HUBZ / PLAN DETAILS

Essential: Know the customer. Keep the next step in view.

When customer details live in spreadsheets and follow-up lives in someone’s notes, start with a shared way to work. Essential gives your team a place to organize relationships, track open opportunities and see who is responsible for the next task.

MONTHLY USER SUBSCRIPTION

What your subscription covers.

Essential

$19/ user / month, excluding VAT

Organize customer relationships, sales opportunities and daily follow-up.

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START WITH YOUR TEAM’S WORK

Who is this plan for?

Small sales and service teams setting up their first shared CRM

Businesses that need a clear handover between the people serving a customer

Teams prioritizing consistent follow-up before adding quotes, campaigns or social operations

SHARED CAPACITY

Know the workspace limits.

500contacts

250companies

0connected social accounts

The standard configured workspace has capacity for 3 users. Record and connected-account capacities are workspace totals; adding users does not multiply them. If you need more than 3 users, confirm a separately agreed capacity before ordering.

A CONNECTED WAY TO WORK

What your team can do.

01
Build a useful customer record.
Organize contacts, companies and leads. Keep ownership and activities visible so the next conversation starts with the context your team already has.
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02
Give each opportunity a next step.
Track opportunities through sales stages and assign the work around them. Turn a call or meeting into a clear follow-up task rather than another separate reminder.
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03
Coordinate the day’s work.
Use tasks, Kanban, activities, calendars and appointments to organize work together. Handle support tickets and customer-portal activity within the permissions available to your team.
Explore the tools behind this step

THE SUBSCRIPTION SCOPE

Included in this plan.

500 contacts and 250 companies
Contacts, companies and leads
Basic opportunity and sales-stage tracking
Tasks, Kanban and activities
Calendar, appointments and events
In-app Inbox and notifications
Support tickets and customer portal
Available reports for enabled modules
Data quality, import/export and existing team roles

ILLUSTRATIVE WORKFLOW

Example: handing over customer follow-up

A service team creates the contact and company records, logs the first conversation and assigns the next call against the sales opportunity. The teammate taking over can review the record before contacting the customer. The example illustrates a workflow, not a measured customer result.

MAKE AN INFORMED CHOICE

Where the scope stops.

Product and service catalog, quotes and contract management
Gmail connections, email campaigns and Social Studio
MCP client connections or access to Hubz tools through MCP

Setup and additional costs

We review your records, team access, required connections and first workflow before starting. Setup, migration or custom development may need a separate quote. Email delivery, provider fees, content production, advertising and agency services are not automatically included in the user subscription. This page does not list an annual price, discount or automatic activation promise.

MONTHLY USER SUBSCRIPTION

Estimate the monthly seat cost.

Number of users

Essential$19/ month, excluding VAT

This estimates the user subscription only. It does not change workspace capacity or confirm seat availability. Setup, sending capacity and provider fees are separate.

PLAN FIT

When to choose a different plan.

If your core process starts with a product catalog and quote, or depends on Gmail, email campaigns or social content, look at Professional. For larger record capacity or MCP access, consider Business.

BEFORE YOU DECIDE

Questions about Essential.

01Is Essential a single-user plan?

No. The subscription is priced per user. Your required seats, workspace user capacity and team permissions are reviewed during setup. The 500-contact and 250-company limits apply to the whole workspace, rather than to each person.

02Does Essential include quote tools?

Product catalogs, quotes and contract management are available in Professional and Business. Essential focuses on customer records, basic opportunity tracking and everyday team work.

03Can I connect an MCP client on Essential?

No. MCP is exclusive to Business. Installing an MCP client or retaining a previous connection does not grant MCP access to an Essential subscription.

04Can we track work without a Gmail connection?

Yes. Use customer records, opportunities, tasks, activities, calendars and in-app notifications. Connecting Gmail and following email conversations requires Professional or Business.

SETUP AND FUTURE NEEDS

Your next step.

Once your customer follow-up is organized, Professional adds the catalog, quote and communication tools around it. Choose based on the work you need to do and your workspace capacity, rather than team size alone.

Review your required tools and capacities.
Confirm setup, connections and any separate costs.
Prepare the workspace and your team’s first workflow.