The CRM your revenue team will actually use.
Leads, deals, quotes, e-signatures, calls, WhatsApp, automation, and AI insights — unified in one workspace, on infrastructure you control.
Everything in One Workspace
A unified CRM that covers your entire revenue operation — from first touch to closed deal and beyond.
Leads & Pipeline
Visual Kanban boards, lead scoring, merge duplicates, and automated status workflows.
Deals & Forecasting
Drag-and-drop pipeline, weighted forecasting, win rate analytics, and sales velocity tracking.
Quotes & E-Signatures
Generate branded PDF proposals, send for digital signature, and track acceptance in real time.
Invoices & Payments
Auto-calculations, payment recording, aging reports, and collection rate dashboards.
Automation Engine
Visual workflow builder with triggers, conditions, delays, and actions — no code required.
AI Assistant
Draft emails, score leads, forecast revenue, and summarize deals with built-in AI.
Calls & Telephony
Click-to-call via Twilio, call logging, duration tracking, and outcome recording.
WhatsApp Business
Two-way messaging, message templates, and link conversations to deals and contacts.
Marketing Campaigns
Email, SMS, and WhatsApp outreach with audience segmentation and open/click analytics.
Reports & Dashboards
Real-time charts, conversion funnels, pipeline breakdowns, and CSV exports.
Product Catalog
SKUs, categories, pricing, inventory, and images — directly linked to quotes and invoices.
Knowledge Base
Internal documentation, categorized articles, and team-wide search.
Deep Dive: Feature Breakdown
Every tool your revenue team needs, built into a single platform.
Sales & Pipeline
Unified lead-to-deal pipeline with 5 stages
Drag-and-drop Kanban boards
Lead scoring and priority assignment
Deal probability and weighted forecasting
Win rate and sales velocity analytics
Revenue forecast by expected close month
Bulk merge duplicate leads
Contact 360° view with full activity history
Quotes, Invoices & Products
Auto-numbered quotes and invoices
Line items from product catalog or custom
Tax and discount calculations
Branded PDF generation (quotes, proposals, invoices)
Digital e-signature flow with signing links
Payment recording (bank, card, cash, PayPal, check)
Auto status transitions (draft → sent → paid → overdue)
Aging reports and collection analytics
Product catalog with SKU, pricing, inventory, and images
Communication
Click-to-call with Twilio integration
Call logging with duration, direction, and outcome
Two-way WhatsApp messaging via Business API
WhatsApp message templates
Email compose with HTML templates
Sent email log with open tracking
Marketing campaigns (Email, SMS, WhatsApp)
Audience segmentation with custom filters
Automation & AI
Visual drag-and-drop workflow builder
Event triggers: lead created, deal won, task overdue, invoice paid, and more
Actions: send email, create task, assign user, fire webhook, add tag
Logic nodes: IF/ELSE conditions, delays, split branches
AI-powered email drafting and summarization
AI lead scoring and revenue forecasting
Bring your own AI provider (OpenAI, Anthropic, Gemini, or self-hosted Ollama)
Platform & Admin
Role-based access (Super Admin / User)
Feature flags — toggle any module on or off
Full audit log with actor, action, entity, and timestamp
Customizable dashboard with drag-to-reorder widgets
Multi-currency support (13 currencies)
Localization (timezone, date format, number format, language)
Custom branding (logos, colors, apply to CRM, PDFs, emails, portal)
REST API with API key management
Outbound webhooks with delivery tracking
Swagger API documentation
Enterprise-Grade Security
Self-hosted on your own Supabase infrastructure — you own your data.
Row-level security on every table
Encrypted in transit and at rest
SOC-grade access controls
Session timeout and password policy configuration
Two-factor authentication support
Edge-deployed worldwide
Real-time updates via WebSocket subscriptions
Self-hosted on your own Supabase infrastructure
How It Works
Three simple steps to transform your revenue operations.
Get Invited
Request access from your HABB Global team or admin.
Set Up Your Workspace
Configure branding, currency, integrations, and invite your team.
Start Closing Deals
Manage your entire revenue pipeline from one place.
Growth Plan
Everything your team needs.
Leads, deals, automation, AI, and all communication channels included. Invite-only access.
Contact Us for Enterprise PricingProduct Gallery
Explore the powerful features and intuitive interface of HABB Connect.
Dashboard Overview
Contact Management
Pipeline View
Client Profile
Activity Timeline
Reports Dashboard
Email Integration
Team View
Automation Rules
Settings Panel
Ready to Close Deals
Smarter?
Join the invite-only teams using HABB Connect to unify their entire revenue operation. Let's discuss your needs.
- ✓Invite-only access
- ✓Free consultation
- ✓Enterprise pricing available
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