What is Hive CRM?

Hive CRM is a workspace app inside Hive for managing commercial relationships — accounts, people, opportunities, and the work that follows from them.

Unlike a standalone CRM you bolt onto project management, Hive CRM lives in the same workspace as your actions, projects, notes, meetings, and email. That means sales, customer success, and delivery teams can track pipeline and customer context without switching tools.

In short: Hive CRM helps you answer: Who are we working with? What's in the pipeline? What needs to happen next — and where does that work live in Hive?

Who is Hive CRM for?

Hive CRM is useful if your team needs to:

Track accounts and contacts — prospects, customers, partners, and vendors in one place
Manage a sales pipeline — opportunities with stages, amounts, owners, and close dates
Plan outreach — campaigns and email/call sequences for targeted follow-up
Scope and propose work — estimates and proposals tied to accounts and deals
Connect CRM to execution — link accounts and opportunities to Hive projects and actions
See pipeline health at a glance — configurable home dashboards and reporting widgets

Who can access CRM?

Workspace admins control CRM access under Workspace settings → CRM:

Everyone in the workspace (with CRM permission), or
Selected people only

Users without CRM access cannot open the app. External users do not have CRM access.

Getting started

CRM Settings

The settings section for CRM is located in Workspace Settings -> Apps -> CRM:

From there, you'll be able to control who has access to specific information in the CRM. You can also import email threads and calendar meetings to better build out your CRM instance.

Additionally, you can sync your Salesforce CRM information and bring that into the Hive CRM. This will run a 90 day sync for the last three months of content.

Some other ways to import data into CRM:

Use Import CSV to bring in:

Accounts (companies)
People (contacts)
Opportunities (pipeline)

Hive shows a summary of created and updated records after import. Home dashboard widgets refresh as data comes in.

You can also import from HubSpot-style CSV exports if columns match Hive's supported import fields.

Or create records manually:

Accounts → Create account (name, type, lifecycle stage)
People → Create person and link to an account
Opportunities → Create opportunity (stage, amount, owner, close date)

Core features in detail

Accounts

An account is a company or organization — prospect, customer, partner, investor, vendor, or former customer.

Each account has:

Type — e.g. Prospect, Customer, Partner
Lifecycle stage — e.g. Target, Engaged, Onboarding, Active, Expansion, Renewal, At risk, Churned

Open an account to see tabs such as:

Overview — key details and linked records
Team — people at the account
Projects — Hive projects linked to the account
Actions — linked Hive actions
Notes — shared account notes
Emails / Calls — linked email threads and meetings
Files — materials attached to the account

You can filter accounts (all, prospects, customers, partners, missing domain), save views, and export to CSV.

People

People are contacts — decision-makers, champions, and stakeholders at your accounts.

Create people manually or via import
Link people to one or more accounts
Open a person sheet from the grid for quick details
Enroll people in sequences for structured follow-up

Opportunities

Opportunities are deals in your pipeline.

Track:

Stage — Prospecting → Discovery → Qualification → Evaluation → Proposal → Negotiation → Selected → Won/Lost
Forecast category — Pipeline, Upside, Best case, Commit, Closed, Omitted
Amount, owner, and close date

From an opportunity you can:

Link actions and meetings
View activity, emails, and calls
Convert to project — spin up a Hive project when a deal is ready for delivery (or open an already-linked project)

Meetings

The Meetings section shows calendar meetings linked to CRM people, accounts, or opportunities. Link meetings from account or opportunity pages so customer conversations stay tied to the right records.

Workspace admins can also run meeting backfill in CRM settings to import recent calendar events into CRM context.

Campaigns

Campaigns help you plan outreach to a defined audience — useful for launches, nurture programs, or targeted sales pushes.

Set a campaign name and objective
Build your audience from CRM accounts and people
Link campaigns to Goals for measurable outcomes
Export campaigns and save filtered views

Outbound copy in campaigns can be approval-gated before sending.

Sequences

Sequences are reusable follow-up flows — email steps and call-mail steps you can enroll people into.

Create a sequence with multiple steps
Enroll people from campaigns or individually
Track sequence status and analytics

Sequences support planned outreach; they are not a full marketing automation platform.

Estimates & Proposals

Estimates — create scope-of-work documents from CRM account context before kickoff.

Proposals — organize source materials (PDFs, text files) and build proposal content, including reusable snippets and AI-assisted outline generation.

Useful for agencies and services teams scoping work before a deal closes or during proposal stages.

CRM Home & reporting

CRM Home is your starting point:

Import-first panel when the workspace is new
Configurable dashboard widgets — add CRM report widgets from the Home menu
Pipeline Coach (AI) — summary of pipeline risks, opportunities, and recommended next steps when you have pipeline data

Filter and save views on list pages (Accounts, People, Opportunities, Campaigns) and export matching data to CSV.

How CRM connects to the rest of Hive

Hive CRM's main advantage is that it composes with existing Hive work:

Hive feature	CRM connection
Actions	Link accounts, opportunities, or people to any action from the action panel
Projects	Link projects to accounts; convert opportunities into projects
Notes	Attach notes to accounts for shared customer memory
Goals	Link goals to campaigns
Dashboards	CRM Home uses dashboard widgets for pipeline reporting
Email	Link email threads to accounts; admins can backfill recent mail into CRM
Meetings	Link calendar meetings to CRM records