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HungryHub

Clients & deals

A CRM that keeps up with your agency

Every client gets one record with everything on it: their people, deals, projects, tickets, emails and meetings. The history writes itself, so you never piece a client together from five apps again.

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What you get with clients & deals

  • One record per client

    Contacts and companies link to each other, and each record shows the deals, projects and tickets that belong to it.

  • A timeline nobody has to update

    Notes, emails, stage changes, projects, tickets and meetings appear on the timeline automatically, newest first.

  • Pipelines you can see

    Track deals as a list or a drag-and-drop board. Drop a deal on Won or Lost to close it.

  • Calls and follow-ups in one click

    Log “Left a voicemail” or “Talked to them” instantly, and set a follow-up for tomorrow, in three days or next week.

  • Website leads straight in

    Point any website's contact form at your lead form link. Leads arrive as contacts, with spam filtered out and your custom fields filled in.

  • Bring your list with you

    Import contacts, companies and deals from a spreadsheet. Columns are matched for you, and every row is checked before anything is saved.

Questions about clients & deals

Can I import my existing contacts?

Yes. Upload a CSV of contacts, companies or deals. HungryHub matches the columns, shows what will be created, updated or skipped, and only saves when you confirm.

Can I add my own fields?

Yes. Add custom fields to contacts, companies, deals and tickets, and your own statuses and types.

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