Platform / CRM

    From first lead to signed client.

    HubIQ CRM manages the full lifecycle, from lead to contract. Bring your current CRM with you and take every prospect all the way to client status in one connected platform.

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    Try the pipeline

    Move a prospect all the way to client.

    Drag a card to any stage, or use its arrow to advance. Sample data only.

    1 of 6 are clients

    01 Lead

    2

    Captured and qualified.

    • Light industrial manufacturer

      Manufacturing

    • Regional distribution center

      Logistics

    02 Prospect

    1

    Conversations and next steps tracked.

    • Healthcare network

      Healthcare

    03 Proposal

    1

    Proposal built from data you already hold.

    • Food processing plant

      Food & beverage

    04 Contract

    1

    Generated in HubIQ, approved, signed with a full audit trail.

    • Call center operator

      Customer service

    05 Client

    1

    Now a client, ready for the rest of HubIQ.

    • Warehouse operator

      LogisticsClient

    Bring your CRM

    Connect or import in four steps.

    Walk through how your existing CRM comes into HubIQ. Sample walkthrough only — our team sets up the real connection with you during implementation.

    1. 1Choose a method
    2. 2Pick your source
    3. 3Map your fields
    4. 4Review & finish

    The lifecycle

    One process, prospect to client.

    1. 01

      Lead

      Capture and qualify leads so your team knows who to pursue and why.

    2. 02

      Prospect

      Track every conversation, next step, and opportunity as the relationship develops.

    3. 03

      Proposal

      Build proposals from the data you already hold, without retyping.

    4. 04

      Contract

      Generate the agreement in HubIQ, then approve and sign it with built-in digital signing and a full audit trail.

    5. 05

      Client

      Signed prospects become clients automatically, ready for the rest of HubIQ.

    Bring your CRM

    Connect or import what you use today.

    Keep your history. Connect your current CRM to HubIQ or import your records, and pick up right where your team left off.

    1. 01

      Connect

      Link your existing CRM so records flow into HubIQ.

    2. 02

      Import

      Bring in accounts, contacts, and open opportunities in one step.

    3. 03

      Continue

      Your pipeline carries on in HubIQ, connected to Contracts and Smart Drive.

    See how it all works together.

    HubAI, Smart Drive, Contracts, CRM, Legal, Finance, ATS, and Risk are part of one connected HubIQ platform.

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