A CRM built around your business
Manage contacts, organisations, and pipelines in one place, with the flexibility to shape Hubdash around how your business actually works.
Customisation
Custom objects and properties capture data that matters to you. Tracking course referrals, vehicles, projects, or something specific to your industry, you shape the model to fit.
Properties
Capture industry-specific details with text, numbers, dates, and calculations.
Custom objects
Create a custom object to track assets, properties, equipment, or anything important to you.
Context
Link custom objects to contacts and other objects for full context.
Your data
Build a data structure that matches your internal terminology.
Communication
Keep every customer conversation in one place. Email, SMS, or WhatsApp directly from a contact's record. Use templates with placeholders to save time on repetitive messages, and see the full history.
Branded emails
Send a branded welcome email when a new lead form is submitted
SMS
SMS a client to request a call back without leaving the record
Send WhatsApp updates for time-sensitive operational changes
Compliance
Stay compliant without bolting on extra software. Record the legal basis for processing each contact's data, manage communication consent preferences at a granular level, and keep a clear audit trail. Built in, not bolted on.
Lawful basis
Record the lawful basis for processing against every contact
Marketing consent
Capture and update marketing consent preferences per channel
Opt-outs
Respect opt-outs automatically across email, SMS, and WhatsApp
Audit trail
Produce a clear consent audit trail when a contact requests it
Discover other platform features
CRM
Manage contacts, organisations, and records in one place, with the flexibility to shape the data around how your business actually works.
Pipelines
Build pipelines for any process that runs in stages, from sales and onboarding to project delivery and renewals.
Forms
Capture leads straight from your website with full attribution, so you always know where your best enquiries are coming from.
Conversations
Bring email and messaging into Hubdash so every interaction sits alongside the contact, deal, or project it relates to.
Automation
Remove repetitive admin with workflows that handle follow-ups, internal actions, and routine tasks in the background.
Events & Bookings
Let people book calls, courses, and events with powerful ticket and payment features.
Fifteen minutes. No obligation.
We’ll walk through Hubdash with your process in mind.
