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

Create a delivery project straight from an opportunity, let an accepted proposal create one automatically, or link an existing project from an opportunity or account.

Create or link a delivery project from CRM

Build your audience, draft and schedule personalized emails, and track opens, clicks and replies.

Create and run a CRM campaign

Price an opportunity estimate by hours, fixed price or fee, check gross margin, update the planning project, and create the budget baseline when the deal is won.

Build a CRM estimate for an opportunity

Each person connects their own Microsoft account so recordings and transcripts of Teams calls they organize attach to their Hive CRM meetings

Hive CRM Sync for Microsoft Teams recordings

Embed a Hive CRM contact form on your website so that each submission creates or updates a person in CRM, with an owner and a lead source.

Capture leads from your website with CRM contact forms

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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Track leads, deals, campaigns & proposals from first contact to delivery

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