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CRM Customization

Improve productivity with the most relevant and customized data in HubSpot's Smart CRM

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  • Easily map any data structure to your business

  • Configure workflows that generate more leads with sales and marketing automation

  • Extend functionality with UI extensions to close more deals

Configure HubSpot CRM Pages with the Record Page Editor

Spend less time searching for the right data in your CRM.

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.



  1. Create a transparent and scalable data model.

    CRM customization allows you and your team to use custom objects, properties, and associations to organize specific data models in HubSpot’s Smart CRM. Moreover, customization ensures your data model is transparent and scalable for your growing team.

  2. Provide information to users at the right time.

    Easily modify HubSpot's default spaces to match the needs of your team. You can configure deal pipelines, board views, index pages, record pages, and more.

  3. Build extensions on HubSpot’s Smart CRM.

    Extensions allow developers to use HubSpot-built components to create net-new UI elements that display custom information.

Have questions? Give us a call and we'll walk you through it.

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  • HubSpot 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

Frequently Asked Questions

Get quick answers to common questions about HubSpot’s customizable Smart CRM.

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 Hub or Service Hub Enterprise is required.

You can start customizing right away! Most HubSpot customers pay no additional costs for integrations, data migration, training, maintenance, service and support, or admin and personnel in the first year, saving over $100K in the first two years (source).

Customization ‌matches your tools to your processes, which in turn removes distractions and inefficiencies among your teams. 

Yes, you can 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.

Companies using HubSpot's workflow automation see remarkable results. According to HubSpot’s ROI report, customers using HubSpot's AI workflow features see a 65% decrease in time to close.

Yes, HubSpot offers extensive integration capabilities through UI extensions and APIs. Companies using integrations see 8x more closed deals, and 81% of users report their data is fully integrated across systems (source). View the 1,900+ integrations and apps in the HubSpot App Marketplace.

HubSpot's Smart CRM lets you easily map your specific data model with custom fields, properties, and objects. The intuitive interface allows you to configure layouts. 83% of users say HubSpot is effective at unifying their company's data all in one place (source).

You can watch a HubSpot Academy lesson to learn how to create custom objects.