Rapid Modular CRM
Hubsflow combines all your business hubs into one, modular system.
Modular CRM, Built for Agencies
Manage contacts, companies, deals, and quotes in one unified system. Designed for agencies that need flexibility without complexity.
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
CRM in Action
Explore the CRM interface with real sample data. Click through tabs to see different modules.
Your Workspace at a Glance
Monitor activity, track tasks, and stay connected with your team—all from one unified dashboard. Real-time insights that actually matter.
At-a-Glance Stats
See active files, unread messages, pending tasks, and open tickets in color-coded stat cards. Click any card to jump directly to that module.
Real-Time Activity Feed
Track every file upload, message, task completion, and support ticket as they happen. Never miss important workspace updates.
System Health Monitoring
Keep tabs on portal connectivity, database status, and storage health. Know immediately if something needs attention.
Quick Actions
Navigate to any module with one click. The dashboard serves as your central hub for jumping into files, messages, tasks, and support.
Your Command Center
This is what you'll see when you log in—real workspace data, live updates, and instant navigation.
Welcome back, Alex
Monitor your workspace activity and manage tasks all in one place.
Recent Activity
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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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