---
title: "To-Do: Setup CRM HubOne"
description: "To-Do: Setup CRM HubOne"
url: https://help.mplannerpro.com/en/articles/71-to-do-setup-crm-hubone
collection: "ToDos"
updated: 2026-08-22
language: en
---

# To-Do: Setup CRM HubOne

To-Do: Setup CRM HubOne

![](https://staticfiles.gleap.io/gattachments/NcnhGr370Q4u8WTWOhvxCOBbE5hlGm9ij31L5Sd2NXfsoAACnQAQLJKGFUPDuLDY2XTySu6txkm.png)

## 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.