HubSpot Smart CRM services

HubSpot Smart CRM, set up for a clearer view of every customer

HubSpot Smart CRM is the customer database every HubSpot Hub runs on: contacts, companies, deals, tickets and every conversation in one place, with AI that keeps records current. It comes with every Hub, or can be bought on its own at Professional or Enterprise. Either way, it is only as useful as the way it is set up. Cybersolve designs the data model, moves and cleans your data, and connects Smart CRM to the rest of your business.

HubSpot Smart CRM at the centre, connected to enrichment, reporting, integrations, contacts, deals, data agent, leading to one view of every customer

● Record enriched

Company details filled in automatically

Trusted by businesses like these

Sourcefin
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Global Pricing Innovations logo
Legalwise logo
Precium logo
SyncStation logo
Vribble logo
Wagetime logo
Worklio logo
DHL
Vendisys
BeInCrypto
Truevo
Avansa logo
Momz Connect logo
Chatspring
Teach-e-Tools logo
IDS Consulting
Tourvest
Pumpkn
Hoxo
CropsProfit
Echo Financial Products
Sourcefin
Ecentric Payment Systems logo
Global Pricing Innovations logo
Legalwise logo
Precium logo
SyncStation logo
Vribble logo
Wagetime logo
Worklio logo
DHL
Vendisys
BeInCrypto
Truevo
Avansa logo
Momz Connect logo
Chatspring
Teach-e-Tools logo
IDS Consulting
Tourvest
Pumpkn
Hoxo
CropsProfit
Echo Financial Products

What's new

AI that keeps your records current

Smart CRM now captures calls, emails and meetings automatically, and uses AI to enrich, clean and answer questions about your records. As of October 2026, these are the features that most affect data quality, admin time and reporting.

Breeze Assistant

HubSpot's AI assistant, now able to take actions and hand work to agents, included in every edition.

All editions

Data enrichment

Fills in and updates contact and company details from more than 200 million buyer and company profiles.

Starter and up

Data agent

Answers questions about your customers from the CRM, calls, emails, documents and the web.

Uses credits

Professional and Enterprise

Duplicate management

Finds likely duplicate records with AI so they can be merged, cutting clean-up time.

Professional and Enterprise

Data quality overview

Scans the CRM for data problems, every two weeks on Starter and daily from Professional.

Beta

Starter and up

Customer agent

Answers customer questions on chat and email from your own content. Credits are used only when it resolves a conversation.

Professional and Enterprise

Prospecting agent

Researches accounts and drafts personalised outreach. Credits are used per lead it writes outreach for.

Professional and Enterprise

Agent builder

Build your own AI agents: simple ones on Starter, more advanced ones from Professional.

Beta

Starter and up

Many AI features run on HubSpot Credits. Paid editions include a monthly allowance (500 on Starter, 3,000 on Professional, 5,000 on Enterprise), and more can be bought. Features marked Beta may change.

The numbers

Customer data in one place pays off

HubSpot's own figures, across the whole platform.

83%

Of interviewed HubSpot buyers and users say HubSpot is effective at unifying their company's data in one place

84%

Of surveyed HubSpot customers increased company revenue

95%

Of surveyed HubSpot customers achieve a positive return on investment

Source: HubSpot ROI Report 2025: 424 video interviews with software decision makers and CRM users (January 2025) and a survey of 1,546 CRM users (August 2025). Results for individual businesses vary. These are HubSpot's figures, not Cybersolve's.

Want to know what is holding your CRM back?

Book a Smart CRM consultation

Features

What Smart CRM gives every team

The foundations, before any Hub is added.

Contacts, companies and deals

Every contact, company, deal and ticket with its activity history, and pipelines from 15 on Starter to 350 on Enterprise.

A data model that fits

Custom properties from Starter, calculated properties from Professional, and custom objects and sensitive data on Enterprise.

Connected to your other tools

More than 2,000 apps in the HubSpot Marketplace and two-way data sync, with custom API integrations where an app does not exist.

Reporting across teams

Dashboards across marketing, sales and service, custom reports from Professional, and an audit log of changes made by people, automation and AI.

Editions and pricing

Which edition fits

HubSpot's free CRM covers up to two users and 1,000 contacts. Starter adds permissions and enrichment, Professional adds AI agents, clean-up tools and custom reports, and Enterprise adds custom objects and tighter control.

Starter

Suits

Small teams moving off spreadsheets

What it adds

Required fields, permission sets, multiple currencies, automatic enrichment and no HubSpot branding

Professional

AI agents and custom reports start here

Suits

Growing teams that need clean data and reporting

What it adds

Duplicate management, contact scoring, calculated properties, custom reports, the customer agent and the data agent

Enterprise

Suits

Larger businesses with a complex data model

What it adds

Custom objects, sensitive data, a sandbox, teams, single sign-on and field-level permissions

HubSpot pricing

What will Smart CRM cost?

Smart CRM comes included with seats of other HubSpot products, or can be bought on its own at Professional or Enterprise. HubSpot prices it per seat, so what you pay depends on the edition, the number of seats and the credits you use. Cybersolve will work out the right set-up and cost for your team before you commit.

What makes up the cost

Edition

Starter, Professional or Enterprise

Seats

Paid seats only for the people who need them

Credits

A monthly allowance for AI features and agents

Onboarding fee

None

HubSpot does not charge an onboarding fee for Smart CRM on its own. Cybersolve can still lead your set-up.

Services

How Cybersolve helps

Set-up gets a new or restarted CRM working. Migration moves your data from another CRM, starting with an audit. Data model and integration work makes HubSpot fit your business, and managed CRM keeps it healthy.

Service

When it fits

What you get

CRM set-up

You are new to HubSpot or starting again

Properties, pipelines, permissions and dashboards designed around how your teams sell and serve, with your team trained

CRM migration

You are moving from Salesforce, Pipedrive, Zoho or another CRM

Contacts, companies and deals mapped and moved. How much history can move depends on the source system, so scope is agreed after an audit

Data model and integrations

HubSpot needs to fit your business and connect to finance, ERP or product data

Custom properties, custom objects on Enterprise, and integrations through native apps or custom API work

Managed CRM

You want someone to keep the CRM healthy

Ongoing data quality, permissions, reports and changes from a HubSpot-certified team

For day-to-day CRM administration and adoption, see CRM management. Platforms Cybersolve regularly connects include NetSuite, QuickBooks, Sage, Salesforce and Shopify.

HubSpot Solutions Partner Program, Gold tier

HubSpot's current catalog lists no onboarding fee for Smart CRM. If you are also buying Marketing, Sales or Service Hub Professional or Enterprise, HubSpot's onboarding fee for those can be waived when Cybersolve leads your onboarding, for customers in the UK, the US and South Africa.

Watch

What is HubSpot?

HubSpot's short overview of the customer platform, with Smart CRM at its centre.

A team meeting to agree how they will use their CRM

Why Cybersolve

A CRM built around your business, not the default settings

HubSpot Gold Solutions Partner with a HubSpot-certified team

More than 100 HubSpot implementations

RevOps, integrations and CRM management under one roof

Founded in 2015

“Helped us with our dashboard building. We could finally see what was happening in our business: our sales process, the customer journey and marketing automation.”

HK

H.K.

Banking and Financial Services · HubSpot review

★★★★★

Built on Smart CRM

Add Hubs as your teams grow

Each Hub adds tools for one team, working on the same customer records.

Marketing Hub

Campaigns, automation and AI search visibility.

Explore

Sales Hub

Pipelines, automation and selling tools.

Explore

Service Hub

Help desk, customer success and AI support.

Explore

Content Hub

Website, landing pages and content creation.

Explore

Data Hub

Data sync, quality and automation.

Explore

Revenue Hub

Quotes, billing and payments.

Explore

FAQ

Smart CRM questions

Can't see your question? Ask it on a consultation call.

Ask a question

What is HubSpot Smart CRM?

HubSpot's CRM: the shared customer database every HubSpot Hub runs on. It holds contacts, companies, deals, tickets and activity, with AI that enriches, cleans and answers questions about your records.

Is the HubSpot CRM free?

There is a free CRM for up to two users and 1,000 contacts, with no time limit. Starter, Professional and Enterprise add permissions, enrichment, AI agents, custom reporting and higher limits.

Do we need Smart CRM if we buy a Hub?

It comes included with seats of other HubSpot products, so every Hub already runs on it. It can also be bought on its own at Professional or Enterprise, for teams that need the CRM without a full Hub.

How much does Smart CRM cost?

Paid editions are priced per seat, and the total depends on the edition, the number of seats and the HubSpot Credits you use. Cybersolve works out the cost for your team before you commit.

Does Smart CRM include custom objects?

On Enterprise. Custom objects, sensitive data and a sandbox for testing changes are Enterprise features; Professional adds calculated properties and custom reports.

Can you migrate our CRM to HubSpot?

Yes. Salesforce, Pipedrive, Zoho, HighLevel, ActiveCampaign and Marketo are among the platforms Cybersolve migrates from most often. Scope is agreed after an audit of your current data.

Get in touch

Get a CRM your teams trust

Book a consultation and tell Cybersolve where your customer data lives today. Cybersolve will talk you through the options for setting up, moving or cleaning up Smart CRM.

Your enquiry goes to a specialist, not a sales script

No obligation and no hard sell

Calls arranged around your time zone

Book a consultation

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