HubLaneFollow a lead through to the deal
Keep contact information, deal stages, notes and assigned tasks together. Your team can see the next action without rebuilding the history from separate spreadsheets.
CRM software for your daily customer work
Organize leads, clients, deals, tasks and invoices in HubLane. Give your team a shared customer record and a clear next step.
Create your workspaceInside the product
From a new lead to a clear next step
Prepare a small import
Start with the client CSV template. Map names, email and phone, then check imported and skipped rows before importing the rest.
Read the complete guide →Assign the next action
Create a deal for the customer, choose its stage and give the follow-up task an owner and due date.
Read the complete guide →Keep the conversation together
Record notes and calls against the customer. Update the stage as the deal progresses so another team member can continue the work.
Read the complete guide →Plan the work around each customer
Use calendars, calls and reminders alongside client records. Assign responsibility and due dates so follow-up is visible to the people doing the work.
Choose the modules your business needs
HubLane workspaces support CRM, booking and property workflows. Owners manage team roles and module access from the workspace settings.
Bring your existing records
Import leads, clients and deals from CSV with column mapping. Review the mapping before confirming the import, then use exports when you need your records outside HubLane.
From setup to daily use
Prepare your workspace
Choose your modules, review permissions and invite the team. Give each workflow a responsible owner.
Test a real workflow
Start with a small sample of customers, services or properties. Check the result before bringing over the rest of your records.
Keep information current
Update tasks, appointment hours and property availability as work changes. Follow incoming requests in the shared workspace.
Practical questions
Is all workspace information public?
The CRM workspace requires sign-in and permissions. Businesses choose which profiles and properties to publish; customer records are not shown in the public directory.
How do we bring existing records?
Start with a small CSV import and reconcile imported and skipped rows. Use the client import guide and starter template before a full migration. Read the guide
What should we confirm before choosing a plan?
Check modules, user counts, workspace limits and any specific requirements with the team. Confirm billing terms for your workspace. Contact HubLane