Solutions library
Every product,explained plainly.
Nineteen HubSpot and Dynamics 365 products, organized by what they help your people do. Read what each one is for, what it can do, and what adoption will take. Then let's talk about fit.
New to CRM? Start with the basics
19 products
HubSpot
Foundation
- Smart CRMOne shared record of every customer relationship. The CRM foundation under every HubSpot hub: contacts, companies, deals, tickets, custom objects, permissions and reporting.
- Data HubClean, connected data the rest of HubSpot can rely on. Data sync, data quality tools, programmable automation, datasets and connections to external sources.
Go-to-market
- Marketing HubCampaigns that connect to the pipeline they create. Email, forms, landing pages, segmentation, journeys, ads and attribution on the same CRM your sales team uses.
- Sales HubReps spend time selling, not reconstructing context. Pipelines, sequences, meetings, calling, forecasting and deal insight built on the shared CRM.
- Content HubA website and content engine your team can run themselves. CMS, themes, blogs, smart content, memberships, brand voice tools and AI-assisted content repurposing.
Customer experience
Dynamics 365
Customer engagement (CRM)
- SalesRelationship selling inside the Microsoft tools your team already uses. Leads, opportunities, forecasting, sequences and Copilot assistance, connected to Outlook and Teams.
- Customer ServiceCase management that keeps commitments visible. Cases, queues, routing, SLAs, knowledge management and Copilot for service agents.
- Contact CenterEvery channel, one view of the customer, people and AI working together. Omnichannel engagement, voice, AI self-service agents and real-time supervisor insight.
- Customer InsightsKnow your customers, then engage them in moments that matter. Two complementary parts: Data (unified profiles and segments) and Journeys (real-time, triggered engagement).
- Field ServiceThe right technician, with the right parts, at the right time. Work orders, scheduling, mobile technician app, inventory and asset management.
Enterprise resource planning (ERP)
- FinanceFinancial control at enterprise scale. Global financials, budgeting, compliance and automation for larger, complex organizations.
- Supply Chain ManagementPlan, make and move goods with fewer surprises. Demand planning, manufacturing, warehouse, transportation and asset management for complex operations.
- Business CentralFinance and operations in one place for growing companies. Financials, sales and purchasing, inventory, projects and light manufacturing for small and mid-sized businesses.
- Project OperationsFrom the proposal to a profitable, well-staffed project. Project quotes, resource scheduling, planning, time and expense, and project accounting in one flow.
- CommerceStore, online and call center selling from one source of truth. Point of sale, ecommerce, merchandising, pricing and order management across channels.
- Human ResourcesEmployee data and HR processes in one governed system. Personnel records, leave and absence, benefits, compensation and employee self-service.
Not sure which productfits your problem?
Most teams start with a problem, not a product name. In a short clarity call we map outcomes, people and constraints, and tell you honestly which platform fits.