Sales Hub

Sales Hub is a smart, user-friendly CRM-like tool designed to help teams manage sales opportunities across both B2B and B2C. It allows users to create and track opportunities, monitor their stage and status, and view a clear timeline of all client interactions. With a centralized contact library and built-in insights, Sales Hub offers real-time reporting on opportunity value and volume—giving your team the clarity and control needed to close deals faster.

At the heart of the Sales Hub is the Opportunity Studio, supported by a rich Contact Library, robust Insights, and customizable Settings that ensure the tool adapts to your team’s structure and workflow.

Opportunity Studio

The Opportunity Studio is your command center for managing all sales activity. It allows users to:

• Create and manage opportunities across various sales channels and client types (B2B and B2C).

• Track the status and stage of each opportunity through customizable pipelines.

• View a timeline of interactions with each client, including emails, calls, notes, and meetings—providing full context for better relationship management.

• Collaborate with teammates by assigning owners and leaving internal comments.

Whether you’re closing a key enterprise deal or tracking hundreds of consumer leads, Opportunity Studio brings structure, clarity, and momentum to your sales efforts.

Opportunity Insights

Stay on top of performance with Opportunity Insights, a real-time reporting dashboard that helps individuals and teams:

• Track the number and value of opportunities created over time.

• Analyze performance by stage, owner, or source.

• Compare progress across teams or individuals to identify trends and coaching opportunities.

• Forecast future revenue based on pipeline health and opportunity stages.

This module empowers data-driven decision-making and enables managers to monitor and optimize their team’s efforts at every step.

Contact Library

The Contact Library acts as a dynamic CRM database where users can:

• Store and manage all account and prospect contact information.

• Link contacts to specific opportunities or accounts/prospects.

• Search contacts by tags, types, and more.

It’s a single source of truth for all your client data, keeping your outreach relevant and personalized.

Opportunity Settings

Tailor the platform to your organization’s needs with Opportunity Settings, which let admins:

• Define sales stages and statuses for teams and rules for changes within one opportunity

• Set permissions and visibility rules to control who can access what—whether it’s by role, region, or opportunity type.

• Assign user roles such as opportunity owner

• Configure custom fields to capture the data that matters most to your business.

These settings ensure that Sales Hub remains flexible and secure, supporting both small sales teams and large multi-level organizations.

With Sales Hub, your team gets more than just a place to track deals—it’s a full sales enablement platform built to drive results, strengthen client relationships, and scale with your business.