Modular CRM, Built for Agencies
Manage contacts, companies, deals, and quotes in one unified system. Designed for agencies that need flexibility without complexity.
Try Interactive DemoEverything you need to manage relationships
Four powerful modules that work together seamlessly to give you complete visibility into your client pipeline.
Contact Management
Centralize all client information, communication history, and touchpoints in one place.
- Custom fields and tags
- Activity timeline
- Email integration
- Smart segmentation
- Bulk import/export
Company Tracking
Organize accounts by company, track relationships, and monitor account health at a glance.
- Hierarchical organization
- Multi-contact linking
- Revenue tracking
- Industry classification
- Account scoring
Deal Pipeline
Visualize your sales pipeline, forecast revenue, and move deals through customizable stages.
- Visual kanban board
- Custom pipeline stages
- Win probability scoring
- Revenue forecasting
- Deal activity tracking
Quote Builder
Generate professional quotes instantly with customizable templates and automated calculations.
- Template library
- Line item management
- Tax & discount handling
- E-signature integration
- Version control
See it in action
Explore the CRM interface with real sample data. Click through tabs to see different modules.
Ready to streamline your client relationships?
Join agencies using Hubsflow CRM to manage contacts, close deals, and grow revenue.
Our features
From team communication to billing and project management, we've got you and your team covered.
Chat
A built in chat element for you, your team, and anyone you work with.
Projects
Seamless task and project management through the projects tab.
Billing
Ensure clients are on the same page and bill all in one place.
AI Chat
Parse your dashboard and learn more about custom management.
Branding
Full brand asset management portal for your clients.
Tracking
Keeping your teams aligned, on target, and happy.
Use Hubsflow with other apps
Our goal is to integrate as many marketplace APIs as possible, as soon as we can.
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