Use case

The problem: Only two of us have a CRM login. Everyone else asks us.

Share client context without extra seats

Share the Humble view of a company with your team and with partners outside your company. They see what they need, without extra CRM seats, licence fees or full access.

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Last checked

The problem

What gets in the way

  • Seats cost moneyEach CRM login costs more, so only a few people have one.
  • Full access is too muchYou do not want a partner to see your whole CRM.
  • Two people contact the same clientNo one can see who already talks to them.

How it works

Share the view, not your login

  1. Step 1: Share the view

    Share what Humble shows about a company with your team or a partner. Your login stays with you.

  2. Step 2: Share what you know about a person

    Share your notes on a person, so everyone knows the best way to contact them.

  3. Step 3: Choose who sees a note

    Use the add person button on a note. Only the people you add can see it.

  4. Step 4: Link the exact page

    Not everyone knows Notion. Link the exact Notion page to the task.

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

Set up Humble

Questions

Common questions

Humble for teams. Sharing what Humble shows from your CRM with your team and partners is part of the Team plan.

No. They see the Humble view, without extra seats, licence fees or full access to your CRM.

HubSpot, Airtable and Notion.

No. Linking is private. Sharing is its own step, with the add person button.

Yes. Humble for teams has guest spaces, private spaces you can invite clients and partners to.

More use cases

More problems Humble solves

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

    Know where things stand with every client

    Open their website to see your notes, meetings and HubSpot deal. No HubSpot login needed.

  • The problem: I have a call in five minutes. I do not know if we have spoken to them before.

    Check a company before a call

    Open their website. Humble turns green and shows what your CRM knows about them.

  • 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.

See all use cases

Give your team the context, not the login

See Humble for teams. Book a call and we will show you.

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