HubSpot's Redesigned Smart CRM Index Has Arrived: Opt-in Today

Resources Releases and Updates
1

Public beta is now open: HubSpot Smart CRM just got a major upgrade.

TLDR;

HubSpot’s Smart CRM index — the central place for managing Contacts, Companies, Deals, Tickets, and Custom Objects — has been rebuilt from the ground up and will be available in public beta starting May 27th.

  • What’s changing: The new index is faster, more flexible, and requires no tab-switching. View settings, filters, reports, and AI insights are all accessible in one place.
  • Key new features: Collapsible filters, an on-page report view, AI-powered column insights via Breeze, and inline property management.
  • Best for: Sales reps and CRM admins who want to manage pipeline and surface insights without leaving the index.
  • Timeline: Public beta will be available for opt in on May 27th; full rollout to all customers in late July.
  • Get started: Visit the Streamlined Index Resource Center to learn all you need to know. On May 27th, opt into the beta in the Product Updates section of your portal.

Keep reading for more details.

Why HubSpot rebuilt the Smart CRM index:

Customers told us the index — where you go to work with your Contacts, Companies, Deals, Tickets, and other objects — was overwhelming and not flexible enough. So we rebuilt it.

What’s new in HubSpot’s Smart CRM index:

These improvements apply to Companies, Deals, Contacts, Tickets, and Custom Objects:

  1. View settings are easy to find and use. Adjust the look and feel of your index directly — no more navigating to a separate Settings page.
  2. Filters and metrics are collapsible. Hide what you don’t need; surface it when you do.
  3. Get a report view, right on the index. See your data as a report directly on the index page. No need to ask Breeze Assistant or check a separate dashboard.
  4. AI insights on columns. With one click, Breeze generates insights across your records. It’s a fast way to spot what’s working and what can be improved, without manual analysis.
  5. Property management, in one place. From that same button, you can quickly add columns, create properties, or use Data Agent to create a smart property, no app-switching required.

CRM Index Gif (compressed) (1).gif

Frequently Asked Questions:

What is the Smart CRM index in HubSpot?

The Smart CRM index is the central page in HubSpot where you manage your Contacts, Companies, Deals, Tickets, and Custom Objects. It serves as the primary workspace for sales reps and CRM admins.

Who benefits most from the new streamlined index?

Sales reps, CRM admins, and team managers benefit most. Reps gain faster pipeline visibility, managers can access inline reports without leaving the index, and admins can manage properties without switching apps.

Do I need to switch to the new Smart CRM index?

Eventually. This rolls out to all customers in late August 2026. In the meantime, we encourage you to opt into the public beta now to get ahead of the change, train your team, and make the transition on your own timeline.

How do I learn more about the streamlined index?

Visit the Streamlined Index Resource Center for demos, a training guide for reps, Knowledge Base articles, and more. Learn more about view types here.

How do I opt in to the Smart CRM index public beta?

It’s easy. Beginning May 27th, go to the Product Updates section of your portal and opt in there, or use the in-app banner on the index. (Don’t see it yet? It’s coming within a few days.)

What if I have questions?

Drop a comment below or contact your CSM directly. We’re always happy to help!

2 Likes
2

The new homepage is horrible. I can no longer view what my reps have done all in one place. I have to go to messages, calls, emails, etc. absolutely ruined it and now I am looking hard at other CRMS. stupid decision

3

Hi @WMiller3 , sorry you’re having trouble! I DM’d you so we can troubleshoot this together. The new index experience does not impact your ability to see activities on records. Looking forward to chatting with you privately to resolve your issue.

4

I can’t opt-in to the new Streamlined Index via Product Updates - and my SuperAdmin has advised that she cannot enrol me individually, bu tonly our entire team. It is important that I get out in front of it before roll-out to the rest of my team.

6

Hi @TJ_Sparkles and all,

Thank you for sharing your experience with the new Streamlined Index opt-in.

It sounds like you’re looking to access this feature ahead of your team’s general rollout, but are running into some enrollment limitations.

I can confirm that, at this time, the Streamlined Index can only be enabled at the team level and not for individual users. If your Super Admin proceeds, the entire team will get access simultaneously. You need to be a Super Admin to be able to enroll your account in the public Beta.

I completely understand that this might not be exactly what you were hoping for. However, I encourage you to partner with your Super Admin to decide whether to enroll the entire account now or simply wait for the upcoming automatic migration, it’s just around the corner!

If you’d like to explore other options, your Super Admin can choose ‘Enroll only me’ so the Super Admin can test things out and get training materials ready. Alternatively, for portals who have access to an Enterprise sandbox, that could be a great space to test as well.

If you have any other questions about the rollout or need additional guidance as you prepare, feel free to ask! We’re here to help.

Have a lovely day!
Bérangère