing slots
Save a brand's weekday, local time and explicit IANA time zone. Preview the next valid occurrence to use when preparing a post.
Screens, steps and plan details ↗Workflows
2EXPLORE THE PRODUCT
Sample viewOne-to-one follow-up sequences
1START
Set the expectation.
When preparing an eligible single-recipient Gmail message in Inbox, choose whether a reply or completed action is expected.
2CONDITION / PREPARATION
Track conversation steps.
Review the initial email, follow-ups, reply, next check and any owner task in the same record.
3NEXT STEP
Complete the final step with a person.
Handle the owner task created by the workflow; the relevant person assesses the final manual message or completion of the action.
01Set the expectation.
02Track conversation steps.
03Complete the final step with a person.
Workflows
One-to-one follow-up sequences
Track reminder steps, response status and owner tasks for eligible Gmail conversations.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewConditional workflows
1START
Prepare a rule for the need.
Start with follow-up, data-quality or event templates and define the required conditions and owner.
2CONDITION / PREPARATION
Review its scope.
Use preview tools to assess matching CRM records, generated tasks and notification preferences.
3NEXT STEP
Review execution.
Monitor run history and errors, then edit or stop the rule where necessary.
01Prepare a rule for the need.
02Review its scope.
03Review execution.
Workflows
Conditional workflows
Prepare rules that create tasks or notifications from CRM conditions, with previews and execution history that make scope clear.
Screens, steps and plan details ↗Reports and visibility
8EXPLORE THE PRODUCT
Sample viewDashboard
Pipeline and revenue24Sample data
Risk and renewals12Sample data
Operational overview8Sample data
DashboardSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the period
02Review a section
03Adjust the view
Reports and visibility
Dashboard
Review sales, risk, support, operations and customer indicators in clearly organized dashboard sections.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSales reports
Won sales and closing24Sample data
Pipeline and recurring revenue12Sample data
Quote decisions8Sample data
Sales reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Reports and visibility
Sales reports
Review won sales, pipeline, recurring revenue and quote reports alongside the relevant commercial records.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewOutreach and campaign reports
Campaign acceptance and failures24Sample data
Event preparation12Sample data
Source-specific access8Sample data
Outreach and campaign reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Reports and visibility
Outreach and campaign reports
Assess email campaign results and event preparation through their respective data sources.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCRM reports
Contact quality context24Sample data
Company segments12Sample data
Return to the record8Sample data
CRM reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Reports and visibility
CRM reports
Review contact status, last interaction, company associations and company segments from existing records.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSupport reports
Ticket resolution view24Sample data
Survey and score context12Sample data
Delays and follow-up8Sample data
Support reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Reports and visibility
Support reports
Assess ticket status, resolution targets, survey scores and unresolved feedback together.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewOperations reports
Task status and deadlines24Sample data
Workflow runs12Sample data
Source module distinction8Sample data
Operations reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Reports and visibility
Operations reports
Review task priorities and deadlines alongside workflow run matches, actions and errors.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewData quality reports
Contact fields24Sample data
Company information gaps12Sample data
Scope warnings8Sample data
Data quality reportsSample period
Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Reports and visibility
Data quality reports
Report missing contact and company fields and plan data correction work.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCRM glossary
Term and full name
See what an abbreviation stands for rather than treating an English revenue term as a label to memorize.
Content and usage details ↗Definitions and examples
Read examples of the MRR–ARR relationship or weighted potential in open recurring opportunities, keeping their purposes distinct.
Content and usage details ↗Category selection
Focus on existing categories such as revenue, pipeline and continuity, combining category filters with search.
Content and usage details ↗Product usage context
See where a concept appears on the dashboard or in reports, connecting its definition to the field you read on screen.
Content and usage details ↗01Search for the concept
02Read the definition and example
03Return to the relevant screen
Reports and visibility
CRM glossary
Read explanations and examples of MRR, ARR, Expansion MRR and upcoming renewals.
Screens, steps and plan details ↗Customer support
5EXPLORE THE PRODUCT
Sample viewSupport tickets
Ticket #001 · Access questionOpenBeing reviewed
Ticket #002 · Setup supportTeam assignmentIn progress
Ticket #003 · Usage questionReplyResolved
Ticket details
Track status, owner, priority and customer context together.
01Find the ticket
02Read the history
03Respond and update
Customer support
Support tickets
Track support requests by status, priority, latest customer reply and resolution date.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewKnowledge base
Titles and summaries
Write a short summary that explains the solution before the reader opens it, instead of relying on file names alone.
Content and usage details ↗Category organization
Save content under a relevant topic. Select an existing category or use appropriate category wording.
Content and usage details ↗Status-based lists
Separate draft, published and archived records, using search and filters to return to the right explanation.
Content and usage details ↗Reading and archiving
Review articles in a readable view. The current archive action keeps the record as an older solution while removing its public label.
Content and usage details ↗01Prepare the explanation
02Set the status
03Keep knowledge current
Customer support
Knowledge base
Turn support answers into searchable articles, with titles, summaries, categories and a clear draft, published or archived status.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSupport satisfaction
01Select the feedback scope
02Read the response with the ticket
03Start the follow-up
Customer support
Support satisfaction
See which surveys are unanswered, which received low ratings and which customers still need help.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCustomer rewards and credits
01Define the decision
02Record the conditions
03Review usage
Customer support
Customer rewards and credits
Organize discount, credit, gift or upgrade decisions with the relevant customer, status and expiry date.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCustomer portal
Ticket #001 · Access questionOpenBeing reviewed
Ticket #002 · Setup supportTeam assignmentIn progress
Ticket #003 · Usage questionReplyResolved
Ticket details
Track status, owner, priority and customer context together.
01Open the portal view
02Assess access conditions
03Bring the reply into the ticket
Customer support
Customer portal
Manage existing portal links alongside support tickets and customer responses.
Screens, steps and plan details ↗Data management
2EXPLORE THE PRODUCT
Sample viewData quality
Record A
NameDeniz Kaya
EmailContact information
CompanySample company
Record B
NameD. Kaya
EmailContact information
CompanySample company
Review the records first
Company duplicates require manual review because domain, opportunity and ownership relationships may differ.
01Review the signals
02Compare records
03Assess email confidence
Data management
Data quality
Review contact and company duplicate groups, missing fields and email confidence signals. Merge suitable contacts through an explicit review.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewCSV import and export
1Choose a file2Map fields3Review preview
▤ sample-records.csvSample file / preview
Heading → record fieldSample rowPreview
Content → related fieldSample rowPreview
Status → reviewSample rowPreview
This does not promise automatic, complete migration from every source system or data type.
01Choose records and source
02Check the preview
03Complete the transfer
Data management
CSV import and export
Import supported CSV records with field mapping and validation previews, export relevant CRM records and review transfer history.
Screens, steps and plan details ↗Integrations
1MCP and AI connections
4EXPLORE THE PRODUCT
Sample viewMCP connections
01Start client setup.
02Review workspace and scope.
03Manage the connection.
MCP and AI connections
MCP connections
Authorize a compatible MCP client through OAuth and review its accessible modules, permission validity and revocation options.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewMCP private plans
01Find an eligible connection’s plan.
02Compare the same proposal’s details.
03Record the review decision.
MCP and AI connections
MCP private plans
Review proposals prepared under explicit planning permission with their content, recipient, cost and validity information.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewMCP communication approvals
01Define account and connection limits.
02Review the prepared request.
03Make the operation decision.
MCP and AI connections
MCP communication approvals
Review an assistant-prepared email or limited campaign request in Hubz, with its sender, recipients and full message visible before approval.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewMCP mailbox read access
01Choose the mailbox.
02Authorize read access.
03Review and revoke access.
MCP and AI connections
MCP mailbox read access
Share limited synced plain-text content from an authorized mailbox through a read-access decision separate from sending permission.
Screens, steps and plan details ↗Security and team access
9EXPLORE THE PRODUCT
Sample viewRelease notes
Dated release cards
See version, date and user impact together instead of relying only on a technical commit title.
Content and usage details ↗Language support
Read published explanations in the available language selection and understand technical terms through their practical impact.
Content and usage details ↗Monthly history
Open development milestones by month instead of navigating one uninterrupted historical list.
Content and usage details ↗Source links
Return to a linked source commit if you have appropriate access. Repository access is separate from ordinary CRM membership.
Content and usage details ↗01Open an update record
02Review historical context
03Compare with current usage
Security and team access
Release notes
Review recorded product updates by version, date and change descriptions.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewSettings center
Organization and brand identityCommunication settingsData and storage areasPersonal preferences
Settings center
Organization and brand identityEdit organization name, website, logo and email brand fields with an authorized role. These are separate from a user's personal profile.Review ↗
Communication settingsManage sender accounts, mailbox synchronization and personal signatures for their different purposes, subject to provider and plan conditions.Review ↗
Data and storage areasReview relevant data assurance, import/export and task attachment storage settings, verifying the scope of specialized actions separately.Review ↗
Personal preferencesUse existing options for profile, appearance, notifications and regional display without confusing individual preferences with team rules.Review ↗
01Choose the relevant area
02Check account and permissions
03Save the change explicitly
Security and team access
Settings center
Manage profile, organization, security, communication, data and usage settings within the relevant permission boundaries.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPWA and connection status
Installable browser experienceConnection signalVersion checks and refreshConnection-loss information screen
PWA and connection status
Installable browser experienceCreate app-like access in supported desktop or mobile browsers. Feature support varies by device.Review ↗
Connection signalUse visible notices to assess how network status affects work. Do not assume normal CRM operations work offline.Review ↗
Version checks and refreshExisting version checks and update notices make the transition to new code explicit to users.Review ↗
Connection-loss information screenUse the screen explaining lost connectivity without treating private CRM responses as a general offline data store.Review ↗
01Check support
02Work online
03Move to the new version
Security and team access
PWA and connection status
Use browser-based installation on supported devices while keeping connection and update status visible.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewOrganizations, teams and roles
Active organizationVisible workspacesExisting role modelBrands and data boundaries
Organizations, teams and roles
Active organizationSee the current company and the user's role in that context without mixing memberships across organizations.Review ↗
Visible workspacesReview organization environments authorized for the user. Visibility does not mean everyone can access all customer data.Review ↗
Existing role modelUse available roles such as owner, administrator, member, billing or viewer under their respective action rules.Review ↗
Brands and data boundariesDistinguish organization email identities and social brand profiles from data access boundaries. Creating a social brand does not create a CRM organization.Review ↗
01Verify the active context
02Review members and roles
03Act within permissions
Security and team access
Organizations, teams and roles
Review the active organization, visible workspaces and existing member roles together.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPlan and usage
Workspace-specific usagePlan and subscription statusWorkspace record limitsSeparate usage services
Plan and usage
Workspace-specific usageRead counters for the active organization rather than combining a user's records across environments into one entitlement.Review ↗
Plan and subscription statusAssess usage through the current plan, active status and relevant period. A plan name alone does not enable every module.Review ↗
Workspace record limitsTreat contact and company limits as organization totals. Buying extra seats does not automatically multiply those limits.Review ↗
Separate usage servicesAssess bulk sending and external provider usage separately from CRM software access, verifying capacity and module rights together.Review ↗
01Open organization plan details
02Read measures separately
03Review what you need next
Security and team access
Plan and usage
Review the active workspace's plan, status and available usage indicators.
Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPlatform workspaces
Organization listExisting plan assignmentReasoned access decisionsControls separate from customer roles
Platform workspaces
Organization listReview workspaces by existing status, plan and member count, taking list scope and pagination into account.Review ↗
Existing plan assignmentAssign a defined plan to a workspace. This is separate from editing the plan catalog.Review ↗
Reasoned access decisionsSuspend or reactivate with the relevant category and explanation, explicitly considering the impact on customer access.Review ↗
Controls separate from customer rolesKeep platform actions separate from acting as a customer user. Operator sessions and relevant security gates apply independently.Review ↗
01Find the workspace
02Review the change
03Record the authorized decision
Security and team access
Platform workspaces
Authorized platform staff review workspace status, plan assignment and access decisions through controlled actions.
For Hubz platform operators only; not included in customer plans.Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPlatform plan catalog
◈
SERVICE · SAMPLEConsulting1 hour⊞
SERVICE · SAMPLESetup1 project⌁
SERVICE · SAMPLEMonthly serviceMonthly◇
SERVICE · SAMPLESupport1 packageProduct / service record
NameMonthly service
Type / unitService / month
CurrencyUSD
LanguageTurkish / English
Plan identity and description
01Review the plan
02Edit the scope together
03Save with operator authority
Security and team access
Platform plan catalog
Authorized operators review plan names, active status, module access, limits and catalog price fields.
For Hubz platform operators only; not included in customer plans.Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPlatform billing review
Subscription statusOverdue recordsGrace-period policyEvaluation context
Platform billing review
Subscription statusSee subscription and period context provided by existing records without presenting an unconfigured provider as an active integration.Review ↗
Overdue recordsReview financial evidence through invoice count, outstanding amount, due date and currency distinctions. A record is not an automatic collection result.Review ↗
Grace-period policyManage recorded grace periods and automatic suspension preferences through authorized actions rather than applying one assumption to every customer.Review ↗
Evaluation contextTrack policy evaluation through existing operational results. Verify access decisions and actual provider transactions separately.Review ↗
01Find the organization
02Assess the policy
03Take a controlled action
Security and team access
Platform billing review
Review recorded subscription and overdue payment information alongside the organization's current access policy.
For Hubz platform operators only; not included in customer plans.Screens, steps and plan details ↗EXPLORE THE PRODUCT
Sample viewPlatform operations and audit
Available service signalsGrouped error summariesPlatform audit trailRead-only support metadata
Platform operations and audit
Available service signalsReview service statuses and assessments supplied by the API without implying that unavailable telemetry exists.Review ↗
Grouped error summariesAssess similar records through time, available frequency and safe descriptions. Incomplete scope must not be generalized to platform-wide totals.Review ↗
Platform audit trailReview recorded events by actor, workspace and time, using list search and pagination to return to the relevant event.Review ↗
Read-only support metadataInspect metadata provided for operational support without presenting it as unlimited access to all customer communications.Review ↗
01Open the relevant operations view
02Review scope and time
03Start authorized follow-up
Security and team access
Platform operations and audit
Authorized operators review available service signals, safe error summaries, platform changes and read-only support metadata.
For Hubz platform operators only; not included in customer plans.Screens, steps and plan details ↗No features match your search and filters.
Try different keywords, choose another module or reset the filters.