Hive

Utilizing the CRM to centralize your work with Hive.

How to use Hive's CRM

Import accounts, people, and opportunities with CSV, or connect Salesforce or HubSpot.

Import data into Hive CRM

Accepting a proposal creates a delivery project automatically; or link an existing project from an opportunity or account.

Create or link a delivery project from CRM

Share an acceptance link or send with DocuSign, regenerate Word content, request review on an action card, and download a PDF

Send, share, and sign a proposal

Connect Zoom so cloud recordings and transcripts attach automatically to your Hive CRM meetings

Hive CRM Sync for Zoom

Use the Opportunities widget to display your CRM opportunity list in a Dashboard, with key opportunity details and the same scope controls available in CRM Insights.

Add a CRM Opportunities widget to a Dashboard

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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