The Plan
This task sets up HubOne, the platform's own CRM product, for businesses that do not currently have a CRM in place. HubOne provides a centralized platform to organize leads, manage customer interactions, and track sales performance from one dashboard.
Why This Matters
A CRM is essential for businesses to organize leads, manage customer interactions, and track sales performance. By using a centralized CRM, businesses ensure no lead is lost, follow-ups are consistent, and sales teams have complete visibility into the customer journey. This leads to better lead nurturing, improved accountability, and higher conversion rates.
Who Is HubOne For?
HubOne is recommended for businesses that do not currently have a CRM. If your business already has an existing CRM, the team will integrate with it through the Setup Automated CRM Workflows To-Do instead — HubOne would not typically appear in your To-Do list in that case.
What HubOne Includes?
HubOne provides:
Centralized lead dashboard — all leads from calls, forms, and social media in one place.
Full customer profiles with complete interaction history.
Unified inbox for email and SMS messaging.
Sales pipeline management.
Scheduling and appointment management.
Invoicing.
Automated follow-up workflows — instant replies to new inquiries and no-show reminders.
What Happens Next?
Once you complete this brief, the team will begin setting up HubOne for your business.
Frequently Asked Questions
What if I already have my own CRM?
If you already have a CRM, HubOne will typically not appear in your To-Do list. Instead, the Setup Automated CRM Workflows To-Do will be shown, which integrates the automations with your existing CRM.
How is HubOne different from other CRMs?
HubOne is purpose-built for local service businesses using the platform. It is designed to work seamlessly with the platform's lead tracking, automated follow-up, and reporting systems from day one, without requiring manual integrations.