Use case

The problem: Before every client call, I search five tools for what happened last time.

Know where things stand with every client

Open a client’s website. Humble shows your notes, tasks and meetings with them, and their HubSpot deal, without a HubSpot login.

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Last checked

The problem

What gets in the way

  • Five tools to checkEmail, calendar, CRM, notes and chat each hold a piece.
  • Logins slow you downNot everyone has a CRM seat, so they ask someone who does.
  • No one sees the whole storyEach person knows part of what the team did with the client.

How it works

Get the whole story before every call

  1. Step 1: Open the client’s website

    The Humble icon turns green when you already know the company.

  2. Step 2: See your history with them

    Pick the company on your timeline. See every meeting, note and task with them, and your time together.

  3. Step 3: See their deal from HubSpot

    Humble shows their contacts and deals from your CRM. You do not need a HubSpot login.

  4. Step 4: See what your whole team did

    On the Team plan, see your team’s time and work with the company.

What people say

“Eliminating overlap with other sellers on my team and instantly qualifying new leads, all within a single view. Humble provides a warm lead cheat sheet for every account.”
Dave CavalierBusiness Development, Era Seven Partners

What it uses

The parts of Humble behind this

  • Timeline

    Everything you did with a person or company, in order.

  • HubSpot

    Contacts and deals beside any company website.

  • Calendars

    Every meeting with a client, from every calendar.

Questions

Common questions

HubSpot, Notion and Airtable. Connect them once in Humble, and the extension shows their records on the company’s website.

No. Share the view with your team or partners, without extra seats or full access to your CRM.

No. Seeing your whole team’s time and work with a company needs the Team plan.

An email you link to a task appears with that task, as a related item.

More use cases

More problems Humble solves

  • The problem: I met someone great last month. Now I cannot remember their name.

    Remember everyone you meet

    Note how you met on their LinkedIn page. Find them later by the day you met.

  • The problem: I ask everyone for an update. Then I write the report.

    See your team’s progress without chasing

    Finished tasks, shared notes and work from Linear and GitHub appear on one team timeline.

  • The problem: At the end of the day, I feel like I did nothing.

    See everything you got done

    Every task you finish, note you take and meeting you have appears on your timeline.

See all use cases

Walk into your next client call ready

Add the Humble extension and connect your CRM. It is free to start.

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