Customers - Every client's info, history, and ownership in one place.
Company records, billing details, tags, and ownership in a single structured database.
What does the app solve?
Growing companies quickly lose track of who owns which client relationship, where the contract documents are, and which customers are VIP vs. one-off. Customers gives every company record a clear owner, manager, custom tags for segmentation, and a direct link to shared documents - so the whole team works from the same source of truth.
Key features
Structured company records
name, company ID, VAT/tax numbers (DIČ, IČ DPH), full address, and region, ready for European B2B and invoicing needs.
Clear ownership
assign an Owner and a Manager to every customer from a team avatar picker, so accountability is never in question.
Custom tags for segmentation
organize customers by tags like VIP, Partner, SLA, or by acquisition channel (Web, Eshop) - fully customizable to your own sales process.
Linked calendar per customer
every customer record has its own Calendar tab, showing every meeting and activity tied to that account without leaving the page.
Shared document folder link
attach a link to an external folder (e.g. Google Drive) holding contracts and files, keeping documents where your team already works.
Active/inactive lifecycle
toggle customers active or inactive to keep pipelines and reports clean without deleting history.
Fast filtering & search
sortable columns and instant search across name, city, company ID, owner, and manager.
Why is it different from a regular CRM?
Many CRMs treat "customer" as a generic contact card. Hubleto separates companies from people (see the Contacts app) and gives each company its own calendar, documents, and ownership - matching how real B2B sales and account management actually works, without extra configuration or paid add-ons.
Who is it suitable for?
B2B sales teams, account managers, and any company that needs a clear, structured view of who\'s responsible for each client relationship.