CRM

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.

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Data model

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.

Custom fields

Capture industry-specific details with text, numbers, dates, and calculations.

Custom objects

Create a custom object to track assets, properties, or equipment

Context

Link custom objects to contacts and other objects for full context

Your data

Build a data structure that matches your internal terminology

Messaging

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.

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

Full history

Review full communication history before your next catch-up call

Segmentation

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.

Filter

Filter customers by status and send a group email to the segment

Perspectives

Build a saved view of your highest-priority contacts

GDPR Tools

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

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.

Explore CRM

Pipelines

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

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Forms

Capture leads straight from your website with full attribution, so you always know where your best enquiries are coming from.

Explore Forms

Conversations

Bring email and messaging into Hubdash so every interaction sits alongside the contact, deal, or project it relates to.

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Automation

Remove repetitive admin with workflows that handle follow-ups, internal actions, and routine tasks in the background.

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Reports

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

Explore Reports