One place for client details
Keep contact information, company details, and notes together so your team can prepare for each conversation.
Know your clients.
Track the next step.
Keep client information and relationship stages in one workspace. Search your records, review how a lead arrived, and organize the work ahead in a visual pipeline.
No credit card required.
CRM and pipeline
What you can do
A pipeline you can work with
Move clients between relationship stages and filter your view by stage, source, or search.
Context from client activity
Review first-source information from bookings, events, newsletter signups, and eligible resource requests.
Build your client list
Add clients directly or review records captured from supported workspace activities.
Organize the relationship
Record notes and choose a stage that reflects your team's next action.
Review and follow up
Filter the pipeline, prepare for a meeting, or request a lead assessment.
A few details
About CRM and pipeline
Does a new contact become a marketing subscriber?
No. Creating a client record or capturing contact details does not grant marketing consent. Newsletter subscription and other audience permissions are recorded separately.
Does connecting another CRM sync every record?
No. Supported provider connections perform specific configured actions. A connection does not create automatic two-way synchronization with your Hostomo records.
Bring your client work
into Hostomo.
Manage your client work in one workspace. Choose the features that fit your business.