One client, one page. Open a client and see everything — the closed deals, the hours logged this month, the tasks in flight, the contact roster — without clicking through five separate sections. The 360° view that makes a CRM worth opening.
Name, industry, status, type. The header carries the relationship age, the account-health rating, the Edit/Archive controls.
Every opportunity, every time entry, every task, every invoice that's tied to this client rolls up. The five tabs aggregate the totals.
Header + four stat tiles + five tabs. Everything for one client in one viewport, no clicking through five separate sections.
Free forever. One client, one page. Not five separate sections.
Start Free TodayFree forever • No credit card required • Cancel anytime
The $24K closed deal that came from the Q3 Push campaign — and the contact who championed it. The 12.5 hours logged against Apex this month, three of them billable. The tasks in flight under the Apex Q4 engagement — and the ones that completed last week. The five-person contact roster at Apex, each with their role and status badge. The invoice that just settled, the balance that's back to zero. The picture you'd otherwise assemble by opening five separate tabs in HubSpot.