Win the deal. Keep the customer.
A pipeline your team actually drags deals across, every conversation in one inbox, and follow-ups that send themselves — then one click turns a won deal into a real invoice.
- Drag-and-drop pipeline
- Gmail & Outlook inbox
- Sequences & automations
See every deal move
A drag-and-drop pipeline with stage totals and forecasts — win, lose and learn from a board the whole team reads at a glance.
- Drag deals across stages
- Stage totals & weighted forecast
- Won/lost reasons
- One-click invoice on close
A 360° view of every relationship
People, companies, deals and every conversation in one profile — including custom fields your business defines.
- Company & contact profiles
- Timeline of activity
- Custom fields
- Do-not-email compliance
One team inbox
Connected Gmail and Outlook mailboxes bring conversations into Hubtoll — threaded, with read receipts and unread counts.
- Gmail & Outlook sync
- Threaded conversations
- Open receipts
- Unread indicators & counts
On-brand email in seconds
Rich-text templates with merge fields and attachments — personalised for every contact, sent within provider limits.
- Rich-text editor
- Merge fields
- Attachments
- Preview before send
Follow-ups that never slip
Multi-step cadences that send themselves — day-offset steps, per-contact enrolment and automatic stop on reply.
- Day-offset steps
- Bulk enrolment
- Auto-stop on reply
- Per-step templates
Your CRM on autopilot
When-this-then-that rules: create tasks, send templates, enrol in sequences or update owners the moment a record changes.
- Triggers on create/stage/won
- Conditions with filters
- Tasks, emails & notes
- Safe re-run cooldowns
Capture demand at the source
A public web form feeds leads straight into your pipeline — qualify, convert to contact + deal, or recycle.
- Public web-to-lead form
- Qualification workflow
- One-click convert
- Source tracking
Know your funnel
Pipeline value, win rates, activity volume and conversion — the numbers behind the next quarter.
- Pipeline & stage reports
- Win/loss analysis
- Activity leaderboards
- Export-ready
Won in CRM. Invoiced in Finance.
Mark a deal Won and Hubtoll drafts the invoice in Sales & Finance — same customer, same amount, ready to issue on a true double-entry ledger. No copy-paste between your CRM and your books.
Your whole customer story, one system
Book a free demo and watch a deal travel from first email to paid invoice.