Hubz.

Solution / Founders and growing teams

A shared CRM workspace for growing teams

Keep customer information, responsibilities and access scope shared as new people join the team.

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The challenge for your team.

A small team may rely heavily on a founder’s memory: one person knows the customer history, open opportunity and promised scope. As the team grows, access to that information and ownership of the next action need a clearer structure.

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A practical way to work.

  1. 01

    Build a shared customer history

    Organize contacts, companies and leads. Bring important relationships and open opportunities into the daily workspace.

  2. 02

    Make ownership visible

    Arrange tasks, activities and dates. Do not leave next actions entirely to spoken reminders or private messages.

  3. 03

    Expand with a concrete need

    Consider Professional when you need products, quotes, Gmail, marketing or social operations. Evaluate capacity and Business against an actual working requirement.

  4. 04

    Keep access current

    Arrange roles and connection permissions for new members. Keep a shared view through reports and review access that is no longer used.

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How it helps your team.

Start with one person

Begin with the number of users you need, without a requirement to purchase three seats.

A clearer plan decision

Consider module access separately from consumption capacity rather than upgrading CRM solely because more sending volume is needed.

Keep core protections

Existing security, basic roles and data tools remain across plans. Base an upgrade decision on the actual additional scope.

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Modules behind this workflow.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Sales pipeline

Track potential work, the customer relationship and its sales stage in the same view.

03

Tasks and Kanban

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

04

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.

05

MCP and AI connections

Connect compatible clients to permitted CRM context, with separate review and authorization for private plans and communications.

06

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.

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Questions for your team.

01Can we begin with one user?

Yes. Prices are monthly per user and starting with one user is possible. User count and workspace record capacity are different measures.

02When should we consider Professional?

When preparing products or quotes, connecting Gmail, managing email marketing or social accounts, or configuring Workflows would support your work.

03When does Business make sense?

Consider Business for larger contact or company capacity, a sixth social account, knowledge-base or satisfaction operations, or an MCP connection.