CRM Feature

Built around your business, not the other way around

Manage contacts, organisations, and pipelines in one place, with the flexibility to shape Hubdash around how your business actually works.

CRM Feature

Customisation

Add custom properties to capture the data that matters to you, and create new objects when a standard CRM structure is not enough. Whether you are tracking properties, vehicles, projects, or something specific to your industry, the data model bends to fit.

Popular uses
Add custom fields to capture industry-specific contact details
Create a custom object to track assets, properties, or equipment
Link custom objects to contacts and other objects for full context
Build a data structure that matches your internal terminology
CRM Feature

Communication

Keep every customer conversation in one place. Send email, SMS, or WhatsApp directly from the contact record, use templates with placeholders to save time on repetitive messages, and see the full history against the contact and any related deals or projects.

Popular uses
Send a branded welcome email when a new customer is added
SMS a client to request a call back without leaving the record
Send WhatsApp updates for time-sensitive operational changes
Review the full communication history before a sales call
CRM Feature

Tags & Filters

Group, segment, and act on your contacts without the overhead of complex list management. Apply tags to capture anything from lead source to customer status, then use filters to build dynamic views and target the right people at the right time.

Popular uses
Tag contacts by lead source to measure marketing performance
Filter customers by status and send a group email to the segment
Build a saved view of high-value contacts for the sales team
CRM Feature

GDPR Tools

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.

Popular uses
Record the lawful basis for processing against every contact
Capture and update marketing consent preferences per channel
Respect opt-outs automatically across email, SMS, and WhatsApp
Produce a clear consent audit trail when a contact requests it

See Hubdash in action

Book a demo and we'll walk you through how Hubdash fits around your business, your data, and the way your team actually works.

Features

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

Track every opportunity through clear, customisable stages so nothing stalls and nothing slips.

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.

Reports

Build dashboards and reports that turn day-to-day activity into the numbers you need to make confident decisions.