HubSpot’s Smart CRM index page got a major upgrade — and it’s live now for all portals.
The index, where you manage Contacts, Companies, Deals, Tickets, Tasks, and Custom Objects, has been rebuilt. It’s streamlined, easier to use, and displays insights in the same place where you’re already working.
Why does it matter?
The changes will make your team more productive, once they know what they are. Keep reading to learn how to orient your team quickly and make your data more actionable.
What changed?
You told us the index was overwhelming and not flexible enough. So we rebuilt it from the ground up to be faster and easier to customize, and keep you in one place instead of jumping around the product or keeping multiple tabs open.
Some key differences:
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View settings are easier to find. Everything you need to adjust the look and feel of your index is right there on the page. No need to navigate to Settings.
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Flexible views help you see your data differently. See your Contacts in board view, your Tasks in Gantt view, and your pipeline in report view, without leaving the index.
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Filters and metrics are collapsible. Hide what you don’t need. Display it when you do. Having less to look at helps you focus on your work, not the UI.
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Report view, right on the index. See your data as a report without opening a separate dashboard.
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AI insights on columns. Click a button and Breeze Assistant generates insights across your records. It’s a quick way to spot what’s working or not — and why — without time-consuming manual work.
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Property management in one place. Add columns, create properties, or use Data Agent to build a smart property without switching apps or opening another tab.
Get your team oriented
The resource center has everything you need: demos, a training guide built for reps, Knowledge Base articles, and more.
Drop a comment below or contact your CSM if you have questions. We’re happy to help.