Improve productivity with the most relevant and customized data in HubSpot's Smart CRM
Easily map your specific data model onto the CRM
Configure default layouts to better suit team needs
Expand the reach of your CRM with UI extensions
Your CRM houses a lot of data and teams often spend too much time looking for the data they need. CRM customization allows teams to personalize their experience, accessing only the necessary data for their role. This eliminates distractions and improves efficiency so they can focus on what matters most – your customers.
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+1 857-829-5060HubSpot matched our expectations for several reasons. We loved its flexibility, ease of operations, and pace of scalability. It was intuitive to pick up and adopt, and had a very user-friendly interface that was easy to adapt.
Aaron Goh
Spenmo
As we scale and our model changes, HubSpot scales and changes with us. It successfully walks the fine line between power and simplicity.
Simon Witkiss
TrustQuay
Learn how to organize your data using CRM extensions, custom objects, and more.
Read more about HubSpot’s take on CRM customization and extensibility here.
Discover documentation, use cases, and training resources and that will help you start building UI extensions on HubSpot.
Generally no, but for more sophisticated customizations a developer skill set is needed.
All free plans include a level of customization, including the ability to configure system defaults. Professional plans provide the ability to configure elements by team. If you need to use the UI extensions, Sales or Service Enterprise will be required.
You can start customizing right away! Most customization in HubSpot can be done without any additional cost or resources. More complex customizations may require additional time.
Customization matches your tools to your processes, which in turn removes distractions and inefficiencies among your teams.
Get expert development help from one of our certified solutions partners who can help you implement, onboard, and customize your CRM to your business needs.
CRM customization is available in HubSpot's Smart CRM. Explore additional features below.
Connect with your website visitors in real time to convert new leads, close more deals, and provide better customer support.
Add company and contact records with a single click, log sales activities automatically, and keep records up to date.
Complete sales activities, see detailed company and contact records, and view communication history in one place.
Automatically populate contact records with company details from our database of over 20 million businesses.
Add deals with a single click, assign tasks, and track progress in your dashboards.
Qualify leads, book meetings, provide customer support, and scale your one-to-one conversations.
Use live chat, team email, a Facebook Messenger integration, and an easy-to-use chatbot builder to have unlimited, personalized conversations at scale.
Connect your team email addresses to a universal inbox that makes collaboration more efficient.