Win the work. Keep the trail.
Enquiries arrive. Someone needs to qualify them, move a deal, and follow up without losing the thread in inboxes and spreadsheets. Hubdash keeps leads, deals, and conversations in the same CRM.
Capture enquiries
Inbound interest lands as a lead you can work, convert, or archive. Forms and imports feed the same inbox your sales process runs from.
Lead inbox
See active leads in one place, then archive or delete what you do not need.
Create or capture
Add a lead by hand, or let a web form create it when someone enquires.
Convert
Turn a qualified lead into a deal, and keep the people and organisation linked.
Import
Bring leads in from CSV with mapping, including stage names where you use them.
Move the deal
Run deals on a board or list with stages that match how you sell. Amounts, line items, and lost reasons stay on the record so reporting is not a separate chore.
Board or list
Work the pipeline the way your team prefers, without leaving Hubdash.
Stages that fit
Open, done, and dropped progress on stages you define for deals.
Track value
Capture amounts and line items so pipeline value is visible as you move.
Lost reasons
Record why a deal dropped so patterns show up later, not in someone’s head.
Automate follow-ups
Email, SMS, and WhatsApp sit against the person. Tasks and workflows keep the next action moving when a stage changes or a form lands.
Conversations
Send and receive on email, SMS, or WhatsApp from the CRM, with purpose and consent handled per channel.
Activity timeline
Calls, events, and messages stay on the contact and deal trail.
Tasks
Assign the next call or chase so open work is visible on My tasks.
Automate handoff
On stage change or form submit, set a stage, add a task, or send the next message.
Fifteen minutes. No obligation.
We’ll walk through Hubdash with your process in mind.
