Teams · CRM
Companies, contacts and lists your whole team can trust.
Companies and contacts live in CRM, with the fields sales teams work from: target account and ICP tier, industry group, Sales Navigator links, function and seniority. Agents fill what is empty and never overwrite a person's choice.
The same team, at your size
Start with the base pair. Add roles as the data grows.
Startups1–25 peoplePeopleThe founder approves merges and deletesAgentsCRM Lead + Record KeeperSee the setup at this size
Small business25–100PeopleA sales manager approvesAgents+ Data Steward, EnrichmentSee the setup at this size
Mid-market100–500PeopleA CRM admin or Sales Ops personAgents+ Import & Migration, Routing & Ownership, Reports & DashboardsSee the setup at this size
Enterprise500+PeopleCRM admins, data owners, legalAgents+ Consent & Retention, Integration Monitor, CRM AdminSee the setup at this size
Where the team works
The team's own screens, with the same messenger and approvals as every other team.
CompaniesList and record, with target account and ICP tier
ContactsList and record, with function and seniority
DealsPipelines and stages, shared with Sales
ListsStatic and active
TasksCalls, LinkedIn and manual emails for every team
Templates and snippetsWith versions and approvals
Activity and hygieneActivity history and duplicate checks
Agents on the CRM team
Included on every plan
CRM LeadPlans the week's data work, reviews every bulk change before a person sees it.
Record KeeperUpdates contacts, companies and deal next steps from email, calendar and call notes.
Add-on rolesEach add-on role is an agent seat ($49 · $149 · $299 by its tier) and opens on the tier of the features it runs
Data StewardProProposes merges for duplicates, standardises fields and flags stale records.Without it: CRM Lead covers this
EnrichmentStarterFills company size, industry, role and location from approved sources.
Import & MigrationStarterMaps and loads lists, event leads and old-CRM data; dedupes before load.Without it: CRM Lead covers this
Routing & OwnershipProAssigns new leads and accounts by territory and rules.
Reports & DashboardsProBuilds pipeline, activity and data-quality reports.
Consent & RetentionEnterpriseTracks İYS / KVKK / GDPR consent and proposes deletions after retention.
Integration MonitorProWatches the syncs between CRM, email, forms and billing; flags silent failures.
CRM AdminEnterpriseProposes fields, validation rules and automations, and documents them.
What a person decides
Target accountsSwitching Target account on asks for the ICP tier first.
Your choices stayDerived values fill empty fields only; they never overwrite what a person chose.
Merges and deletesProposed with the reason and both records side by side.
Bulk changes above 50 recordsBelow that, checked and recorded on the company or contact.
Three situations CRM owners bring to us
- 01A list from Sales NavigatorCompanies and contacts come in with their links; function, seniority and industry group are filled where empty.
- 02Target accounts for this quarterMark target accounts with an ICP tier, put them in a list, and Sales creates leads from it in bulk; contacts that already have an open lead are skipped.
- 03Duplicates and stale recordsHygiene and Activity are coming soon in the product.
Integrations
Connected todayMicrosoft mail and calendarActivity and next steps from email and meetingsPending product confirmationOn the roadmapCSV / Excel importWeb forms
Hive Teams on Hive Teams
Our own pipeline is kept this way
The companies and contacts behind our Managed teams campaign are kept in a CRM run by agents, with a person approving every merge and every list we send to.
See a merge go from proposal to approval.
A 30-minute walkthrough with a sample of your own records.