FOCUS 01⊙
Customer relationships
Record fieldContact records
Contact records
Manage customer and partner contact details in a shared record structure instead of following the same relationship through different lists.
CRM / Contacts, companies and leads
Contact management software for customer relationships
Keep contact details, company relationships and past conversations in one shared record.
PRODUCT VIEW
See how it works.
A customer relationship is more than a phone number. The person you spoke with, their company, the opportunity they are considering and your next action make sense together. Hubz links contact and company records with relevant activities and sales opportunities, keeping that context in a workspace your team can access.
EXPLORE THE PRODUCT
Sample viewCustomer relationships
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
01Record the relationship
02Complete the context
03Choose the next step
DETAILED FEATURE GUIDES
Explore the features in this module.
ContactsManage contact details, job titles, company associations and acquisition sources in searchable, filterable records.↗CompaniesKeep industry, domain, contact and address information alongside the people and sales work connected to a company.↗Lead InboxOrganize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.↗Activity historyReview calls, emails, meetings, notes, tasks and system activities in their contact, company and opportunity contexts.↗Global searchSearch contact, company and opportunity results within your existing permissions, then open the relevant record.↗
FROM NEED TO OUTCOME
Where this helps.
When contact information is scattered across lists, colleagues may approach the same customer separately. When someone leaves, earlier conversations can lose their context. Creating a record is easy; seeing the whole relationship becomes difficult.
WHAT YOU CAN WORK TOWARDS
Prepare for the next conversation by reviewing the contact, company and follow-up work in the same system, rather than rebuilding the relationship each time.
STEP BY STEP
How to use it.
- 01
Record the relationship
Organize contact and company information. Put a new lead in the lead inbox and link records in a way that reflects the real business relationship.
- 02
Complete the context
Bring conversations, notes and follow-up activities together with their records. Keep the information the team needs in the contact or company history.
- 03
Choose the next step
Review the linked opportunity, create a task or prepare for a meeting. Keep a new record connected to the work that should follow.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Customer relationships
Record / contentStatusOwner
Company relationships
Review people alongside the companies they work for. Preserve the commercial context shared by different conversations with one organization.
FOCUS 03↗
Customer relationships
✓Lead inbox✓Choose the next step✓See what is included
Lead inbox
Review new leads in an organized area. Keep inquiries that have not yet become sales opportunities from disappearing among daily tasks.
FOCUS 04◇
Customer relationships
Record fieldRelated activities
Related activities
Keep conversation and follow-up records alongside customer information. A change of owner should require less separate explanation of what was discussed.
FOCUS 05⌁
Customer relationships
Record / contentStatusOwner
Record quality
Notice missing contact or company information. Make improving record quality a regular part of sales preparation.
IN EVERYDAY WORK
What it looks like in practice.
Two representatives speak with different people at the same company.
Prepare through the related contact, company and opportunity rather than relying only on personal notes.
A new lead arrives before there is a quote, but a first meeting and follow-up date are known.
Record the lead and make the follow-up visible so the relationship starts with an organized next step.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in Essential, Professional and Business. Workspace totals are respectively 500 / 5,000 / 25,000 contacts and 250 / 2,500 / 12,500 companies.
- Buying an additional user does not automatically multiply contact or company capacity.
- External research and contact-verification services are scoped separately.
YOUR QUESTIONS
About this feature.
01Are a contact and a company the same record?+
No. A contact represents a person in the relationship; a company provides the organizational context. Linking them lets you review different conversations with the same organization together.
02Must every new lead be created as an opportunity?+
The lead inbox helps organize inquiries that are still being assessed. Your own sales process determines when an inquiry should move into opportunity tracking.
03Does the whole team automatically access every record?+
Access follows workspace membership, user roles and enabled modules. Setup includes reviewing which records and actions each part of the team needs.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.